T.O.M. User Manual
Contents
1. When you click the Multi Dest Button the Multiple Destinations Legs screen is displayed Figure B 7 This screen shows all the destination legs for this field trip From this screen you can add new destination legs change existing destination legs or delete existing destination legs User Manual s Appendix B Advanced Field Trip Features Adding a Trip s Multiple Destinations We call the description of one destination to another or from the customer site to a destination or vice a versa a destination leg For example leave the stuffed animal factory at 12 00 PM and go to the park for lunch at 12 30 PM This would be one destination leg If you wish to add a new destination leg click the New button on the Multiple Trip Destinations Legs screen Figure B 7 and you will be taken to the Trip Additional Destination Leg screen Figure B 8 Click the New button from the Multiple Destination Legs screen for each destination leg you wish to add NOTE You must enter more than one destination leg otherwise there is no point in using the multi destination feature amp Multiple Trip Destinations Legs Multiple Trip Destinations Legs Existing Trip Multiple Destinations Legs Click each time you wish to add a new destination leg Figure B 7 The Multiple Destination Legs Screen with No Trips Added Yet The Trip Additional Destination Leg screen Figure B 8 will let you enter all the destination leg2. Assignment screen Figure B 17 T O M returns the Characteristics button from yellow to black B 20 Transportation Operations Manager Appendix B Advanced Field Trip Features eae Entering Driver Bids for a Field Trip If you are using the Bid Allowance method of assigning drivers to field trips then a key requirement of this method is the enter the driver s bid s for the field trips into T O M Driver bids for a field trip can be entered from the Detailed Field Trip screen Figure B 19 if the Automatic Assignment Method is set to Bid in the Assignment tab of the District Options screen This causes the Trip Bids button at the bottom of the screen to be visible See Chapter 4 District Options in the T O M Getting Started Manual amp 1T 0 M Transportation Operations Manager ae an Field Trip Field a Besi k General Instructions Assignment Billing Other Dates Ti Passengers Miles Purpose Field Trip 10257 ASA Request Daie 1 10 2000 Drop Return of Adulis oo Customer 7 PALAMINO ELEM of Students 200 Contact AUDREY CONRATN of Handicap o Destination 324 Hommaa timated Time A30 cak Outof Estimated Miles 55 00 Pile Es You can enter driver bids for this field trip on y if this button is visible which means the Automatic Assignment Method is set to Bid in the District Options See Chapter 4 District Options in the T O M
3. Getting Started Manual Figure B 19 Entering Driver Bids for a Field Trip Using the Trip Bids Button To enter driver trip bids click the Trip Bids button The Bid Search screen is displayed Figure B 20 Note This feature is meant to only be used by organizations that assign their drivers to field trips using the Bid Allowance method of automatic assignment User Manual B 21 EH Appendix B Advanced Field Trip Features A list of all current driver bids for this field trips amp BID SEARCH EI Bid Search Trip 10257 Employee Employee Last Name Status ALLEN ANITA TA u 00 ea BID BARBANO SHARON 10257 100 00 2 2300 BID MEYERS MICHAEL 14 10257 5000 2 230 BID MOLINA JUDY 15 10257 2500 22300 BID NAPPE BETTY 16 10257 2500 2 2300 BID 4 Click to enter a new driver bid See Working with Field Trip Bids in Chapter 7 Employees Their Hours and Schedules in the T O M Getting Started Manual for additional details E Edit Delete Figure B 20 The Bid Search Screen B 22 Transportation Operations Manager
4. field trip may require drivers with various multiple combinations of driver characteristics For example field trip 100 requires that the driver assigned to perform this trip be mountain road certified and lift chair certified User Manual B 17 fe a Appendix B Advanced Field Trip Features amp 1T 0 M Transportation Operations Manager Iof x Field Trip Request cee Field Trip 1124 General Instructions Assignment Billing Other Vehicles Capacity Schedules Shuttle Trip l Calculate of Primary Vehicles Needed M Schedule 1 MD Multi Dest Primary Veh Type 1 a A e ofPrimary Veh 1 af o Addit Veh Type 4 HofAddit Veh 0 H Capacity High Ticket Template TOM_TICKET Allow Auio Assign M Click the Characteristics button to specify special driver characteristics for your field trip Figure B 15 Click the Characteristics Button to Specify Special Driver Characteristics When you click the Characteristics button the Driver Characteristics Required for Field Trip Assignment screen is displayed Figure B 16 This screen displays all the driver characteristics you have created and allows you to select the characteristics you wish to specify for the trip See Chapter 3 Entering Lookup Lists in the T O M Getting Started Manual for details about creating driver characteristics Use the Add gt gt lt lt Remove Add All and Remove All buttons to move the characteristic
