Agenda
Creating Schedules
Building/Editing your schedule
Blocking out Times
How to block time slots off the calendar
Creating Trips
Adding a trip on behalf of a resident
Resident App
Resident scheduling trips
Creating Schedules
Getting started:
To get started, navigate to Engagement and select Transportation in the dropdown menu. You have the ability to view the calendar in three different views: Day, Week, and Month.
To create your recurring transportation schedule, click Edit Recurring Schedule. Select the days and times transportation is available. Once complete, click Save.
Note: You can always add more than one schedule. For example, if you have a break from 1pm - 2pm, you can add a schedule beginning at 8:00 for 5 hours, and then another schedule beginning at 2:00 for 3 hours. As a result, 1:00 pm - 2:00 pm will not show up as an option for the resident to request a trip:
Blocking out Times
Mark Unavailable:
- Click Mark Unavailable and fill in all the required fields in the pop up window.
- Click Save Schedule.
Drag and drop method
- You can also use the drag and drop feature to add to mark specific times slots as unavailable.
- Simply drag the Time Block to the desired day and fill in all the required fields.
- Click Save Schedule.
If you mark times as unavailable and trips are scheduled, a notification will be sent to the resident letting them know their trip has been canceled.
This information will reflect on the resident app and not allow residents to request trips during that time on their app.
Filtering & Printing
Filtering your view:
You have the ability to filter your transportation schedule by:
- Request Status
- Care Level
- Request Type
- Trip Type
Printing Schedule:
To print your transportation schedule:
- Make sure you are in the desired view (day, week, month).
- Click Print Schedule.
- A PDF will download for you to print!
Download Fees:
To download a CSV of the trips with a fee:
- Make sure you are in the desired view (day, week, month).
-
Click Download Fees.
Creating Trips
Adding trips on behalf of a resident:
- To add a new trip, click on New Trip Request.
- Click on Assign to in order to select the resident. Either start typing in the resident's name or scroll through the dropdown menu.
- If this is a request from a family member, click the checkbox by Family Member Request and search for the family member.
- Fill in all the required information and click Save Schedule.
- In the notes section, add the driver that will be taking the resident on this trip.
Jump to another article to learn a little more about Transportation: