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Introduction
The Campaigns feature in RTA Fleet360 provides fleet managers with a powerful tool for creating and managing bulk work orders and planned work across multiple assets. Whether you need to manage vehicle recalls, schedule planned maintenance, or apply service bulletins, Campaigns allows for efficient organization and tracking of these tasks. This article walks you through how to use this feature, with examples and practical applications, step-by-step instructions, and placeholders for screenshots to guide you through the process.
Understanding the Campaigns Feature
The Campaigns feature simplifies bulk work management by allowing users to create work orders or planned work tasks for a large number of assets at once. This can be particularly useful for handling recalls or service bulletins across an entire fleet, enabling quick creation of jobs with predefined codes and descriptions.
Key Benefits:
Bulk creation of work orders across multiple vehicles
Easy job assignment and progress tracking
Ideal for managing recalls, planned maintenance, or service bulletins
(Screenshot placeholder: Main Campaigns dashboard)
Creating a New Campaign
The Campaigns feature provides a streamlined process for setting up large-scale work orders. Follow the steps below to create a new campaign in RTA Fleet Management.
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Step-by-Step Instructions for Adding a Campaign: |
Navigate to the Campaigns Page:
From the main menu, go to the "Maintenance & Repair" section.
Click on "Campaigns", which opens the Campaigns dashboard.
Select Add New Campaign:
In the Campaigns dashboard, click the plus icon (+) to start a new campaign.
(Screenshot placeholder: Plus icon for adding new campaign)
Enter Campaign Details:
Name: Enter a unique name for the campaign (e.g., "Brake Pad Replacement Recall").
Description: Add a detailed description (e.g., "Replacing brake pads on all 2018 fleet vehicles").
Email: The field auto-populates with the creator’s email but can be updated as needed.
(Screenshot placeholder: Campaign name and description input fields)
Choose Campaign Type:
Select Planned Work (default) or Work Order as the campaign type.
If Planned Work is selected, a Due Date must be specified.
(Screenshot placeholder: Campaign type and due date selection)
Add Job Details:
Choose between Custom and Template options for job details:
Custom: Manually input job details such as VMRS codes, repair and cause codes, inspection names, and notes. You can add additional lines as necessary.
Template: Select a pre-existing Work Order template that suits the campaign’s needs.
(Screenshot: Custom vs Template job details input fields)
Save the Campaign:
After completing all fields, click Save to finalize the campaign.
(Screenshot placeholder: Save button for creating a campaign)
Creating a Work Order Template from a Custom Campaign:
When using the Custom option, the system automatically creates a Work Order Template based on the campaign's name and job details. If a template with that name already exists, no duplicate template will be created.
Closing and Managing Campaigns
Campaigns can be closed once all tasks are complete or force-closed if further action is unnecessary. The Campaigns feature allows users to:
Delete a Campaign: This option removes the campaign and all associated planned work orders if none have been created yet.
Close a Campaign: This action changes the campaign's status to Closed while retaining any planned work or work orders that remain open.
(Screenshot placeholder: Campaign closing and management options)
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A key application of the Campaigns feature is managing vehicle recalls or service bulletins that affect multiple assets in your fleet. By assigning a VMRS code and using the Apply Service Bulletin feature, you can generate work orders for all applicable vehicles at once.
(Screenshot placeholder: Campaign setup for a recall with VMRS codes) |
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Once a campaign is created, the Campaigns dashboard provides an overview of its progress. The dashboard displays key metrics, including:
From this dashboard, you can manage the campaign by assigning vehicles, creating work orders, and monitoring job status. (Screenshot placeholder: Campaign dashboard with progress metrics) |
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With the Campaigns feature, you can easily assign vehicles to a campaign and schedule tasks. As vehicles come in for service, the system allows for bulk scheduling and assignment.
(Screenshot placeholder: Bulk work order creation and scheduling) |
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Here are some practical use cases for utilizing the Campaigns feature:
(Screenshot placeholder: Example of a recall campaign in action) |
Conclusion
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