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CMS User Manual

1. 2 bie _ ae starronon o___ araazass ToYOTAAVENSS os a o 27 anoapwaTe orao a235 TOYOTAAVENSS S 1s RAUARFawan 7 CENTRAL PAR OOOO GAS 07046 191 40 TOVOTACARMAPTAT Thursday October 29 2009 15 19 04 v Server Connected Operator admin COOL Not Connected YA Dispatch Screen YZ Booking Screen YA Driver List YA Driver Details omg criterion Call no name address phone mobile or vehicle details 4 2 Drivers List A quick overview of the relevant documents expiries can be accessed via the driver details screen or the reports menu 22 Copyright Vital Soft 2009 YA File Reports Management Maps Configuration View Windows Help E X S20024 5002 amp WS 97 15 26 42 Mobile V Make V Model V Color V Reg 110750 INS Exp PCO VEH Ex PCO Exp EI 0 0 0 0 Mi 1 03212795302 FORD ESCORT BLUE M360 YNO 3j Mr Francis Maragera 07811 576 887 FORD ESCORT BLUE 4 ABDUL MAJED KHALIQUE 07801 825 437 PEUGEOT 6 S HDI 90 SILVER SA53 MFP 05 1 03212795302 FORD ESCORT BLUE M360 YNO 6 SAYDUL ISLAM 07776 346 423 TOYOTA CARINA BURGUNDY P789RGT _ Se A 7 MR MOHAMMED AKRAM 07984 165 477 CITROEN KY02BXK 02 03 2012 17 09 2010 01 01 2011 27 11 2010 8 MR ABDUL WAHEED 07971 888 708 VOLKSWAG SHARON BLUE R322 XJO 26 11 2010 01 01 2011 26 11 2010 26 11 2010 9 MR AKHTAR MIRZA BAIG 07799 283 383 MERCEDES MERCEDES SILVER R836 WLO 1 i 09
2. 92 Copyright Vital Soft 2009 26 Peak Times Define the times when the peak and off peak pricing is used prices defined in the vehicle type T qe Lab iV Iss File df Management Maps View Windows Help Ox E Thursday October 29 2009 16 48 27 4 Server Connected Operator admin y cut Not Connected Y Dispatch Screen WA Peak Timings rem 53 Copyright Vital Soft 2009 27 Company Info Store your company information for use in the invoices You can define the company details include a logo as well as a message to be included in the invoices Chis gd File Reports Management Maps Configuration View Windows Help e Y X S2OAL4 O5O0 amp oo Wi KK Si 16 49 49 155 Hagden Lane Street lt TTT 155 Hagden Lane oo vats All invoices must be paid within 15 days from invoice date unless alternative arrangements have been agreed Payments should be made by BACS Cash and other Electronic Means E Thursday October 29 2009 16 49 50 WY Server Connected Operator admin y cur Not Connected YZ Dispatch Screen Ys Company Info 94 Copyright Vital Soft 2009 YC NAS CAB MANAGEMENT SYSTEM 28 Track Drivers Keep track of all your drivers at all times visualize them on a map thanks to the close integration with the RN a mi File Reports Management Maps Configuration View Windows Help Y x S20024 5002 Sa Wd O Y 16 52 33 Fulscreen fi Close o
3. gt e d gt 7 E Thursday October 29 2009 15 30 56 e Server Connected Operator admin CLI Not Connected YA Dispatch Screen VA Booking Screen YA Driv er List YA Driver Details r 4 5 Dispatch a Driver To dispatch a driver simply choose a job from the Job Queue and press the Dispatch Job button The system will automatically check if there are any issues with the driver insurance and MOT in date etc When the job is being dispatched the user can also choose to send text messages with the job details to the driver and customer as well as a marketing message to invite the client to use the service for the return journey 25 Copyright Vital Soft 2009 Y MS CAB MANAGEMENT SYSTEM aL File Reports Management Maps Configuration View Windows Help amp x GEERT GE ADA 15 33 01 Balham Charlton Chelsea CiyAi Fulham Highbury Notting Streath Airport Jobs Ges Date Time JobType VEH Destination Address 1 F SMS to Customer SMS to Driver 7 Return Booking SMS Oo AA oon amp ta M E Thursday October 29 2009 15 33 02 e Server Connected Operator admin OO CLI Not Connected YA Dispatch Screen A Booking Screen YA Driv er List YA Driver Details 26 Copyright Vital Soft 2009 5 Jobs EN Recent Jobs To go to the recent jobs press the Recent Jobs button on the Dispatch Screen The recent jobs screen will display completed jobs from the last two hours The display can b
4. O O O Tab Keys Enter Key for tabbing Hot Keys to quickly jump to required field E g Alt J focuses Job Type no matter wherever you are on new booking screen O Following is complete list of available Hot Keys on new booking screen for quick navigation Alt A Address Search text box Alt B Back button to go back to previous Address Search Also you can use Backspace key Alt C Customer Name text box Alt D Destination button Alt E Return Booking check box Alt F Agent fee text box Alt G Regular Booking Alt H Phone Number text box Alt Wait 4 Return drop down Alt J Job Type text box Alt K Alt L Delete selected Destination address from grid Alt M Payment Mode drop down Alt N Account drop down Alt O Alt P Pickup button Alt Q Alt R Save amp Repeat button Alt S Save amp Exit button Alt T Save and Dispatch button Alt U Move Up button Alt V Vehicle Type drop down Alt W Save amp Show Map button Alt X Cancel amp Exit button Alt Y Alt Z Backspace Go back to previous address search list F2 Focus Destinations Grid F3 Focus Address List Box F4 Reset address search F5 Load Airports F6 Load Railway Stations F7 Load Hotels 13 Copyright Vital Soft 2009 m F8 Load Hospitals 3 4 Customer details Store the customers name and telephone details you can also access the job history from h
5. Cancel Cancels the unsaved changes and returns to the dispatch screen 40 Copyright Vital Soft 2009 Clg VE CAB MANAGEMENT SYSTEM 13 Clean Database Located in the management menu Clean Database removes records of jobs older than six months Under the current United Kingdom legislation job records need to be kept only for six months So these jobs can be deleted if necessary 14 Live Help If you need any help press the icon in the top menu and a chat window will open to one of our support Y File Reports Management Maps Configuration View Windows Help amp X S200246508 AD A 16 09 18 Chariton Chelsea CityAir Fulham Highbury Notting Streath Time JobType MER Phone No Destination Address Comment 5 Thursday October 29 2009 16 09 19 e Server Connected Operator admin CO CLI Not Connected A Dispatch Screen om engineers 41 Copyright Vital Soft 2009 15 Drivers Productivity An overview report of all the drivers earnings as well as money owed from and to the office ES File Reports Management Maps Configuration View buerg Help Close GAD A 4 sBYR e HS 16 12 24 Call No Drv Name Tot Jobs Tot Fare Drv Cash Earn Comp Comm AJC amp CC Bal Surc Comp Earning Cash Jobs CC Jobs Acc Jobs RECHERCHER El CH vew cos ES Thursday October 29 2009 16 12 25 W Server Connected Operator admin 1 CLI Not Connected YA Dispatch Screen YF Drive
