Pre-Conference Schedule

Monday, March 11

6:30 a.m.
Registration (Also open Sunday 4:00-6:30pm)
6:30 – 8:30 a.m.
6:45 a.m.
Breakfast
6:45 – 8:15 a.m.
8:30 a.m.
Reports Analysis 1

8:30 a.m. – 12:00 p.m. | Track: Management

The reporting side of the software is the focus as we provide in-depth explanations of where the numbers are coming from and how they can be utilized to better analyze your fleet. The morning session covers the EOP process, vehicle lists, cost reports, and fueling, in addition to the parts inventory, purchasing, and usage reports. You’ll have a better understanding of the reports you currently utilize and see reports you may have missed.
System Tips for Managers

8:30 a.m. – 12:00 p.m. | Track: RTA Manager/IT

This class is specifically designed for the “RTA Manager” – the person responsible for maintaining and managing the RTA software. Numerous management-level functions are discussed to assist in optimizing the system. Topics include user security, personalized settings, and much more. Best practices, dashboards and notifications are explained to limit or identify possible problems in the data or fleet. New features released this year are also showcased.
Precision Parts Management

8:30 a.m. – 12:00 p.m. | Track: Shop

This class is a must for those involved in the Parts Department who know the basics, utilize the many advanced features the software offers. Save time in the data entry process with faster work order posting methods and utilizing parts kits. See how quickly you can take physical inventory with barcoded parts. Discuss additional features such as the parts catalog, core tracking and the centralized parts inventory.
Advanced Vehicle/PM Tracking

8:30 a.m. – 12:00 p.m. | Track: Admin

The Vehicle module has many capabilities that are sometimes overlooked or forgotten. We’ll cover the Vehicle Status program, how to fully utilize class codes to group vehicles, and the unlimited user-defined fields. Enhance your preventative maintenance program by seeing the numerous advanced PM options, including auto-generating and emailing work order for due PM.
Basic Training (Two-Day Course)

8:30 a.m. – 5:00 p.m.

This class covers the main features of the software. It’s an effective way of getting quickly – and efficiently – trained in the system. Whether you have attended a previous training or implemented a new system, this class provides the framework for setting up an RTA database and understanding all of the day-to-day functions in the software. You’ll learn how to receive parts, post fuel, check PMs due, and create work orders. Plenty of hands-on workshops during the course provide practice on each topic covered.
Advanced Training (Two-Day Course)

8:30 a.m. – 5:00 p.m.

Utilize the RTA software to its full potential! Learn shortcuts, tips and tricks, and advanced entry methods to optimize data tracking and productivity in this fast-paced, two-day class. A few of the many topics covered include: advanced PMs, warranties, parts reordering, time-saving work order options, and newly released enhancements. Don’t stop with the basics, begin utilizing the advanced features that originally brought you to the RTA software! Previous RTA system experience recommended.
12:00 p.m.
Lunch
12:00 – 1:30 p.m.
1:30 p.m.
Reports Analysis 2

1:30 – 5:00 p.m. | Track: Management

The afternoon session covers the Work Order and Vehicle History reports, as well as reports focusing on mechanics, tires, and the RTA system overview. You’ll find new reporting options and have a better understanding of the reports you currently utilize. Tips are provided on small changes in data-entry that can result in much more valuable and precise reports.
Maximize Utilization of RTA

1:30 – 5:00 p.m. | Track: RTA Manager/IT

The RTA instructors conduct dozens of onsite consulting visits each year to help clients better utilize the software to improve their fleets and operations. This class covers the most frequently under-utilized features of the software. This includes features that could be used by making small changes to the way the software was originally setup, or how data is entered. Many are very easy to implement, yet yield stellar benefits.
Advanced Purchasing Techniques

1:30 – 5:00 p.m. | Track: Shop

This class is a must for those involved in purchasing who know the basics of the RTA system, yet want to learn how to utilize the advanced features. Set RTA to track your stock inventory and reorders and generate purchase orders based on usage. FIFO vs average inventory valuation, purchase order approvals, and other tips are provided to maximize use of the purchasing module. Save time in the data-entry process by auto-posting parts received directly to work orders, links to the tire and fueling module and more.
Fuel Module Management

1:30 – 5:00 p.m. | Track: Admin

Tracking fuel and updating mileage have become more important than ever. Manual fuel entry, pumps and tanks, and the EFI processes are all covered in this session. The EFI Exception reports are explained and corrective procedures due to bad mileage entries or excessive fuel use are discussed. We’ll cover the steps to track fuel pumps and tanks accurately, identifying variances, and making corrections.

