Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Facility records cannot be deleted from the system. If a shop or location is closed, the facility status can be changed from ACTIVE to INACTIVE. The option to disable or archive the facility exists.

...

Table of Contents
minLevel1
maxLevel7

Archiving a Facility

The Archive asset option gives the ability to move an asset to a “Archive Facility”.  Once moved, the asset is no longer counted against the current active vehicles.  This will reduce the fleet size in RTA.  SaaS customers will have an Unlimited Archived asset license and the licenses for the archived assets are tracked separately from the active assets.  SaaS customers whose fees are based on the number of vehicles will benefit from this option.

...

  1. Open the desired facility file via the master list through the facility menu under organization

  2. Click on Manage Facility

  3. Select the option to archive the facility

  4. Click Save

  5. Confirm the popup

  6. The facility will display the status as archived-active

...

Restoring the Facility

The archive action can be reverted by performing the restore action. This will place the facility back into full active status.

  1. Open the facility file by navigating to it via the master list from the facility menu option under organization

  2. Click on Manage Facility

  3. Select the option to restore

  4. Click Save

  5. The status of the facility will now display as active

Disabling a Facility

Disabling a facility causes the facility record and data (work orders, parts, fuel transactions, etc.) to be inaccessible.

...

  1. Open the desired facility file via the master list through the facility menu under organization

  2. Click on Manage Facility

  3. Select the option to disable the facility

  4. Click Save

  5. The facility status will now display as inactive

Enable Facility

The disable action can be reverted by performing the enable action. This will place the facility back into full active status.

...