Process
To process the transportation requests you open the Administrator's overview of the transportation cube in the side bar by pressing or clicking on Transportation | Requests. The counter informs you about the number of new (un-processed requests)
An overview of all the requests and their current status are displayed in one grid, with the number of new incoming requests visible. The date picker selects the date the transportation has to be delivered, not the date it is requested.
The grid shows you the overview of all transportation requests, with all relevant details per request in one line: client, contact details, request date, location, departure and arrival time, aid needed, etc. You can choose between Individual and Group rides depending on which ones you want to proceed with.
Individual rides
Each transportation request has a specific status, indicated with color.
Date picker
The date picker on top of the grid filters on the date for departure (not request date).
Process
As a staff member, you can change the status of a request by using the Action dropdown in the grid. Or you first open a specific request by clicking on one of its details. Click on the 'Change' button to enter the correct status for this request from the dropdown list.
Please see the following article for an overview of all the possible states of a request:
Pickup time
It is possible to change the pickup time of any request. Press the pencil icon next to the Pickup time to edit the time:
Enter the changed time and press Save.
Communities that set fixed departure times for the transportation request form, can also activate the option to request a ride outside the fixed departure times. This type of request is automatically marked as ‘billable’. The billable option can be seen in the backoffice request detail and can serve as a filter on the transportation request grid (export only billable requests).
Comment
The comment column gives you an overview of the conversation about a specific task between resident and staff. For more information please refer to this general article:
How to manage comments on a task
Download
At the bottom, you find the icon to create a download of the requests in as visualised in the grid (multiple selected tickets). The download in pdf ( A4 format) will be available in-app, ready to be printed.
On top of the list you'll find the Export button. Transportation tickets can be exported to MS Excel or pdf.
At the bottom left, you can click on the Print action to create a print for this ticket.
Requested by staff
If a request is placed by staff, the initials of the staff user are shown in a small circle on top of the resident’s profile picture.
Service hours
For the transportation request, you can now limit your service hours. Residents will not be able to book a ride if the time is outside the working hours:
If you want to limit the service hours please contact your Cubigo account admin.
Group rides
The Group rides tab gives an overview of all rides that are created in the community. The grid represents the name of the ride, its date and status, and the number of people that subscribed to these rides. Here you can click on the ride to add attendees or remove them. To cancel the ride you need to go to Activities --> Items, find the ride and change the status of the particular ride.
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