Tuesday, March 12

6:45 a.m.
Breakfast
6:45 – 8:15 a.m.
8:30 a.m.
Crystal Reports Essentials

8:30 a.m. – 12:00 p.m. | Track: Management

Crystal Reports is the popular reporting tool for SQL databases for creating and customizing reports. The basics of Crystal are covered, including linking data tables, table relationships, and connectivity. Learn how to create and run a procedure, select fields, and design a report layout. Hands-on workshops allow you to practice creating your own customized reports with the exact data you want to see.
Accessing RTA Data Tools

8:30 a.m. – 12:00 p.m. | Track: RTA Manager/IT

Numerous tools are available to access your RTA data externally, share data with other applications, or pull data into Excel. Save time by exporting and importing data in many areas such as Customers, Parts, or Vehicles into Excel, where mass changes can be made and imported back into the RTA system. Utilize the many standard reports and new lookup-lists capabilities to allow exporting to various formats. The many capabilities SQL server offers are discussed.
Advanced Work Orders

8:30 a.m. – 12:00 p.m. | Track: Shop

If you know the basics of entering a work order, you’re ready to take advantage of the many advanced features. We’ll demonstrate methods to save time in data entry and make reporting more accurate. See how to quickly create numerous work orders, perform advanced posting methods, and link to the PO module to eliminate double-entry. Try them all out yourself in hands-on workshops.
Daily & Monthly Procedures

8:30 a.m. – 12:00 p.m. | Track: Admin

This session presents standard operating procedures for scheduled work in the RTA software. We’ll discuss Best Practices to optimize routines and discuss how one process affects another. We’ll explain the most efficient daily routine to enter work orders, process fuel, check for PMs due and replenish the parts inventory. Establish step-by-step procedures for EOP to verify all necessary processes are performed.
Basic Training (Two-Day Course)

8:30 a.m. – 5:00 p.m.

This class covers the main features of the software. It’s an effective way of getting quickly – and efficiently – trained in the system. Whether you have attended a previous training or implemented a new system, this class provides the framework for setting up an RTA database and understanding all of the day-to-day functions in the software. You’ll learn how to receive parts, post fuel, check PMs due, and create work orders. Plenty of hands-on workshops during the course provide practice on each topic covered.
Advanced Training (Two-Day Course)

8:30 a.m. – 5:00 p.m.

Utilize the RTA software to its full potential! Learn shortcuts, tips and tricks, and advanced entry methods to optimize data tracking and productivity in this fast-paced, two-day class. A few of the many topics covered include: advanced PMs, warranties, parts reordering, time-saving work order options, and newly released enhancements. Don’t stop with the basics, begin utilizing the advanced features that originally brought you to the RTA software! Previous RTA system experience recommended.
12:00 p.m.
Lunch
12:00 – 1:30 p.m.
1:30 p.m.
Crystal Reports Advanced

1:30 – 5:00 p.m. | Track: Management

This class utilizes your knowledge of the essentials of Crystal Reports to explore the advanced functions. We’ll cover more complex formulas and filtering the data, along with special conditional if-then-else statements. Create advanced sorts and add subtotals while filtering the data to specify only what you want to see. Build interactive user prompts for searchable parameters and utilize the helpful report templates. Numerous hands-on workshops allow you to practice creating your own advanced reports.
New Features Workshop

1:30 – 5:00 p.m. | Track: RTA Manager/IT

Take advantage of this great opportunity to familiarize yourself with new features released in 2018-2019. We’ll review and demonstrate many of the larger enhancements, and touch on numerous smaller enhancements that you may have missed. A few of the topics include: new export/import utilities, vehicle replacement scoring, and PM Compliance report. Hands-on workshops are provided.
Managing a Paperless Shop

