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Departments allow grouping of asset records within a facility. Setting up the department file allows many vehicle cost and billing reports to be generated by a specific department (or cost center), a range of departments, or all departments in a facility. For example, a city can be set up as a facility in RTA and the fire, police, and transportation can be set up as departments. Then when vehicle cost reports are generated, costs can be reported for the entire city or just the police department.

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Adding a Department

To add a department record, do the following:

1. Click on the Organization menu area

2. Click on Departments

3. Click the + (add) icon in the upper right corner

   

4. Enter the following:

   1. Assign a department number

   2. Enter the department name

   3. Provide Contact information such as Primary contact name, phone number, and address

   4. Add a profile picture if desired by browsing a file or drag and dropping it into the space

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5. Check the box to create this same information into the customer file as well if applicable

   1. In many fleets, the departments ARE customers and doing this reduces entry time for file creation

6. Click Create

Editing a Department

To change a department record, do the following:

1. Click on the Organization menu area

2. Click on Departments

3. Locate and click on the department to be edited

4. Click in a field and make edits

   1. Click the check mark to save edits

Deleting a Department

To delete a department record, do the following:

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