Work Orders

Owned by Enoch Poston
Last updated: Jan 31, 2022 by Dallin Dastrup

The Work Order module is the heart of the RTA Fleet Management Software. It fully integrates with the Vehicle, Part, and Tire Inventory modules and the Paperless Shop add-on as well. Transactions posted to work orders update the necessary records in other modules in order to keep fleet operations running smoothly and costs up to date.
Vehicle Inventory

  • PM records are updated
  • Costs are updated
  • History is updated
  • Warranty statistics and costs are updated
  • Meter readings are updated
  • Vehicle records can be added

Part Inventory

  • Inventory levels are updated
  • Requisitions are created if part quantities fall below the reorder point
  • Usage is updated
  • Warranty statistics and costs are updated
  • Part records can be added

Tire Inventory

  • Tire statuses are updated
  • Usage and costs are updated
  • History is updated

Mechanics

  • Productivity statistics are updated
  • Schedule and track workload (Paperless Shop)

You can start using the Work Order module almost immediately after installing the software-the only requirement is adding vehicles because you must indicate a vehicle that the work will be performed on in order to create a work order (refer to "Adding a Vehicle" if necessary).
You may want to perform some of the additional setup steps listed to "fine-tune" the Work Order module to your needs. None of the steps listed are required, but they are recommended. For example, by reviewing the switches, you can save dozens of keystrokes by turning off features you don't need. By the same token, you can ensure you're prompted for data that you do need by making sure the appropriate switches are activated.
The Setup:

  • Review the switches in the Main System Parameters and change the settings as needed (SSM). Switches 4, 9, 15, 21, 22, 23, 31, 33, 34, 38, 39, and 40 specifically pertain to work orders. Recommended
  • Review the switches in Misc Parameters I and change the settings as needed (SSI, Miscellaneous I tab). Recommended
  • Review the System Codes and add or change the user-defined work order codes as needed (SSY). Optional-predefined codes are available for use.
  • Review the User Defined Buckets and add or change the user-defined costs as needed (SSI, Miscellaneous I tab). Optional
  • Review VMRS codes and add or change the job codes as needed (MRM) refer to "VMRS Codes". Optional-predefined codes are available for use.
  • Add employee/mechanic records (MMM) refer to "Employees." Recommended-although you can use non-file mechanics, adding mechanics records is quick and easy and saves time in the long run.
  • Add part records (MPM) refer to "Adding a Part." Optional-you have the option of adding parts "on the fly" as they are posted on work orders. Needed only if you're using the Part Inventory module to track inventory.
  • Add tire records (MTM) refer to "Adding a Tire." Needed only if you're using the Tire Inventory module to track inventory.

The Procedure:

  • Add work orders and work order lines (jobs).
  • Post transaction costs (parts, labor, tires, etc.).
  • Close work order when all jobs are complete.

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