5. Appendix B Advanced Field Trip Features T O M offers several advanced field trip features that truly makes it the most powerful field trip software on the planet This chapter describes the following features Charging a Trip to Multiple Customers and or Funds Working with Multiple Destination Field Trips Working with Shuttle Trips One Driver Dropping Off and Another Driver Picking Up Specifying Special Driver Characteristics Entering Driver Bids for a Field Trip NOTE If you wish to learn about working with T O M s basic field trip features see Chapter 1 Entering Field Trips Printing Estimates and Using the Field Trip Inquiry in this manual You ll find details about the following features Entering Field Trips How T O M Automatically Calculates the Number of Vehicles Needed for a Field Trip Entering Multiple Day Field Trips Retrieving An Existing Field Trip Using the Trip Number Retrieving An Existing Field Trip Using the Field Trip Search Screen Deleting A Field Trip Printing Field Trip Estimates for Customers User Manual B 1 Ea Appendix B Advanced Field Trip Features Charging a Trip to Multiple Customers and or Funds Many times you may have multiple customers schools that take the same field trip together These customers will then expect you to split the cost of the field trip to the different to each of these customers Or a customer may instruct you to split the cost of the field trip to mult
6. Charges Might Look Like This When you have finished entering your trip split charges click the Exit button The Detailed Field Trip screen is again displayed Notice that the Split button is now a yellow Split button which indicates that a trip split exists Figure B 5 NOTE You will not be allowed to exit the Trip Splits screen if any of the following conditions are true e You have created only 1 split record You must have at least 2 split records or why bother entering a split e The total percentage of all the split records must add up to exactly 100 If not an error will display e At least one of the trip split records must NOT have a Maximum Amount To Split This is because we don t know how much the trip will bill for until it is performed and if all of the splits have a max amount there is a chance that the totals of the max amounts could be not equal to the trip billed amount B 4 Transportation Operations Manager Appendix B Advanced Field Trip Features eae amp 1T 0 M Transportation Operations Manager OF Xx gt Field Trip Request cee Field Trip 2123 General Instructions Assignment Billing Other i Passengers Miles Purpose Field Trip 10159 Seles i Request Date 12 7 1999 bo Drop Return of Adults a Customer 56 ECHO MOUNTAIN ELEM ofStudents 55 Contact Kyle Shappee Cis of Handicap o Destination 137 CHAPPARALPARK Estimated Time 450 Cale O
7. End Time set to the Arrival Time of the field trip The second destination leg will have the Start Time set to the Leave Time of the field trip and the End Time set to the trip s Return Time What if the trip s Arrive Time and Leave Time are left blank Then T O M make an admittedly poor guess at the destination leg times When the trip s Arrive Time and Leave Time are left blank and the trip is marked as a Shuttle Trip then T O M will 1 Set the first destination leg s Start Time to the trip s Departure Time and the End Time to the trip s Return Time 2 Set the second destination leg s Start Time and Return Time both to the trips Return Time Removing a Shuttle Trip To remove a shuttle trip simply uncheck the Shuttle Trip checkbox on the Detailed Field Trip screen s Assignment tab T O M deletes the multiple destinations legs and returns the Mult Dest button from yellow to black amp T 0 M Transportation Operations Manager OF x Field Trip Request cee Field Trip 1675 General Instructions Assignment Billing Other Vehicles Capacity Schedules Shutile Trip M Calculate of Primary Vehicles Needed M Schedule 1 MD Primary Veh Type 1z 2 z Characterisies ofPrimary Veh 1 o Addit Veh Type 4 of Addit Veh 0 Capacity High Ticket Template TOM_TICKET z Allow Auto Assign M X OK Save Click the Shuttle Trip checkbox when one driver
