RTA Web - Create Work Orders

From RTA Web, clicking the Work Orders menu option under Maint. & Repair, users have the ability to create a new Work Order by selecting the + button in the Search Menu, top right corner.

1. Enter the Vehicle number, or search based on vehicle details

2. Set the Work Order reason code (What’s the reason for the work?)

3. If the work order is all to be done by one outside vendor, enter the outside vendor number

4. If the work order is all to be done by one outside vendor and you want a corresponding PO to be created along with the work order, check the box to auto create purchase order

   1. Main System Parameters Switch #23 in Classic needs to be set for this to work

5. Add lines right away by clicking the Add Line button at the top

   1. You can skip step 5 and add lines later if needing to but this allows for less clicks and scrolls and getting the lines added right away

6. Jump to add line section below for instructions on adding line information

7. Click Create

The Work Order number will be generated automatically, or the user will be prompted to include the Work Order Number based on system parameters. See Classic System Switch Misc1#16, Work Order Numbering to determine if the Work Order number will be generated automatically from RTA or if the user will provide the WO#.

Adding a Work Order Line

Lines can be added during the create process or after the WO is created. If adding lines after the WO is created, from the Work Order page, under Lines in the bottom box, click on Add Template or Add Line to generate Work Order line details.

Refer to RTA Web-Work Order Templates for instructions on creating a WO template for use in Web.

Refer to RTA Web-Work Order Lines for instructions on work order lines in Web.