How to Run Audits

84 STEPS

1. The first step is to open CTS Software - TripMaster and with your mouse, hover Utilities

   

2. Click Audit

   

3. Click Open the calendar popup.

   

4. Choose date range

   

5. Click Audit

   

6. Rides Missing Direct Mileage: This audit shows all riders that did not have direct mileage calculated. This is generally a geocoding problem. To correct these, double-click on the rider, then click the “Calculate” button. 
   

   

7. Click Calculate

   

8. Scroll down and click Save

   

9. If you get the message “Pickup and Destination must both be verified before calculating direct drive,” this indicates one or both sites have not been geocoded.  
   

   

10. Click Open the calendar popup.

    

11. Click highlight

    

12. Click Geocode Day
    To geocode, go to the day on Daily Schedule, then select Geocode Day. 
    

    

13. Click Calculate Direct Drives to calculate the direct mileage.

    

14. Click the audit type drop down. 

    

15. Click highlight

    

16. Click Audit

    

17. Doubleclick highlight
    Rides Missing Authorization Number: This audit finds rides missing authorization numbers. If you are working with an agency or broker that requires these, you will have to correct them before billing can take place
    

    

18. To fix these, double-click on the rider and fill in the correct authorization number on the reservation screen.  
    

    

19. Scroll down and click Save

    

20. Click highlight

    

21. Click Audit

    

22. Rides Missing BZones (Billing Zones): If you use billing zones to calculate charges for a rider, you need to find any rides missing BZones. To fix these, double click on the rider, find the billing zone drop-down, and select the correct billing zone.
    

    

23. Select the appropriate Billing Zone

    

24. Click highlight

    

25. Scroll down and click Save

    

26. Click select

    

27. Click highlight

    

28. Click Audit

    

29. Doubleclick highlight
    Unreconciled Trips/Rides: Everyone should use this audit. This audit catches any trips or rides that have not been validated, which would cause the trips or rides not to show up for billing and reporting.
    

    

30. To fix these, double-click on the trip and your validation page will appear.  You must have recorded a start and end odometer for the entire trip, as well as a trip start and end time. Any rides must be validated as well.
     

    

31. Scroll down and click All Rode
    To fix this, select the rider or riders then click the correct button on the bottom of the page.  
    

    

32. Click highlight

    

33. Click Rider Cancel

    

34. Click Rider Data to enter the pick times, odometers, drop off times and odometers

    

35. Enter Pickup Time

    

36. Enter Pickup Odometer

    

37. Enter Dropoff Time 

    

38. Enter End Odometer 

    

39. Click Save

    

40. Click Save

    

41. Click select

    

42. Click highlight

    

43. Click Audit

    

44. Doubleclick highlight
    Driver Times: This audit will catch any drivers whose hours overlapped from one trip to the next in the same day. 
    

    

45. Correct the driver assigned or the route start and end times. 

    

46. Scroll undefined and click highlight

    

47. Scroll down and click highlight

    

48. Click select

    

49. Click highlight

    

50. Click Audit

    

51. Doubleclick the reservation 
    Passenger Times: This audit will catch incorrect passenger times (for example, if the ride start and end times were not inputted, the times are the same, or the end time is less than the begin time.)   
    

    

52. Scroll down and click Rider Data

    

53. Correct the pickup and dropoff time

    

54. 

55. 

56. 

57. Click Save

    

58. Click Save

    

59. Click select

    

60. Click highlight

    

61. Click Audit

    

62. Passenger Odometer Readings: Similar to the passenger time audit, the passenger odometer reading audit catches riders’ miles that are zero, are the same, or the pickup odometer is greater than the drop off Double click the reservation
    
    

    

63.  A pickup odometer reading greater than the dropoff will cause negative mileages to show up on your reports.   
    Scroll and click Rider Data
    
    

    

64. To fix this, double-click on the rider to open your validation page, select “Rider Data ordered” and put in the correct mileages for the pickup and drop off.

    

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68. Click Save
    After you have done this, be sure to save this screen and save again on the validation screen. Once you do this you will see the rider disappear on the audit page and you can move on to the next rider.   
    

    

69. Click highlight

    

70. Click select

    

71. Click highlight

    

72. Click Audit

    

73. Doubleclick the route
    Vehicle Trip Time Readings: The vehicle trip time reading will catch vehicles that have overlapping utilization times in the same day. 
    

    

74. Click the end odometer or change the vehicle. 
    Most likely, the wrong vehicle was assigned to a route or it was a split route and the times were not adjusted.
    

    

75. 

76. Scroll down and click save

    

77. Click Save

    

78. Click select

    

79. Click highlight

    

80. Click Audit

    

81. Doubleclick the route
    Vehicle Trip Odometer Readings: This audit is very important for keeping accurate reports. This audit catches missing miles, when the end odometer for a day does not match the start odometer for the next day.
    

    

82. To correct mistakes on the audit page, double-click to bring up the validation page, then put in the correct trip start and trip end odometers. Then click Save, and you will see this trip vanish and you can move to the next trip.
    

    

83. Scroll down and click Save

    

84. That's it. You're done.

    

Here's an interactive tutorial for the visual learners