Batch Scheduling Trips

You can perform batch scheduling for all your trips (activated subscription and casual/on-demand) occurring on a live schedule.

Before you begin

The Batch Scheduling page must be open and subscriptions for the live day that you wish to schedule must have already been activated.

Procedure

  1. Enter or select a date from Schedule Date.
    The Schedule Date dropdown list in the Batch Scheduling page.
  2. In the Trips stage, select one of the following options:
    • All Trips
    • Scheduled
    • Unscheduled
    Note:
    For how to batch schedule Select Trips, see Batch Scheduling Select Trips to Select Runs.

    The Trips options in the Batch Scheduling page.
  3. Click Continue.
  4. In the Runs stage, choose one of the following:
    • The All Runs option is selected by default.

      If you want to batch schedule trips to all runs, click Continue to proceed to the Batch stage.

    • If you want to batch schedule trips to select runs, click Select Runs.
      1. In the Select Runs grid, use the runs parameters to display specific runs.
        The Select Runs parameters in the Runs stage of the Batch Scheduling page.
      2. Select the runs that you want the batch trips to be applied to.
      3. Click Continue.
  5. Optional: In the Batch stage, the Perform Matching toggle is enabled by default. Turn the toggle off if you do not want to match with templates.
    The Perform Matching feature highlighted by a red rectangle.
    Note:
    See Batch Scheduling to learn more about how Perform Matching works.
    1. Select a template day in the Template dropdown list.
    2. Select Copy Cluster Runs
    3. Select one of the following in the Sync Options dropdown list:
    Notice:
    What happens if the Match options fail to schedule the trips?
    If some of the trips failed to be scheduled during the matching process, you must determine the reason. The following are possible reasons the trips failed to scheduled:
    • Reason: Template trip may not be scheduled.

      Solution: Schedule the template trip.

    • Reason: No template trip exists.

      Solution: Activate the template trip.

    • Reason: Master record does not match template records.

      Solution: Delete old templates and create new template copies from the master

      record.

    • Reason: A run that appears in the template list does not appear in the daily run list.

      Solution: If the template needs to be updated, delete old template runs and reactivate the master run to the template list. If the run has been taken off the daily run list for a reason (for example, it is out of service), then manually reschedule the trip to another run.

  6. Turn the Perform Batching toggle on.
    The Perform Batch Scheduling feature highlighted by a red rectangle
  7. Complete the following Batch Parameters to define how the system schedules trips during batch scheduling.
  8. Click Start.