1:30 – 5:00 p.m. | Track: Shop

This class will cover it all – from the basics to the advanced features and latest enhancements in the Paperless Shop module. Whether your shop is already paperless or you’re considering implementing this module, you’ll quickly become an expert on Paperless Shop. We’ll discuss scheduling options, mechanic procedures and workflow, shop policies, management options, and reports. Learn real-life solutions on many questions shops encounter as they first implement Paperless Shop.
Warranty Tracking & Recovery

1:30 – 5:00 p.m. | Track: Admin

Join the hundreds of fleets recouping thousands of dollars by utilizing RTA’s Warranty Tracking programs. Part warranties are easy to setup and track all failures and life expectancies, and vehicle warranties are just as easy to create. You’ll receive immediate notification of parts or repairs still within warranty. The Warranty Claims program organizes them all, making it easy to submit claims, track pending and aging, and apply all those credits you receive.
3:00 p.m.
Registration
3:00 – 5:00 p.m.

Conference Schedule

Tuesday, March 12

5:00 p.m.
CEO Fireside Chat with Josh Turley

5:00 – 5:45 p.m. | Pool

Get to know RTA’s CEO, Josh Turley, as he discusses the past, present, and future of fleet management software and RTA’s part in your organization’s success. Submit your questions
HERE for Josh to answer.
5:45 p.m.
Welcome Reception sponsored by GPS Insight

5:45 – 6:45 p.m. | Pool

Immediately following the Fireside Chat, enjoy drinks and appetizers outdoors with your friends and colleagues. A special thank you to GPS Insight for sponsoring this social event.

Wednesday, March 13

6:30 a.m.
Registration
6:30 – 8:30 a.m.
6:45 a.m.
Breakfast
6:45 – 8:15 a.m.
8:30 a.m.
Keynote: Josh Turley, RTA CEO – Conference Kickoff

8:30 – 10:00 a.m. | Horizons Ballroom

RTA’s CEO, Josh Turley and his team will get RTA Connect 2019 started off right by setting the stage for what you can expect for the week and beyond.
10:15 a.m.
Keynote: Jeff Barnes – The Wisdom of Walt: Disney Leadership Lessons

10:15 – 11:00 a.m. | Horizons Ballroom

Jeff Barnes is a best-selling author of The Wisdom of Walt: Leadership Lessons from the Happiest Place on Earth and Beyond the Wisdom of Walt: Life Lessons from the Most Magical Place on Earth. Known as Dr. Disneyland, he teaches the only accredited college course on the History of Disneyland, and is an international Disney motivational speaker.
11:20 a.m.
Vehicle Replacement

11:20 a.m. – 12:00 p.m. | Track: Fleet Manager

Identifying vehicles that need to be replaced and budgeting for the replacement is a process every fleet manager goes through. This session covers the replacement setup, reporting features, and the newly released Vehicle Replacement Report.
Paperless Shop Management

11:20 a.m. – 12:00 p.m. | Track: Shop Foremen

This session covers the management side of Paperless Shop. We’ll discuss scheduling options, prioritizing workload, management tools, and reports. Real-life solutions provided for questions that often arise.
Export/Import Master Records

11:20 a.m. – 12:00 p.m. | Track: Parts/Purchasing

Many new imports have been added to the RTA software over the past year to allow you to import master record information in numerous areas.  Learn how to import new records or change existing records in Excel and import back into RTA. New modules include vendors, departments, employees, and more.
Presentation by Gasboy – Reducing Overall Fuel Spend

11:20 a.m. – 12:00 p.m. | Track: RTA Manager/IT

Learn new ideas and concepts to reduce your overall fuel spend that takes no more than 5 minutes a day. If you have bulk fuel tanks and bulk fuel suppliers, mobile fueling trucks or mobile fueling providers, fleet cards for fueling at retail locations, card locks or truck stops you can manage them all from one log on and one platform that is connected to RTA. The challenge is when vehicles are using multiple sources the data becomes unwieldy which opens the door to compliance and reconciliation challenges. It also opens the opportunity for theft from many avenues without a way to control it or do forensics on it easily.
SaaS Discussion

11:20 a.m. – 12:00 p.m. | Track: Connect

This open-forum discussion focuses on the numerous capabilities offered on the SaaS model. Some of the items that will be discussed include the following SaaS features: numerous upgrade options, integrations, IT functions, mobile app, and free training offerings. Bring your questions to this session and get the answers directly from the RTA SaaS team.
12:00 p.m.
Lunch
12:00 – 1:20 p.m.
12:30 p.m.
Lightning Topic: Barcoding Demo

12:30 – 12:45 p.m.

