PtMS for WINDOWS VIDEO TRAINING SERIES – Ver. 2
DVD 1 - Introduction, Setup, Client Enrollment, & Trip Booking/Editing
Starting PtMS for Windows
Help Screens
Password Setup
Geocoding Basics
Alternative Map and Zip Code Search
Entering Common Destinations
Authorization (Revenue) Codes
Agency Master Records
Trip Codes
Mapping Revenue Codes
Provider Codes
Vehicle Codes
Driver Codes
Disability Codes
Miscellaneous Codes
System Parameters
Valid Service Authorizations
Setup Reports
Client Enrollment
Editing Client Records
Client Notes
Introduction to Trip Booking and Scheduling
Booking Trips-Routine (Subscription) Trips
Booking Trips-Demand Trips
Booking Multi-Legged Trips
Will Call Trips
Client Trip History Utility
Booking Group Trips
Entering Cancellations and Suspensions
Group Cancels and Suspensions
Unassigned Trips
Driver Assignment Screen
DVD 2 – Scheduling, Post Production, & Utilities
Introduction to Scheduling
Setting Interactive Scheduler Parameters
Setting Interactive Scheduler Color Codes
Interactive Scheduler Scheduling Basics
Batch Scheduling (Quick Trip) with the Interactive
Scheduler
Trip Optimization Using the Interactive Scheduler
Trip Swapping in the Interactive Scheduler
Use of the Map in the Interactive Scheduler
Interactive Scheduler Search Screen
Clients and Destinations Screens in the Interactive Scheduler
Interactive Scheduler Trip Manifests and Reports
Trip Lookup and Editing
Vehicle Manifest Edit Screen – Part 1
Vehicle Manifest Edit Screen – Part 2
Dispatching in PtMS for Windows
Introduction to Post Production and System Processing
Holiday Scheduling
Manifest Printing
Vehicle Service Summary Edit
Write In Records
Trip Verification
Agency Invoicing
Client Self Billing
Trip Transaction Editing
Data Export
Adding Streets and Points to the Map
Training Scenario 1
Training Scenario 2
Training Scenario 3
Training Scenario 4
Training Scenario 5