PtMS VIDEO TRAINING SERIES INCLUDING PtMS INTERACTIVE SCHEDULER
CD1 - Introduction, Setup, & Client Enrollment
Getting Started in PtMS
Password Setup & Deactivation
File Initialization
Zone Code Setup
Adding a New Street
Common Destination Entry
Area Search Patterns
Authorization Codes - Setup
Agency Master Records
Trip Code Setup
Provider Codes
Vehicle Codes
Driver Codes
Disability Codes
Misc. Codes
Mapping Revenue Codes
Valid Service Authorizations
Setup Reports
Enrolling Clients in PtMS
Editing Client Records
Using the Go To Screen System
CD2 - Scheduling Screens
Introduction to Scheduling-Dispatching
Processing Trips Through PtMS
Service Request (BB) Screen - Booking Trips
Direct Assignment & Interactive Scheduling
Client Trip Lookup - BA Screen
Manifest Edit (BC) Screen
Manifest Summary (BD) Screen
Vehicle Reassignment - BE Screen
Purge (erase) - BF Screen
Trip Suspensions - BI Screen
Scheduled Trip Count per Hour
Manifest Printing - Trip Processing
Dispatching
Non-Routine Trip Scheduling
Multi-Leg Trip Bookings
Trip Cancels-Uncancels
Write-in Records
Unassigned Trips
Will Call Trips
Geocoding Workarounds
CD3 - Post Production & Utilities
Daily Trip Verification
Daily System Processing
Introduction to Reports
Vehicle Service Summary
Trip Transaction Editing
Generating Agency Invoices
Client Self Billing
Vehicle Day-Times-Capacity Utility
Adding Reports to the System
Data Conversion Utility
Recovering System Files
Updating PtMS
CD4 - FAS XL, GO & GO XL
Introduction to FAS XL
Steps in Running FAS XL
Tuning FAS XL
FAS XL and Schedule Defaults
Using Agency Service Mode in FAS XL
Batch Geocoding in GO
Route Mapping & Directions in GO
Trip Distance Calculations in GO
Using GO XL
CD5 - Training Updates and Training Scenarios
Holiday Schedules
Group Trips
Adding Streets & Points to the Map
Scheduled Record Changes
Training Scenario 1 - Subscription Trip Editing
Training Scenario 2 - File Error Correction
Training Scenario 3 - Off Map Geocoding
Training Scenario 4 - Cancel/Uncancel Trips
Training Scenario 5 - Transaction Editing
Training Scenario 6 - Splitting Manifests
Training Scenario 7 - Mid-Day Trip Reassignment
Training Scenario 8 - Anchoring Trips
CD6 - PtMS Interactive Scheduler
Introduction
Setting Parameters
Color Codes
Exporting Schedule Data from PtMS to the Interactive Scheduler
Scheduling Basics
Trip Swapping
Updating PtMS with Interactive Scheduler Results
Trip Manifest Production in the Interactive Scheduler
Using the Search Tool
Performing Trip Verification in the Interactive Scheduler
ABS Support for Interactive Scheduler