See a demo of RTA’s barcoding solutions.
1:20 p.m.
Power of the Look-up Lists

1:20 – 2:00 p.m. | Track: Fleet Manager

The look-up displays have been enhanced to provide many more options. Customize your own look-up lists for parts, vehicles, etc. Whenever accessed, your own custom list will appear. Add and remove fields, rearrange columns, apply ranges and sorts to be viewed, export the data, and more.
Paperless Shop Mechanic

1:20 – 2:00 p.m. | Track: Shop Foremen

Utilizing the Paperless Shop module is the focus of this session. We cover it all – from clocking on and off both direct and indirect work to posting parts and history look-up. Along with options such as creating jobs and scheduling existing jobs, you’ll see new features in Paperless Shop.
Cherry Creek Schools: Parts Inventory

1:20 – 2:00 p.m. | Track: Parts/Purchasing

Hear from one of RTA’s clients who will share best practices on parts inventory.
Export/Import Master Records

1:20 – 2:00 p.m. | Track: RTA Manager/IT

Many new imports have been added to the RTA software over the past year to allow you to import master record information in numerous areas.  Learn how to import new records or change existing records in Excel and import back into RTA. New modules include vendors, departments, employees, and more.
Budgeting for Vehicle Replacement

1:20 – 2:00 p.m. | Track: Connect

This open discussion on vehicle replacement focuses on the budgeting and funding for this expense.  Ask questions of others, or offer solutions that have worked for you on identifying vehicles to replace, requesting the funds, and identifying the need and cost savings of replacement.
2:20 p.m.
Auditing RTA Data

2:20 – 3:20 p.m. | Track: Fleet Manager

There are numerous tools available in the RTA software to help identify possible data issues that may adversely affect your operation:  PM’s can get overlooked with incorrect meter readings, parts not being reordered, work orders or fuel not correctly billed, etc. Identifying and correcting these issues are the focus of this session.
Work Order Reports

2:20 – 3:20 p.m. | Track: Shop Foremen

This class provides an in-depth look at the reporting side of the Work Order module. Identify reports that contain the information you need and will work best in your shop – the reward for the daily input. We’ll examine history, billing, parts usage, labor hours, and more.
Parts Tips

2:20 – 3:20 p.m. | Track: Parts/Purchasing

This session focuses on numerous tips to help shops have more accurate data and precise reporting. These tips help save hours of time and thousands of dollars – a great session for all involved in the Parts Department. We’ll cover topics such as tracking warranties, cores, kits and more. Various posting methods and shortcuts will be shown to speed up the data-entry process.
Organize/Standardize Data

2:20 – 3:30 p.m. | Track: RTA Manager/IT

Have you noticed variations in data entry based on whom or which location entered it? You’ll be able to identify, correct, and prevent issues. We’ll demonstrate methods to standardize data such as: part descriptions, account numbers, vehicle user-definable fields, makes, models, etc. The tools are there in your RTA system, including export/import programs and global utilities.
RTA Future Development & Reporting

2:20 – 3:20 p.m. | Track: Connect

Discuss new features that are already on our programming roadmap for future releases and provide feedback on our product development.  New ideas for enhancements to the software are also open for discussion. We’ll also discuss new and upcoming reporting capabilities.
3:20 p.m.
Break
3:20 – 3:50 p.m.
3:50 p.m.
Stout’s Transportation: Live Vehicle Inspection

3:50 – 4:30 p.m. | Track: Fleet Manager

See a live vehicle inspection from one of RTA’s clients.
PM Reports and Compliance

3:50 – 4:30 p.m. | Track: Shop Foremen

This session covers Preventative Maintenance reporting, including the new P.M. Compliance report. With the P.M. Compliance report, see if your PMs are being done on time by date and/or mileage. Also, see how the standard PM Report prompts can be used to isolate only those specific due PM’s you’re looking for.
RTA Web & Mobile

