RouteMatch Web Portal User's Guide
Contents
1. Confirm vehicle Cancelled No Show Cust Pay Add Cost Origin Destination Est Dist Puno Time Odometer Guests Attendants oo m 1075 FAYETTEVILLE RD ATLANTA GA 30316 101 Unnamed Run No s4 o M n5 2300 TALMADGE RD HAMPTON GA 30228 132 i Chambers Alex 101 Unnamed Run j 588 LAKE MIRROR RD ATLANTA GA 30348 03 34 AM y 543 MEANS ST ATLANTA GA 30318 i 03 51 AM Church Dawid 101 Unnamed Run 3697 STATE HWY 20 HAMPTON GA 30228 09 04 AM Cr E Dame n am i 1006 SOMERTON PL CUMMING GA 30040 10 35 AM m Pei R OE UNE LL Murioz Pablo 101 Unnamed Run 8o 3049 MCGINNIS FERRY RD ALPHARETTA G 30004 IGITUR i 1377 BROCKETT PL CLARKSTON GA 30021 Harris Elise k T 1588 DAK RD SNELLVILLE GA 30078 5000 BEDLINGTON CIR STONE MOUNTAIN GA 30088 1095 LAKEVIEW WAY JONESBORO GA 30238 r m Cane Allen 0 0 4458 US HWY 23 BUFORD GA 30518 Pee E PM 03 04PM l E be Dyer Andy 3 qe l 2300 TALMADGE RD HAMPTON GA 30228 en 03 52PM i 1075 FAYETTEVILLE RD ATLANTA GA 303486 4 45 PM e If they are viewing the verification data in multiple pages they can use the Change Page drop down and button to switch to a different page f When the edits have been made the provider can click the Update button to submit this information to your agency O 2012 RouteMatch Software 6 In order for2. CSV Download 206 Unnamed Run 5v Download 207 Unnamed Run ESY Doyynioact 208 Unnamed Run CSV Download 209 Unnamed Run 75v Download 210 Unnamed Run CSV Download Combined csv bovenlaad 4 Onthe next page the user has two options for completing verification They can either carry out verification from within the web browser or download a csv file RouteMatch Web Portal User s Guide 25 5 In order for the provider to carry out verification from within the web browser they must complete the following steps a From the first drop down box on the Verification screen the user must select a run to verify b Then they need to choose to view the verification screen in a single page or in multiple pages They do this by making a selection from the second drop down box 02 29 2012 Qne Page Data Entry c The provider will then click the Select button The next screen will allow the user to complete trip verification from within the web browser d Trip verification entails looking at the information for each trip and making sure it is correct The provider user will probably need to make edits to this screen to reflect what actually happened when the trips were carried out Rou teMatch RouteMatch Portal for Demo Transportation Agency SO tiom Verification Run Start First Pickup Last Dropoff Run End ll Time 12004M j sseM Odometer o
3. Portal for Demo Transportation Agency ft Software Manifest STEP 2 Please select the Vehicle Start Over Display Printer triendly CSV Download Display Printer friendly CSV Download Display Printer tilendly CSV Download Display Printer friendly CSv Download Display Printer titencly CSV Download Display Printer friendly CSV Download Display Printer frieridly CSV Download Combined Display Printer frieridly CSV Download Copyright Notice Contact Information Roureltvtsreh Software v4 33 Powered by Routehtatch Software Technologies taking you in a better direction e Display View the manifest in the web browser RouteMat ch RouteMatch Portal for Demo Transportation Agency Sormen Fortel Hvi Manifest Logot stecr nether fehlcle ranncnver Date 02 29 2012 Manet Vehicle amp Run 101 senfieston Manifest Type Stops Pick up Run Name Unassigned Stop Time 2012 02 28 07 53 AM Request Time 2012 02 29 09 00 AM Rider Dyer Andy Confirmation 186 Address 1075 FAYETTEVILLE RD ATLANTA GA 30315 Funding Source Community Care Mobility Ambulatory Guests Attendants 0 0 Customer Pay Drop ott Run Name Unassigned Stop Time 2012 02 28 08 45 AM Request Time 2012 02 29 09 00 4M Rider Dyer Andy Confirmation 166 Address 2300 TALMADGE RD HAMPTON GA 30228 Funding Source Community Care Mobil
4. 16 If any mistakes were made the facility user can click the Edit link next to the wrong entry and fix the mistake 17 If all the information displayed on this screen is correct have the user click the Submit button The next screen loads with this trip s reservation number displayed The facility user should take note of this number RouteMatch Software English Change Copyright d by Rou RouteMatch Portal for Demo Transportation Agency Make Trip Reservation Your trip reservation confirmation code is 317 318 Notic Contact Information Rou teMatch Software Technolog 18 Before this trip can be scheduled you must approve it in the Self Service Management Console RouteMatch Web Portal Use r s Guide 17 Other Features of the Customer and Facility User Portal How to View a Customer s Currently Reserved Trips A customer can view a list of their currently reserved trips by completing the following steps 1 From the portal home screen the customer clicks the My Trip Reservations link 2 Onthe My Trip Reservations screen a list of the customer s currently reserved trips will display My Trip Reservations Stat date 03 02 2012 End date gt 03 16 2012 Mwpbivvvv Search Past Year Past 1 Month Past 7 Days Yesterday Today Next 7 Days Printer friendly Page Cancel Resenration 332 Resened Trip date 2012 03 08 Pick up time 08
5. Uv 6 If this is a demand response trip enter a date for the trip If this is a standing order trip enter a start date and an end date for the standing order 7 Make this a one way or a round trip by making a selection from the drop down list 8 Click the Next button 9 Onthe next screen select an address for the customer s origin where they are picked up You have three options when doing this e Roure Ma tch RogteMach Portal for Demme Transp rtati n Agency OOTY Enter Trip Reservation Curs Toe pos E A Lod EE Botin T lle T e EE Gair P TE Pro N a Customer Select the customer s home address b Facility Select the address of the customer s associated facility 2012 RouteMatch Software C Search Search for a geocoded address Do this by completing the following steps i Start by clicking the Search button This will open the Search Address page Q RouteMatch RouteMatch Portal for Demo Transportation Agency Softiware LOGOUT ADDRESS Search Address CUSTOMERS Backta Trig Reservation Page Search Customer Corhtaor Hane Address TRIPS City County List by Date y State Zip Search Limit 50 me Search Search Result Copytight Notice Contact information Routehlatch Software v4 33 Powered by RouteMatch Software Technologies taking you in a better direction i Enter search criteria lil Click the Search button the searc
6. oftware n i E MES EP e tet EB a a F i M Cy B e gt s 4 P 7 L p o 29 7 B i B 3 a gt P lt i 2 E E d gt m 7 m j m 2 User s Guide RouteMatch Web Portal Copyright Information in this document is subject to change without notice Names and data used in examples are fictitious unless otherwise noted No part of this document may be reproduced or transmitted in any form or by any means without the expressed written permission of RouteMatch Software 1999 2012 RouteMatch Software All Rights Reserved Printed in the USA RouteMatch Web Portal Document Control Number DV 1 0 Software Version 4 51 Last Revised May 1 2012 This document the associated software and the associated online documentation are the property of RouteMatch Software Inc and are on loan to the user under the terms of the User License Agreement Unauthorized copying or use of the software or any associated materials is contrary to the property rights of RouteMatch Software and Is a violation of state and federal law This material must be returned to RouteMatch Software Inc upon demand Trademarks RouteMatch Software Inc RouteMatch Software RouteMatch RouteMatch XP RouteMatch PM RouteMatch TS RouteMatch Scheduling Engine RSE and the RouteMatch Software Inc logo are registered trademarks of R
