Client Dispatch Search Tab

The search tab (referred to a screen) is used search for past, current and future bookings and jobs. The Search screen might be used to modify the pickup time of a Pre-booking for example. Instead of looking through all the pre-bookings in the Pre-Bookings table of the Dispatch Screen, the Operator can search for the booking by customer name and it will return the appropriate booking for editing/modifying.

The screen is divided four areas. The area at the top allows the Operator to specify search criteria, the middle area contains two sections side by side. The first is a table displaying the search results and the second area to the right of the table is a panel continuing information on any booking that is selected. The forth area at the bottom contains navigation buttons to navigate through the search results.

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Search Criteria

The Operator may reduce the number of results that is return in a search by specifying some criteria to filter on.

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The search can be filtered by the following fields:

  • Pickup: specify the street, suburb and area of the pickup in these fields. The Operator should be specific when specifying a pickup address. For example, if one letter is entered into the street field, then all bookings with pickup addresses beginning with or containing that letter will be returned.
  • Destination: specify the street, suburb and area of the destination in these fields. The Operator should be specific when specifying a destination address. For example, if one letter is entered into the street field, then all bookings with pickup addresses beginning with or containing that letter will be returned.
  • Attributes: a list of the booking attributes available are shown in rows with checkboxes next to them. If the attributes are checked image the list will only contain bookings that have those attributes. If the attributes have a cross  image in them the list will contain bookings that were marked as “NOT” that attribute. The drop down “Match” indicates whether the search should use “any” of the attributes or “all” of the attributes..
  • Status: select the Status of a booking or job from the dropdown list to filter on. The available statuses are:
    • COMPLETED: jobs that have been completed.
    • PRE-BOOKED: bookings that are pre-bookings.
    • BOOKED: jobs that have been accepted by Drivers and are in transit to the pickup location. The meter is still OFF.
    • OFFERED: jobs that have been or are being offered to Drivers.
    • REJECTED: offers that have been rejected by Drivers.
    • ENGAGED: a job that are in progress. The meter is ON.
    • CANCELLED: bookings that have been cancelled.
    • NOSHOW: jobs that have been “No Shows”.
    • RESUBMIT: jobs that have been resubmitted by Drivers.
    • LOSTERRROR: bookings that the system does not know the status of.
  • Phone: specify the phone number of the client to filter on. The Operator should be specific when specifying a phone number. For example, if one number is entered into the field, then all bookings with phone numbers beginning with or containing that number will be returned.
  • Name: specify the name of the client to filter on. The Operator should be specific when specifying a client name. For example, if one letter is entered into the field, then all bookings with Client names beginning with or containing that letter will be returned.
  • Account: specify the account name to filter on. The Operator should be specific when specifying an account since the string entered will be matched anywhere in the account name string for booking matches.
  • From: specify a time range, of when a booking was made, to filter on. Enter a time in the Time field and date in the Date field. The results returned (if any) will be bookings that were created from this date.
  • To: specify a time range, of when a booking was made, to filter on. Enter a time in the Time field and date in the Date field. The results returned (if any) will be bookings that were created up to this date.
  • Operator: specify the name of the Operator to filter on. The Operator should be specific when specifying an Operator name. For example, if one letter is entered into the field, then all bookings with Operator names beginning with or containing that letter will be returned.
  • Passenger #: specify the number of passengers to filter on. The Operator should be specific when specifying the number of passengers. For example, if one number is entered into the field, then all bookings with the number of passengers beginning with or containing that number will be returned.
  • Vehicle: specify the Vehicle name to filter on. The Operator should be specific when specifying the Vehicle number and the drop down list uses a type ahead list to help find the vehicle name. Partial matches on this string for a match anywhere in the vehicle name are acceptable.
  • Driver: specify the driver name to filter on. The Operator should be specific when specifying the Vehicle number and the drop down list uses a type ahead list to help find the vehicle name. Partial matches on this string for a match anywhere in the driver name are acceptable.
  • Booking #: specify the Booking number to filter on. This searches for an exact match and will always return one match or less. All other parameters will be ignored for this search.

The Operator may use the Tab key to sequentially switch from one field to the next. The table below can be referred to switch from one field to another immediately.