6. AMEER KHAN 07916 120 604 MERCEDES C 250 SILVER P 554 RNB 10 NISAR AHMED 07951 246 299 TOYOTA PREVIA 11 SHAMS UDDIN AHMED 07904 732 510 PUGEOT 623 Gsi BLUE 07984235578 TOYOTA AVENSIS GS RED R706 VLF 13 ARSHAD KHOKAR 07904 432 365 TOYOTA AVENSIS WHITE 5589 RWC 15 RAJA IRFAN ANWAR 07946 191 440 TOYOTA BURGUNDY P727 XHS 16 ANDREW EUBUOMWAN 07931 152 152 PEUGOT 406 HDI 17 MUKHTAR MIAH 07961432 048 VOLKSWAG SHARON 18 MENSAH APEDO AMAH 07950 690 275 PEUGOT 19 MAZHAR HUSSAIN 07957 631 596 TOYOTA 20 VICTOR FOLI 07958 319 413 TOYOTA 21 AHMED SAEED 07985 356 518 PRIMERA 22 AHMED HUSSEIN HERSI 07888 837 641 FORD MONDEAO 23 RAYMOND OSHODI Es 630 806 PEUGEOT 406 HDI 24 SHAHID MUKHTAR 07939 396 777 TOYOTA AVENSIS BLACK E Thursday October 29 2009 15 26 43 W Server Connected Operator admin 1 CLI Not Connected YA Dispatch Screen Wi Booking Screen YA Driver List YA Driver Details aerea The document expiries are colour coded white up to date blue soon to expire dark blue expired 4 3 Plot a Driver This function is accessible either from the dispatch screen of from the File menu Plotting a driver means that he is now cleared from the job has entered a predefined area and is waiting for a dispatch The plots are usually defined as an area around the office base but can be ad
7. Chelsea CityAir Fulham Highbury Notting Streath Time JobType VEH Phone No A Destination Address se jo ei E d d v Hi M EI mr He ue Le io Robe ta EES Li El A EN EN Thursday October 29 2009 15 38 43 Lei Server Connected Operator admin CLI Not Connected A Dispatch Screen A Booking Screen A Driver List SS Driver Details 3 2 Booking a normal job 10 Copyright Vital Soft 2009 Clg VE CAB MANAGEMENT SYSTEM Booking a normal with CMS job is very easy You start at the dispatch screen when a new call comes in the system will show a pop up window displaying the caller s number and giving the option to either create a new booking or discard the job Alternatively you can simply press the New Job button a bier A io Oya SS 6 CES 115253 PATTI ee H ndows File Reports Management Maps Configuration View Wind Help Sa x Balham Chariton Chelsea City Air Fulham Highbury Notting Streath Time JobType VEH Pickup Address Destination Address ES Thursday October 29 2009 11 52 54 W Server Connected Operator admin 1 CLI Not Connected A Dispatch Screen y 11 Copyright Vital Soft 2009 Once then new job is accepted the Booking screen will come up giving a number of fields bien ad File Reports Management Maps Configuration View Windows Help amp x Gaz Oe Ae AI AO Y 15055 07946389847
8. Jobs History London City Airport E16 2PX Royal Docks London London Gatwick North Airport RH6 ORN Gatwick West Sussex London Gatwick South Airport RHG OJH Gatwick West Sussex h EA London Heathrow Airport Terminal 1 TWS 1JS Bath Road Hounslow Middlesex mei London Heathrow Airport Terminal 2 TW6 1JS Bath Road Hounslow Middlesex London Heathrow Airport Terminal 3 TW6 1JS Bath Road Hounslow Middlesex London Heathrow Airport Terminal 4 TW6 2XA Bath Road Hounslow Middlesex Bring baby seat ONE ED Vd EN Thursday October 29 2009 11 54 57 4 Server Connected Operator admin OU CLI Not Connected Wi Dispatch Screen Wi Booking Screen The phone number field will be filled with the information from the caller ID and if you are dealing with a returning customer the system will pull all the available data from the data base requiring you only to confirm whether the customer is being picked up and delivered to the same or different locations and setting the date and time In the case of a new customer you will be required to gather some data The booking screen allows for quick access to common destinations such as Airports Train Stations etc as well as receiving card payments storing flight and passenger details and comments 12 Copyright Vital Soft 2009 3 3 Using the booking screen with the keyboard only Navigation without Mouse i e you can use new Booking Screen completely without mouse by using
9. Server Connected Operator admin 4 CLE Not Connected YA Dispatch Screen YZ Booking Screen YA Driver List YA Driver Details omg details and vital information such as phone numbers vehicle details insurance and MOT expiry dates etc To add or edit a driver details simply fill in the fields and click the Save button The details are grouped based on the type of data stored Login details the driver number means of communication and PDA application login 20 Copyright Vital Soft 2009 Personal details address contact details and personal information License details driver licence details Expiry details relevant minicab legal requirement details PCO licence MOT expiry Vehicle details vehicle registration and identification details Rent details payment details concerning rent Other details commission rate and amounts account job commission and payments photograph and allowed job types Copyright Vital Soft 2009 21 Clg VE CAB MANAGEMENT SYSTEM You can also search the driver database by pressing the search button and then choosing a search A File Reports Management Maps Configuration View Windows Help amp X Gase i Ae EDE 7 97 amp Yi 15 19 03 Search By Sort Name Driver Address Phone Mobile Vehicle Details ost mm reem roses EF NAT AE EE 120600 MERCEDES 250 PS 0 sarao wanoeRocr o 0751 28290 oeren m emm 1204545505 0 0090672510 3 use
10. Soft 2009 17 Agent Commission A quick report detailing jobs done for a referring agents Y File Reports Management Maps Configuration View Windows Help f X G29448403 0e a Wi Si 16 18 25 Start Auto Dispatch On PDA 29 October 1999 Ey gv 29 October 2009 E Thursday October 29 2009 16 18 26 Y Server Connected Operator admin CO CLI Not Connected Y Dispatch Screen Y Agent Commission Report Ee Copyright Vital Soft 2009 Clg VE CAB MANAGEMENT SYSTEM 18 Customer Account Displays a report of all the activity of a given account client for a given period of time dd File Reports Management Maps Configuration View Windows Help amp X Ea mo Ho Dr SQ Si 16 19 34 Main Report A CAS Customer Account Report Date 29 10 2009 CAB MANAGEMENT SYSTEM Contact Details AccountNa 101 Contact Name Alace Tel 07946389847 Website fa Account Name Dominic PostCode wd187uh Email sda 0 00 Closed E Thursday October 29 2009 16 19 35 W Server Connected Operator admin 1 CLI Not Connected Wi Dispatch Screen Wi Customer Account Report Yi CMS Reports 64910 45 Copyright Vital Soft 2009 19 Client Productivity Amore detailed account activity report sd File Reports Management Maps Configuestion View Windows Help S200 amp 44 Oya AAA BH File Reports Management Maps Configuration View Windows Help GAY DA 2 ZG Pass REK
