Creating Provider Records

Provider records are created and managed in Providers ancillary data in the Trapeze4 Workstation.

Before you begin

Providers ancillary data must be open.

Procedure

  1. Click the Add New button:
    Piece of paper with a star on the top left corner.
    The Detail tab appears.
    Detail tab of Providers ancillary data. Fields are blank.
  2. On the Detail tab, provide the following information as needed:
    Name
    An abbreviation for the provider.
    Description
    The full name of the provider.
    Contract Start
    The first date of the contract with the provider.
    Contract End
    The end date of the contract with the provider.
    Address
    The provider’s address.

    If you have arranged with your Trapeze Customer Care representative to have geocoding functionality in this dialog box, you can use the Address Matching and Mouse options to geocode the address.

    E-Mail
    The provider's email address.

    Email addresses should contain an @ symbol and more than five characters.

    Area Type
    The polygon type the provider falls within.

    Polygon types can be added or edited through File > Ancillary Data > General > Polygon Types.

    Service Area
    The service area, if the provider is restricted to one or more areas.
    Service Area Rule
    The service area rule. Pickup And Dropoff is selected by default.
    Comment
    Any comments about the provider.
    InActive
    Specify whether the provider is inactive or not.

    Selecting this option will prevent the provider from appearing in any Provider lists.

  3. On the Site tab, provide the following information as needed:
    Security Group Name
    The user group that can view and edit information about the provider.
    Site Name
    The provider's site name.
    Trading Name
    (Trapeze Finance & Contracts - UK Only) Type the name used if the provider operates and trades under an identity separate from their legal identity. For example, Provider X trading as Provider Y.
    Short Name
    An abbreviated name for the provider.
    Registration No.
    The provider's registration number.
    Account No.
    The provider's account number.
    License No.
    The provider's license number.
    License Type
    The provider's license type.
  4. On the Contact tab, type the information for the contact person at the provider agency.
  5. On the Misc tab, information can be provided about how the provider’s cost of serving a trip is computed for Low Cost Provider determination by clicking Faring.
    Supplementary data associated with the provider is also shown on the Misc tab.
  6. On the Capacity tab, specify the number of passengers that the provider can transport each day:
    From Date
    The start date from when the provider is restricted to the number of passengers defined in the selected row.
    To Date
    The end date for the number of passengers defined in the selected row.
    Sunday... Saturday
    The number of passengers the provider can transport each day during the From–To period.
  7. Click the Save button:
    Diskette.
    The provider is added to the grid on the Select tab.