Shortcut

Action

Alt + v

Places cursor at Vehicle name field

Alt + p

Places cursor at Pickup street field

Alt + d

Places cursor at Destination street field

Alt + u

Places cursor at Status field

Alt + g

Places cursor at Passenger field

Alt + c

Places cursor at Account field

Alt + h

Places cursor at Phone No field

Alt + k

Places cursor at Booking # field

Alt + n

Places cursor at Client Name field

Alt + o

Places cursor at Operator field

Alt + s

Places cursor on Search button and performs the search

Alt + r

Places cursor on Reset button and performs the reset

To begin the search after entering in the criteria, press the Search button. This will populate the Results table if any results are returned. To clear the entries in all the fields, press the Reset button.

Results Table

The Results table will be populated with results (if any) of a search.

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The table consists of 12 columns. Due to limited space, some column headings are abbreviated. These are described below:

  • T: Represents the type of the booking. A calendar icon image indicates a pre-booking. A page icon image indicates a model booking.
  • B #: shows the booking number of the job.
  • Date/Time: shows the date and time of when the booking was entered into the system.
  • Pickup Address: shows the address of the first pickup location. If the job was a hail job, HAIL will be displayed instead.
  • Destination Address: shows the address of the destination location, if one was specified at the time of booking.
  • Offer: shows the time the job was offered to the Driver. If the job was cancelled before it was offered, this field will be blank. Hovering the mouse cursor over cell will display the date and time the job was offered to the Driver.
  • Pickup: shows the time the Driver picked up the fare and engaged the meter.. Hovering the mouse cursor over cell will display the date and time the meter was engaged job was offered to the Driver.
  • Complete: shows the time the Driver finished the job and disengaged the meter. Hovering the mouse cursor over cell will display the date and time the job complete.
  • V #: shows the Vehicle number that was assigned to the job. Some Vehicle numbers are highlighted in bold meaning the Operator manually assigned the Vehicle to that job.
  • Driver: shows the Driver that was assigned to the job. Some Driver names are highlighted in bold meaning the Operator manually assigned the Driver to that job.
  • Status: shows the last status of job. The statuses that are displayed in this field may include those described in the previous section. If the status has a strikethrough (strikethrough) this means that this was the last status before the job was cancelled.
  • Operator: shows the name of the Operator who entered the booking. If the job was a hail job, HAIL will be displayed in this field.

The columns can be sorted in ascending/descending order by clicking the column header. Clicking it a second time will sort the column in the reverse order

The entries in the table will be highlighted in different colours depending on the status of the job:

Status

Colour

Comments

Pre-Booked

Aqua

Job has been booked for a time in the future.

Offered

Dark Green

Job has been offered to a driver.

Booked

Dark Red

Job has been booked and a driver has accepted the job. The meter is still “OFF”.

Rejected

Light Red

Driver declined the Job when it was offered.

Resubmit

Light Blue

Driver initially accepts the job but subsequently rejects it after receiving the job details.

In Progress

Blue

Job is currently in progress and Meter is “ON”.

Completed

Black

Job has been completed.

Cancelled

Grey

Job was cancelled.

No Show

Bright Red

No passenger was present at the specified Pickup location.

Removed

 

Job accepted by Driver but later changed by Operator.

Any Status

Aqua

Any strike though status means the same as the above status without the strike through but with the addition that the booking was subsequently cancelled.

It is worth noting that for some jobs, the Offer, Pickup or Complete fields are not populated. Below is a matrix of reasons why this may occur (a “Yes” means that the field is populated).

Book

Offer

Pickup

Complete

Status

Possible Reasons

Yes

     

PRE BOOKED

Booking is a Pre-Booking

QUEUED

Job has been queued for dispatch

Yes

 

 

Yes

PRE BOOKED

Pre-Booking was cancelled

QUEUED

Job was cancelled while sitting in the queue.

Yes

Yes

 

Yes

RESUBMIT

Job was resubmitted

OFFERED

Job was cancelled while being offered to a Driver.