11. drivers with invalid documents from receiving jobs e Check vehicle type of driver check if the driver the job is being dispatched to has the same type of vehicle as the one the job was booked for Check credit limit of account disallow booking of the account jobs if the account has reached the credit limit Check job type of driver check if the driver the job is being dispatched to is allowed to perform jobs of the same type as the one that is being dispatched 61 Copyright Vital Soft 2009
12. help of a database of all the existing geographical locations in UK This distance will be the air miles so that the original distance might have the error of 30 to 30 e Advance Reporting Here you will be able to prepare all kinds of printable reports for the hard copy keeping of the system This will also help you with the analysis and the planning of the on going business e Call logging Here you will be able to see the logs of incoming calls if the caller id feature is enabled e SMS Notification All booking and dispatch details can be sent via SMS to both clients and drivers e Live chat assistance Help at your fingertips available for within the application whenever you need it e Card payments Integrated card payment gateway Copyright Vital Soft 2009 Clg VE CAB MANAGEMENT SYSTEM 3 Basic Operation EN Dispatch screen The dispatch screen is the starting point for all your interaction with the CMS system It gives an overview of all the available drivers as well as jobs pending for dispatch it is also the gateway to all other function With the innovative tabbed interface the the user can select what information is showed in all tabs for example filter out all the airport jobs etc to do this press the customize button this function is also available for all the job history screens Y File Reports Management Maps Configuration View Windows Help x GODS Ad A DY Y 15 38 43 Drv Address ince Balham Charlton
13. status of the job as return in which case once this dialogue is closed a new one will be opened for the details of the return job regular opens the regular booking field allows to book cabs at recurring intervals SMS a notification will be sent by text e return SMS a message will be sent offering the companies services for the return journey 3 6 Driver no The job will be automatically allocated to a specific driver for example if requested by the passenger 3 6 8 Authorized For account job this will present a list of authorized users of the account 3 7 Address Search The pick up or destination locations house number or name An integrated search bar used for pick up as well as destination addresses once an address has been entered the field will clear allowing for the next address to be entered at the same time the price of the journey will be automatically updated as the addresses are added Both postcodes and street addresses can be entered in this field The field also contains the quick access buttons for common destinations airports train stations hospitals hotels The pick up address is stored in the pick up field bellow the search result area and the destinations in the destinations box bellow All the addresses can be moved swapped or deleted at any point during the booking process 3 8 Airport details In case of an airport pick up the following flight details can be recorded airline name flight num
14. the door base bookings without providing a telephone number Airport which opens the flight details dialogue as well as the list of airports in the address search area 3 6 3 Vehicle type 15 Copyright Vital Soft 2009 gt gd File Reports Management Maps Configuration View Windows Help amp x SB20 43 3002 SIM 6 CE S 11 59 32 E Thursday October 29 2009 11 59 33 e Server Connected Operator admin CLI Not Connected A Dispatch Screen YA Venice Type eanna Vehicle type is another set of fully customizable pre sets that allow you to provide the best customer experience and streamline the business by assigning the right type of car for the job The pre sets can be modified in the Management menu Here you can pre set a hot key and a vehicle description and most importantly adjust the pricing for a variety of vehicle and job types There are two types of vehicles the standard pre sets and Auto which is used in conjunction with the PDA to calculate the fare based on distance travelled You can also set the pricing based on type of job i e account or normal as well as different pricing for peak and off peak travel The setting also record the maximum number of passengers and items and luggage that can be carried in a vehicle 3 6 4 No of vehicles Simply the number of cars required for the job 16 Copyright Vital Soft 2009 3 6 5 Reference A reference code 3 6 6 Tick boxes Indicate the
15. you to maintain detailed records of drivers including all of their personal contact legal and vehicle information The application also provides a facility to block the driver if his MOT is expired or office rent is not paid e Driver Status Tracking You will be able to keep up to the minute track of the position of all drivers through the plotting and un plotting of the drivers in the pre defined waiting zones e Pick Up and Drop Off Points The application will facilitate maintaining the pre defined pick up points that will automatically be fetched on the booking form through a short key e Zone Setup Here you will be able to create any number of zones where drivers are supposed to be waiting or parked during waiting time This will help you locate the quickest pick up for the customers on every booking e Colour Coding Through this feature the application will enable you to associate colours with the job types vehicle types pick up points and the destinations This will enable you to identify the nature of job for its proper treatment at a glance e Route Map This option will calculate the shortest route to the destination and display it with a map and full description This can be given to driver by printing it off or can be explained if the driver needs help e Distance Calculation Copyright Vital Soft 2009 This will enable the application to calculate the distance between pick up and destination points with the
