Users have the power to customize columns in many areas of RTA Web. Customization provides the ability to minimize or maximize the type of data that is visible in the master list as well as sort and filter where available.
This functionality is available when accessing the master list for the following modules in RTA Web:
Assets List
Class Search
Work Orders
Work Order Templates
Work Orders Ready For Review
PMs Due
DVIRs
Parts List
Purchase Orders
PO for Approval
Requests
Vendor List
Warranty Claims
Customer List
Department List
Facility List
Contact List
Users
VMRS List
Integrations
This document will focus on the following:
Filtering Columns
Columns that are able to have a filter applied will be identifiable by the filter icon in their header.
When the filter icon is visible, simply click the icon and make your filter selections from the available fields and click OK
The displayed list will refresh with the requested filter in place
Filters can be removed using the same process above
Using a Sub-Filter
When in a master list, if a bar appear beneath the column header with multiple spy glass icons, the user has the ability to add a sub-filter to the search.
Click on the spyglass under the column header to be filtered and select the option to sort the data equal to or not equal to the value you will place in this field.
Then enter the value to be used and the list will automatically re-sort. You can click the spyglass again to change the setting or reset it.
For example, a user on the asset file may want to find vehicles of a certain year. In the Year column, the user would click the spyglass and choose the option “Equal” and enter the value for the field to be the year desired such as 2022. The list will resort and show only the assets in RTA with a year of 2022 and leave out all the rest.
Sorting Columns
Click the column header to sort ascending or descending
When clicking the column header, an arrow will appear and will denote how the information is being sorted.
The arrow pointing down means the items are in descending order
The arrow pointing up means the items are in ascending order
Each column sort acts independently of the others.
For example, sorting by year gives you the chronological year order for an asset and if you then apply the sort for the “make” column, the sort switches and the year will no longer be chronological and instead the list will now display in alphabetical order by make field
Adding Columns
Click the Column Chooser icon in the upper right corner
Scroll through or type in a column header to find it in the list (multiple items can be selected in the same action)
Click the empty box next to a column title to add it to the list to be displayed automatically
The list will refresh, and the new column will be displayed along with the data from corresponding asset files
Removing Columns
Click the Column Chooser icon in the upper right corner
Scroll through or type in a column header to find it in the list
Click the check box next to a column title so that it displays as empty (multiple items can be de-selected in the same action)
The list will refresh and the column(s) de-selected will no longer be displayed