Creating Eligibility Tests

Eligibility tests are created and managed in Eligibility Tests ancillary data.

About this task

Trip bookings can be checked for allowable dates and times, trip quotas, journey information, leg information, and fixed route availability. Use caution when deleting eligibility tests because they cannot be recovered after they have been removed.
The Eligibility Tests dialog box. All fields are cleared, but some example conditions are shown in the grid.

Procedure

  1. Click File > Ancillary Data > Para > Eligibility > Eligibility Tests.
    The Eligibility Tests dialog box appears.
  2. In the Condition frame, provide the following information as required:
    1. Click a condition code (Cond Code) in the list.
      Condition codes are defined in Eligibility Conditions ancillary data (found in File > Ancillary Data > Para > Eligibility > Eligibility Conditions).
    2. Click an eligibility Status code in the list.
      Ensure the selected status is valid or else the test will not be evaluated by the testing service. For this reason, eligibility status codes must be created before creating eligibility tests. See Eligibility Status Codes for information about setting up these codes. Eligibility Status Codes are defined in Eligibility Status Codes ancillary data (found in File > Ancillary Data > Para > Eligibility > Eligibility Status Codes).
    3. Click an Action:
      Required
      All required tests associated with an eligibility condition must pass for a trip to be allowed.
      Sufficient
      If the trip passes at least one tests for an eligibility condition, allow the trip to be booked.
      Denied
      If the trip matches one or more deny tests defined for an eligibility condition, do not allow the trip to be booked.
    4. Type any Comments to be shown in the results screen.
      These comments will be shown to the reservationist when a trip has not been approved, so ensure that they are descriptive enough to explain in simple terms which condition failed to be met.
  3. In the frame to the right of the Condition frame, provide the following information as needed:
    1. Select Apply to Reverse if the same eligibility test can be applied when the Origin and Destination information are reversed (for a return trip).
    2. Select FXRoute if the eligibility test is applicable to an FX route, and then click a solution set in the adjacent drop-down list.
      This test requires PASS-IPA to be installed and set up.
    3. Click a schedule period (Sched Period) in the list.
      Normally, this setting is not required.
    4. Type the minimum distance (Min Dist) a trip must travel to match the requirements of the test.
    5. Click a Purpose in the list.
    6. Type the minimum number of days in advance (Min Adv Days) that a trip must be booked.
    7. Type the maximum number of days in advance (Max Adv Days) that a trip must be booked.
    8. Type or select a Client that trips must be applicable to.
      Trapeze recommends using general tests rather than client-specific tests when possible. For example, a bus travel trained test could be specified as CH to CW and reverse, rather than using specific addresses.
    9. In the Elig. Before field, type the date that a client must be already eligible by to book a trip.
      This is commonly referred to as a grandfathered provision.
    10. Select the days of the week (Weekdays) that the trip must be scheduled on.
    11. Select whether the trip must be in an ADA Service Area, and then select the polygon type that represents the applicable service area.
      This setting is labeled as such to indicate that polygons can have ADA polygon day-of-week and time constraints.
    12. Select whether to use a Custom eligibility test provided by Trapeze.
      Contact your Trapeze representative if additional customized test criteria are required.
  4. In the When frame, provide the following information as needed:
    1. Type the earliest date (From Date) from which the trip may occur to match the test criteria.
    2. Type the latest date (To Date) to which the trip may occur to match the test criteria.
    3. Type the earliest time (From Time) from which the trip may occur to match the test criteria.
    4. Type the latest time (To Time) to which the trip may occur to match the test criteria.
    5. In the Susp From field, type the start date from which the trip date will temporarily fail to meet the test criteria.
    6. In the Susp To field, type the end date after which the trip date will no longer fail to meet the test criteria.
  5. In the Origin and Destination frames, select one of the options and then provide the needed information:
    • Click an Address Type in the list, and then geocode the address information.
    • Click a Location Type in the list, and then type or select the Location name.
    • Click a Polygon Type in the list, and then click the Polygon in the list.
    • Type or select the Stop.
  6. Click Add.
    The test is listed in the grid at the bottom of the dialog box.