16. CMS Desktop Manual Revised 29 10 09 Copyright Vital Soft 2009 Table of Contents Table O CONTE EE 2 N e EE 6 EN O A PP o HE 7 SE es die ME 10 3 1 Bede sk eds on AE OE Ie e PE EE DEE 10 3 2 Eelst WI anormal Le EE 10 3 3 Using the booking screen with the keyboard on 13 3 4 Customer detalla 14 3 5 Dara TE 14 A o oi E ee ee eee 14 3 6 1 A Us AE EE EE A ee ee ee 14 3 6 2 A A A o 14 3 6 3 Ve eT E a OR 15 3 6 4 NO O VORI CIOS eener A OE A E E E E E EEO 16 3 6 5 H re 17 3 6 6 WE DOES 17 3 6 7 A D 17 3 6 8 o o e 17 3 7 Address SC EE 17 3 8 PG Le lege EH 17 2 Copyright V ital Soft 2009 3 9 Hee e ate 17 SL dE sensata 18 dd Pa Menton TONS EE 18 32 as AM e e E o a 18 SEN KC EK Rei Ee 18 LL SN EE 18 AE RP EE E 18 E SNES DPI A XP A A 18 3 154 Sie amp Show E SE 19 E AA 19 Sao QES ocn 19 Suid E el le OE ME 19 RE Po mo Ig A II N OE EG 19 sA Bo 2 e 19 N PCR eee PR o EA ee 20 4 1 Diver De E 20 4 2 DENO CIST a PU TE o ee ME ere trees ee rere ene ere ree or 22 4 3 ee ME Ce sects se et o one 23 4 4 Biel ee Ee 24 4 5 BB Estoy ei ER E 25 DO AA nn O 27 5 1 Heng e o E EE o oo EAE A 27 3 Copyright Vital Soft 2009 7 8 9 10 11 12 13 14 15 16 17 18 5 1 1 EE 27 5 1 2 As EE ER ER OE EE RE ED N EO Oe 28 5 1 3 EOI sal des AE EE EO OO 29 5 1 4 NO vlie el eN N EE EE OE EN EE EE EE EE EE EN 29 5 1 5 DAS IS JOD AR RE ER EE ensu
17. E Main Report Ed CAB MANAGEMENT SYSTEM Account Details D Thursday October 29 2009 16 21 11 Y Server Consectes Operat AccountNa 101 Account Name Dominic Address Email sda PostCode wd187uh London City Airport Royal Docks London London City Airport Royal Docks London London City Airport Royal Docks London 5 5 2009 1 52AM London City Airport Royal Docks London 5 5 2009 3 41PM London City Airport Royal Docks London London City Airport Royal Docks London 5 5 2009 3 41PM London City Airport Royal Docks London Copyright Vital Soft 2009 BG DR sa Telephone 07946389847 EMS CAB MANAGEMENT SYSTEM Client Productivity Report Atkinson Moneys Hospital Blackshaw Road Atkinson Moneys Hospital Blackshaw Road Anerley Anerley Railway Station Anerley Station Road Beckenham Hospital 379 Croydon Road Abbey Wood Abbey Wood Railway Station Wilton Road Abbey Wood Abbey Wood Railway Station Wilton Road Abbey Wood Abbey Wood Railway Station Wilton Road Fo x e Heu Sy 16 21 47 Date 29 10 2009 E Thursday October 29 2009 16 21 48 4 Server Connected Operator admin 1 CLI Not Connected 22 Dispatch Screen YA Client Productivity Report YZ CMS Reports Jobs bye 46 ACMS CAB MANAGEMENT SYSTEM 20 Invoice An invoice generation and review tool di File Reports Management Maps Configuration View Windows Hep TE GAD 8 0 Oya FET
18. ERE 46125100 Ot Oclober 007 Els 28 Deiober 0 Ch Fa X 8X A ima WT Gr Q Sy 16 25 21 ES Thureday October TE 20 2000 18 23 00 ie Barver eer Operasie admin Tot Mal Connected E Da Zeen crean BA nvoice Repon Y MS my Company Date 29 10 2009 CAB MANAGEMENT SYSTEM Invoice Invoice No 16 Account Name 321 InvoiceDate 26 06 2009 Invoice Period 01 06 2009 to 26 06 2009 Jobs Total VAT Grand Total All invoices must be paid within 15 days from invoice date unless alternative arrangements have been agreed Payments should be made by BACS Cash and other Electronic Means E Thursday October 29 2009 16 25 22 X Server Connected Operator admin 1 CLI Not Connected 2 Dispatch Screen YF Invoice Report YJ CMS Reports Invoice ye 47 Copyright Vital Soft 2009 21 Drivers Payments Track all the drivers payments in a centralized location keep up to date with all the rent commission and VA File Reports Management Maps Configuration View Windows Help N GEERT Hi 97 amp 97 16 30 38 Driver Name Rent Due Commission Due AJC amp CC Balance Outstanding Balance oft Teste EI Update Rents Amount Recieved Amount Paid View History pm E Thursday October 29 2009 16 30 39 e Server Connected Operator admin CO CLI Not Connected E Dispatch Screen credit card payments fro
19. ES S BEP Print 5 5 start Cab Management Sys Bl Report 5 1 3 Edit this Job Selecting a job and pressing this button will take you back to the job booking screen and enable you to edit the job details as necessary 5 1 4 No Pick up Selecting a job and pressing this button will mark the job as one where the customer has not been picked up despite the driver arriving at the pick up location The Job will be marked with an N 5 1 5 Delete this Job Selecting a job and pressing this button will delete the job but it will remain viewable in the deleted jobs screen 29 Copyright Vital Soft 2009 5 1 6 Delete Jobs For Ever If this button is pressed then all of the recent jobs will be permanently deleted These jobs will no longer be available in the deleted jobs menu 5 1 7 Map and Directions Pressing this button when a job is selected will show the mapping screen with the route and distance marked 5 2 Job History Archive Jobs Cancelled Jobs Deleted Jobs All of the additional job management functionalities are operated via the same interface as the recent jobs 30 Copyright Vital Soft 2009 A CMS CAB MANAGEMENT SYSTEM 6 Maps The mapping window can be accessed via the Maps menu or by pressing the Map and Directions button available on the following three screens e Recent Jobs e Bookings e Job History T j a Reports Management Maps Configuration View Windows He
20. Save the job and show the directions on a map 3 13 5 Save amp Print Save the job and print the details 3 13 6 Close Exit Close booking screen and return to the dispatch screen 3 14 Booking a regular job The booking process follows the same patter as in the case of the normal booking you start by pressing the Regular B button on the dispatch screen alternatively you can proceed like with a normal job and tick the Regular booking tick box at the end of the booking form to show the scheduling options 3 14 1 Date End The final date of the regular booking series The start date is assumed as the pick up date from the Pick Up Date section 3 14 2 Day Check Boxes The date check Boxes show the days of the week the customer has requested the car for 19 Copyright Vital Soft 2009 4 Driver 4 1 Driver Detail Located in the File menu the Driver Detail screen allows you to add edit search the drivers contact HEEN VA File Reports Management Maps Configuration View Windows Help GADAA 4 23 Dec 2005 16 20 Ey N 10 May 2006 13 Apr 2009 E RS 21685 2009 2009 El EI Ki El Ei 4 JE dp PHOTO NOT AVAILABLE 406 S HDI 90 rd ed By ols EE v Base AirPort 1 Hotel Fillo field The Bedford Pub SAINSBURYS M Sainsbury F Summerfield Bedford Pub Tesco SW4 Tesco Balham ee ee Se ee ee E Thursday October 29 2009 15 17 43 4
21. and even the expected Last pick up and destination points e User Management and Application Security lt will facilitate the creation of user profiles with specific rights for the application usage The application will be initiated after valid login information is provided and will allow using the facilities associated with the login ID e Search Previous Jobs The application will allow you to get the history of bookings jobs through a very user friendly search mechanism Users can perform searches based on any criteria contained in the booking details such as customer name date time post code etc e Display Recent Jobs The application will keep track of the recent jobs within the time period provided in the configuration options e Display Booked Jobs The application will allow you do find all the booked jobs through the common user friendly search mechanism Copyright Vital Soft 2009 e Job Queue This will display all the jobs before the specified pick up time This will be displayed on the main screen of the application to keep track of the recurring jobs and to avoid any delay in the dispatch and pick up of the customers This will also display the on line bookings e Vehicle Types The application will allow defining different vehicle types and prices associated with them as well as setting cost and discount factors that will be associated with the drivers e Drivers Management The application will allow
22. anual Dispatch system on the market e Built in maps for Manual Dispatch route estimation and pricing support for running multiple fleets from a single office e Automatic tracking and management of Street Jobs e Driver Vehicle Document tracking and expiry enforcement for insurance MOT Payments etc e Detailed audit trail of Drivers and Call takers activities e Built in nationwide address database e First class customer care and back up package Copyright Vital Soft 2009 2 Features e Job Booking This is the most frequently used feature of the application here you will be able to take the booking from the customer either through the call or from the reception of the base cab office It is the major entry form of the application that will ask you for the personal details pick up point destinations vehicle type job type and the timings of the service e Job Dispatch After the booking the job will go to a database and will come to the job queue before the specified time provided in the configuration From there each job can be dispatched to the desired driver with the desired type of vehicle This will also maintain the auto un plot of the driver as that of on board drivers e Caller ID The application will pop up the main booking form on the reception of a call if the line is capable of providing the caller id This will also make the booking process more efficient because it will automatically pick the customer details
23. ber and place of origin as well as number of passengers and items of language 3 9 Regular booking 17 Copyright Vital Soft 2009 A set of tick boxes allowing the selection of days on which the job will recur and the date of the last booking the date of the current booking is treated as the first of the series 3 10 Comments Any additional info about the job 3 11 Payment options Here you can choose if the job is paid as cash account payment credit card in case of credit card it is possible to process the payment via the provided fields 13 12 Pricing details Here you will find the details of the price and its components Min price basic price set in the vehicle type Mileage price the total price for the miles driven Total miles the total distance driven Wait time waiting time Waiting cost the charge fro the waiting time Surcharge additional charge Agent fee if using an external referrer the amount due to that organization or individual defined in job type Discount a discount if applicable for account jobs Total price the complete price for the journey 3 13 Commands 3 13 1 Save Exit Save the job and exit the booking screen 3 13 2 Save amp Repeat Save the job but remain on the same booking screen 3 13 3 Save amp Dispatch Save the job and allocate the job directly to a driver 18 Copyright Vital Soft 2009 3 13 4 Save 4 Show Map
24. ded and adjusted at will The drivers on plots can be seen on the Dispatch Screen To plot a driver click the Plot button on the Dispatch screen the plot screen will open on witch you have to choose the drivers call number and the desired plot 23 Copyright Vital Soft 2009 If a driver is using the CMS Mobile PDA application this will be automatic once the driver enters a zone ar dl File Reports Management Maps Configuration View Windows Help amp x S20024 5000 amp WS A as Lochinvar St London SW12 3 29 10 2009 15 41 17 Add Edit E Thursday October 29 2009 15 41 31 4 Server Connected Operator admin 1 CLI Not Connected 22 Dispatch Screen YJ Booking Screen BP Driver List YJ Driver Details dft Driver 4 4 Un plot a Driver Un plotting a driver means that the driver is no longer available to do the job To un plot a driver press Un plot driver on the Dispatch Screen Then input the number of the driver number that has to be un plotted and click Un Plot If a driver is using the CMS Mobile PDA application this will be automatic 24 Copyright Vital Soft 2009 d iv YA File Reports Management Maps Configuration View Windows Help amp x GLORIE AE amp MS O Y 1510155 S No Drv Address Out Since S No Drv Vehicle Piot Ti Balham Charlton Chelsea CityAir Fulham Highbury Notting Streath Un Plotting Details Driver CallNo 1 OE Sie E SNo Date Time JobType VEH Pho
