Defining Provider Quotas

Provider quotas limit the number of trips a provider can perform for each passenger space type during a defined time interval during a day, regardless of the run or vehicle that transports the client.

Before you begin

The Trapeze4 Workstation must be open to Provider Contracts ancillary data.

About this task

The following example shows a that a provider is limited to transporting:

  • 2 ambulatory clients (AM), 1 wheelchair client (WH), and 1 oversized wheelchair client (WX) every 24 minutes from midnight to noon.

  • 2 ambulatory clients (AM), 2 wheelchair clients (WH), and 2 oversized wheelchair clients (WX) every 24 minutes from noon to midnight.


The Contract Quotas dialog box with two contract quotas defined.

These space types are defined in File > Ancillary Data > Para > Client > Space Types ancillary data.

If a provider has already met this quota during a time interval and an additional passenger with this space type is scheduled on to a run, a CQ (costing quota) violation will occur.

Procedure

  1. In the Contract frame, click the contract for which to define cost quotas.
  2. In the Validity frame, select a validity in the grid.
  3. Click Edit.
    The buttons in the Validity frame become available.
  4. Click Quotas.
    The Contract Quotas dialog box appears.
  5. In the first available row, provide the following information:
    From Time
    Type the starting time of the provider quota.
    To Time
    Type the ending time of the provider quota.
    Increment
    This field is automatically populated based on the value typed in the Sub-Range column. The Increment value is the number of hours of service divided by the sub-range value. For example, if a provider offers service from 8:00 to 17:00, and the sub-range value is 9, the increment is one hour and quotas for each space type are specified per hour.
    Sub-Range
    Type the number of minutes in a time interval during the defined time range.
    Space Types
    For each space type, type the maximum number of clients that the provider can transport during a sub-range time interval.
  6. Create additional quotas for other time ranges as needed.
  7. Click Save.