3:50 – 4:30 p.m. | Track: Parts/Purchasing

The latest web development and mobile apps are shown and discussed.  User security and roles are explained for the initial setup phase. The options within the RTA Mobile App are demonstrated, including Dashboards and Parts, along with more mobile features to come.
Presentation by GPS Insight

3:50 – 4:30 p.m. | Track: RTA Manager/IT

Hear from GPS Insight on their integration with RTA.
Leadership Book Club

3:50 – 4:30 p.m. | Track: Connect

Join RTA’s CEO, Josh Turley as he shares and discusses key takeaways from the latest management books he has discovered.
4:45 p.m.
A Fun Evening with RTA at Disney’s Epcot Park
4:45 – 10:00 p.m. | Epcot Park

Take bus from front of hotel to Disney’s Epcot Park after today’s last session.

Join friends and peers for a fun evening at Disney’s Epcot Park. Explore the entire park, enjoy your choice of dinner with a Disney gift card from RTA, and participate in a fun photo scavenger hunt for a chance to win some great prizes!

Thursday, March 14

6:45 a.m.
Breakfast
6:45 – 8:15 a.m.
8:30 a.m.
Keynote: Randy Fox – How the Best Team Wins

8:30 – 9:30 a.m. | Horizons Ballroom

Randy Fox uses his officiating, leadership, and life experiences in delivering ultra high-energy presentations to engage audiences and transform their professional and personal lives. With a 20-year career as a corporate leader and an accomplished NCAA Basketball Official, Randy has a wealth of knowledge and a unique perspective on effective leadership and teamwork.
9:45 a.m.
Keynote: Steve Saltzgiver – Emerging Trends in Fleet Management

9:45 – 10:40 a.m. | Horizons Ballroom

Steve is currently a Fleet Management Consultant with Mercury Associates. Prior to that, he was a former VP of two Fortune 500 fleets, and a former Director of two large state fleets in Utah and Georgia. Steve is well-known as a leading expert in the fleet industry, and has served on NAFA’s Board of Directors, among many other organizations.
11:00 a.m.
Work Order Reports

11:00 a.m. – 12:00 p.m. | Track: Fleet Manager

This class provides an in-depth look at the reporting side of the Work Order module. Identify reports that contain the information you need and will work best in your shop – the reward for the daily input. We’ll examine history, billing, parts usage, labor hours, and more.
Shortcuts & Timesavers

11:00 a.m. – 12:00 p.m. | Coast | Track: Shop Foremen

This class is designed to reduce your data entry workload in the Work Order module. Learn the quickest posting options, how to utilize templates, and the automatic links to purchase orders.
Export/Import WOs and POs

11:00 a.m. – 12:00 p.m. | Track: Parts/Purchasing

The latest work order and purchase order export/import routines are demonstrated to offer the ability to move transactional data into or from the software.  The procedures and requirements of importing data are explained, in addition to the relational tables and data fields within work orders and purchase orders.
FuelForce Integration

11:00 a.m. – 12:00 p.m. | Track: RTA Manager/IT

Hear from FuelForce on their integration with RTA.
RTA Geniuses

11:00 a.m. – 12:00 p.m. | Track: Connect

This Round Table Q&A session is open forum to get your specific questions answered by the RTA staff.  Have a topic or feedback on areas not covered at Connect 2019?  Need clarification on a topic discussed previously?  Come and ask the RTA Geniuses.
12:00 p.m.
Lunch
12:00 – 1:20 p.m.
12:30 p.m.
Lightning Topic: Self-Help Portal

12:30 – 12:45 p.m.

Learn about some great resources at your disposal.
1:20 p.m.
The Sins of Management – Special Guest Fred Kroin

1:20 – 2:20 p.m. | Track: Fleet Manager

Join Goal Partners’ business consultant, Fred Kroin, as he helps improve your management effectiveness by raising your awareness to the attitudes and behaviors leaders adopt that may negatively impact performance and productivity, and give you tools to use on the job.
Work Order Tips

1:20 – 2:20 p.m. | Track: Shop Foremen

This class is designed around the heart of the RTA software, the Work Order module. We’ll explain and demonstrate how to save time by auto-creating WOs, using faster posting methods for parts and labor, and using links to the PO module to eliminate double-entry. Correct various mistakes in data entry, defer jobs, create estimates, and much more.
Organize/Standardize Data

