Summary
All drivers can see all bookings and can mark themselves as driver to any they commit to doing
Buses have a device (eg iPad) the driver logs into
Driver is identified but does not have own separate log in
Device needs to know the driver so driver can easily add bookings to them as a driver
Bookings fall into two categories
From a destination (eg the airport) - regular services mean there is no need to schedule the bookings - simply mark them onboard when they present
To a destination - especially if not a regular stop - need to be linked to a driver so they know to pick them up
Experienced Drivers working as a team can plan their own runs by choosing bookings to pickup and are in constant contact with other drivers
Bookings are marked as picked up or no show by the driver
Booking times may change and this may impact on drivers
Portal view > can see all bookings
Manager > cannot pickup bookings but can assign them
Portal Manager Login
Driver > can assign bookings to themselves or others
Show only my bookings
Show completed bookings (Mine plus Miss and Off)
To Reduce list - Untick Show completed bookings
Customer Greeters Portal
Where a customer wants a view of the portal showing the bookings they are the booking entity
Where a debtor has multiple drop off points - example a university. Define each drop off point as an address on the Debtor as a “Shuttle Stop” so the booking will show this as the end destination
Debtor to have “Allow Login” ticked and default roles of “Shuttle Greeter” and “Referrer or Delegate Bookings” - this allows persons to be given login roles
Debtor to have the person who will login as a contact
The contact is to have “Allow Login” Ticked and roles of “Shuttle Greeter” and “Referrer or Delegate Bookings”
The contact will show with a green tick indicating they can login
The portal view provides where the booking is being dropped off and the name and contact details for the booking.
The greeters can then meet customers as the are due to arrive using the status of “on board” to indicate the driver has picked up the passenger. Passengers may not go directly to the shuttle and so the status is considered the most accurate.
