| Table of Contents | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
...
To Add Lines during the initial, create process, use the Add lines button before clicking create. The rest of this document will walk through how to add line detail information whether using during the create process or afterwards.
...
If there is nothing in the WO Lines detail section, you will need to add a line to the WO.
Refer to Bulk Actions for information on performing bulk actions with WO lines.
Add Line
In order to add a line to the WO, there is a button labeled Add Line in the details section which will execute the action. If there is nothing here, the message ‘No Line Found’ will be displayed, prompting you to add a line.
...
It will then prompt you to add a VMRS code and a description of what the line is. The section under this will prompt you to fill out more information about the line to gather more on what is necessary to complete it.
...
OEM Warranty Line
When a line is added for a job covered under OEM warranty, you will get a pop-up notification.
...
You will be asked if the technician performing the work is certified to perform the warranty work. This is to ensure the warranty is not voided unintentionally.
By choosing “yes” RTA will create a warranty claim (If using warranty claims module) for the job and add the line to the work order.
By choosing “no” the line will be created as an outside line and the vendor completing the warranty work will need to be identified.
...
Once a line has been added to a Work Order, you are able to edit the line. On the WO page, click on the line you wish to modify and there should be an Edit button. This will navigate you back into the WO line where you can make your changes.
...
Delete WO Line
In RTA Web, users Users will have the ability to delete WO lines with a simple click. There may be times when you want to completely delete a job from a work order rather than reschedule it. To delete a work order line, do the following:
Select the line that you wish to delete, and the line details will appear.
Click delete, which will prompt a message asking “Are you sure you want to delete? This operation cannot be undone”.
...
Once you have confirmed the process, the line will display the status from Open to VOIDED.
...
Similar to RTA Classic, and in accordance with rules of auditing, if If a Work Order Line has had transactions posted to it, the line cannot be deleted. Transactions can be reversed, but the data will remain as a positive and/or negative entry.
...
To reopen a work order line, the work order itself will need to be reopened. If you try to reopen just the work order line, the entire work order will reopen. To reopen the work order line, navigate to the line and click it. The line details will then appear and the reopen button will be visablevisible.
It will prompt a message “You are about to re-open the Work Order line, as a result, the Work Order will be Re-opened”. Once you have confirmed the process, it will then allow you to post, reschedule and edit.
...