7. Comments One of the quests will be in the wheelchair 15 If any mistakes were made the customer can click the Edit link next to the wrong entry and fix the mistake 16 If all the information displayed on this screen is correct have the customer click the Submit button The next screen loads with this trip s reservation number displayed The customer should take note of this number RouteMatch RouteMatch Portal for Demo Transportation Agency Software Hels Make Trip Reservation Portal Home Your trip reservation confirmation code is 317 318 Ascourd Mstory My Trip Reservations Update Login info English Change Copyright Notic Cont ot Information RouteMatch Software v4 33 Powered by RouteMatch Software Technologies taking you in a better direction 17 Before this trip can be scheduled you must approve it in the Self Service Management Console RouteMatch Web Portal User s Guide 13 How a Facility User Reserves a Trip Facility users are able to make trip reservations on behalf of Web Portal customers who use their facility The facility user must be logged in to the Web Portal in order to reserve a trip 1 From the main portal page the facility user must click the Make Trip Reservation button on the side tool bar 2 Onthe next screen the user must enter the customer s first name last name and their ID number All three of these are required and must be entered co
8. Web Portal 7 Enter a password recovery phrase for this user 8 Enter the recovery answer for this user 9 Enter this user s Web Portal email address 10 Associate the internal user with a facility or another customer a To associate this user with a facility click the Select Facility button From the screen that displays select a facility name from the drop down list and click OK You will also need to choose which sibling facilities this user has access to To deny this customer access to an installation sibling move the sibling from the left side of the screen to the right side b To associate this user with another customer click the Select Customer button From the screen that displays select a customer name from the drop down list and click OK 11 When all the necessary information has been added to this user click the Save button This user will now be able to access the internal user Web Portal 28 O 2012 RouteMatch Software How to Add a Trip to a Customer To create a trip reservation for a customer complete the following steps 1 Start by logging in to the Internal User Web Portal This will display the Search Customer page A RouteMatch RouteMatch Portal for Demo Transportation Agency Software LOGOUT CUSTOMERS Search Customer CUSTOMERS Last Name First Name DOB fol rimiddiyyyy Internal ID TRIPS 88N Search Gustomer List by Date Phone Email Status Active Only Search
9. automatically fill in that information If this address is a facility the customer can click the Use Facility link b Onthe next screen they must enter search criteria They can search for the actual address the address s common name the zip code etc c When they click the Search button their search results will display in the next screen d From the list of search results they can select their address by clicking the Select button The address will now appear in the customer record screen e Have the customer repeat these steps for the address of their destination as well 11 Have the customer select their mobility requirement from the drop down list 12 Have the customer select the number of guests and attendants who will be accompanying them on the trip from the drop downs 13 If the customer would like to add any extra information to this trip that is not covered in the other fields they may do so in the Comments field 12 2012 RouteMatch Software 14 When the customer clicks the Next button they are taken to the trip verification screen Make Trip Reservation Step 4 af 4 Please verify then click the Submit button Trip date O31 672012 Initial trip Fick up time 8 30 AM Drap aff time 10 00 AW Return trip Fick up time 11 15 AM Origin Briarhill Lane Me Atlanta GA 30324 almar 4467 STATE Hw 280 SMYRNA GA 30082 Destination Mobility requirement Ambulatory Helg of Guests 1 of Attendants 2
10. i From the list of search results have the customer click the Select button next to their address The address will now appear in the customer record screen First name ARTHUR Middle init Opt Last name DENT Sex Opt Phone 555 123 4557 300 3000 0000 Phone ext Email adent 2 gmail com Mobility requirement Ambulatory Briarhill Lane Ne Atlanta GA 30324 Address SelectAddress Submit d The customer can now click the Submit button and the new customer record Is created This record will have to be approved in the Self Service Management Console RouteMat ch RouteMatch Portal for Demo Transportation Agency Soffieatre Customer Registration Your custorrer cogintration is cormglied Myau would GRA fo make fies tip resereahon new please click the ink below Mone Tr Bueno English Change zgengeg totos C nts omaes Fut ns m Eaa Jj vit 33 tie 4i Powered by Woglel atch Soflsate Technologies Libing pou in a Beller direction 2012 RouteMatch Software 3 To become a facility user the user must complete the following steps a Have the user click the Start Facility User Registration link b On the next page the user must enter the facility s corresponding internal ID and password This information is defined in the Settings module of the main RouteMatch application under the Self Service Management Con
11. icon directly on their desktop for ease of use The Customer and Facility User Portal The customer and facility user portal allows its users to make trip reservations and review all their reservations made in the past Most items entered in the Web Portal must be approved in the Self Service Management Console The Customer and Facility User Portal Tool Bar Hep Opena new window containing the one Web Ponalhep Begin the process of reserving a trip Account History View a list of the user s previously taken trips Update Login Info Login Info Change the user s login credentials 0 the user s login credentials E Portal fenalaslusida clio e MR the language of the portal and turn trip request notification Preference emails on or off Update Customer Info Change the user s personal information Language Select Change the language of the portal English Change RouteMatch Web Portal User s Guide 3 First Time Using the Web Portal When one of your users opens the Web Portal for the first time they will need to complete the following steps to create a new Web Portal login 1 The user will need to be provided with a link to the Web Portal Many agencies include a Web Portal link on their web page 2 When the user first opens the Web Portal they will be presented with the main login page On this page the user can change the language of the portal by making a selection from the dro
