To enter, update, delete, or view a transportation record - be it a ride schedule, or a record of a ride having been completed, complete the following steps from the AWARDS Home screen:

1. Click Charts from the left-hand menu, and then click Services - Individual.  The Individual Services fly-out menu is displayed.
2. Click Transportation.  The Transportation - Ride Schedules index page is displayed.

3. Click the Program drop-down arrow in the upper-right corner of the page and select the program associated with the ride schedule that is to be entered or worked with.  The index page is automatically refreshed to display any existing ride schedules for the selected program.

  TIP:  When working on the index page, records are easily accessible using the following tools and navigation features:

"Show Records" display options - By default the index displays only current ride schedules (those with start dates but no end dates or end dates that are in the future).  To instead expand the display to include all existing ride schedules for the program, click All  under "Show Records" in the left-hand menu.

Navigation options - 10 records are displayed on the page by default.  To access records on subsequent pages of the index (when applicable), click the arrows in the bottom-right corner of the table.  To display 25 or 50 records at a time, click the Show drop-down to the left of the record count, also in the bottom-right corner, and make a selection.

Once you select records on the index, a count of how many total records are selected is displayed in the action bar. Selections are maintained while moving from one page of the index to the next; meaning, you can select records on the first page (showing records 1-10 by default) and move to the next page (displaying records 11-20) without losing the selections made on the first page. Links for Show all selected records and Uncheck All are available beneath the index table for easy navigation.

Sorting options - Records in the index are sorted chronologically by default.  Click a column header in the table to sort the index by a different type of data.  Click the heading again to reverse the sort order.

Search and filtering options - A Search field is available on the action bar along with a corresponding Filter by drop-down list.  To search the contents of the index (including those records not currently displayed on the page), enter a value in the Search field.  The index is automatically updated as you type.  To further narrow your search, use the Filter by selection to indicate whether the search should look at data in "All Columns" (the default) or a specific column.

Transportation ReportBuilder - A shortcut to the ReportBuilder for this feature.  For instructions, click here.

4. At this time, complete one or more of the following tasks as needed: 

  Add a ride schedule - New ride schedules can be created from scratch, or by cloning (copying) an existing ride schedule and making changes to it as needed.

-   To create a new ride schedule from scratch - Click the add new icon from the action bar above the records table.  A new data entry page is displayed.  Configure the fields and options on this page as necessary, and then click Save.  The record is saved, and a confirmation page is displayed. 

-   To create a new ride schedule (clone) from an existing schedule - Click the checkbox to the left of the ride schedule to be cloned, and then click the clone icon from the action bar above the records table.  A new data entry page is displayed and auto-populated with information from the cloned schedule.  Make adjustments to the fields and options on this page as necessary, and then click Save.  The record is saved, and a confirmation page is displayed.

  TIP: Cloning a ride schedule provides the option to easily reverse an existing ride schedule if needed.  Specifically, on the data entry page displayed after the clone icon is clicked, toggle the option Would You Like to Reverse the Passengers Pick-up and Drop-off Addresses? to "Yes", and then click Save.  You can then navigate to the Expected Passengers portion of the cloned ride record and make any adjustments that may be needed.

Once a ride schedule is saved in either of the above ways, an "Expected Passengers" subsection becomes available in data entry mode on the confirmation page.  This section can be shown/hidden for data entry as needed using the left-hand menu.  Keep in mind that the "Expected Passengers" section displays its own sub-index and Save button for data entry.

  TIP: For information on each field/option available in each section of transportation data entry, click here.

   Update an existing ride schedule - To do so, click the record to be updated, or click the checkbox to the left of that record, and then click the edit icon from the action bar above the records table.  The data entry page is displayed.  Make changes to the information on this page as needed, and then click Save. The record is saved, and a confirmation page is displayed.

  TIP: For information on each field/option available in each section of transportation data entry, click here.

   Document a completed ride / work with an existing completed ride - To do so, click the checkbox to the left of the ride schedule for which the completed ride is being entered or worked with, and then click the ride completed icon from the action bar above the records table.  The Rides Completed index is displayed beneath the selected schedule, listing any existing rides completed records for that schedule.  

-   To document a new completed ride - Click the add new icon from the action bar above the records table.  A new data entry page is displayed.  Configure the fields and options on this page as necessary, and then click Save.  The record is saved, and a confirmation page is displayed. 

Once a completed ride is saved, a "Transported Passengers" subsection becomes available in data entry mode on the confirmation page.  This section can be shown/hidden for data entry as needed using the left-hand menu.  Keep in mind that the "Transported Passengers" section displays its own sub-index and Save button for data entry.

  IMPORTANT TIP! In order to document a completed ride, a corresponding ride schedule must be created. To accommodate programs providing unscheduled rides, which don't happen on a regular basis, we recommend creating one "Unscheduled" ride schedule and documenting the ad hoc rides within that schedule.

-   To work with an existing completed ride record - Click the checkbox to the left of that record, and then click edit, delete, or view icon from the action bar above the records table to complete the corresponding action.

   View or print an existing ride schedule - To do so, click the checkbox to the left the record to be viewed/printed, and then click the view icon from the action bar above the records table.  A read-only version of the record is displayed and can be printed as needed using your browser's print option.

   Delete an existing ride schedule - To do so, click the checkbox(es) to the left of the record(s) to be deleted, and then click the delete icon from the action bar above the records table.  A confirmation message is displayed.  Click OK to proceed with the deletion.  The deletion is processed and the updated index is displayed.

  NOTE: Ride schedules that have completed rides associated with them and which also contain transported passengers CANNOT be deleted.

   Return to the Transportation - Ride Schedules index - To do so, click the To Index icon from the action bar while working in a record to return to the index page.  You can also return to the index page at any time by clicking Transportation - Ride Schedules from the breadcrumbs trail below the AWARDS navigation bar.

The process of working with transportation records is now complete.

  https://demodb.footholdtechnology.com/help/?12290