Pre-Boarding Entries
Introduction
The Pre-Boarding Entries document in the ERPNext Vehicle Trip Tracking system records different types of boarding entries based on seating configurations like Seater, Hybrid, Sleeper, or All. It is used to manage passenger or crew boarding logistics efficiently.
Purpose
This document allows fleet and operations managers to categorize and track boarding entries for various bus seating types, helping optimize trip boarding processes and resource allocation.
Key Features
- Defines boarding entry names for reference.
- Select seating type from options: All, Seater, Hybrid, or Sleeper.
- Supports reporting and filtering by seating type.
- Controlled access by roles including System Manager, Fleet Manager, Drivers, Hosts, and Attenders.
How to Use Pre-Boarding Entries
1. Creating Entries
Users with appropriate roles can create new Pre-Boarding Entry records. Provide a unique name and select the seating type applicable to this entry.
2. Managing Entries
Edit or delete entries as needed to reflect changes in bus configurations or boarding protocols.
3. Using Entries
Use Pre-Boarding Entries in scheduling, trip management, and boarding processes to identify passenger categories or boarding points relevant to seating types.
Important Fields
| Field | Description | Required |
|---|---|---|
| Name | Unique identifier for the boarding entry | Yes |
| Seating Type | Select applicable seating configuration (All, Seater, Hybrid, Sleeper) | Yes |
Access and Permissions
Roles allowed to create, edit, or delete Pre-Boarding Entries include System Manager, Fleet Manager, Fleet Master Manager, Fleet User, Driver, Host, and Attender. Proper permissions ensure data integrity and role-based access control.
Tips
- Maintain an up-to-date list reflecting actual vehicle seating types.
- Use consistent naming conventions for better reporting and filtering.
- Coordinate with fleet operations teams for adjustments as routes or buses change.