12. the main section of the window or on the side tool bar This will open the manifest screen RouteMatch RouteMatch Portal for Demo Transportation Agency Software Welcome to RouteMatch Web Portal for Providers Manifest Ta view amp print Trip Manifest Velification To view amp update Post Trip Records Copytight Notice Contact Information Routettatch Software v4 33 Powered by RouteMatch Software Technologies taking you in a better direction 3 Next the provider user will need to select what type of manifest they want to see They have the option to view the Stops or Trips manifest e RouteMatch RouteMatch Portal for Demo Transportation Agency Software Manifest STEP 1 Please selectthe Type and Date of Manifest Stops 02 23 2012 l Submit Copyright Notice Contact Inrormmation RouteMatoh Sothware v4 33 ita ot ation toutaMate 3 Powered by RouteMatch Software Technologies taking you in a better direction 4 They then select which date s manifest they want to see They have the option to enter the date in the mm dd yyyy format or they can click the calendar button and make a selection from the window that displays 5 The user can now click the Submit button 22 2012 RouteMatch Software 6 After submitting they will need to select a vehicle For each vehicle there are three options for how the user can view the manifest RouteMatch RouteMatch
13. the provider to download a csv file for verification they must complete the following steps a Onthe Verification page the provider selects the CSV Download link next to the appropriate run This opens Microsoft Excel with the verification information loaded automatically fex H2 gt E 101 Unnamed Run l csv Read Only Microsoft Excel gy WE Lud m Home Insert Page Layout Formulas Data Review View ax E iti i T B li Eipri n ARR m P General 7 Kj Conditional Formatting g Insert Ar B ga l a iB Formatas Table j Delete al Paste ER ll atom ATI P x Sot amp Find amp Lr J mne ha 3 am Ely Sia Si 2j Cell Styles 7 l Format 2 Fitter Select Clipboard Font f Alignment Number Styles j Cells Editing Al vO fe CustomerPhone ca me B C D E F G H l J K L M X C CustomerfCustomer Customer CarSeatCc FundingScSchedObj SchedObj ReservaticTripDate StatusID MDCFaret StopArrive PickupArrive 2 0 6 30311 186 186 20120229 0 0 3 0 4 30399 178 178 20120229 0 0 4 0 9 30416 174 174 20120229 0 0 3 0 9 30350 283 283 20120229 0 0 6 0 6 30332 168 168 20120229 0 0 7 0 3 30351 194 194 20120229 0 0 8 0 6 30382 187 187 20120229 0 0 9 0 3 30342 265 265 20120229 0 0 10 0 9 30364 259 259 20120229 0 0 11 0 9 30441 260 260 20120229 0 0 12 0 3 30329 266 266 20120229 0 0 Unnamed Run lt I 4 b The provider
14. tou Seu D pest Ivo e a OMM ID PH EN d Do uteud 35 The Eixedsnolite WV CO PON watiracxsvntiwaweausie vti bina Od cS oS Ia Gd xa eM Soa ula va sad d ev nae doa da 36 RE TOORE eal oss datos dab Edd dut uuu Mon eee estan atta estt hacen redet bte dun eh aan Cru ata 36 The OUTS aD aatia crean ep ec LL MM M id iN 36 Jum eraee erm 37 THE Stob FOOL nasi op hop upon aub Odd TVA du a baa Dp bacs pun vU PED TELE Ocean Peut 37 2 O 2012 RouteMatch Software The RouteMatch Web Portal The RouteMatch Web Portal grants web based access to paratransit customers facility users providers internal users and fixed route customers Users can log in to the portal to access customer profile information request transportation services view and edit trip reservations view up to date fixed route data and download other important information Users access the system with their web browser through an internet connection Web Portal users are updated on the status of their applications reservations or report information via email or the My Trip Reservations area of the portal The Web Portal is used in conjunction with the Self Service Management Console so you may need to refer to that chapter in the RouteMatch user s guide for further information Accessing the Web Portal A user may open the Web Portal through a link or URL provided by your agency Many agencies will commonly provide a link on their website Once the user starts the application they can place an
15. 30 AnD Drop off time 17 45 ANT Origin Briarhill Lane Ne Atlanta G4 307324 Destination 4467 STATE Huy 280 SMYRNA GA 30082 Reservation 333 Resenved Trip date 2012 03 08 Pick up time 08 15 AMI Drop off time 08 45 AMi Origin Briarhill Lane Ma Atlanta oA 30324 Destination 1071 VILLA RICA RD MARIETTA 3 4 30064 Resenation 334 Resened Trip date 2012 03 08 Pick up time 10 45 Abii Drop off time 17 45 Ant Origin 1071 VILLA RICA RD MARIETTA GA 30064 Destination Briarhill Lane Me Atlanta GA 30324 3 The customer may need to enter a new start and or end date at the top of the screen 4 The customer can now click the Printer friendly Page link to display the list formatted for printing Reservation 332 Reserved Trip date 2012 03 08 Pick up time 09 30 AM Drop off time 11 45 AM Origin Briarhill Lane Ne Atlanta GA 30324 Destination 4467 STATE HW Y 280 SMYRNA GA 30082 Reservation 333 Reserved Trip date 2012 03 08 Pick up time 09 15 AM Drop off time 09 45 AM Origin Briarhill Lane Ne Atlanta GA 30324 Destination 1071 VILLA RICA RD MARIETTA GA 30064 Reservation 334 Reserved Trip date 2012 03 08 Pick up time 10 45 AM Drop of time 11 45 AM Origin 1071 VILLA RICA RD MARIETTA GA 30064 Destination Briarhill Lane Ne Atlanta GA 30324 5 The customer can also cancel trips on this screen by clicking the Cancel button next to the desired trip entry Click the OK button on th
16. 6 T 6 UNI 6 101 6 50 23 36 0 12675 Unassigne 6 50 23 36 T Eu veves UNt 6 101 6 50 23 36 0 12675 Unassigne 6 50 23 36 T li UN 6 101 6 50 23 36 0 12675 Unassigne 6 50 23 36 T 3 UNF 6 101 6 50 23 36 0 12675 Unassigne 6 50 23 36 T I UN 6 101 6 50 23 36 0 12675 Unassigne 6 50 23 36 T 0 WRAOURS UN 6 101 6 50 23 36 0 12675 Unassigne 6 50 23 36 T O HA UN 6 101 6 50 23 36 0 12675 Unassigne 6 50 23 36 T aM eoe UN 6 101 6 50 23 36 0 12675 Unassigne 6 50 23 36 T UN 6 101 6 50 23 36 Q 12675 Unassigne 6 50 23 36 T co um UNt 6 101 6 50 23 36 0 12675 Unassigne 6 50 23 36 T 16 UNF 6 101 6 50 23 36 0 12675 Unassigne 6 50 23 36 T Ru ecces UNt 6 101 6 50 23 36 0 12675 Unassigne 6 50 23 36 T 0 initi UN 6 101 6 50 23 36 0 12675 Unassigne 6 50 23 36 T 00 piden UN t 6 101 6 50 23 36 12675 Unassigne 6 50 23 36 T 0 rece UN 6 101 6 50 23 36 g 12675 Unassigne 6 50 23 36 T 0 mms UN 6 101 6 50 23 36 0 12675 Unassigne 6 50 23 36 T 5 Mind UN 6 101 6 50 23 36 0 12675 Unassigne 6 50 23 36 T EN UN 6 101 6 50 23 36 0 12675 Unassigne 6 50 23 36 T The user can also select one of the Combined options to view all the vehicle manifests combined together in a single window or spreadsheet After viewing and or printing the manifest the user can then switch to another vehicle or start the process over 2012 RouteMatch Software How Providers Complete Verification through the Web Portal Provider users are able to carry out trip verification in the
17. AM Origin 4487 STATE HWY 280 SMYRNA GA 30082 Destination 1 E Main St N Hampton GA 30228 e Reservation 342 Reserved Canc l Trip date 2012 03 08 Pick up time 10 30 AM Drop off time 11 00 AM Origin 1 E Main St N Hampton GA 30228 Destination 4467 STATE Hilly 280 SMYRNA GA 30082 jolice Contact Intoimation RouteMateh Software v4 33 Copyright Notice Powered by RouteMatch Software Technologies taking you in a better direction 3 The user may need to enter a new start and or end date at the top of the screen 4 The user can also enter a keyword when performing a trip search RouteMatch Web Portal User s Guide 19 5 The user can now click the Printer friendly Page link to display the list formatted for printing Trip Reservations for Facility Reservation amp 341 Reserved Name Jack Spratt Trip date 2012 03 08 Pick up time 09 15 AMD Drop off time 09 45 AM Origin 4467 STATE HWY 280 SMYRNA GA 30082 Destination 1 E Main St N Hampton GA 30228 Mobility requirement Ambulatory Comments Reservation 342 Reserved Name Jack Spratt Trip date 2012 03 08 Pick up time 10 30 AMD Drop off time 11 00 AM Origin 1 E Main St N Hampton GA 30228 Destination 4467 STATE HWY 280 SMYRNA GA 30082 Mobility requirement Ambulatory Comments 6 The user can also cancel trips on this screen by clicking the Cancel button next to the desired trip entry They click the OK button on the screen
