Client Eligibility Information

Client eligibility information defines the eligibility conditions assigned to the client and the travel parameters specific to that condition.

All information is optional except the From Date. You must enter a date in the From Date column or the file cannot be saved.

Table 1. Description of Rule Options on the Eligibility Tab in Client Registration
Column Heading	Description
From Date	Date on which the eligibility parameters are first valid. This field is mandatory.
To Date	Date on which the eligibility parameters are last valid.
Mode of Transport	Client's transport modes: Para The client is eligible to use paratransit service. Flex The client is eligible to use FLEX Route services. Fixed The client is eligible to use Fixed Route service. Taxi The client is eligible to use a taxi service.
Max Transfer	Maximum number of transfers allowed for the client.
Exclusive Group	Click Yes to automatically select the Exclusive Group check box in Trip Booking when new bookings are created for the client.
Client Period Type	Frequency of travel allowed for the client in the list: N/A Daily Weekly Monthly Quarterly Yearly (for example, January 1 to December 31)
Client Period Type No	Number of trips allowed for the client period type. For example, if Weekly is selected in the Client Period Type column and the Client Period Type No is 2, the client is allowed to book two trips each week.
Funding Source 1	Client's primary funding source. This appears in the first Funding Source field in Trip Booking when new bookings are created for the client. This selection overrides the funding source selections on the Funding Source tab. To activate this feature, open Trip Booking and click File > Properties. On the Booking Screen tab, click Over Ride Funding Sources. Set this property to Yes.
Funding Source 2	Client's secondary funding source. The selected funding source appears in the second Funding Source field in Trip Booking when you create a booking for the client.
Purpose	Client's reason for taking trips. For example, Work. When the rule is in effect for new bookings, the selected trip purpose appears in the Purpose field in Trip Booking.
Fare Type	Client's fare type. When the eligibility condition is in effect, this selection is automatically imported to the Leg Detail frame of Trip Booking (overriding the Fare Type selected on the Detail tab).
Para Service	Client's paraservice type. This selection is automatically imported to Trip Booking when creating a booking.
Direct Distance Limit	Maximum distance allowed for a booking between the client’s origin and destination. For example, if you type `5` and the distance exceeds 5 (miles or kilometers), a warning message appears. Note: To determine the distance unit (miles or kilometers) being used, check File > Properties, on the Formats tab, under Distance.
Additional PassType	Maximum number for each passenger type allowed to travel with the client. In the list, select the appropriate check box. A 1 automatically appears. To increase the number of the selected passenger type, click and overwrite the 1 with the desired number. For example, `3`. In Trip Booking, if you choose a passenger type that does not match your selection or if you exceed the number of passengers allowed, a warning message appears.
Allowed Space Type	Maximum number and type of additional spaces allowed for a client booking. Select the appropriate check boxes, and then type the number of space types required. In the Leg Detail frame of Trip Booking, if a space type that does not match these selections is selected for the client or if a passenger with a space type that does not match these selections is added, an error message appears when the Save button is clicked.
Max OBT	Maximum time a client can remain on board.
Method of Payment	How the client pays for trips: N/A Pre-pay Pay At Door If no option is selected, the system applies the default option (set in Tools > System Properties, on the Profile tab, under Faring > Default Client Prepayment Type). For example, if you have prepaid faring set up for the client but choose Pay At Door, no deduction is made from the client account when a booking is made.
MobAids	Mobility aids allowed for the client. In Trip Booking, if you select a mobility aid that does not match your selection on the Eligibility tab, a warning message appears.
Comments	Additional comments to be shown in the Client Eligibility Info dialog box when the eligibility condition is activated for a specific booking. Any comments typed in this field will appear in the Elig. Comm field in Trip Booking if the system property found in Tools > System Properties, on the Profile tab, under PASS Booking Client > Enforce Client Eligibility Rules is set to Yes.
Max Walking Distance	Maximum distance a client is allowed to walk to a FLEX bus stop.
Require AuthorizationNo	Whether an authorization number is required for the trip booking to be accepted.
Booking FromTime	Client's earliest booking request time.
Booking ToTime	Client's latest booking request time.
Service Parameter	Used with service parameters specified in ancillary data for particularly complex rules. Note: If you need help setting up a rule, consult your Trapeze representative.