General System Switches

Owned by Kim Dyer
Last updated: Nov 18, 2024
3 min read

This document will go into details on setting and using the system switches found under the General System Switches tab. The document includes Warranty Claims and MFA settings.

Warranty Claims Switch

Automating warranty claims creation in RTA is a huge timesaver and a great path to reclaiming warranty monies in a timely manner. Refer to Warranty Claims Table of Contents to review the process for managing created warranty claims in the Fleet360.

Instruction below will assist in making the right choices for your fleet when it comes to activating the warranty claims setting.

 

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Take the following actions with the Warranty Claims switch:

  1. Access the switch by expanding the <Admin> area of the menu

  2. Click on <System Switches>

  3. Ensure the system is displaying or click on the <General> tab

  4. Click on <Warranty Claims>

  5. Use the toggle to control whether the auto-creation of warranty claims is turned on or not

    image-20241031-155654.png

    1. Blue = On, Gray = Off

    2. If on, warranty claims will auto-create when the system is 100% sure there is an active warranty. Additional options may open this up to creating even when there is not a 100% known situation but see below for more information

  6. Make the decision for what RTA should do when an active warranty is not 100% known and select the appropriate item from the drop down

    1. Create = RTA will automatically create a warranty claim regardless of if it is 100% certain or not that an active warranty is in place. Caution here as this can create quite a bit of noise in the claims file and require deletions

    2. Prompt = The user will receive a prompt sharing that it is uncertain if there is an active warranty and will ask if the creation of the claim is desired

    3. Ignore = If RTA is not 100% sure there is an active warranty, it will ignore the creation of the claim

Enable MFA Option Switch

Maintaining system securities in this day and age is critical. MFA (Multi-Factor Authentication) is a standard security practice in the world of technology. RTA offers the ability to enable MFA onto the account. Refer to MFA Set Up for details on the MFA settings that work in tandem with this switch.

 

Take the following actions with the Enable MFA Option switch:

  1. Access the switch by expanding the <Admin> area of the menu

  2. Click on <System Switches>

  3. Ensure the system is displaying or click on the <General> tab

  4. Click on <Enable MFA Option>

  5. Use the toggles to activate certain MFA features

    1. Enable MFA Option = makes the use of MFA an option for users

      1. Users will be able to enable the feature for themselves in their user settings (Clicking on their login ID in the application

    2. Require MFA for All Users = makes the use of MFA a requirement for all users