NOWSHOW

Driver No Showed the job

CANCELLED

Operator cancelled the Booking

LOST ERROR

A job listed in the Action table was requeued

LOST ERROR

A job listed in the Action table was cancelled

Yes

Yes

 

 

OFFERED

Driver has been offered the job

BOOKED

Driver has accepted the job

REJECTED

Driver rejected the job

Yes

Yes

Yes

Yes

COMPLETED

The job was completed.

Printing

The Operator may print the results. This can be done by selecting one or more rows using a combination of CTRL and SHIFT keys then right-clicking the mouse to bring up a menu.

Select Print Selected Results to print the rows that were selected or select Print All Results to print all the rows in the Results table.

Resizing the Panel

On the right side of the Result list panel and the left side of the Booking Details panel is a bar with two little arrows on it. Putting the mouse anywhere over this vertical bar will change the mouse cursor and then it can be clicked and dragged sideways to change the relative size of these panels if needed. The arrows can be clicked to completely hide one of the panels if it is not needed. Clicking the arrows again will show the panel again

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Booking Details

The Operator may bring up the booking for editing by double-clicking the appropriate row in the Results table. The Edit Booking dialogue will be displayed showing the booking details where the Operator may choose to modify it.

If one of the rows in the results table is selected the details on that booking will be shown in the booking detail panel. This panel contains four tabs that may contain information depending on the booking data.

Booking Tab

The bookings tab contains the current information on the booking. This includes the client name, phone number, account information details of the driver and vehicle selected and the attributes required of the booking. It also includes the pickup and destination addresses.

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Updates Tab

The updates tab contains the information on all the updates that have been made to the information in a booking. This will include updates done by operators and the system (e.g. auto escalation)

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The following is the definition of the columns:

  • Date: The date that the change was made (local time for the fleet will be used)
  • Operator: The operator that made the change. Text inside < > characters will mean the system made the update
  • Description: this column contains some summary text describing the update. If the text is bold it indicates that there is more information available and to show that information you need to move the cursor over then bold text and a pop-up tool tip will be displayed with the additional information. This will generally be a more verbose description of the exact changes that were made as part of the update.
  • C: If a image_thumb49 icon is shown there is a SmartVOIX call link available for the update. Clicking on that icon will play the audio for the call (This both requires the SmartVOIX system and access (local or VPN) to the files contained on that SmartVOIX system)

History Tab

The history tab shows the events that have occurred on a booking. This is generally events generated by the vehicles that have been offered or completed the booking

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The following is the definition of the columns:

  • Date: The date that the event occurred (local time for the fleet will be used)
  • Driver: The driver that was involved in the event
  • Vehicle: The vehicle that was involved in the event
  • Description: this column contains some summary text describing the event. If the text is bold it indicates that there is more information available and to show that information you need to move the cursor over then bold text and a pop-up tool tip will be displayed with the additional information. This will generally be a more verbose description of the event information.

Remarks Tab

The remarks tab shows the notes that have been entered for this booking. This includes tabs for the driver notes, the booking notes and the caller notes.

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Navigation Bar

The navigation bar contains three buttons, a filter field and a spinner where the Operator may use to navigate through the results of a search.

Previous (<<) Button

When this button is pressed, the results will display the previous x number of results in the Results table, where x is the number specified in the Page Size spinner. For example, if the Operator is currently viewing results 51-75 of 86 and the page size is set to 25 then pressing this button will display results 26-50 of 100.

Next (>>) Button

When this button is pressed, the results will display the next x number of results in the Results table, where x is the number specified in the Page Size spinner. For example, if the Operator is currently viewing results 51-75 of 86 and the page size is set to 25 then pressing this button will display results 76-86 of 86.

All Button

This is a button that is commonly referred to as a toggle button, that is, the button can be on or off. If this button is pressed on, the Results table will display all the results of the search whether it be 1 or 1000. Scroll bars on the side of the Results table will be displayed facilitating navigation up and down the list. Pressing the button off will display the page of results that was displayed before the All button was pressed.

Filter Field

The filter field allows some text to be entered. The results table will then be filtered by only showing rows where one of the columns contains text that contains the text entered in the filter field.

Page Size Spinner

The number of results shown per page can be specified in this field. The Operator can either enter the number in or use the up/down button to increase/decrease the value.