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- Set up all user IDs, passwords, and privileges (SUM).
- Optionally set up user classes (SSY) and assign users to classes.
- Set the "System Security" switch to ON or SYS (SSI, Miscellaneous I tab, switch 9).
- Modify the user named SYSTEM by adding a password or delete the user from the system altogether (SUM). WARNING! DO NOT delete the user SYSTEM if you will not be using the System Security feature; doing so will make the RTA system inaccessible to all users! DO NOT delete the user SYSTEM if you are using the Paperless Shop add-on option and have set up a special login screen for the mechanics.
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- Default Printer: Enter the default RTA printer for this user. The printer configurations from the specified printer will be used for print jobs executed by this user. A lookup list is not available here to select a printer from, but you can press F8 to view a list of printers that have been set up in RTA.
- Tag Printer: Enter the default RTA tag printer for this user. The printer configurations from the specified printer will be used when this user prints part tags and/or bin labels. A lookup list is not available here to select a printer from, but you can press F8 to view a list of printers that have been set up in RTA. Leave this field blank if this user will not be printing part tags or bin labels.
Video Card: Setting the video card will allow you to display 132 columns when RTA reports are viewed on the screen. Press F1 to toggle the value from 0 to one of the four values listed below or enter a number from 0-99 if your video card is not listed. Normally this option should be set to "0". Change only if the full 132 characters in the report viewer are not being displayed correctly by your graphics card.
Value
Type of Video Card
35
ATI Integra, VGA/Wonder, EGA Wonder
83
ATI Prism Elite, Trident Chip Sets
85
Paradise Systems
96
Chips and Technologies, Genoa 6000
- Enable Logins: Select this checkbox to allow this user to log into the RTA system; deselect to prohibit this user from being able to log in. This is a great feature to use during times when it's critical to keep users out of the system (e.g., rebuilding files, installing updates, processing end of period). This checkbox can be activated here for an individual user or globally for all users by running the lockrta.cob utility program. The lockrta.cob program can be run by pressing the + key from the RTA main menu—call RTA if you need assistance.
- Module Mode: This setting affects whether the user can run the software in multi-threading mode, having multiple modules of the software open at the same time. Ex: Filling in a work order in one window, Referencing a purchase order in another window, running a report in a third window…all at the same time. If multi-threaded mode is desired, uncheck the checkbox for 'single module mode' and specify the maximum number of separate windowed modules that the user may have open at the same time. To avoid record locking issues, it is advisable to set this at the lowest number possible while still allowing the user to efficiently perform their job functions.
- View/Print: This option sets the default choice for the user when printing reports. If PRINT ONLY is selected, the report will be sent directly to Windows print manager to be printed. If PROMPT PRINT or PROMPT VIEW are selected, then the user will be asked each time whether they want to view or print the report and the default choice will be determined by this option. If VIEW ONLY is selected, then the report is automatically displayed on-screen. The user would then be able to print the report after viewing it.
- Vehicle Label: If this user works on special equipment instead of vehicles, this field can be set so that the terminology on menus, screens, and reports changes for this user. For example, if this employee is a radio technician who repairs radios and other electronics, you could set this field to 'Radio'. When this user logs in and accesses the main menu in RTA, Master > Vehicle > File Maintenance would become Master > Radio > File Maintenance. Instances of 'Vehicle' throughout the program would be replaced with 'Radio' instead.
- Access Rights: Menus, screens, fields, and programs can be secured. The access rights are grouped in the following categories: Vehicles, Work Orders, Parts, Purchase Orders, Fueling, Tires, Reports, System, and Miscellaneous. The Vehicle access rights are initially displayed on the screen. To view other access rights, select the desired category from the Access Rights menu or click on the corresponding icon in the toolbar.
Specify whether this user has access to the options shown. To allow access, select the checkbox; to prohibit access, deselect the checkbox. The Select All and De-Select All buttons may also be used to quickly select or deselect all the access rights shown on the screen. Keep in mind that if a template was used when creating this new user record, the access rights will be set identically to the template user record. If a template was not used, all access rights will be enabled.
The number that appears before the access right description corresponds to its position on the User Listing report (SUL). For example, the Add Vehicles access right shows 001 in front of it. This means it is printed in the first position on the User Listing. The Add Customers access right shows 117 in front; it is printed in the 117th position on the User Listing. This number is also used when changing an access right globally for all users. Refer to "Globally Setting an Access Right for All Users" in the following section.
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While editing a user, click EDIT > STMP INFORMATION on the menu.
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- Add User records via the User Setup screen (SUM) that will be used as the "Roles" for other users. These will be named for groups of employees, such as MECHANIC, SUPERVISOR, PARTS CLERK, CLERICAL, DIRECTOR, etc.
- Add Employee Classes to RTA via the Employee Class tab in System Codes Maintenance by selecting System > Setup System Switches > System Codes (SSY) from the RTA main menu.
- Assign an employee class to individual employee records by selecting Master > Employee > File Maintenance (MMM) from the RTA main menu. Select from the applicable list of classes to populate the Class field.
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When a user logs in through the User Login screen, they will still enter their specific user login name and password. If this user has been assigned an employee number, the system will load that employee and see if the employee has been assigned to a class. If the employee has a class, the system will use that class name to load another user record (the role) and the access rights from this user role will override the initial user's individual access rights.
Example: A User Record called "MECHANIC" is created as the security role for all mechanics in System > Setup Users > File Maintenance (SUM). A User Record called "JOE" is assigned an employee number of "201" in System > Setup Users > File Maintenance (SUM). An Employee Record numbered "201" is assigned an employee class of "MECHANIC" in Master > Employee > File Maintenance (MMM).When JOE logs into RTA, his access-rights will be loaded from the user role "MECHANIC".
Logging in through Paperless Shop
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