18. Limit 25 Search Search Result Copyright Notice Contact Information Routelatch sef ware v4 33 am Powered by RouteMatch Software Technologies taking you in a better direction 2 Onthis page enter search criteria for the customer You can search for the customer s Last name first name and middle initial Date of birth Internal ID number o v Social security number Phone number gt o o o Email address g Web Portal status You can also set a limit on how many results the search will return 3 After entering the search criteria click the Search button The results will display at the bottom of the screen Search Result Last Harme First Hume iterna I DOE PUTMAN JARED R Erger Topo Li Tries EAI Tei Putman Shell Enfer Trip List Trips Es Aid anew SOOT wai Hae infmiern auem pnlara adn RouteMatch Web Portal User s Guide 29 4 Click the Enter Trip link next to the correct customer record This will open the Enter Trip Reservation screen If the customer you are looking for does not exist in the system you can add them by clicking the link below the search results The directions to do this are detailed below 5 Start the trip reservation by making this a demand response trip or a standing order trip Q5 Re bis teN are hi RouteMatch Portal Tor Demo Transportation Agency hare Loo Ener Trip Reservation 41 pabed Date Et Enis Tap be ta PLUME ps ow
19. List Trips link located next to the desired customer On this screen enter the dates of the trips you would like displayed Click the Submit button A list of approved and unapproved trips will display in the window Trip Date OS 06 201 2 Reservation 336 Pickup Appointment 01 00 n a Origin 1 E Main St M Hampton GA 30228 Destination Briarhill Lane Me Atlanta GA 30324 Guests Attendants 1 0 Trip Date O30 2012 Reservation 336 Pickup Appointment 01 00 n a Origin 1 E Main St M Hampton GA 30228 Destination Briarhill Lane Me Atlanta GA 30324 Guests Attendants 1 0 Trip Date O30 72012 Reservation 335 Pickup Appointment n a 12 00 Origin Briarhill Lane Me Atlanta GA 30 324 Destination 1 E Main St M Hampton GA 30228 Guests Attendants 1 0 If a trip needs editing click the Edit link next to a trip entry If you would like to print this list click the For Printer link to format it for printing O 2012 RouteMatch Software List All Trips for a Date Range To generate a list of all the trips you have entered into the system for a date range complete the following steps 1 Click the List by Date link on the side tool bar This will display the List Trips by Date screen e RouteMatch RouteMatch Portal for Demo Transportation Agency Softusire LOGOUT l TRIPS List Trips By Date CUSTOMERS Start Date 03 02 2012 End Date 03 02 2012 Submit Search Customer s sl Today Only Tomorrow 3 Day
20. Web Portal 1 The user starts by logging in to the provider Web Portal 2 They then click the Verification link located in the main section of the screen or on the side tool bar This will open the verification screen e Route Match RouteMatch Portal for Demo Transportation Agency Wire So Paris Home Verification Logom STEP 1 Please selectthe Date of Verification dsnitest Verificalion Oeo Submit Coowright Notice Contact Information Routehdateh Software v4 33 Powered by RouteMatch Software Technologies taking you in a better direction 3 From here the provider user needs to enter or select a date to verify and then click the Submit button e RouteMatch RouteMatch Portal for Demo Transportation Agency Saft insire Portal Home Verification Logout STEP 2 Please select the Vehicle Mauliest Start Over Variti ation 02 27 2012 101 Unnamed Run CSV Download 101 Unnamed Run 7v Download 102 Unnamed Run CSV Doyynloact 103 Unnamed Run CSV Download 104 Unnamed Run 75v Downioae 105 Unnamed Run 75 v Download 106 Unnamed Run ESY Download 107 Unnamed Run CSV Doveintaad 108 Unnamed Run v Download 109 Unnamed Run 75v Download 110 Unnamed Run CSV Download 201 Unnamed Run CSV Download 202 Unnamed Run v Dovynioact 203 Unnamed Run CSV Download 204 Unnamed Run CS5 Download 205 Unnamed Run
21. can now verify the trips they carried out and return the verification form to your agency RouteMatch Web Portal User s Guide 27 The Internal User Web Portal Internal users are able to create trips for customers and approve trip reservations made by other users Internal users are created in the Self Service Management Console How to Create an Internal User To create an internal user in the Self Service Management Console complete the following steps 1 Open and log in to the main RouteMatch application 2 Navigate to the Self Service Management Console and click the Web Trips tab 3 Click the New button on the tool bar This opens the Edit Web User screen Edit Web User uem NW Lauer 7 gt Access Level NewPassword o S External User Limited Internal User Enhanced Verify New Password E Password Requirements gt gt gt Associated With TEE cE gt Recovery Phrase gt Recovery Answer Select Facility Select Customer Web Portal Email Installation Allow User To Access These Sibling Facilities Do Not Allow User To Access These Sibling Facilities d Created By admin Created On 04 30 2012 Swe Cose From here enter a user ID The internal user will use this to log in to the Web Portal In the Access Level portion of the screen select the Internal User option 4 5 6 Enter a password for the user and verify it They will also use this to log in to the
22. e screen that appears to remove the trip from the list 18 2012 RouteMatch Software How to View Customer Account History A Web Portal customer can view a list their previously taken trips by completing the following steps l 2 3 4 After logging into the Web Portal the customer can then click on the Account History link From the Account History screen the customer must select a date span of the trip records they would like to view Then they need to click the Search button A list of the customer s previously taken trips will now display in the main section of the screen How to View Facility User Trip Reservations A facility user can view a list of their current trip reservations by completing the following steps l 2 After logging into the Web Portal the user clicks on the Show Reservations link on the side tool bar On the Trip Reservations for Facility screen a list of the user s currently reserved trips will display A RouteMatch Software Help Fonal Hors Logout Make Tio Reser ysiion Shows Reser shianz Update Login Inia Lpdare Parts Prefersnc English Change RouteMatch Portal for Demo Transportation Agency Trip Reservations for Facility Keyword Search Psst 1 Yes Past 1 Month Pat Days Yesterday Today Nest F Days Cancel Reservation 341 Reserved wanpe Trip date 2012 03 08 Pick up time 09 15 AM Drop off time 09 45
23. er their user name or email address and click the Submit button 3 They are then presented with their password recovery question which was specified when they first registered for the portal The user will need to enter the correct answer to this question What is your mother s maiden name P 8ubmit 4 When they enter the correct answer and click the Submit button their password will display on the next screen e RouteMatch RouteMatch Portal for Demo Transportation Agency Softmare Recover Password Your password is PortalPassword1 Backto Login Page ontact Infomation Routelvtatch a x XM AL Gopyrigmt Notice Contact Information RouteMtatch M Sottwane Powered by Routelvatch Software Technologies taking you a beterd irectio 10 2012 RouteMatch Software Reserving a Trip After a customer or facility user has registered in the Web Portal and they are approved in the Self Service Management Console they will have the ability to make trip reservations How a Customer Reserves a Trip After logging in to the Web Portal the customer will complete the following steps 1 From the main portal page the customer will click the Make Trip Reservation button on the side tool bar 2 Onthe Make Trip Reservation page they must select whether this is a one way or a round trip A RouteMatch RouteMatch Portal for Demo Transportation Agency s Sun unu Make Trip Reservation Sha 1