8. can enter the customer number here or click the drop down arrow and select the customer from the list of customers displayed If you don t know User Manual B 5 eae Appendix B Advanced Field Trip Features the customer number you can look it up by the customer name See Chapter 5 Customers in the T O M Getting Started Manual for details about searching for customers Fund button This is the fund that the field trip is charged against This field is also a drop down list box You can enter the fund number here or click the drop down arrow and select the fund from the list of funds displayed If you don t know the fund number you can look it up by the fund name See Chapter 3 Entering Lookup Lists in the T O M Getting Started Manual for details about searching for funds Split Enter the percentage of the bill you wish to charge for this customer and or fund from 1 to 99 You could enter 0 or 100 but that would defeat the purpose of a spilt charge Enter as a decimal For example enter 50 as 50 Maximum Amount of Split The maximum amount this split will bill for For example if the split is 50 with a maximum amount of 2 500 00 T O M will bill 50 of the trip up to that amount After the maximum amount is reached the balance will be distributed to the other customers or funds At least one of the trip split records must NOT have a Maximum Amount To Split This is because we don t know how much the trip
9. city io Ticket Template TOM_TICKET z Allow Auto Assign M OK Save Exit The Multi Dest button is now a yellow Multi Dest button which indicates that multiple destination legs exists Figure B 10 The Mult Dest Button Changes to a Yellow Button When Multiple Destinations Exist Changing an Existing Trip s Multiple Destinations If you wish to change an existing destination leg then select a destination leg on the Multiple Destination Legs screen Figure B 7 by clicking the row containing the desired destination leg and then click the Edit button You will be taken to the Trip Additional Destination Leg screen Figure B 8 which will let you change any of the destination leg information To save the destination leg information you have changed click the OK button To exit this screen without saving the destination leg information you have entered click the Exit button See Trip Additional Destination Leg Screen Options below for a complete description of the data entry fields and options Deleting an Existing Trip s Multiple Destinations To remove an existing destination leg then select a destination leg on the Multiple Destination Legs screen Figure B 7 by clicking the row containing the desired destination leg and then click the Delete button T O M will ask you to confirm that you really want to delete this destination leg If you do confirm to T O M that you want to delete the destination leg T O M will r
10. drops off and another driver picks up The Mult Dest button changes to a yellow button Figure B 13 Specifying Shuttle Trips When One Driver Drops Off and Another Driver Picks Up User Manual B 15 s Appendix B Advanced Field Trip Features O K I ve created this shuttle trip Now how do I assign drivers to it The same way you assigned drivers with other field trips either with T O M s various methods of automatically assigning drivers to a field trip or manually assigning a driver to a field trip within T O M using the Manually Add A Driver Screen T O M s Automatic Assignment feature will automatically assign twice as many drivers as a trip normally requires if it is marked as a Shuttle Trip When checking the prospective driver s to be assigned to the Shuttle Trip for conflicts T O M will check to see if the various Destination Leg s do NOT conflict the candidate driver s other field trips routes or overtime restrictions When T O M finds a destination leg that is compatible with the candidate driver then that driver is assigned to both the trip and the destination leg with the trip For more information about how T O M s Automatic Assignment feature works see Chapter 2 in this manual If you are assigning the driver s to a Shuttle Trip manually T O M will automatically prompt you for the destination leg that the driver is being assigned to Once a driver has been assigned to a destination leg of a Shuttl
11. e Trip T O M will automatically instruct the driver where he she is picking up and dropping off the passengers on the driver s Trip Ticket based on which destination leg the driver is assigned to amp Multiple Trip Destinations Legs Multiple Trip Destinations Legs Existing Trip Multiple Destinations Legs ARIZONA STATE CAPITAL 12 45PM 1 30PM ARIZONA STATE CAPITAL COPPER CANYON ELEM Figure B 14 T O M Creates Multiple Trip Destination Legs When You Designate the Shuttle Trip B 16 Transportation Operations Manager Appendix B Advanced Field Trip Features eae Specifying Special Driver Characteristics If you need to specify special driver characteristics for a field trip such as a driver certified for driving on mountain roads You can do this from the Detailed Field Trip screen by clicking the Characteristics button on the Assignment tab Figure B 15 Some field trips need drivers that have special abilities or training T O M allows you to create a list of driver characteristics and assign those characteristics to your drivers T O M then allows you to specify if a field trip requires that only drivers with certain characteristics should be assigned to that trip NOTE This feature should be used sparingly A more efficient way to achieve the same affect is to set up a different schedule For example rather than setting up a driver characteristic of Mountain Roads to indicate that a driver is cer