1:20 – 2:20 p.m. | Track: Parts/Purchasing

Have you noticed variations in data entry based on whom or which location entered it? You’ll be able to identify, correct, and prevent issues. We’ll demonstrate methods to standardize data such as part descriptions, account numbers, vehicle user-definable fields, makes, models, etc. The tools are there in your RTA system, including export/import programs and global utilities.
Export/Import WOs and POs

1:20 – 2:20 p.m. | Track: RTA Manager/IT

The latest work order and purchase order export/import routines are demonstrated to offer the ability to move transactional data into or from the software.  The procedures and requirements of importing data are explained, in addition to the relational tables and data fields within work orders and purchase orders.
RTA Future Development

1:20 – 2:20 p.m. | Track: Connect

Discuss new and upcoming features on the RTA roadmap.
2:40 p.m.
Why People Don’t Listen – Special Guest Fred Kroin

2:40 – 3:20 p.m. | Track: Fleet Manager

One of the most important skills for managers is listening. Listening shows respect, concern, an openness to new ideas, empathy, curiosity, and receptivity to feedback – all considered to be important qualities of an effective leader. Listening isn’t rocket science and yet it is consistently one of the lowest-rated behaviors in 360-degree feedback assessments for managers.  In this session, Fred Kroin will share why people don’t listen as effectively as they should, and provide you with ways your listening habits can be improved to make you a better manager.
Mechanic Productivity

2:40 – 3:20 p.m. | Track: Shop Foremen

Tracking productivity is increasingly important as fleets attempt to reduce expenses.  The initial setup of estimated times and end-of-month procedures are shown. You’ll understand the entire process and exactly what the weekly and monthly reports are indicating about the shop personnel.
Fuel Management

2:40 – 3:20 p.m. | Track: Parts/Purchasing

Tracking fuel and updating mileage have become more important than ever. We’ll cover the steps to track fuel pumps and tanks accurately, identify variances, and make corrections. Correct fuel usage is a must for MPG and CPM reporting.
Innovative Solutions for Managing Fleet Parts Operations by NAPA IBS

2:40 – 3:20 p.m. | Track: RTA Manager/IT

Insourcing /Outsourcing is still a very hot topic.  In challenging times, many fleets are looking to find new and innovative ways to drive costs out of their operations.  This session will walk A through Z the process of one fleet’s decision process in determining whether or not to outsource their parts operation.  This fleet will show step-by-step reasons why it made the decision it did and what savings were delivered.  This will be a real-world case study involving a tough decision that many fleets experience today:  How to drive change in a difficult economic environment and how they leveraged RTA integration capabilities to consolidate effort and streamline operations.
RTA Geniuses

2:40 – 3:20 p.m. | Track: Connect

This Round Table Q&A session is open forum to get your specific questions answered by the RTA staff.  Have a topic or feedback on areas not covered at Connect 2019?  Need clarification on a topic discussed previously?  Come and ask the RTA Geniuses.
3:20 p.m.
Break
3:20 – 3:50 p.m.
3:50 p.m.
Bonus RTA Keynote

3:50 – 4:50 p.m.

We have so much information to share with you, so we’ve added another general session before we wrap up the day. Join us to learn more!

Friday, March 15

6:45 a.m.
Breakfast
6:45 – 8:15 a.m.
8:30 a.m.
RTA Town Hall

8:30 – 9:00 a.m. | Horizons Ballroom

Join the RTA Team for an open forum to ask your questions and discuss the week’s events.
9:20 a.m.
Paperless Shop Management

9:20 – 10:00 a.m. | Track: Fleet Manager

This session covers the management side of Paperless Shop. We’ll discuss scheduling options, prioritizing workload, management tools, and reports. Real-life solutions provided for questions that often arise.
Power of the Look-up Lists

9:20 – 10:00 a.m. | Track: Shop Foremen

The look-up displays have been enhanced to provide many more options. Customize your own lookup lists for parts, vehicles, etc. Whenever accessed, your own custom list will appear. Add and remove fields, rearrange columns, apply ranges and sorts to be viewed, export the data, and more.
Barcoding/Inventory

