The Transportation Hub streamlines ride management in one place. Staff can easily create custom schedules, assist with bookings, and handle fees—all from a centralized dashboard.
Accessing The Transportation Dashboard
On your TSOLife dashboard, head to the Engagement drop-down menu and click on Transportation.
Creating Schedules
To create a recurring transportation schedule, click the green Edit Recurring Schedule button on the left-hand side of the calendar.
Click on the day(s) that transportation is available. Once you click on a day, a section will appear allowing you to add the times transportation is available during that day of the week.
To add multiple time slots for one day, click + Add Schedule.
Press Save Schedule in the bottom right corner to save your recurring transportation schedule.
Blocking Out Times
On your transportation calendar, mark times during which transportation is not available. This information will reflect on the Resident App, and prevent residents from requesting trips during that time.
Note: If any trips are scheduled prior to marking the time slot unavailable, a notification will be sent letting the resident know the trip has been cancelled.
Mark Unavailable Method: Click the black Mark Unavailable button on the left-hand side of the calendar.
A pop-up box will appear for you to input the date unavailable, the start time for which transportation is unavailable, and the length of time.
If transportation is unavailable for the full day, check the All-Day box.
Add any necessary notes in the Notes field.
Press Save Schedule in the bottom right corner to save the unavailable time slot.
The unavailable time will be marked on your calendar by a black box:
Time Blocks Method: On the left-hand side of the calendar, there is a black box labeled Time Blocks.
Drag the black box onto your calendar on the day and time that you need to mark as unavailable.
A pop-up will appear for you to select how long transportation will be unavailable and add any necessary notes.
Press Save Schedule in the bottom right corner to save the unavailable time slot.
The unavailable time slot will be marked on your calendar with a black box:
Creating Trips
To add a trip, click on + New Trip Request on the left-hand side of the calendar. A pop-up will appear with fields to fill out regarding the trip. Select the resident the trip is for from the Resident drop-down.
If the resident’s family member has requested this trip, check the Family Member Request box. Select the Request Type (Medical or Other) from the drop-down.
Add the Trip Type from the drop-down options (One Way or Will Call). If the resident requires any mobility needs, select the need from the drop-down or select NA.
Input the date of the trip and the departure time.
Note: this is the time the resident needs to leave the community, not the time of the appointment.
Select the estimated duration:
Enter the Destination Address.
Once you begin typing the address, suggested destinations will begin to populate, and you can click on the address you need if it appears or continue typing it in.
If the address entered is outside of the community’s set radius, a red box and some additional fields will appear. If the resident or their family member has accepted the additional charge, click Yes. If they have not accepted the charges, you will be unable to create the trip.
Enter a description of the location in the Enter a description field. Add any necessary notes in the Notes field.
Some things you may want to include in the notes field include: appointment time, pickup or drop off instructions, if a caregiver or companion is accompanying the resident, or other helpful information.
Then, assign a driver to the trip.
Press Save Schedule to add the trip:
The trip will then be shown on your transportation calendar:
Editing and Cancelling Trips
To edit or cancel an already scheduled trip, click on the trip on your calendar. A pop-up will appear providing a summary of the scheduled trip’s details. Click on the pencil icon in the top right corner to edit the trip:
Edit trip details as necessary and click Update Trip Details in the lower right corner. You will not be able to edit Request Type or Trip Type.
Once the changes are saved, a notification will be sent to the resident. To cancel a trip, click the red Cancel Trip button in the top right corner after clicking the pencil icon.
Filtering Your Transportation Calendar
Filter your Transportation calendar by:
- Assigned Drivers
- Request Status (Scheduled or Cancelled)
- Care Level
- Request Type (Medical or Other)
- Trip Type (One Way or Will Call)
Select the desired filter(s) from the left-hand side of your calendar:
Downloading Your Transportation Calendar
To download your Transportation Calendar, click the blue Print Schedule button near the top left corner. A PDF file with the transportation schedule will download to your computer. You can download the schedule in the day, week, or month views:
Downloading Fees
Download a CSV file listing any trips with additional charges by clicking the blue Download Fees button on the left side of the calendar.
A CSV file containing the resident's name, care level, apartment number, who made the trip request, request type, trip type, date, destination, destination description, and fee amount.
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