12. emove the destination leg from your T O M database User Manual B 1l eae Appendix B Advanced Field Trip Features Trip Additional Destination Leg Screen Options The following describes the data entry fields and options for the Trip Additional Destination Leg screen Figure B 8 Start Location This is the location where this leg of the field trip begins You can enter the name and address information or click the Set to Customer or Set to Destination buttons Clicking the Set to Customer button automatically fills the trips customer name and address into the start location fields Clicking the Set to Destination button automatically fills the trip s destination name and address into the start location fields If you want to select a predefined customer site then click the Customer button to look up your customers by the name See Chapter 5 Customers in the T O M Getting Started Guide for details about searching for customers If you want to select a predefined destination site then click the Destination button to look up your destinations by name See Chapter 8 Destinations in the T O M Getting Started Guide for details about searching for destinations End Location This is the location where this leg of the field trip ends You can enter the name and address information or click the Set to Customer or Set to Destination buttons Clicking the Set to Customer button automatically fills the trips customer name and add
13. eristics ofPrimary Veh 1 5 Addit Veh Type 4 Ff of Addit Veh 0 H Capacity High Ticket Template TOM_TICKET zf Allow Auto Assigy M OK Save Exit The Shuttle Trip checkbox located on the Assignment tab is not yet checked Figure B 12 The Shuttle Trip Checkbox is Located on the Assignment Tab When you check the Shuttle Trip checkbox the Multi Dest button changes to a yellow Multi Dest button Figure B 13 indicating that the trip has multiple destination legs T O M then creates two destination legs e The first destination leg starts at the customer location and ends at the destination location e The second destination leg starts at the destination location and ends at the customer location You can view and change the multiple destinations by clicking the yellow Multi Dest button on the Assignment tab Figure B 14 See Working with Multiple Destination Field Trips earlier in this appendix for details about viewing and working with the multiple destination screens B 14 Transportation Operations Manager Appendix B Advanced Field Trip Features eae NOTE T O M uses the Departure Time Arrival Time Leave Time and Return Time entries to create the two destination leg times If the Arrival Time and Leave Time fields are blank this may cause some rather strange leg times Normally the first destination leg will have a Start Time set at the Departure Time of the field trip and an
14. g the split information you have entered click the Exit button Note The split button is only visible if you checked the Allow Trips To Be Split To Multiple Customers Funds check box in the Billing Section of the District Options screen For more information about this field see Chapter 4 District Options in your Getting Started Manual B 2 Transportation Operations Manager Appendix B Advanced Field Trip Features G55 3 Trip Splits Ea Split Trip Charges Existing Trip Split Charges Delete Click to remove Toper i selected existing split g split Figure B 2 The Split Trip Charges Screen Click to leave the Trip Splits Click to add a new split Click the New button from the Split Trip Charges screen for each split you wish to add See Trip Charge Split Screen Options below for a complete description of the data entry fields and options amp Trip Charge Split Ea Trip Charge Split Customer Ifs ECHO MOUNTAIN ELEM Fund fe STUDENT ACTIVITY Split 50 Maximum Amount of Split 0 00 OK Exit Screen Figure B 3 The Trip Charge Split Screen User Manual B 3 fe a Appendix B Advanced Field Trip Features E Trip Splits Ea Split Trip Charges Existing Trip Split Charges A list of all ECHO MOUNTAIN ELEM STUDENT ACTIVITY 50 00 0 00 your FOOTHILLS ELEM STUDENT ACTIVITY 50 00 0 00 existing splits Figure B 4 Existing Trip Split
15. ick on the characteristic here and click on the characteristic here and then click the Add gt gt button then click the lt lt Remove button Or click the Add All button to add Or click the Remove All button to all the characteristics remove all the characteristics Figure B 17 Add and Remove Driver Characteristics Using the Buttons Between the Lists User Manual B 19 s St Appendix B Advanced Field Trip Features When you are finished click the Exit button The Detailed Field Trip screen is again displayed Notice that the Characteristics button is now a yellow Characteristics button which indicates that required characteristics exists Figure B 10 amp 1T 0 M Transportation Operations Manager OF x General Instructions Assignment Billing Other Vehicles Capacity Schedules Shuttle Trip J Calculate of Primary Vehicles Needed M Schedule 1 MD 7 Multi Dest Primary Veh Type 2 y ofPrimary Veh 1 Addit Veh Type zf BY of Addit Veh 0 Ff Capacity High Ticket Template TOM_TICKET Allow Auto Assign Vv OK Save The Characteristics button is now a yellow Characteristics button which indicates that required characteristics exists Figure B 18 The Characteristics Button Changes to a Yellow Button When Required Characteristics Exist NOTE If you remove all required characteristics from the Driver Characteristics Required for Field Trip
16. information See Trip Additional Destination Leg Screen Options below for a complete description of the data entry fields and options B 8 Transportation Operations Manager Appendix B Advanced Field Trip Features eae amp Trip Additional Destination Leg Trip Additional Destination Leg Set to Customer Set to Destination Start Time 3 00 AM Name NORTH CANYON HIGH SCHOOL _Customers ive Time r Address 1 i700 E UNION HILLS ay icon thon ro Address 2 End Time 1 00PM City State Zip PHOENIX jaz 5024 Estimated Time of Leg 5 00 Dastinats Cale Hours Set to Customer Set to tination Search Name HERBERGER THEATER Customer Address 1 22 E MONROE Destination Address 2 2ND ST amp VANBUREN City State Zip PHOENI Az Click to save the destination leg Click to leave information you have entered without saving the information Figure B 8 The Trip Additional Destination Leg Screen To save the destination leg information you have entered click the OK button The Multiple Trip Destinations Legs screen will again be displayed showing the trip you added Figure B 9 To exit the Trip Additional Destination Leg screen without saving the destination leg information you have entered click the Exit button User Manual B 9 cwe Appendix B Advanced Field Trip Features 83 Multiple Trip Destinations Legs Ea Multiple Trip Destinations Legs Existing Trip Multip
17. iple funds T O M makes it easy to bill multiple customers and or charge the field trip against multiple funds This is done from the Detailed Field Trip screen by clicking the Split button on the General tab Figure B 1 amp T 0 M Transportation Operations Manager General Instructions Assignment Billing Oiler Field Trip 10159 _ Dates Times Passengers Miles Purpose l Request Date 1277 1999 im Drop Return of Adults m Customer 6 ECHO MOUNTAIN ELEM of Students 55 Contact Kyle Shappee i of Handicap o Destination 137 CHAPPARAL PARK Estimated Time 450 Cale Out of HAYDON CHAPPARAL Estimated Miles 30 00 OK Save Exit Click the Split button to bill multiple customers and or charge the field trip against multiple funds Figure B 1 Accessing the Split Trip Charges Screen When you click the Split button the Trip Splits screen is displayed Figure B 2 This screen shows all a splits for this field trip From this screen you can add new splits change existing splits or delete existing splits Adding a Trip s Splits If you wish to add a new trip split click the New button on the Trip Split Charges screen Figure B 2 and you will be taken to the Trip Charge Split screen Figure B 3 This screen will let you enter all of the split information To save the split information you have entered click the OK button To exit this screen without savin
18. is time e Arrive Time Optional This is the time that this leg of the field trip arrives at its destination You do not have to enter this time e Leave Time Optional This is the time that this leg of the field trip leaves the destination to either begin the next leg or return You do not have to enter this time e End Time Required This is the time that this leg of the field trip is complete You must enter this time e Estimated Time of Leg Enter the time yourself or click the Calc button to have T O M automatically calculate the estimate leg time B 12 Transportation Operations Manager Appendix B Advanced Field Trip Features eae Working with Shuttle Trips When a field trip requires that one driver take the passengers to the destination and then leave the passengers and later a second driver comes to the destination and pick up those passengers and return them to the customer site it s called a Shuttle Trip by T O M A Shuttle Trip can actually have more than two drivers For example the trip could require that two drivers take the passengers to the destination site and different two drivers go to the destination site and pick up the passengers and return them back to the customer s site If a field trip requires one driver to drop off the field trip participants and a different driver to pick them up for the return trip you can specify this requirement from the Detailed Field Trip screen by clicking the Shut