24. h results will display at the bottom of the screen Search Result Walmart 4467 STATE Hvv Y 280 SMYRNA GA 30082 Select Walmart 3508 STATE Her 155 STOCKBRIDGE GA 30281 Select Walmart 1071 VILLA RICA RD MARIETTA GA 30064 Select Walmart 332 STATE HAr 138 JONESBORO GA 30238 Select iV From the list of search results you can select an address by clicking the Select link The address will now appear in the customer record screen Walmart 4467 STATE HWY 280 SMYRNA GA 30082 10 Select an address for the customer s destination where they are dropped off Follow the same instructions as when you selected the customer s origin 11 If this trip is a standing order select the days of the week for when the trips occur RouteMatch Web Portal User s Guide 31 32 12 Enter trip information lf this is a round trip you will need to complete these steps for the return trip as well Will Call Timing Pickup Tim Ows No Pickup CO Appointment Pickup wi Appointment e 12 1 00 Appointment Time Mobility Type Ambulatory Load Unload Time J NI Initial value is based on Mob Req of Customer Guests Attendants Car Seat Count Fare Type v Ambulatory 0 0 v Ambulatory 0 Billing Category Trip Type Trip Purpose Medical Outside Co re Hours Oves No Isolate from Other Passengers was No Service Animal with Customer Oves No Comments If thi
25. hone extension if appropriate e Email address e Mobility type These are defined in the Settings module of the main RouteMatch application under Customer Options c In order for a customer to add an address they must perform an address search They can do this by completing the following steps RouteMatch RouteMatch Portal for Demo Transportation Agency Software Search Address Enter as much information as possible Partial match is supported Comman Name Address Updiste Login Inla Updiste Faris Ersiersrice Address cont City State English Change Qe nonis Zip I Search Back to Previous Page ight Notice Contact Information Reutehiatch Soriaie v4 33 Comwight Ho Powered by RouteMatch Software Technologies taking you in a better direction i They start by clicking the Select Address link li On the next screen they must enter search criteria They can search for their actual address the address s common name the zip code etc RouteMatch Web Portal User s Guide 7 ii When they click the Search button their search results will display in the next screen Qe RouteMatch RouteMatch Portal for Demo Transportation Agency Softwa ims Search Address Ui use Draw Lane Ne A anta GA 30324 Select Engish Change cer I I Content mi muem Ent imn v coveted by RovieMath Fimaae Teohrretegies lahing belle d
26. i veo vtr da nau ok c o n Ge e Dr E eua a Or t E clan ea o c 14 Other Features of the Customer and Facility User Portal ssssesseem mne 18 How to View a Customer s Currently Reserved Trips ssssseeenn menn 18 How to View Customer Account History ccceccececsueeeseeeeeeuteeaueeeaueseaueutseeuteeauteeaueetaeeuteeauteraunenags 19 How to View Facility User Trip Reservations esseeen mmm nens 19 How to Update User Info and Preferences saves ore dara bd ata nba els olt ox ad opa ea or t hs 20 Tre PIOVIGer PODtel sss parten ivt doi toxa pU dace nd by cia ado teen Gr obo E a Leap Poube dd 21 How to Create a Provider USE cesta tut Mod Ea UNO XR Sade DU NS FED Ra a aTa be ERU CHE VoU 00 V 21 How to View and Print the Trip Manifest cccccccecceceeseeeeseeeeeeeeeeeueeeeeeeeaeeeteeeuteeaueeeaeeerseseneeentesants 22 How Providers Complete Verification through the Web Portal sseeenmm mm 25 The Internal User Web POLL b mda adn edid cert Due a P ODE VO cl cera 28 HOW to Create an Merna USEN dt oie pad RESI bd ala Veg eae ba bed eaae n e PER ringed d d cb da 28 HOW to Add a TED tO A CUSCOImIOE Ls Gosvpda de Ratesd uvas eda deb o TU EE P os lea NER UR AR Ua EP a Rud 20 How to Review Trips in the Internal User Web Portal sseeennn mmm 34 Kis ced ileal OG OMG Gees bibat su pbi rer rer enn brat S bbc orbata o fa a tc DA Ds UA 34 List AIL THDS TO ra Date RANGE roion ronan HP DR Due port Cubo Dan
27. ing vou in a better direction RouteMatch Web Portal User s Guide 11 6 If this is a recurring trip the customer must also select the date of when the recurrence ends and on what days of the week the trips take place 7 For their initial trip the customer must select the time they need to be picked up and the time of their appointment from the corresponding drop down lists 8 If this is a round trip the customer must also select the time they need to be picked up after their appointment and the time they need to be at their destination 9 After the necessary information has been entered the customer must then click the Next button 10 On the next page have the customer select the addresses of their origin where they are picked up and their destination where they are dropped off To do this they must perform two address searches by completing the following steps RouteMatch RouteMatch Portal for Demo Transportation Agency Software Trip Reservation for Facility Step 3 of 4 Origin Destination Selectdestination Usehome Usefacility Mobility requirement Heli of Guests of Attendants Comments s pave Start over Cepytight Notice Contact Information RouteMateh Software v4 33 d by RouteMatch Software Technologies taking you in a better directio a They will start by clicking the Select Origin link If this address is the customer s home they may click the Use Home link to
28. ity Ambulatory Guests Attendants 0 0 Customer Pay Pick up Ruri Mame Unassigned Stop Time 2012 02 29 09 04 AM Request Time 2012 02 29 09 00 AM Rider Church David Confirmation 178 Address 3697 STATE HYVY 20 HAMPTON GA 30228 Funding Source Medicaid Mobility Ambulatory Guests Attendants 0 0 Customer Pay Pick up Run Name Unassigned Stop Time 2012 02 28 09 34 AM Request Time 2012 02 29 10 00 4M Rider Chambers Alex Confirmation 174 Address 568 LAKE MIRROR RD ATLANTA GA 30348 Funding Source DOCS Mobility Ambulatory Guests Attendants 0 0 Customer Pay RouteMatch Web Portal User s Guide e Printer friendly View a copy of the manifest in the web browser that is formatted for printing Driver Manifest Date 02 29 2012 Vehicle amp Run 101 Run Unassigned Stop Time Rider Address Confirmation Request Time Validation Information Stop Time Odometer Cancellation NoShow 2012 02 29 08 45 AM Pick up Dyer Andy 1075 FAYETTEVILLE RD 186 ATLANTA GA 30316 2012 02 29 09 00 AM Guests 0 Attendants 0 Mobility Ambulatory Funding Source Community Care Customer Pay Assistance Need Comment Run Unassigned Stop Time Rider 2012 02 29 07 58 AM Drop off Customer Pay Assistance Need Run Stop Time 2012 02 29 10 35 AM Pick up Customer Pay Assistance Need Dy Guests 0 Address Confirmation Request Time 2300 TALMADGE RD C
