28 STEPS
1. Introducing TripCalendar! Our new visual scheduling tool that allows you to see an overview of a day and easily manage rides & routes. You can access this new tool by going to the Daily Schedule and clicking TripCalendar
2. TripCalendar will open on the date that was selected on the Daily Schedule, but you can change the date by selecting the calendar icon in the top left.
3. On the left, you will see the Holding Pen section of TripCalendar. Click the down arrow to expand filtering options.
4. You can filter by entering Keyword(s) (like first name or last name) or you can filter by accounts.
5. In order to remove Keyword or Account filter, select Clear All Filters
6. You can hover over the red icon to see the status of the ride or select the menu (3 dots) to see a list of actions.
7. When you click View Details, you can see more information about the selected ride.
8. You also have a menu option here, so you can cancel or make changes. Click menu
9. This gives you the ability to cancel, admin cancel, or deny the ride.
10. Click Close
11. Under this menu, you can also edit the reservation. Click Edit Reservation
12. Here you can make any changes to the reservation and once you are finished, you can select Save and Close
13. You can drag rides from the Holding Pen to any route/driver
13b. Drop
14. You can also drag rides from a driver/route back to the Holding Pen.
14b. Drop
15. You can Collapse the Holding Pen section, if you want to just see the Calendar view.
16. TripCalendar has all routes/driver along the top row and the times listed on the left. When you load TripCalendar, it will take you to the current time and this is shown with a red horizontal line.
17. The green background shows the Route/Driver start and end time. The read block show the break window and the red striped blocks indicate the scheduled break.
18. You can filter the routes by statuses including Validated, Not Validated, and In Transit.
19. Uncheck the statuses you do not want to see.
20. You can also filer rides by their Status.
21. Uncheck the statuses you do not want see on the Calendar. The color strip on the left of the card also corresponds with the statuses in this dropdown.
22. Each scheduled ride has menu that gives you actions that can be performed for that selected ride.
23. Here you can cancel, Admin Cancel, Edit and even mark a Will Call ready.
24. You can also make changes to the Route/Trip in TripCalendar.
25. Click Edit Trip
26. Here you can make any changes, including driver, vehicle, times and break.
27. You can adjust the Pickup and Dropoff times on the ride by dragging the top or bottom of the card up or down.
28. You also have the ability to move a ride from one driver to another.
28b. Drop
Here's an interactive tutorial
https://www.iorad.com/player/1800578/App-qa-Tripmastersoftware---How-to-untitled-task-name