19. le Destinations Legs S00AM 1 00PM NORTH CANYON HIGH SCHOOL HERBERGER THEATER A list of all 7 00PM 2 00PM HERBERGER THEATER ARROWHEAD ELEM your 2 00PM 3 30PM ARROWHEAD ELEM NORTH CANYON HIGH SCHOOL existing destination legs Delete Click to change the Click to remove Click to leave selected existing the selected the Multiple destination leg existing Destination destination leg Legs screen Figure B 9 Existing Trip Destinations Legs Might Look Like This When you have finished entering your destination legs click the Exit button The Detailed Field Trip screen is again displayed Notice that the Multi Dest button is now a yellow Multi Dest button which indicates that multiple destination legs exists Figure B 10 NOTE You must enter more than one destination leg or T O M will not let you exit the Trip Additional Destination Leg screen Otherwise there would be no point in using the multi destination feature B 10 Transportation Operations Manager Appendix B Advanced Field Trip Features eae amp 1T 0 M Transportation Operations Manager Iof x Field Trip Request cee Field Trip o General Instructions Assignment Billing Other Vehicles Capacity Schedules Shutile Trip Calculate of Primary Vehicles Needed M Schedule 1 MD Primary Veh Type z 2 z Charaderistics ofPrimary Veh 1 S Addit Veh Type 4 of Addit Veh o Capa
20. ress into the start location fields Clicking the Set to Destination button automatically fills the trip s destination name and address into the start location fields If you want to select a predefined customer site then click the Customer button to look up your customers by the name See Chapter 5 Customers in the T O M Getting Started Guide for details about searching for customers If you want to select a predefined destination site then click the Destination button to look up your destinations by name See Chapter 8 Destinations in the T O M Getting Started Guide for details about searching for destinations Leg Times These are the times when this leg of the field trip takes place As with all time fields in T O M the time is entered in standard AM PM time not military time T O M also manages most of the formatting of the time as well So if you are entering a time of 8 30 AM you need only type 0830am To make entering a time an even easier process T O M also has a popup time clock screen that lets you click on the hours minutes and AM PM that you want and it fills in the appropriate time To activate this popup time clock screen click on the little button next to this time field that looks like a small clock See Appendix C The Pop Up Calendar and Time Entry Screens in the T O M Getting Started Manual for more details e Start Time Required This is the time that this leg of the field trip begins You must enter th
21. s to or from the Characteristics required for drivers of this trip list Figure B 17 shows the certified for driving mountain roads characteristic added When T O M assigns drivers only those with ALL these characteristics will be considered for assignment Of course all other assignment factors are also considered B 18 Transportation Operations Manager Appendix B Advanced Field Trip Features fe amp Trip Characteristics Jof x Driver Characteristicts Required for Trip Assignment Please select the characteristic that you require for drivers assigned to this trip Trip 639 ARROWHEAD ELEM To PHOENIX ZOO Available Characteristics Mountain Roads Certified to drive on mountain roat Add gt gt Characteristics required for drivers of this trip lt lt Remove Add All xj Remove Al Figure B 16 The Driver Characteristics Required for Field Trip Screen amp Trip Characteristics olx Driver Characteristicts Required for Trip Assignment Please select the characteristic that you require for drivers assigned to this trip Trip 639 ARROWHEAD ELEM To PHOENIX ZOO Available Characteristics Characteristics required for drivers of this trip Mountain Roads Certified to drive on mountain roads Mountain Roads Certified to drive on mountain roa Certified to drive in Snow lt lt Remove Add All x Remove All w To add a single characteristic To remove a single characteristic cl