25. e EO OE 29 5 1 6 Delete lob eet EE 30 5 1 7 Map aid Reegel EE 30 Job History Archive Jobs Cancelled Jobs Deleted Jobs 30 Y EE EE EE OE EE ME 31 Address BOOK ao Ee ED oe ED ve Ge costes ee Ee DR ee Ee Ee ee ED Ge an 33 ei ee ge AA EE RE EO EE N EE 33 elle ft ge EE 35 Bl ZONES rai n 36 Mileage ee si NE ei SE N Ee ee ee ee N N Ge N EE 37 RECEIVE unn E 38 A o o A 40 Clean EE 41 LNC EID o e O io 41 Dever Podac carioca 42 ss A A PA 43 Agent COMMISSION AE OR ER OE EE OR EE N RE OE EE ON 44 A A o Po A 45 4 Copyright Vital Soft 2009 19 MEN UCI a 46 20 NOICE ER EE RE EE o 47 21 DVERE Pay IMO cido is ee EG Pe 48 22 KEE 49 23 A see OR Ad EE OR OE ER AE EE Er 50 24 ECO dae saan EE EE 51 25 o o een ee ee ee eee er 52 26 Peak TINE RE E E E 53 27 COPAY Ale e cotos 54 28 ele Re 55 29 Dier sta e e D 56 30 LINES te EE RE AR N ET N 57 31 credit Card eege AE RE N Oe EE EN N EE EE EE N 58 32 AE ON OE OE OE 58 33 VIP OT D ege e Eon 58 34 o oo EE o o EE err ee tr rer 59 MA eh EE 59 342 vate EkGesien Ee 59 A 60 SR ln Ber WEE 60 Aa is RE o on o OR N EE 61 5 Copyright Vital Soft 2009 1 Overview CMS Desktop is a windows based application that is developed to automate accelerate and streamline the running of the cab offices to meet their requirements CMS is fast and easy to use efficient robust and logical This
26. e customized with tabs to filter out specific types of jobs ad File Reports Management Maps Configuration View Windows Help S20024 5002 amp GM O Y 150228 Alo opor estate JOBNO DATE TIME PICKUPADDRESS PICKUP STREET DEST ADDRESS EN Thursday October 29 2009 15 42 28 Y Server Connected Operator admin COU CLI Not Connected A Dispatch Screen Y Booking Screen A Driver List 7 Driver Details Bad Search 5 1 1 Searching Recent Jobs The Recent Jobs are fully searchable by entering one bellow criteria and pressing the View Jobs button 27 Copyright Vital Soft 2009 Driver Driver call number A C no Account number Vehicle Type of vehicle used for the job Phone The customers phone number Passenger Name of the passenger Pick up The number or name of the pick up location Destination The destination location Invoice Number Invoice Number Comments The comments which were entered when the job was being booked Postcode The post code from where the customer was picked up 5 1 2 Printing Jobs If the Button Print Jobs in pressed a report of the jobs fitting the current search criteria will be printed Copyright Vital Soft 2009 28 3 Report ME Jobs List JOB DEST CUST DEST JOB e Bi BALHAM A 50550605 06 2008 15 30 205F28 HIGH RD HEATHRO 02 07725241794 JULIE S SW17 7AL AIRPORT T3 SAINFOIN 506137 05 06 2008 07 30 20 RDSWI7 croydon 03 07811329078 BLU
27. ere this will bring up a list of all the clients previous jobs from the last month in order of relevance for quick booking 3 5 Date time The date and time details of the job also in this field the auto dispatch tick box which will set the job to be automatically dispatched to the first available driver meeting the job criteria 3 6 Job details 3 6 1 Account If dealing with an account customer the account number should be selected in this field this will in turn open the authorized dialogue so the user may check if the client is authorised to book the account job 3 6 2 Job type 14 Copyright Vital Soft 2009 a File Reports Management Maps Configuration View Windows Help iol x GEET GE amp O Y 15727 Hotel Fillo field R4 3LU Mitcham High Road Mit Thursday October 29 2009 11 57 28 e Server Connected Operator admin Q CLI Not Connected A Dispatch Screen A Booking Screen Y sob Type The job types are a set of pre sets that serve to streamline dispatching jobs to the most common locations The pre sets can be modified in the Management menu You can set locations based on postcode and pre set standard waiting times and agent fees to enhance the clarity of your job list you can colour code them There are two pre sets that should not or may not be modified Base which should be set at the time of installation this denotes the location of the base as well as allows to create on
28. g Auto Dispatch on PDA dispatch jobs automatically to the first available driver fulfilling the job requirements VIP dispatch Driver dispatch Website integration enable website bookings 34 3 Booking amp Pricing screen Use new booking screen use the current iteration of the booking screen Auto calculate price amp mileage automatic calculation of price Use PostCoder API use the Royal Mail address database Charge credit cards enable credit card integration Driver commission enable drivers working on commission in stead of rent Round off price round the prices up or down to the nearest pound Peak timings enable the peak and off peak timings to affect prices Fixed pricing enable fixed pricing Through fare PostCoder API through fare level Confirm close booking screen enable a confirmation dialog every time you close the booking Show map on booking screen enable an overview map integrated in the booking screen 34 4 Dispatch Screen 60 Copyright Vital Soft 2009 Plot driver zones only show only zones currently occupied by drivers Plot drivers in job zone if drivers are are not using the PDA application this will plot them in the zone in which the job drop off was located once the job is set to complete in the booking screen Set the width of the Drivers on board Drivers waiting and Drives on plot fields 34 5 Validation Document blocking block
29. ill also show the distance estimated drive time cost and directions The map can be zoomed and panned for a closer view and used to provide directions Copyright Vital Soft 2009 32 Clg VE CAB MANAGEMENT SYSTEM 7 Address Book To access address book either press the Icon on the top bar or select it from the Management Menu The Address Book keeps a record of all your customers which can be viewed and amended as needed It is al File Reports Management Maps Configuration View Windows Help i X KEISER EE FK Search By Customer Name Sort Custome Customer Name P UP Address P Up PostCode P Up Street 7 E 077 BALHAM PARK RD SW12 208 02086824 carrot 18 sw177eb BELLEVUE RD SW17 7EB SS oooO Seeche jan m a lea rte 02087728__ MRS COLLINS somerfield SW17 7Al RAI HAM HIGH RN SW17 7A H m R O METAS also fully searchable 7 1 Customer Search A search utility for the Address Book it is the default view when the address book is opened The Address Book can be searched and sorted according to the following criteria e Customer Name Customer Phone 33 Copyright Vital Soft 2009 Pick up Address Pick up Postcode e Pick Up Street e Destination Address e Destination Postcode Destination Street Copyright Vital Soft 2009 34 8 Colour Setting Accessed through the Configuration Menu the colour configuration option which will all
