Scheduling an RTM

• In order for your service technicians to perform RTMs, they need to be scheduled through the powerboard. 
• This guide will show you how to schedule an RTM.

Step 1:

• In your Toolbox, select the RTM agreements icon

Step 2:

• This will pull a report of all of your RTMs.  You can sort by 'Next Inspection' to see what RTMs are coming up

Step 3:

• Select the RTMs you would like to schedule out then select the 'Powerboard' icon

Step 4:

• All unscheduled tickets will be listed on the left in the 'unscheduled' area. 
• The RTMs you selected will be outlined in yellow and have an 'R' next to them signifying it is an RTM ticket

Step 5:

• Simply drag and drop the ticket to the date and technician you would like to schedule the RTM to

Step 6:

• Click into the ticket to edit the arrival ETA time and number of days then select 'save'

Congratulations!  You have successfully scheduled an RTM!!