This manual will explain the Daily Schedule’s “Right Click Functions” in your TripMaster database. Right click functions are what schedulers and dispatchers use to carry out tasks, utilize functions/features, and make edits to the Daily Schedule.
The Daily Schedule is comprised of three main sections. The top box is the “Route Pen” (Driver/Vehicle availability). The middle box the “Display Pen” holds whatever trips are currently assigned to the driver highlighted in blue from the Route Pen. The bottom box is the “Holding Pen” which holds unscheduled trips.
It is important to note that any changes or actions carried out on the Daily Schedule only affect the currently displayed date located in the top right corner of the daily schedule.
The Holding Pen
Holds unscheduled Reservations.
Holding Pen Right-Click Functions
| Term | Definition |
|---|---|
| Seat Reservation(s) | Moves a Trip/Trips from the holding pen to the selected driver/vehicle highlighted in blue in the top Route Pen. |
| Add Reservation | Opens the reservation entry screen to add or select a rider in order to manually create a one-time “Demand” trip. Once created, this reservation will appear in the holding pen for the date you created it for. Note: Manually created Trips are not valid TripSync broker digitally billable Trips. This option is to be only used for other funding sources that don’t have an integration with TripMaster. |
| Edit Reservation | Opens the reservation you right clicked or double left clicked. This is for any editing needed for a reservation for the date of the trip. |
| Copy Reservation | Creates a copy of the reservation and places it in the holding pen. Note: Copies of TripSync trips are not valid TripSync broker digitally billable Trips. This option is to be only used for other funding sources that don’t have an integration with TripMaster. |
| Cancel Reservation(s) | Used to Rider Cancel a Trip. You can undo this status by selecting “Mark as Not Validated.” TripSync Trips from the below-listed brokers will cancel the trip in that portal as well as in TripMaster. And if the broker cancels the trip, it will cancel in TripMaster automatically. (Alivi, Access2Care, Call the Car, ModivCare, MTM, RideHealth, and Tennessee Carriers). Trips from these TripSync brokers that have been cancelled cannot be undone and marked as “Not Validated” like other “Non-TripSync” trips. |
| Admin Cancel Reservation(s) | Used to limit the trip from being counted in the TripMaster system as a valid Trip. This Trip will not count towards any billing or reporting numbers after being “Admin Canceled.” You can undo this status by selecting “Mark as Not Validated.” |
| Deny Service | Used to reroute a Trip from Access2Care, ModivCare, MTM, and Tennessee Carriers that were pushed by a broker into TripMaster. This will reroute them directly to those broker portals. Additionally, any trips that you or the broker reroute in the broker’s portal will automatically reroute in TripMaster. You cannot undo a TripSync trip reroute. When choosing Deny Service for a TripSync broker trip, you will be prompted to select from a list of denial reason from the broker. Choose the best option to your ability. This list is not customizable and set by the broker. For regular trips “Deny Service” is used to deny/refuse a trip for any internal company reason. You can undo this status by selecting “Mark as Not Validated”. For any denial you are prompted to choose an internal company denial reason as well. This list populates from what is present in the deny service Master Page and can be customized. This selection is not sent to the broker and is for your private use. |
| Print Reservation(s) | Allows you to export to Excel and print the highlighted reservation’s basic data. |
| Print Reservation Request(s) | Allows you to export to Excel and print the highlighted reservation’s detailed information, including rider information. |
| Map | Displays the highlighted Trip locations on the map. |
| Mark Ready | If the trip is a Will Call, this will time stamp the reservation, readying it for manual assignment or “quick seating.” Once a reservation is marked ready, you can mark it Not Ready by choosing “Mark Not Ready.” |
| Auto Seat Ride(s) | An outdated function that will be removed. |
| Export Reservation(s) | Exports the highlighted Trips to an Excel document. |
| Quick Seat Ride | Runs a focused version of the Trip Scheduler for just one reservation. It looks at all Routes and tries to find the two most efficient options for that reservation. If found, it will recommend the two for a Scheduler or Dispatcher to choose between. |
Note: Any right click functions with a “(s)” can be performed for one reservation, multiple, or all.
The Display Pen
Displays whatever reservations are currently assigned to the Route highlighted in Blue located in the Route Pen above of the display pen. As this section is still dealing with Reservations, many of the Right Click Functions are the same.