22. tified to drive on mountain roads it would be better if you setup a mountain roads schedule and enroll those drivers that are mountain road certified Then if a field trip requires a driver that is certified to drive on mountain roads you can just set the field trips schedule to the mountain roads schedule when entering the field trip into T O M Why is this way better than using the Driver Characteristics feature When the auto assign procedure is checking a driver for a characteristic then it simply keeps trying and skipping drivers in the schedule until it finds a driver with the required driver characteristic So if you have 50 drivers in a schedule and only two have the required driver characteristic T O M could in theory try and skip dozens of drivers before one of those two drivers would be assigned to the field trip If however you used a schedule that only had drivers with the required skills then T O M would not have to try and skip some many other drivers when assigning drivers to this field trip If using Schedules is better than using Driver Characteristics why bother using the Driver Characteristics Feature at all You would use the Driver Characteristics feature because you may already have created many schedules to group your drivers by geographic zones and or times of availability If you then had to further divide and group your drivers by various skills it may cause the total number of schedules to be too unwieldy Or perhaps a
23. tle Trip checkbox on the Assignment tab Figure B 6 Designating a Field Trip as a Shuttle Trip Let s look at what happens when you designate a field trip as a shuttle trip Figure B 11 shows a typical field trip as seen first from the General tab on the Detailed Field Trip screen amp T 0 M Transportation Operations Manager OF x eae Field Trip Paid Tp Reeser h General Instructions Assignment Billing Other Field Trip 9533 Dates Times Passengers i Miles Purpose Request Date 9 20 1999 i Drop Return I Departure 5 5 2000 Coumen lar COPPER CANYON ELEM Return 3 5 2000 Contact Becky Shaffer Departure Time 9 15 AM T RRI 84 ARIZONA STATE CAPITAL Arrival Time 1030 AM Outof 1700 WEST WASHINGTON Leave Time 12 45 PM Town 57H AVE WASHINGTON Return Time 1 30 PM AD Figure B 11 A Typical Field Trip You Might Need to Designate as a Shuttle Trip User Manual B 13 cwe Appendix B Advanced Field Trip Features Click the Assignment tab where the Shuttle Trip checkbox is located Figure B 12 Notice that the checkbox is not checked yet amp T 0 M Transportation Operations Manager Ioj x Field Trip Request Eee Field Trip 1675 General Instructions Assignment Billing Other Vehicles Capacity Schedules Shutile Trip L Calculate of Primary Vehicles Needed M Schedule 1 MD Multl Dest Primary Veh Type 1 gt 2 z Charact
24. utof Estimated Miles 30 00 The Split button changes to a yellow Split button when Split Trip Charges exist Figure B 5 The Split Button Changes to a Yellow Button When Split Trip Charges Exist Changing an Existing Trip s Splits If you wish to change an existing trip split then select a trip split on the Trip Splits screen Figure B 2 by clicking the row containing the desired trip split and then click the Edit button You will be taken to the Trip Charge Split screen Figure B 3 which will let you change any of the split information To save the split information you have changed click the OK button To exit this screen without saving the split information you have entered click the Exit button See Trip Charge Split Screen Options below for a complete description of the data entry fields and options Deleting an Existing Trip s Splits To remove an existing trip split then select a trip split on the Trip Splits screen Figure B 2 by clicking the row containing the desired trip split and then click the Delete button T O M will ask you to confirm that you really want to delete this trip split If you do confirm to T O M that you want to delete the trip split T O M will remove the trip split from your T O M database Trip Charge Split Screen Options The following describes the data entry fields and options for the Trip Charge Split screen Figure B 3 Customer button This is the number of the customer to bill You
25. will bill for until it is performed and if all of the splits have a max amount there is a chance that the totals of the max amounts could be not equal to the trip billed amount B 6 Transportation Operations Manager Appendix B Advanced Field Trip Features eae Working with Multiple Destination Field Trips Many times a field trip will not go to a single destination but to many destinations For example a field trip may first go to the bread factory at 9 00 AM then the stuffed animal factory at 11 00 AM and finally to the park for lunch at 12 30 PM before returning to the customer s site at 2 15 PM Don t worry T O M can handle these kind of field trips If a field trip requires more than one destination you can specify them from the Detailed Field Trip screen by clicking the Multi Dest button on the Assignment tab Figure B 6 amp 1T 0 M Transportation Operations Manager Iof x Sones Assignment Billing Other Vehicles Capacity Schedules Shuttle Trip T Calculate of Primary Vehicles Needed M Schedule 1 MD gt Multi Dest Primary Veh Type isl 2 ofPrimary Veh 1 3 Addit Veh Type y 4 of Addit Veh 0 5 Capacity Lo Ticket Template TOM_TICKET Allow Auto Assign Vv C jteristics L Click the Click the Multi Dest button to specify more Assignment than one destination for your field trip Tab Figure B 6 Accessing the Multiple Trip Destinations Legs Screen
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