29. ng trip the user must also select the date of when the recurrence ends and on what days of the week the trips take place For the initial trip the facility user must select the time the customer needs to be picked up and the time of their appointment from the corresponding drop down lists If this is a round trip the user must also select the time the customer needs to be picked up after the appointment and the time they need to be at their destination 10 After the necessary information has been entered the facility user can then click the Next button RouteMatch Web Portal User s Guide 15 11 On the next page have the facility user select the addresses of the customer s origin where they are picked up and their destination where they are dropped off To do this the facility user will have to perform two address searches by completing the following steps Trip Reservation for Facility Step 3 of 4 Trip reservation for Jack Spratt Origin Destination Selectdestination Usehome Usefacility Mobility requirement Hel of Guests of Attendants Lat 22 Contact Eepytiaht Notice Powered by RouteMatch S a They will start by clicking the Select Origin link If this address is the customer s home they may click the Use Home link to automatically fill in that information If this address is the facility the user can click the Use Facility link b Onthe next screen the facilit
30. oT4 is this a gne way or mund mp 2 One way Te Around trip imis ane hime or recimng fp E oem 18 iurgia time i Recurring Mest Eigh Lhangn dias iimis d aTa AA adi a a LI Pema by Pangtekitaenn 9e Ropers Tarhraisgiaer mg wal i 3 They must also select whether this is a one time or a recurring trip IDUMPEUNS 4 Have them click the Next button after making these selections a locahest nianjnor 5 On the next page they must first select a date for the trip They have the ES option to enter the date by hand in the mm dd yyyy format or click the Wa Th We Th Fi Ba 88 calendar button and make a selection from the window that displays 6 z 2 9 ao ui 13 19 e RouteMatch RouteMatch Portal for Demo Transportation Agency Softiin Make Trip Reservation Step 2 of 4 Stari date ES Laieb nyv Faniad tate A74 Lett dale 2012 05 50 MMOD YY r1 sia 1 3 T u Cimon Citue Ciwea Cimu Ore Sat Sun No simmer on Salida No service on Sundays Initial trip Winal time do vou nead to be picked up e Unsalected i Vat time ts your appointment Unselectad fura cwm osi cep lon itd Return inp Wmnattime do you nead to be picked up jnselected v yal time do you nead to be at destinabon Unselected vl Penase pa ect leas ore time Nad English Change Next l Copsuphtlesens Conksg ommno oue sien omes w 29 Poersied by Roulebtatcl Sofas Technologies tak
31. og in to the RouteMatch TS software 2 Navigate to the Settings module and expand the System Options 3 Open the Users sub form 4 From the Users Groups window click the New User button This opens the User Properties button n Fill out the information for this user 6 To make this a provider user open the Type drop down and select Provider User User Properties i Save and Return Cancel and Return zz Custom Fields General Information User Name d Mew Password gt Verify New Password EE Password Requirements gt gt b i Type Option Not Selected m V Currently Active Option Not Selected Vehicle Pool Provider User Iv Change password on next login Standard User Escalation Level Option Not Selected Groups Unassigned Groups Assigned Groups gf Administrators i Evervone 7 Assign the appropriate groups to this user It is not advisable to add a provider user to the Admin group Note 8 When you have entered all the necessary information for this new provider user click Save and Return on the tool bar The new provider user can now access the provider Web Portal RouteMatch Web Portal User s Guide 21 How to View and Print the Trip Manifest To bring up the trip manifest and print it the provider user must complete the following steps 1 The user starts by logging in to the provider Web Portal 2 From the main portal screen they click the Manifest link located in
32. omment Unas signed Rider Guests 0 Church David Comment Attendants 0 Attendants 0 er Andy HAMPTON GA 30228 Address 3697 STATE HWY 20 HAMPTON GA 30228 186 Confirmation Request Time 178 Validation Information Stop Time 2012 02 29 09 00 AM 2012 02 29 09 00 AM Odometer Mobility Ambulatory Funding Source Community Care Validation Information Stop Time Odometer Mobility Ambulatory Funding Source Medicaid Cancellation No Show Cancellation No Show CSV Download This option will open Microsoft Excel and display the manifest in a spreadsheet if 101 1 sv Read Only Microsoft Exce 2 om X e Home insert Page Layout Formulas Data Review View r REAL ees LR B d Imet E 2 dX T a Calibri u AN x General E E EV Eonar E T A PO p Ab E Ar A i iL dl evene Format C2 pers Selects Clipboard Font L1 4bgrment Humber Stytes Cells Editing _ AL gt fe ACTUAL STOPS CSV _ gt _ i w E 8 c D E F G H K L M N o P VehiclelD InternalV StartTime EndTime CarSeatCcRuniD RunName RunStartT RunEndTirDriverlD DriverNarn DriverStar DriverEnd DriverCon IDType _ janm UN 6 101 6 50 23 36 0 12675 Unassigne 6 50 23 36 T 21 UNI 6 101 6 50 23 36 0 12675 Unassigne 6 50 23 36 T Mal UNF 6 101 6 50 23 36 0 12675 Unassigne 6 50 23 36 T 5 UNI 6 101 6 50 23 36 0 12675 Unassigne 6 50 23 3
33. ound trip be sure to fill in the information for the return trip too 14 Click the Next button 15 On the next screen review all the trip information and make sure it is correct TM e Rou teMatch RouteMatch Portal for Demo Transportation Agency LOGOUT Enter Trip Reservation CUSTOMERS 1 seme Laie 2 Enter Trig Irm 3 Review 4 Summary List Hines Se Custome Name PUTMAN JARED Origin Briarhill Lane Ne Atlanta GA 30324 Destination 1 E Main St N Hampton GA 30228 Est Dist 0 0 mi Search Customer TRIPS First Date 0345 2012 Last Date 03 30 2012 Recurrence MON AED FRI List by Date First Trip Will Call No Pickup Time Same Day 12 Mobility Type Ambulatory Load Unload Time 3 43 Guests 1 Ambulatory Attendants 0 Ambulatory Car Seat Count 0 Fare Type Cash Billing Category Test Category Trip Type Education Trip Purpose Medical Outside Core Hours No Isolate from Other Passengers No Service Animal with Customer No 16 Click the Submit button RouteMatch Web Portal User s Guide How to Review Trips in the Internal User Web Portal The internal user can generate a list of approved and unapproved trips using two different methods List Trips by Customer To generate a list of approved and unapproved trips for a customer complete the following steps l 2 3 4 5 6 34 Complete a customer search Instructions for this can be found earlier in this guide Click the
34. outeMatch Software Inc Microsoft MS DOS Windows the Windows logo and Windows NT are either registered trademarks or trademarks of Microsoft Corporation in the United States and or other countries A RouteMatch Software Atlantic Center Plaza 1201 West Peachtree Street NW Suite 3300 Atlanta GA 30309 Tel 404 876 5160 Fax 404 898 1145 Table of Contents ThessouteMaten M eD PORE sie tdeeti eren Cea Mb ba Rad e Borne EY S n bn c OR a cett oo EY eed Dres e 3 Accessigithe Wep Forta ipsa det a raa dida rb cta eva Dra astro xL DOR Pic roa aimee 3 The Customer and Facility USer POFtol ssssaemaseodisnaeica hav a v D clfc i aaa a fud bap a 3 The Customer and Facility User Portal Tool Bal socoseteon emisso jte dtt Fede tta deccm da ba er 3 EISE Time Usmg tiie WED POLES ox piat videa ina os edades E add D ie pa adiens a ada qe dont bares dus 4 How to Register as a Customer or Facility User sssssssseen mmm nnn nnns 6 HOW tO Log nT the Web Portals ive e EDU E conEPYIE 3 DURER ES PRI DUE Cid PS ns DOVER Te TR UP Uu CH dat e RIVERS 9 HOW tO Recover PassWOLU croce incon Ies d Eo du aP PUE T DIEI MU POR DH M En vU UPS dUr IS 10 Reserving a TEHDissensiesbue vers o Mou QUO seudatageies Rr VAY ROUTE o RUE Vua Fa oW Pea iE a br v EI TUP idle EU a We DE Ruta den 11 How a Customerieserves a LTIDsseateyix ore cp a ferina Ye cea xy Lr RP a eb oo ce EY eran OC e DP D eb 11 Howa Facility User Reserves a TFrIpisissedtien
