Listed below are brief descriptions of the setup and procedures involved in using the Shop Scheduler module. Unless otherwise stated, detailed instructions will follow in later sections of this manual.
- Install the RTA Workstation installation on each computer that will run the Scheduler module.
- Pre-Assign certain VMRS Codes to be used with an allocated time for each job by Class Code
- Pre-Assign the shops "Available" time. Hours of operation split out by the number of Mechanics (any variation or Bays)
- Set up a Scheduler kiosk link which would allow end users to select a date/time to bring in the vehicle (optional)
- Setup Email SMTP settings in RTA to allow notifications to be emailed from the scheduler (optional). See the Setup Users (SUM) section in the RTA Users Manual for details.