We're excited for you to join us in Orlando for RTA Connect 2019! Pre-Conference classes will be held Monday & Tuesday. Conference sessions Wednesday-Friday are open and you can attend whichever session you choose.
This class covers the main features in the software and is an effective way of getting quickly trained and productive in the software. 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 provide practice on each topic covered.
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, 2-day class. A few of the many topics include advanced PMs, warranties, parts reordering, time-saving work order options, and new enhancements recently released. Don’t stop with the basics, begin utilizing the advanced features that originally brought you to the RTA software! Previous RTA system experience recommended.
Select your classes below to customize your pre-conference schedule Monday-Tuesday (click on the name of each class session to see a full description).
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.
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. New features released this year are also featured.
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.
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 PM program by seeing the numerous advanced PM options, including auto-generating and emailing PM due work orders.
The afternoon session of Reports Analysis 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.
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.
This class is a must for those involved in purchasing who know the basics 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 direct to work orders, links to the tire and fueling module and more.
Tracking fuel and updating mileage have become more important than ever. Manual fuel entry, pumps and tanks, and the EFI processes are all covered. 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Join our mailing list to receive the latest news and updates from our team.