In RTA Web, technicians are able to clock on and track work order transactions real time saving time and accurately tracking time on each job and completing the labor postings automatically.
Before technicians can use these features, be sure they are linked to the proper facilities. Refer to Creating New Users for more information on completing this important step.
My Work
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Users sign into RTA Web with the same username and password they use to connect to the RTA Server, ending in @rta-host.com, with the accompanying password. Under the side-menu, select the option that says Shop > My Work.
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All jobs can be clocked into, but are subject to RTA System user access rights. If a user is unable to re-open a closed line or assign themselves a job, it will be because their user profile does not allow this. Talk to your admin, or call RTA Support for assistance in these cases.
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From 'My Work', the user can select one of five options:
Notes - view job details and edit
Start - Clock onto the job line and begin tracking labor
View All Scheduled Jobs - Maximize the scheduled jobs list to show all jobs assigned to this user
Direct Job Search - Lookup an unknown work order by the job description or VMRS code and view it’s details
Add Job - Create a Work Order, or add a new Work Order Line to an existing Work Order
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When finished…the user will select any of the top-screen options of My Work, Indirect Jobs, Begin Lunch or hover over the job clock or shift clock and click End Job or End Shift. In doing so, a notice screen will appear that the user is about to ‘clock off’ of the current job and a request to mark it as “Complete” or “Incomplete”:
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Shop Activity
From Shop > Shop Activity, the user will see an overview of the users currently clocked in through RTA Web or Paperless Shop. This is an Admin only feature as it details with overview labor details and the ability to end others' shifts/jobs. The 4 options for current activity are
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As an Admin, the user has the ability to end the shift of the mechanic, in case they’ve left for the day and forgot to do it themselves. The Admin can also click the job line under the Tech’s name to see the job details. screen.
Assign Jobs
This feature allows the assigning of technicians to jobs, typically done by the shop supervisor or foreman. It also allows the “releasing”, “reassigning”, and “deleting” of job hours as well. It also provides a way to edit estimated hours.
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