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Transport runs let you schedule and manage community bus runs or similar trips where there are multiple pick-up and drop-off destinations for multiple clients. Each run can include a driver, vehicle, and a series of stops (“drops”) with clients assigned to each.

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Creating a new transport run

1

Open transport runs

Go to Operations → Transport Runs.Transport runs menu
2

Create the run

Click Create New Roster. Enter a relevant name in the Reference field, select a date for the run, and click Add Run.Create new transport run
3

Add run details

Once the run is created, add additional information at the top of the page:Click Save to save the changes.Transport run details
To duplicate an existing transport run, click the Clone button at the top of the page. This creates a copy with the same settings and stops.

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Adding drops

Drops are the individual stops within a transport run. Each drop can have multiple clients.
1

Add a drop

Click Add Drop and add relevant notes for the driver.Add drop
2

Add clients to the drop

Click Add Client to Drop, fill in the relevant fields, and click Add Client.Add client to dropThere are three types of addresses you can use for pick-up or drop-off:

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Managing clients on a drop

Once clients are added to a drop, you can manage them using the options available: Edit client on drop
  • Edit - update client details for this drop, make changes and click Save
  • Add On Hold - if a client is unavailable, mark them as on hold by selecting a Leave Type and adding notes
  • Delete - remove the client from the drop entirely
On hold and delete options

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Adding workers to the run

Multiple workers can be added to a transport run alongside the driver. Click Add Worker, tick the workers to be added, and click Add Selected Workers. Add workers to transport run

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Transport run report

Once all drops have been created and clients are added in the correct order, click Run Report in the top right corner to generate the transport run report. If a customised Word tag template has been added to your database, use the Export to Word feature to export the report in your customised format. Transport run report

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Running into issues?

See Scheduling troubleshooting for common errors and fixes.

Vehicle rostering

Set up vehicles and assign them to shifts

Group activity rostering

Roster group activities using location rosters

Client and worker map

View client and worker locations on a map