35. p down list if needed H RouteMatch RouteMatch Portal for Demo Transportation Agency Software Portal Login UserName Password gt Lagin Elsttime Foigot password Help Change Language English Change Copyright Notic Cont et Information 3 d by RouteMatch Software Technolo l 3 Before the customer can access the portal they must first create an account by clicking the First Time link located directly below the Login button This will open the Portal User Registration page A RouteMatch RouteMatch Portal for Demo Transportation Agency Software Portal User Registration User Name 6 characters min Password gt B characters min Case sensitive Repeat Password What is your mother s maiden name Answer Nl Email Register Hein copyright Notice Contact Inrormmation Routelaten Software v4 33 Powered by RouteMatch Software Technologies taking you in a better direction 4 2012 RouteMatch Software 4 Have the user fill out the following information a Auser name for their Web Portal account Required They will have to remember this in order to log in to the portal b A password for their account Required This will also need to be remembered c Have them re enter the password to confirm it Required d They must select a ques
36. rrectly The ID number may be the customer s social security number or your agency s internal ID number for this customer The customer s internal ID number will need to be supplied to the facility user A RouteMatch RouteMatch Portal for Demo Transportation Agency Software sie Trip Reservation for Facility Parisi Horie Logout First name gt Jack Last name Spratt Maka Trip Reservation DIESN 000 F s i234 Submit Hpdaste Lon inta Updste Fornal Pretersncz English Change Ce pyti formation RouteMatoh Software v4 33 Powered by RouteMatch Software Technologies taking you in a better direction 3 On the Make Trip Reservation page the facility user must select whether this is a one way or a round trip RouteMatch RouteMatch Portal for Demo Transportation Agency Software Trip Reservation for Facility Step 1 of 4 Trip reservation for Jack Spratt Is this a one way or round trip One way 9 Round trip Update Loain into Update Ports Pretsrenc Is this a one time or recurring trip One time ot s Recurring Engish i Change Next Copyright Notice Contact Inrarmation RauteMatch Software v4 33 Powered by RouteMatch Software Technologies taking you in a better direction 14 2012 RouteMatch Software 1 8 9 They must also select whether this is a one time or a recurring trip Have
37. s veer For Printer TRIPS Unapproved Trips List by Date Found no trips for this date range Approved Trips Found no trips for this date range Copyright Notice Contact information Eourelytsteh Software v4 33 Powered by Routelviatch Software Technologies taking you in a better direction 2 On this screen enter the start date and end date for the trips you would like displayed 3 Click the Submit button You can also use the links below the date fields to show trips for today only tomorrow three days into the future or one week into the future 4 A list of approved and unapproved trips entered by you will display in the window Trip Date Dr340 7 2012 Hame PUTMAN JARED Reservation 336 Pickup Appointment 01 00 n a Origin 1 E Main St M Hampton G4 30228 Destination Briarhill Lane Me Atlanta GA 30324 Guests Attendants 1 0 Trip Date O37 201 2 Hame PUTMAN JARED Reservation 335 Pickup Appointment n a 1200 Origin Briarhill Lane Me Atlanta GA 30324 Destination 1 E Main St M Hampton G4 30228 Guests Attendants 1 0 Trip Date Os082012 Hame PUTMAN JARED Reservation 335 Pickup Appointment n a 17200 Origin Briarhill Lane Me Atlanta GA 30324 Destination 1 E Main St M Hampton GA 30228 Guests Attendants 1 0 5 Ifa trip needs editing click the Edit link next to a trip entry On the Edit Trip screen you can also cancel trips 6 If you would like to print this li
38. s trip is a will call select the Yes option Select a timing preference for this trip Your choices are Pick up Appointment and Pickup with Appointment If this trip has a pick up timing preference select a pick up time from the drop down If this trip has an appointment timing preference select an appointment time from the drop down If this trip has a pick up with appointment timing preference select a pick up and an appointment time from the drop downs Select the customer s mobility type Select a number of minutes for the customer s load unload time This field automatically populates with the selected mobility type s default amount Select the number of guests and attendants who will accompany the customer on their trip You also need to select their mobility types Select the car seat count for the trip from the drop down Select a fare type for the trip Select a billing category for the trip Select a trip type from the drop down Select a trip purpose from the drop down If this trip is outside your agency s core hours select the Yes option If this customer needs to be isolated from the other passengers on the vehicle select the Yes option 2012 RouteMatch Software n If this customer will be accompanied by a service animal select the Yes option o If you need to add any extra information to this trip that is not covered in the other fields you may do so in the Comments field 13 If this is a r
39. sole options and will need to be provided to the user by your agency QS RouteMatch RouteMatch Portal for Demo Transportation Agency yaf tune Facility User Registration c When they click the Submit button they will be added as a user of this facility 4 After the record is approved customers and facility users will be able to make trip reservations through the portal How to Log in to the Web Portal After a user has registered for the Web Portal they log in by completing the following steps A RouteMatch RouteMatch Portal for Demo Transportation Agency i fiui m Portal Login ita Mare 1 After navigating to the Web Portal the user is presented with the login page From here they will need to enter their user name 2 Then they enter their password and click the Login button RouteMatch Web Portal User s Guide How to Recover a Password If a user forgets their Web Portal password they can recover it by completing the following steps 1 From the login screen they will need to click the Forgot password link This will display the Recover Password screen e RouteMatch RouteMatch Portal for Demo Transportation Agency Software Recover Password user Name Email Submit Bacita Loain Pace Copyright Contact Information Ro meee re v4 33 Pow atte ENT oftware Technologies taking you in a better direction 2 On this screen the user will need to ent
40. st click the For Printer link to format the list for printing RouteMatch Web Portal User s Guide 35 The Fixed Route Web Portal The fixed route Web Portal allows your customers to view your agency s full route map and get real time information on the location of your vehicles The customer simply clicks the link provided or navigates to the portal s URL to view this information Gick a checkbox to show or hide a route The Tool Bar Gick route name to zoom Into that route The fixed route Web Portal has a tool bar on the side of the screen that allows the viewer to change the map display Customers can use the check boxes next to each route to toggle their T EXT map lines on and off They can also select or unselect all of the ia Route routes at once W Route 3 If a customer clicks one of the route links the map will zoom in to the selected route Select All Unselect All The Route Map The map of the fixed route Web Portal displays each of your agency s routes with colored lines Each route gets a different color d 36 2012 RouteMatch Software The Vehicle Icon E The location of your agency s vehicle is displayed with this icon A customer can hover their mouse over one of these icons to view what direction the vehicle is heading how fast it is traveling and what time this information was last updated As the vehicle moves through its route the icon on the map will move to match the vehicle s act
41. that appears to remove the trip from the list How to Update User Info and Preferences A user can make changes to various parts of their Web Portal login by completing the following steps 1 After logging into the Web Portal the user can click one of the following options a Update Login Info From here the user can change their login password their recovery phrase answer and their email address b Update Portal Preference From here the user can change the language of the portal and activate an option that sends a notification email whenever they request a trip c Update Customer Information From here the user can change several parts of their personal information including their name sex phone number mobility requirement etc 2 The user now has the option to make changes to the information displayed on the screen 3 If the user makes any changes they must click the Update or Submit button to save the changes 20 2012 RouteMatch Software The Provider Portal The provider Web Portal allows its users to view and print the manifest of trips assigned to that provider Provider users can also complete trip verification from within the portal itself or by downloading a comma separated value csv excel file How to Create a Provider User A provider user is created in the settings of the main RouteMatch application under the System Options To create a provider user complete the following steps 1 Open and l
42. them click the Next button after making these selections On the next page the facility user must first select a date for the trip They have the option to enter the date by hand in the mm dd yyyy format or they can click the calendar button and make a selection from the window that displays RouteMatch Portal for Demo Transportation Agency RouteMatch Software Trip Reservation for Facility Step 2 of 4 Trip reservation for Jack Spratt Start date 03 02 2012 TE uMIDD YYYY Earliest date 2012 03 01 Last date 2012 05 30 03 18 2012 E moony Cmon Otte vhwed v Thu Orr sat Sun No serice on Saturdays No service on Sundays End date Update Login Info Day of week Update Portal Preferens Initial trip English Change 8 45 AM 10 15 AM v Please select at least one ti me field Whattime do you need to be picked up Whattime is your appointment Return trip 11 00 AM ka Whattime da you need to be at destination 11 15 AM wv Please select at least one time field Whattime da you need to be picked up Next Stari over J Copyn Otice Contact Intormation Routehtatch Software v4 33 Powered by RouteMatch Software Technologies taking you in a better direction Select Date M BEE pt CUT XE February 2012 Wa Tm Wes rh FL su alal lela lela s z e 9 mn is a4 25 a5 17 18 18 20 21 22 25 26 27 28 22 If this is a recurri
43. tion about you e d name address contact information etc to enable you to make trip reservation requests Update Ladin Info To start your customer information registration please click the link below Update Portal Preference Siart CustamgrReqgistratinn English Change SEE Change Ta start your facility user registration please click the link below Copyright Notice Contact Information Reutellateh Sotware v4 33 Powered i Rot steals in Software Technologies taking you in a better direction 2 To become a registered customer for your agency the user must complete the following steps a Have them click the Start Customer Registration link Soft ware A RouteMatch RouteMatch Portal for Demo Transportation Agency Help Customer Registration Fonal Hors Logout Firstname Middle init Ow c Update Loom Info Last name Updtane Portal Peeferante Sex Opt Phone Phone ext English I Change Email Mobility requirement Ambulatory Address SelectAddress Scone Copyright Notice Contact Inrormation RouteMatch Software Powe aa d by RouteMatch Software Technologies taking you in a beitet diretti ion 6 2012 RouteMatch Software b The customer will need to fill out the following fields e First name e Middle initial Optional e Last name e Sex e Phone number Be sure they also enter the p
44. tion from the drop down that will be asked if they forget their password Required e They will also have to enter the answer to this question Required f They can also select a language for the Web Portal from the drop down English is the default 5 When they have entered all the necessary information they click the Register button If their registration is successful they will be presented with the following screen e RouteMatch RouteMatch Portal for Demo Transportation Agency Software Portal User Registration Completed Your user name JACK SPRATT is successfully registered for RouteMatch Portal Enter Portal Content Alea Copyright Notice Contact Information Kouteldatch M Sotware Powered by RouteMatch Software Technologies taking you in a better direction 6 When they click the Enter Portal Content Area link the main Web Portal home page will open RouteMatch Web Portal User s Guide 5 How to Register as a Customer or Facility User In order for a user to register as a customer or facility user for your transit agency they need to complete the following steps 1 When they first log in to the Web Portal they are prompted to register as a customer or facility user e RouteMatch RouteMatch Portal for Demo Transportation Agency Software Help Welcome to RouteMatch Portal YOU are registered as a valid RouteMatch Portal user However we also need to collect some additional informa
45. ual location The Stop Icon A customer can click on a stop s icon to pull up more information about the stop The box that displays contains the name of the stop s route pattern the scheduled stop times and the vehicle s estimated time of arrival based on the onboard GPS information Pattern Scheduled ETA East Route OF 62 AM OF 56 AM East Route 8 22 AM 06 26 AM Alternate East Route 18 53 AM 2 53 AM East Route D8 22 AM 09 26 AM Alternate East Route 18 53 AM 09 53 AM East Route 10 22 AM 10 26 AM Alternate East Route 10 53 Al 10 53 AM East Route 11 22 AM 11 286 AM a RouteMatch Web Portal User s Guide 37
46. y user must enter search criteria For example they can search for the actual address the address s common name the zip code etc c When they click the Search button their search results will display in the next screen d From the list of search results they can select the customer s address by clicking the Select button The address will now appear in the customer record screen e Have the facility user repeat these steps for the address of their customer s destination 12 Have them select the customer s mobility requirement from the drop down list 13 Have the facility user select the number of guests and attendants who will be accompanying the customer on the trip from the drop downs 14 If the user would like to add any extra information to this trip that is not covered in the other fields they may do so in the Comments field 16 O 2012 RouteMatch Software 15 When the facility user clicks the Next button they are taken to the trip verification screen Make Trip Reservation Step 4 of 4 Please verify then click the Submit button Trip date 03 16 2012 Initial trip Pick up time 9 30 AM Drop off time 10 00 AM Return trip Pick up time 11 15 AM Origin Briarhill Lane Me Atlanta GA 30324 Destination Walmart 4467 STATE HAY 280 SMYRNA GA 30082 Mobility requirement Amb of Guests 1 of Attendants 2 Comments One ulatory Help of the quests will be in the wheelchair Su bmit
Download Pdf Manuals
Related Search