We're excited for you to join us in San Diego for RTA Connect 2018! Pre-Conference classes will be held Monday & Tuesday. The main conference begins Tuesday night with a Fireside Chat with our CEO, followed by a welcome reception. Conference sessions Wednesday-Friday are open and you can attend whichever session you choose.
Advanced Work Orders
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 links to the PO module to eliminate double-entry. Try them all out yourself in hands-on workshops.
Reports Analysis 1
This series focuses on the reporting side of the software. Session 1 puts an emphasis on Inventory, Parts, Tires, and Purchasing reports. If you’re involved in the Parts or Purchasing Departments, attend to see the full range of reporting capabilities the software offers.
System Tips for RTA Managers
This class is specifically designed for the “RTA Manager” 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.
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 RTA. Utilize the many standard reports and new lookup lists capability to allow exporting to various formats and the many capabilities SQL server offers are discussed.
This class is a must for those involved in the Parts and Purchasing Departments who know the basics yet want to learn how to utilize the advanced features. Tracking warranties, cores, and other tips are provided to maximize use of the parts module. Save time in the data entry process with faster work order posting methods and utilizing parts kits. Discuss additional features such as the parts catalog, FIFO inventory valuation, and the centralized parts inventory.
Reports Analysis 2
This series focuses on the reporting side of the software. Session 2 focuses on the numerous vehicle reports to track costs, replacement, and more. The End of Period process is explained so you’ll have a full understanding of the step-by-step procedure and how it affects the vehicle cost reports.
This session presents standard operating procedures for scheduled work in the RTA software. We’ll discuss Best Practices to optimize routines performed in RTA 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 they’re being completed in the correct order and nothing is missed during the process.
360° Warranties: Vehicles/Parts/Claims
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 setup. 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.
Advanced Vehicle and PMs
The Vehicle module has many capabilities that are sometimes overlooked, or forgotten. We’ll cover tracking vehicle warranties, depreciation, capitalization, and the vehicle replacement schedules for planning and budgeting. We will also cover the Vehicle Status program, how to fully utilize class codes to group vehicles and the unlimited global – defined fields. Enhance your PM program by seeing the numerous advanced PM options.
Reports Analysis 3
This series focuses on the reporting side of the software. Session 3 is designed for those involved in the shop, including Shop Foreman and Fleet Managers. Reporting features covered include scheduling work to work completed, in addition to reports focused on shop personnel.
Max Utilization of RTA
The RTA instructors conduct dozens of onsite consulting visits yearly with the goal of better utilization of the software to improve their fleet and operation. This class covers the most frequent areas that have been under-utilized or could be used by making small changes to the way the software was originally setup or how data is entered. Topics covered are features used throughout the software. Many are very easy to implement, yet yield stellar benefits.
Crystal Reports 1
Crystal Reports is the popular reporting tool for relational databases such as SQL Server or Oracle. It is available for others using the optional XDBC driver. 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.
Take advantage of this great opportunity to familiarize yourself with new features released in 2017-2018. We’ll review and demonstrate many of the larger enhancements, and touch on numerous smaller enhancements that you may have missed. Just a few of the topics covered are multi-threading, exporting lookup list information, and the dashboard alerts. Hands-on workshops are provided to try out the numerous topics covered.
Reports Analysis 4
This final session covers more important reporting features in the software, with an emphasis on the department and customer billing areas. The various rates and markups are explained, and the recommended billing reports are shown. Whether you have internal departments or external customers, this covers the full range of billing.
Complete and store all your equipment inspections right in the RTA software with two optional Paperless Inspection Modules. These interactive programs allow the Driver or Mechanic to record inspection data, notes, defects, pass/fail by item and more. Multi-level inspection templates are designed to use on hundreds or thousands of inspections. Prompts are used to record data such as tire tread depth and defects can generate work order lines.
Crystal Reports 2
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.
To pay via credit card, call 800-279-0549 and the receptionist will process your payment. If unable to pay via credit card, an invoice will be sent for payment by check.
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