Group your parts into kits. This allows you to create kits within RTA which can quickly be charged out to work orders.
Part Kit Overview
A part kit is two or more parts that are used in conjunction with a particular job. There are many advantages to setting up and using part kits, including the following:
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Part kits can be used for any type of job that always uses the same group of parts.
Examples of Part Kits
Part Kit Number | Part Kit Used For… |
PMA-3.0L | An A PM on a 3.0L could include oil and an oil filter. |
PMC-5.0L | A C PM on a 5.0L engine. It could include oil, an oil filter, air filter, fuel filter, transmission filter, and ATF. |
TINSVC | Putting a tractor in service. It could include numerous decals, a fire extinguisher, reflector kit, flare kit, spot mirrors, CB Radio and antenna, custom mud flaps, and any other items which are used. |
4515TQ | A full brake could include the 4515 Timken Quick-change brake shoes, hardware kits, slack adjusters, seals and bearings, S-cams and bushings, etc. |
Creating A Part Kit
Access the Part Kits section in the main menu under Part Management> System Settings.
Click the
button.
Enter the following information:
Part Kit Number = Assign the kit a file number (see the examples above for ideas on creating a number that is descriptive and easy to identify)
Part Kit Description = Type out a description that gives detail regarding the part kit and its use case
VMRS and Description = Select the appropriate VMRS job code relevant to this kit (what job being performed uses this kit?)
Cross-Reference = This will default but can be changed as long as it is unique
Account Code = This is only applicable if the account codes are set up in the RTA system and being used
Unit of Issue = Enter the number of kits to be used at the job level
Classification = Use this field if wanting to classify the part kit
Bin Number = If compiling all the parts together to create a physical kit, use this field to denote where the kit is located
Create Tags = Check this box if printing part tags for this kit
MSDS = Check this box to indicate that a materials safety data sheet is available for this part kit
Add a profile picture for the part kit if desired
Click Create
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Once created, the part kit file can be managed, have history and usage reviewed, add attachments, and apply fit codes to the part kit file. |
Assigning a Part Kit to a PM Schedule in Web
Click on the Assets Path in the main menu
Search and select an asset by clicking on it
Click on the Technical Info Tab in the asset file
Click on the Preventative Maintenance Schedule where the part kit will be assigned
Click in the PM Part Kit field
Select the part kit to be added or start typing the name of the part kit to find it
Click the check mark to save the selection in the field
PM Pre-Assigned Part Kits in Work Orders
If pre-assigned in the PM Schedule, or assigned on the Work Order before posting, a notification will show on the posting tab in the work order.
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The work order line for the PM will also show the Part Kit title in the line details by clicking on the work order line and clicking the edit button.
Refer to Work Orders TOC for more information on work order creation and posting.
Part Kits on the Fly
If a part kit was previously created but is not assigned to an asset’s PM Schedule or previously assigned as part of the Work Order Line, the user is able to use the Part Search to look it up, then post the kit as if it were any other traditional part.
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