9:20 – 10:00 a.m. | Track: Parts/Purchasing

Keeping accurate inventory counts are an important function of every Parts Department. Tracking your inventory levels are essential to the operational process and reordering program. This session covers the various methods of inventory counts, including manual entry from paper count sheets to utilizing RTA’s hand- held devices. The full line of barcoding and handheld equipment will be shown.
RTA Web & Mobile

9:20 – 10:00 a.m. | Track: RTA Manager/IT

The latest web development and mobile apps are shown and discussed.  User security and roles are explained for the initial setup phase. The options within the RTA Mobile App are demonstrated, including Dashboards and Parts, along with more mobile features to come.
Avoiding the ERP Trap

9:20 – 10:00 a.m. | Track: Connect

Enterprise Resource Planning (ERP) software is often pushed upon fleet departments.  Fleet Managers and shops need more industry-specific capabilities that those systems provide, yet they are asked to drop the RTA software.  An RTA staff member will facilitate the session, but attendee participation and networking are the goals.  If you have questions or especially suggestions on the topic, join us for this open discussion.
10:10 a.m.
Paperless Shop Mechanic

10:10 – 10:50 a.m. | Track: Fleet Manager

Utilizing the Paperless Shop module is the focus of this session. We cover it all – from clocking on and off both direct and indirect work to posting parts and history look-up. Along with options such as creating jobs and scheduling existing jobs, you’ll see new features in Paperless Shop.
Paperless Mechanic Inspections

10:10 – 10:50 a.m. | Track: Shop Foremen

Complete and store all your equipment inspections right in the RTA software with the optional Paperless Mechanic Inspection Module. These interactive programs allow the mechanic to record inspection data with notes, defects, pass/fail by item and more. Time and defects are posted to the work order.
Parts Reports

10:10 – 10:50 a.m. | Track: Parts/Purchasing

The reporting side of the Parts module is covered in this session. Identify low-use parts, warranty information, usage, adjustments and more. Have a part quantity or price appearing incorrectly? See each report that tells the entire history of a part to identify why and how it was updated.
End of Period

10:10 – 10:50 a.m. | Track: RTA Manager/IT

Step-by-step procedures for End-of-Period are explained in detail to make the process timely, accurate, and complete. See the changes EOP makes, what areas are (and are not) affected, and the importance of regularly running EOP.
SaaS Discussion

10:10 – 10:50 a.m. | Track: Connect

This open-forum discussion focuses on the numerous capabilities offered on the SaaS model. Some of the items that will be discussed include the following SaaS features: numerous upgrade options, integrations, IT functions, mobile app, and free training offerings. Bring your questions to this session and get the answers directly from the RTA SaaS team.
11:00 a.m.
Vehicle Cost Reports

11:00 – 11:40 a.m. | Track: Fleet Manager

The RTA software contains many reports to provide valuable and precise vehicle costing – your reward for all the data input. You’ll find which reports contain the information quickly needed, such as cost per mile, operating costs, repair expenses, and replacement estimates.
Dashboards, Emails & Alerts

11:00 – 11:40 a.m. | Track: Shop Foremen

Whether you manage the entire fleet operation, or a portion therein, you need notifications of possible issues in your fleet. The Dashboard Email and Dashboard Alerts are designed to keep you informed on various metrics in your RTA system, and alert you of anomalies.
EFI Management

11:00 – 11:40 a.m. | Track: Parts/Purchasing

Electronic Fuel Interface programs eliminate the need for manual data entry, this class explains the steps of running an EFI. The all-important EFI Exception reports are explained and corrective procedures due to bad mileage entries or excessive fuel use are discussed.
Intro to Crystal

11:00 – 11:40 a.m. | Track: RTA Manager/IT

Crystal Reports is the popular reporting tool for relational databases such as SQL Server or Oracle. If you’ve been considering utilizing Crystal to create custom reports, attend this introductory course where we’ll discuss the features and use of Crystal.
Technician Development and Retention

11:00 – 11:40 a.m. | Track: Connect

This interactive round table discussion focuses on the hiring, training, and retention of Technicians. An RTA staff member will facilitate the session, but attendee participation and networking is the goal. If you have questions or suggestions on the topic, join us for this open discussion.
11:50 a.m.
Closing Remarks
11:50 a.m. – 12:00 p.m.
12:00 p.m.
Lunch
12:00 – 1:00 p.m.

 

Register for RTA Connect 2019