30. lp xX Las Ze 4 Oya ou EE BLA 32 3 Ei d LUTON 4 Y Y Eis Map and Directions Starting Point Post Code Street Pickup Point Post Code Street Destination Point Post Code Street RH6 ORN London Gatwick North Airport Gz TW6 1JS London Heathrow Airport Termir Destination Point 2 Post Code Street Destination Point 3 Post Code Street Destination Point 4 Post Code Street Die EL E Distance miles 30 73 Cost 61 45 Driving Time minutes 82 25 Trip Time minutes 82 25 EA e E Time Mile Instruction For Toward Summary 30 7 miles 1 hour 22 minutes 15 47 0 0 ER Depart Start Airport Way Gatwick RH6 0 0 3 mi 15 47 0 3 Bear RIGHT North onto Cargo Forecourt Road 10 yds 15 48 0 3 Road name changes to Timberham Way 98 yds 15 49 0 3 Road name changes to Timberham Farm Road 0 1 mi 15 49 g Turn RIGHT North onto Perimeter Road North 0 4 mi 15 51 a Turn LEFT West onto Local road s 120 yds WE o qe Ge eer z em de y Ze SE AE Grays Z Oe Hoo A die G E S 3 x d E Eh An Ki ok ig am d E Thursday October 29 2009 15 47 38 Y Server Connected Operator admin CO CLI Not Connected Y Dispatch Screen Fi Driver List 37 Driver Details were The plot points represent 31 Copyright Vital Soft 2009 Base location Pick up location Destination location Beside the map the screen w
31. m WW ps SE mA Gei ra i PAN i Ka ES Et nie est swa3 geg ls E Kee Sf ww e D E ERS dm ie et 1 sr bS ot y IO EN E Y ea etc CN A SCH E p H gt F Y A i AS IS y e A RN de g S AA FI Zi PSE eg E CS Ze TEE JE Wie ri 7 ees 9 Vi 7 i ri foo Fd N RR TES Mob IEN Oe s 1 A RE E DEIS io YAY WE d RE E Thursday October 29 2009 16 52 34 we Server Connected Operator admin 1 CLE EER GE Driver Tracker Microsoft Map Point also available in full screen mode 55 Copyright Vital Soft 2009 29 Driver Status Colours Further customize the CMS to your needs adjust the driver status colours displayed in the dispatch screen to your liking f Cab M Pom gd File Reports Management Maps Configuration View Windows Help amp x S2O0 024 5008 SS os Wi 6 O Y 16 54 48 E Thursday October 29 2009 16 54 49 Server Connected Operator admin 1 CLE Not Connected Y Dispatch Screen YJ Configure Driver Status Colors g gt 96 Copyright Vital Soft 2009 30 Zones Order Adjust the way zones are displayed in the dispatch screen simply by pressing the move up or move down _ mie n ee ee ai File Reports Management Maps Configuration View Windows Help amp x S20 824 50082 Sia oe Wi 6 Y 16 58 38 E Thursday October 29 2009 16 58 39 Serve
32. m and to drivers di B P EE e Update rents once weekly pressing the button will add the weekly rent amount to all the drivers accounts Amount received record the amount received from a EE iS Ver bas Amount paid record amounts paid to drivers Date 29 10 2009 History a detailed log of all transactions with the driver Ba Fosse 48 Copyright Vital Soft 2009 gd File Reports Management Maps Configuration View Windows Help amp Xx e EST EWERT GE EE Payment History Payment History of Driver 99 Driver Call No Start Date 01 10 2009 Start Time 00 00 D End Date 29 10 2008 D End Time 23 59 Call No Description Type User DateTime fs wieren sauce Taste 20102009 1630 CSR Rent Fayre 29102003 1530 EN Thursday October 29 2009 16 30 56 Y Server Connected Operator admin CLI Not Connected SS Dispatch Screen YA Drivers Payments mee 22 Send Message Achat tool for use with CMS Mobile devices 49 Copyright Vital Soft 2009 23 Customer Account Used to sore the details of the account customers used by simply filling the form important points of note are the Service charges a booking fee gt o x KI GDA SA Ak Oyun Hr Gr Ey Sy 16 38 17 J Fiance Dept Wandsworth Cou gt AA S o p A ES Thursday October 29 2009 16 38 17 4 Server Connected Operator admin 1 CLt Not Connected J Dis
33. nal information about a specific payment 38 Copyright Vital Soft 2009 Y CRASS CAB MANAGEMENT SYSTEM searching Accounts eee Search By Account Name Phone 32132132132 EE tsadtds sadgtdsagt sgasdsagt sadtsadt dsat 32132 ls Mr Peter Almond FATZ TEST Ss Friday June 20 2008 17 18 19 D CLI Not Connected Dispatch Screen E Plot Zone i Milage Discount EI Payments Recipts 39 Copyright Vital Soft 2009 ACMS CAB MANAGEMENT SYSTEM 12 User Rights Located in the management menu User Rights allow the master user to limit or grant access to certain functions for the other operators uil File Reports Management Maps Configuration View Windows Help fX S20024 5002 ARMS DA 16 06 51 Em wow ser CC seach El Management Address Book Driver Details Drivers Payments Send Message Create Invoice Receive Payment Customer Accounts Vehicle Type Fixed Pricing Special Places en Mileage Discounts Delete Group ES Thursday October 29 2009 16 06 52 4 Server Connected Operator admin CO CLI Not Connected 7 Dispatch Screen Y User Groups rr New User Create a new user e Search Search existing users once chosen the users can be edited or deleted Check list A complete list of user privileges all of the functionalities of the system can be defined as either accessible or unavailable to any user Save Saves the User details
34. ow you to customise the applications colour scheme to your preference dl File Reports Management Maps Configuration View Windows Help amp X Doze 8 Zo Rio AAA 15 51 48 EN Thursday October 29 2009 15 51 48 e Server Connected Operator admin CU CLI Not Connected i j Dispatch Screen A Driver List i j Driver Details 4 Y Configuration rs 35 Copyright Vital Soft 2009 H Define Zones CHE Lat ab Ma n ad File Reports Management Maps Configuration View Windows Help Xx im WT Gr SQ Si 15 53 09 Bw wama ZA ae ri EERS A j rage y MapPoint E Jr gt y SW Na eh CA A VK d pp A Ba 3 on no Chelsea Xt GE ri Der BE Ke A F A AS Ge A d RE e D o MM d KC A Had TY R N S a E elere a D J N S ilming n Gs ei s Cray Meadows 18258 Data loaded successfully Thursday October 29 2009 15 53 09 W Server Connected Operator admin 1 CLI Not Connected Wj Dispatch Screen A Driver List ES Driver Details YA Define Zones Eegen Accessed from the Configuration Menu plot zone which is closely connected with Define Zone This is used to define zones which the drivers wait in for easy overview Note that the areas not covered by the user defined zones will be cover by the postcode zones they are defined as the first half of the postcode for example TW1 Zones a