| Term | Definition |
|---|---|
| Add Reservation | Opens the reservation entry screen to add or select a rider in order to manually create a one-time reservation. Once created, this reservation will appear in the middle, assigned to the driver’s route you have highlighted in blue for the date you created it for. Note: Manually added Trips are not valid TripSync billable Trips. This option is to be only used for other funding sources that don’t have an integration with TripMaster. |
| Edit Reservation | Opens the blue highlighted Trip for any editing that needs to be done. Note: Double left-clicking will also open a reservation for editing. |
| Copy Reservation | Creates a copy of the reservation and places it in the holding pen. Note: Copies of trips are not valid TripSync billable Trips. This option is to be only used for other funding sources that don’t have an integration with TripMaster. |
| Unseat Reservation(s) | Places the reservation(s) back into the holding pen. |
| Move Reservation(s) | Brings up a window to select a route to move the reservation(s) to. |
| Print Reservation(s) | Allows you to export to Excel and print the highlighted reservation’s basic data. |
| Print Reservation Request(s) | Allows you to export to Excel and print the highlighted reservation’s detailed information, including rider information. |
| Cancel Reservation(s) | Used to Rider Cancel a Trip. You can undo this status by selecting “Mark as Not Validated.” |
| Admin Cancel Reservation(s) | Used to essentially delete the Trip from being counted in the TripMaster system as a valid Trip. This Trip will not count towards any billing or reporting numbers after “Admin Canceled.” You can undo this status by selecting “Mark as Not Validated.” |
| Validate | Gives you the ability to manually Pickup, Dropoff, No Show, Un-Arrive Pickup/Resend Ride, or Un-Arrive/Resend Dropoff.
|
| Scheduling | No longer has a function. |
| Map | Displays the highlighted Trip’s location on the map. |
| Mark Ready | If the trip is a Will Call, this will time stamp the reservation, notifying the driver that the Will Call is ready. |
The Route Pen
Contains your “Subscription Routes,” best thought of as Driver and Vehicle availability slots. This will show your Routes with their description, time availability, Driver, Mobility the vehicle can assist with, and Current Load.
| Term | Definition |
|---|---|
| Add Route | Adds a Route/Driver/Vehicle availability to the daily schedule for the day you are on. |
| Edit Route | Opens the route to make any changes for the route and the date you are on. Note: This only affects the date you are on and does not affect what is set up in Subscription Routes. |
| Cancel Route | Changes the route status to canceled. Drivers will not be able to log into the route, and the TripScheduler will not take this route into consideration for quick seating or TripScheduling. |
| Cancel Route and Assigned Rides | Cancels the route and marks any trips assigned to it as Admin Canceled. Warning: This function is almost never to be used except with approval from the Administrative Team. |
| Assignments | Opens a box to assign drivers and/or vehicles to a route. Typically used by large fleets. Most customers use the Edit Route feature to assign or change a driver/vehicle since it’s faster and requires fewer steps. Note: This tool can be potentially dangerous as it can affect multiple routes at once; it is strongly advised to make changes to Routes individually by using the Edit option. |
| Print Route Sheet | Allows you to print out a route sheet for the highlighted route and/or select routes or all of them at once. There are several Route Sheet options, including basic dispatch logs and driver form variants. |
| Expired Reservations | Displays any account tied to a rider and ride that is expired or expiring within 30 days. |
| Validate | Opens Route Validation for the route highlighted in blue. Note: Use this option if you need to unvalidate a route by selecting “Unvalidate” at the bottom next to the cancel button. |
| Uncancel Route | Changes the status of a canceled route back to Not Validated. The route can now be logged into by a driver. |
| Map | Displays a map showing where the route is scheduled to go for the day, as well as the total direct miles of the scheduled trips for that day. |
| Map Rides | Displays a map with a pin dot for each Pickup and Dropoff location. |
| Force Log Off | Forces a driver logged into the ParaScope App to be logged out of the app. |
Top Buttons and Boxes
| Term | Definition |
|---|---|
| Date | Indicates the day currently displayed on the Daily Schedule. |
| Search Text | Allows you to search for a rider, location, driver, or vehicle. After entering search criteria: for rider or location searches, check the Rides and Holding Pen boxes to filter results; for driver or vehicle searches, check only the Routes box. |
| Clear Search Text | Clears the text entered in the search text box. |
| Provider | Enables filtering of the daily schedule by provider if they are assigned to routes and/or riders/rides. |
| Advanced Filter | Allows you to control what appears on the daily schedule screen. Unchecking a route or trip status hides those entries. To restore them, select Clear Filter or re-check the boxes. Hidden items are not deleted—just temporarily removed from view. |
| AutoSchedule | The old automatic scheduling tool. In most cases we'll be using the new TripScheduler (Beta) for scheduling. |
| TripScheduler (Beta) | The TripMaster routing solution (covered in its own training session). |
| TripCalendar | Provides an alternative view of the daily schedule. All functions available on the daily schedule can also be performed here. |
| TripSync Ride(s) | Displays a log of reservations coming in through broker integrations via TripSync. |
| Ride Requests | Displays and allows you to accept or reject TripPortal ride requests (if you do not have the TripPortal module you will not see this button). |
| Geocode Day | Used before running the TripScheduler to ensure all the day’s locations are recognized on the map. (Covered in the TripScheduler training session.) |
| Calculate Direct Drives | Used before running the TripScheduler to ensure the day’s reservation locations and distances are recognized. |
| Refresh | Refreshes and updates the daily schedule to reflect real-time information. |
| More Options | Gives the user three options for additional columns on the daily schedule: Scheduled Route Times – adds a column to the top box showing each route’s scheduled start and end time; Actual Ride Times – adds two columns to the middle section showing the Actual Pickup and Actual Dropoff completed by the driver using the ParaScope App; Direct Drive Distance – adds a column to the holding pen showing the direct drive distance of a trip. |