Moving Tickets

Using the Schedule Board
Using the Schedule Board

Moving or handling trip tickets from the Dispatch Board (“Schedule”, “Sent” and “Delivered” Boards) is very quick and easy. The process basically involves selecting the trip tickets that you want to move by clicking once on the special needs icon in the upper left-hand corner of each ticket ““ this turns the background of the icon red indicating that the trip ticket is selected. This action is known as “Making Hot” the trip ticket(s). Once the desired trip ticket(s) are made “hot” the next action you perform (by menu or by holding down the {Ctrl} key on your keyboard then clicking somewhere on the screen) will affect all of the selected tickets. You can also “Cool all” tickets by right clicking on any route and selecting Cool All Tickets from the menu, right clicking on any ticket and selecting Cool All Tickets from the menu or by clicking the “Cool All” control button.

Moving Tickets

You can hold down the {Ctrl} button on the keyboard then click to move tickets from the Pool to a Route, the Pool to the Stage, Route to Route, Scheduled to Sent, Sent to On Board, and On Board to Delivered. Read on for further explanation.

Moving Tickets

Pool to a Route, Stage to Route and Route to Route:

Select the desired ticket(s). Hold down the {Ctrl} button on the keyboard then click on the desired route column heading.

Schedule Board to Sent Board, Sent to On Board, On Board to Delivered:

Select the desired ticket(s) by clicking on the special needs icon, hold down the {Ctrl} button on the keyboard then click on the selected ticket(s) (not the route column). This will advance the trip ticket(s) to the next chronological step (Scheduled to Sent, Sent to On Board, On Board to Delivered (and off the Board). If you have selected tickets from more than one route and do not intend to move tickets into a single route, do NOT click a route column as this will result in all of the hot tickets to be moved into that route.

Pool or Route to the Stage

Select the desired ticket(s) by clicking on the special needs icon and hold down the {Ctrl} button on the keyboard then click on the Stage.

Stage to the Pool

Select the desired ticket(s) by clicking on the special needs icon and hold down the {Ctrl} button on the keyboard then click on the Pool. If you right click on any stage ticket(s) the “Information for a Stage Ticket” form will open. You can then click on the “Send to the Pool” button ““ this method involves one extra click.

State Ticket

Route to the Pool

To move trip ticket(s) to the Pool select the desired ticket(s) by clicking on the special needs icon, hold down the {Ctrl} button on the keyboard then click on the Pool or right click on any trip ticket then click on “Move This Trip to Pool”.

Directly from anywhere to anywhere:

You can change the “Conditional Trip” (and thus advance the ticket) within the various route steps (“Scheduled”, “Sent”, “On Board”, “Delivered”) by either selecting the ticket(s) or right-click on the ticket(s) then select the action desired. You can also change the “Conditional Trip” or status and simultaneously move a trip ticket from anywhere to anywhere else (that’s allowed) in Easy Rides when a trip ticket is open for editing. To change a single ticket while the “Edit Trip Form” is open: Change the “Conditional Trip” and/or “Route” which sets the status of the trip ticket.

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Easy Rides will not allow a trip ticket to be marked as “Schedule”, “Sent”, “On Board” or “Deliver” when the route is set to “NA” because naturally, you can’t do any of those things without assigning a route first. You may “No Show” a trip directly from the Pool, but usually a “No Show” is when a client doesn’t call to cancel their trip in time to prevent it from already being scheduled.

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Stage ““ The Stage is the only place where you cannot open a trip ticket for editing. Right clicking on a Staged Ticket will display the “Information for a Stage Ticket” window which has a “Close” button and a “Send to the Pool” button.

There is more than one way to handle trip tickets when using the Dispatch Board. Probably the easiest thing to remember is that right-clicking on almost anything in Windows will display a menu or list of options for whatever you selected. The Easy Rides Dispatch Board has two right-click options (besides the standard Microsoft Window options). The first involves right-clicking on a route heading.

The other is: Right-click on a ticket: When you right-click on a trip ticket without any other tickets selected (“hot”) the resulting menu refers only to the specific ticket you clicked on ““ in this case, “Sent This Trip” is about to be selected.

Right Click on Ticket

Right-Click on a group of hot tickets ““ When there are hot tickets, the menu will display a list of actions to perform on ALL hot tickets.

Right Click on Group