Asset Management Tab

This panel is designated for adding additional information regarding the asset. While these fields are optional, RTA does recommend leveraging them. Below you will find the various panels and fields found in the Asset Info panel along with explanations for and how to use them.

• Condition – This field is related to the current condition of the asset

  • Edit by clicking in the field and choosing the appropriate status from the available options

• Size – Click in the field and select the appropriate asset size (light, medium, heavy, etc.)

  • These tie into difficulty factors which help determine the estimated time that will be used as a guideline for technicians to complete a job

  • If technician productivity will not be tracked, then there is no need to be concerned with the difficulty levels

  • Refer to Mechanic Productivity for more information on technician productivity and difficulty factor set up

• Last Updated Condition – This field displays the date for the last update to the condition field

• Purchase Date – Click in the field and enter the date when the asset was purchased

• In Service Date – Click in the field to enter the date the vehicle officially went into service

This panel is designated for meter information.

• Meter Type – Click in the field and select the appropriate type for this asset (Hours, Miles, Gallons, etc.)

• Odometer – Click in the field and enter the current odometer reading for the asset

  • Refer to Meter Readings for instructions on correcting odometer readings.

• Fuel Meter and Life Meter – These fields are automatically updated by the RTA system; no entry can be made in these fields

  • They will reflect as the current meter reading initially

  • Fuel meter will show the meter reading from the last fuel-up

  • Life meter will show the units traveled by the asset over time

This panel is designated for alternate meter information.

• Alt One, Two, Three, Four – Click on Edit Description and select from the available meters in the alternate meter type to be tracked (for example HOURS) and then click Done. The field under the header can have its value edited to reflect the current reading for that meter.

  • Up to four alternate meters can be added to a asset

  • May be another meter such as an engine or component hour meter or it may represent items transported by this asset such as passengers, cases, boxes, tons, yards, or pallets

Departments are a way of separating asset cost within a facility.

Refer to Departments for instructions on adding departments

• Department Number – Click in the field and select the appropriate department in which this asset belongs and click the check mark

• Department Name – Click in the field and select the appropriate department name and click the check mark

  • Department Number and Department Name are linked. When you change one, the field for the other adjusts to reflect the corresponding data

• Address – Fields populate based on the address information listed in the Department File on RTA Classic for the specific department assigned

• Contact – Fields populate based on the contact information listed in the Department File on RTA Classic for the specific department

Customers are typically used as designated cost centers.

Refer to Customers for instructions on adding departments

• Customer Number - Click in the field and select the appropriate customer in which this asset belongs and click the check mark

• Customer Name – Click in the field and select the appropriate customer’s name and click the check mark

  • Customer Number and Customer Name are linked. When you change one, the field for the other adjusts to reflect the corresponding data

• Address – Fields populate based on the address information listed in the Customer File on RTA Classic for the specific customer assigned

• Contact – Fields populate based on the contact information listed in the Customer File on RTA Classic for the specific customer

• Fuel Fields

  1. Fuel Type – Select the fuel type used by this asset or the primary fuel type if the asset can use multiple types of fuel

     1. RTA comes with 9 pre-defined fuel types to select from. If more are needed for use, they will need to be created in the Fuel Settings section. Refer to Fuel - Settings: for adding or editing Fuel Types

  2. Fuel Tank Capacity – Enter the maximum fuel quantity this asset can hold

  3. Average MPG – Enter the estimated miles per gallon for this asset

  4. Highway Tax % - Enter the highway tax rate for this asset if applicable

  5. Fuel X-Ref - This field is typically what ties an external fuel system to your asset via a fuel card number if it does not match the RTA Asset Number

• Oil Fields

  1. Select the appropriate part type

  2. Enter the quantity of oil for the asset

• Gear Oil Fields

  1. Select the appropriate part type

  2. Enter the quantity of oil for the asset

• Transmission Fluid Fields

  1. Select the appropriate part type

  2. Enter the quantity of transmission fluid for the asset

• Hydraulic Fluid Fields

  1. Select the appropriate part type

  2. Enter the quantity of hydraulic fluid for the asset

• Antifreeze Fluid Fields

  1. Select the appropriate part type

  2. Enter the quantity of antifreeze for the asset

• Freon Fluid Fields

  1. Select the appropriate part type

  2. Enter the quantity of freon for the asset