For more in-depth information on how to setup users for access to the RTA Web Application and/or the RTA Mobile Application Refer to knowledge base on RTA Web – Creating New Users
When setting up users to have access to the RTA Web and Mobile programs there are two fields that create a link back to the Classic RTA Desktop to identify the user’s:
Desktop User (RTA Classic User)
Employee/Technician Information
Linking these fields to the Web User enable certain functions in RTA Web and Mobile.
Desktop User
You will link the Desktop Username when you want to bring your dashboards into Mobile.
Linking the user can also identify the name of the person entering records for auditing purposes such as buyers on POs (Purchase Orders), Parts Adjustments, or Creating/Closing a Work Order if you already have your users setup in the Classic Version of RTA. If you do not link back to a classic user then it will just use your current web user for audit purposes.
Employee Information
THE IMPORTANCE OF EITHER LINKING AN EXISTING EMPLOYEE OR ADDING A NEW ONE TO A WEB OR MOBILE USER IS TO ENABLE PAPERLESS SHOP FOR BOTH TOOLS. NOTE, IF YOU EVER NOTICE THAT THE PAPERLESS SHOP NAVIGATION BAR AT THE TOP OF THE SCREEN IS MISSING, IT’S BECAUSE THE PROFILE YOU’RE ON HASN’T PROPERLY HAD THE EMPLOYEE LINKED FOR THIS FACILITY YET.
THE OTHER BENEFIT OF LINKING THE EMPLOYEE FILE PROPERLY WILL BE FOR THE USE OF THE KIOSK MODE FOR BOTH WEB AND MOBILE USERS, WHEN EMPLOYEES WILL BE SHARING DEVICES.
You will create new or link existing Employee Information so the program will know which mechanic you are for Paperless Shop on Web and Mobile.
It is also important to assign and link employees if you plan to use Kiosk mode for shared devices on Web or Mobile.
If the Paperless Shop navigation section is missing from the top of Web it is because there is no Employee linked to your user profile for that facility.
