Van Trip Roster Assignment

Van Trip Roster Assignment - User Guide

Introduction

The Van Trip Roster Assignment is where you finalize the daily operational plan for a specific van trip. It connects the schedule, vehicle, and crew (driver, attender, etc.) for a single journey and includes important verification steps.

Purpose

This document serves as the official roster for a van trip. It ensures that all resources are correctly assigned, checks for scheduling conflicts, and tracks crew verification. Submitting this document is the final step before a trip begins and automatically creates a "Vehicle Run Summary" to monitor the trip in real-time.

How to Use Van Trip Roster Assignment

  1. Create the Assignment: This document is usually created from the "Van Trip Assignment" tool by clicking "Assign Trip Rosters".
  2. Verify Details: Check that the correct Schedule, Date, Vehicle, and Crew members are assigned. The system will automatically check for overlapping trips for the vehicle and crew to prevent double-booking.
  3. Pre-Boarding Checklist: The system automatically populates a "Pre-Boarding Checklist" based on the vehicle's seating type. Ensure all checks are completed.
  4. Crew Verification: Before and after the trip, the assigned crew (like the driver and attender) must upload verification images. The system shows a preview of these images.
  5. Submit to Start: Once all details are verified and the pre-boarding checks are done, submit the document. This officially starts the trip and creates the "Vehicle Run Summary".

Key Buttons and Their Functions

  • Create VRS: Manually creates the "Vehicle Run Summary" for the trip. This also happens automatically when you submit the document.

Important Fields

Field Description
Schedule The specific "Van Schedule Addition" this roster is for.
Vehicle The van assigned to the trip.
Driver/Attender/Host The crew members assigned to the trip.
Pre-Boarding Checklist A list of checks to be completed before the trip starts, based on the vehicle type.
Crew Verification A section with fields for uploading images to verify crew members at the start and end of the trip.

Tips and Best Practices

  • Ensure all crew members are registered as "Trip Crew Members" to be assignable.
  • Complete the crew verification steps accurately to maintain compliance.
  • Only submit the document when you are ready for the trip to officially begin, as this triggers the creation of the Vehicle Run Summary.
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