35. patch Screen Bu e VAT rate e Discount rate a discount on the account price set for a given vehicle in the vehicle type 50 Copyright Vital Soft 2009 24 Fixed Prices Some locations such as the airports require special treatment a fixed price this tool will allow you to define the prices between locations there is no limit of the number of locations mej E Fx SEET wes dd Fie Repons Management Maps Cenfiguenicn View Windows De ISP TEL Y LA Bien EECH 8 EECH wil File Reports Management Maps Configuration View Windows Help amp x S20044 25008 HO 6 O 16 42 11 Tnuruday October 29 2006 VE AIST vt Server Connected Operster admin 1 Lt Destination DREES ferent E mm emm e 5 Lem emie oe antemano ES Thursday October 29 2009 16 42 12 4 Server Connected Operator admin 1 CLE Not Connected Yj dispatch Screen Yi Fixed Prices 91 Copyright Vital Soft 2009 25 Special Places A tool for adding additional locations to the quick search links in the address search you can add four types Airport Hospital Hotel Cab M FO uil File Reports Management Maps Configuration View Windows Help amp x Doze 8 Zo ie KKK 16 47 25 73 Thursday October 29 2009 16 47 25 Y Server Connected Operator admin 1 CLt Not Connected J Dispatch Screen Y Special Places g gt Train Station
36. r Connected Operator admin 1 CLE Not Connected W Dispatch Screen Yj Zones Order mg buttons alternatively tick order by name to order alphabetically 57 Copyright Vital Soft 2009 31 Credit Card Configuration Settings for the payment gateway integration 32 CLI Config Settings for the Caller ID integration 33 VIP Configuration Advanced settings for the Caller ID integration Copyright Vital Soft 2009 58 34 Options Global configuration for the CMS Desktop f Cat H a File Reports Management Maps Configuration View Windows Help ee Y Xx GDAA 4E BY SS oe Wi GE Y 17 03 57 lt lt lt lt E Thursday October 29 2009 17 03 57 W Server Connected Operator admin 1 CLE Not Connected Dispatch Screen BP Application Configurations EO 134 1 CLI General settings for the Caller ID interface 34 2 System Settings Manual Mode enable manual dispatch e Send SMS enable SMS notifications 99 Copyright Vital Soft 2009 Show tabbing for jobs enable advanced tabbing interface in the dispatch screen as well as all history screens printing Short job list report enable an abbreviated report format less detail but more convenient for Base as Starting on map use the base location as the starting point for all mapping System services Manual plot from PDA enable plotting manual on PDA in case of lack of GPS signal Auto fare on PDA use the GPS based pricin
37. re defined simply by drawing the zone circles on the map and than naming them 36 Copyright Vital Soft 2009 10 Mileage Discounts Located in the management menu Mileage Discounts allow you to define a set of discounts based on the trip distance ad File Reports Management Maps Configuration View Windows Help Gaz Oe A Ae ier SS Go Wi 9 16 04 27 EE E Thursday October 29 2009 16 04 27 e Server Connected Operator admin CO CLI Not Connected YA Dispatch Screen Wi Milage Discount Just like most functions the Mileage Discounts can be searched and modified as needed Copyright Vital Soft 2009 ld E CAB MANAGEMENT SYSTEM 11 Receive Payments Located in the management menu Receive Payments allow you to keep track of the account customers payments Cab Management System MapPoint Version 1 0 0608 1401 Payments Recipts a File View Management Maps Reports Configuration Help amp X 4 3 CR j be a 53 42e Bi 17 18 45 Customer Details Account No 101 Date Bijos 2008 EI Payment Description Ir O Friday June 20 2008 17 18 46 1 1 CLI Not Connected Dispatch Screen 9 Plat Zone Milage Discount a Payments Recipts Ty start E e Account number The number of the account either entered by typing or searched for in the database e Amount The total amount paid e Date The date of payment Payment Description Additio
38. rs Productivity rr The tool also allows to see the complete detail of all the jobs done by the driver by opening the drivers job history 42 Copyright Vital Soft 2009 CGMS CAB MANAGEMENT SYSTEM 16 Drivers Job History A detailed record of all the jobs performed by a given driver for a given period of time gd File Reports Management Maps Configuration View Windows Help RIT LUTON Hy Gr 53 Sj eases z i SA Zo a EE Acc No SERIES e HON Date Source Destination Fare Drv Cash Earn Commission Acc 1006 Surcharc o f wna mans epes Lode Bah Rona oun a wm emm Reva Landon Fo 60000 a anon one Wee Ss at Ron en a wem 008209 an La Wor BARCLAY cose WO a wem 008200 maen BARCLAY cose WO Ce wem 008200 maen BARCLAY cose WO a wem 00820 maen RARCLAY cose WO a wem 008209 maen BARCLAY cose WO a wem 008200 maen BARCLAY cose WO Ce wem mmm maen BARCLAY cose WO Ce wem mmm maen RARCLAY ie W a wem 008200 maen BARCLAY cose WO a wem 008200 maen BARCLAY cose WO si ep A AAA test123 05 08 2009 HAGDEN LANE WD1 BARCLAY close WD 1 53 Call No Customer Name o o 4 EA Thursday October 29 2009 16 15 34 e Server Connected Operator admin CO CLI Not Connected VA Dispatch Screen YA Drivers Productivity YA Driver Jobs History 43 Copyright Vital
39. system will make cab bookings efficient reliable and accurate It will transform the booking handling system by eliminating many repetitive tasks saving hours of unnecessary work The heart of the CMS is the control centre software This includes our CMS Desktop dispatcher software which allows each call taker to book jobs track Vehicles on a live map display view the activity in the system and resolve problems The CMS desktop also has advanced features such as pricing for Jobs route mileage and time estimation based on street maps load calculation to warn about overbooking pre booking and pricing In addition CMS desktop provides administrator support for performing the housekeeping and data entry tasks CMS Desktop also includes invoicing functionality for handling Account Jobs and creating invoices and statements for your account customers and Drivers It also generates management reports and statistics CMS Desktop contains a powerful dispatching engine which handles communication with Vehicles and allocates Jobs to Drivers CMS is a proven and reliable system that has been developed through customer feedback practical experience and knowledge of many Cab operators A lot of other value added functionalities are implemented to empower the booking handling process along with customizable management reports and statistics e Comprehensive accounts billing system the best in the business e The most reliable and intelligent booking and m

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