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About This Guide
This user guide covers the functions in FLEX as well as the functions in Trapeze PASS and Trapeze FX that are used with FLEX.
Resources for Software Maintenance
Use these resources for technical assistance.
Logging On
To start using Trapeze FLEX, you must log on to the system.
Logging Off
Logging off the Trapeze4 Workstation
There are basic components from the Trapeze4 workstation screen you need to know.
About Bookmarks
You can create shortcuts to specific records in FLEX by adding them as bookmarks.
About Using Multiple Screens and the Ellipsis Button
The Workstation allows you to have more than one screen active at a time. In some screens there is also an ellipsis button.
The Menu Bar and Main Toolbar
Most of the functions available in the Trapeze4 Workstation can be accessed by using buttons in the main toolbar.
Setting the Mode in FX
Set up the active sign-up period before proceeding with the rest of your data input. This is also referred to as setting the context.
Properties are used to determine settings for FLEX as they relate to the Trapeze4 Workstation, the behavior of the map, and specific screens.
FLEX System Properties
To access the FLEX system properties, click Tools > System Properties > PASS Scheduling > Multimodal Flex Scheduling.
FX System Properties for FLEX
To access the FX system properties that work with FLEX, click Tools > System Properties > PASS Scheduling > Multimodal FX Scheduling.
Ancillary data defines the foundation for creating transit schedules.
Adding Lines
Create lines in ancillary data, and then associate the correct lines with line groups.
Adding Line Groups
Line Groups are automatically generated as lines are created in ancillary data (see Creating Lines).
Adding Services
Most transit properties have four services: Weekdays, Saturday, Sunday, and Holidays or Special Events.
Adding Service Groups
You can add service groups in the Services dialog box.
Adding Sign-up Periods
Sign-up periods define the length of time over which a schedule applies. This is often seasonal.
In addition to setting up the required ancillary data, another important component you have to complete before you can build your trips is route definition.
Opening the Route Definition Screen
You can set the route definition using the Route Definition screen.
About Nodes and Stops
A node is a designated timing point that is used in building trips. A stop is a physical point or location where a vehicle stops to pick up (load) or drop off (unload) passengers.
About Patterns
A pattern is the prescribed sequence of nodes associated with a route.
About Stop Patterns
Stop patterns are sets of vehicle stops through which certain trip types pass.
About Special Points
Special point types are created as ancillary data and should have been defined when FX was installed at your transit site.
Trip building refers to the process of building schedules that show the times that vehicles are expected to arrive or depart from identified locations along a route. It is performed after determining the routes, node and stop patterns.
About the Trip Building Screen
The Trip Building screen, which is comprised of four tabs, allows you to create trips for transit vehicles along one line in one direction from a start node to an end node.
About Run Times
Run time intervals are the periods during a workday when a specific pattern operates, for example, from 6:00 to 9:00.
About the Node to Node Tab
Node to node refers to a pair of From and To nodes.
Trips Tab
The Trips tab shows the trips of the line you selected in Set Mode. The trips are shown in grids with the patterns, node abbreviations, and vehicle types that are assigned to them.
About Generating Timed Connections
Timed connections or transfer times are times when vehicles are scheduled to arrive or depart at nodes used by more than one line or that are near other lines. This information is fed into reports such as block paddles and driver paddles.
About Stop Trips
A stop trip is an estimate of trip times at the bus stops. This estimate is an interpolation of the scheduled node times and stop-to-stop distances.
Runs allows you to create and manage master runs, template runs, and daily runs.
Opening Runs
Using Runs, you can view or edit master and daily runs, create new runs, and maintain runs.
Employee Admin System Properties
Employee Admin system properties are used for a specific feature available in Runs.
User-Defined Runs Screen Properties
Runs Screen properties control the appearance and functionality of the Runs screen.
Runs Commands
The following table outlines all the commands available in Runs.
Runs Search Filters
To help you locate specific runs for viewing or editing, use one or more of the search filters on the Runs tab, and then click Display.
Using the Find Runs Dialog Box
The Find Runs dialog box is a search tool you can use to locate a specific run.
Printing Run Information
You can copy the run information shown on the Runs tab in the text editor that opens by default.
About Managing Runs
Before you create a new run, make sure you have already added your vehicles, garages, employees, providers, service types, and polygons (if your runs are restricted to specific polygon areas) in the database.
About Cloning Runs
You can create a new master, template, or daily run with all the same attributes of an existing run by using the clone feature.
About Capacity Type Swapping For Runs
Capacity type swapping is a feature that allows the Schedule Server to improve the efficiency of a schedule by exchanging the capacity type and vehicle type of one run with the capacity type and vehicle type of another whenever it is optimal to do so.
Schedule Editor is a powerful tool used to access trip information as well as to make schedule changes.
About Schedule Editor View Tab
The View tab shows scheduling information (schedules, runs, client itineraries, and booking information) and allows you to edit a schedule (insert breaks, resequence events, and so on).
Viewing Live and Template Schedules
By default, both live and template schedules are shown in the Schedules view.
Schedule Editor Commands
Specific commands are found in Schedule Editor's View menu and by using the toolbar buttons.
Showing Multiple Views in Schedule Editor
Up to three views can be shown in Schedule Editor at one time.
Viewing Loaded and Unloaded Schedules in Schedule Editor
You can set up the system to show both loaded and unloaded schedules in Schedules Editor.
About Customizing Views Using the Options Tab
The Options tab consists of various filters that determine the way schedule information appears on the View tab.
Customizing Grids
Grids work very much like tables. In some Trapeze4 Workstation screens, you can customize the visibility and position of grid columns.
Color Coding Schedule Editor
Schedule Editor shows a great deal of information but you may only need to have a few pieces of information to stand out for quick and easy identification.
Changing Schedule States from Schedule Editor
Schedule states can be changed manually as needed.
Viewing Schedule State Changes in Tracker Action Browser
When a user changes the state of a schedule, it is automatically recorded in the Tracker Action Browser.
Unloading a Schedule Previously Used in Trip Edit
When you are finished with a schedule that you previously loaded for use in Trip Edit, unload it.
Loading an Unloaded Schedule for Trip Edit
Schedules appear on the grid only after they have been added in the Schedule Administrator.
Viewing Runs for a Selected Schedule
After you select a schedule is in Schedule Editor, many tasks require that you select a run so that you can see the run itinerary or a client’s itinerary.
Viewing Runs Graphically in Schedule Editor
If you want to show a visual image of scheduled runs, you can show them on a graph.
Viewing Runs on the System Map
For every run in a schedule, the system assigns a different color used for display on the system map.
Viewing Run Routing on the System Map
When viewing routing for a run on the system map, if the Street Route Traces for Runs property is set to No, the route is shown on the system map as straight lines between each event using the route’s system-assigned color.
Viewing Run Itineraries on the System Map
The run itinerary view shows a complete list of events scheduled to a specific run.
Viewing Previous or Next Run Itineraries on the System Map
If you are viewing a run itinerary on the system map and you want to view another run itinerary on the schedule, use the Previous Run and Next Run buttons.
Viewing Run Itineraries in Google Earth
Run itineraries can also be shown in Google Earth, which needs to be downloaded and installed on the same computer as the Workstation.
Viewing Client Itineraries in Schedule Editor
When viewing client itineraries, unscheduled or canceled bookings are not shown.
Viewing Client Bookings in Schedule Editor
You can show bookings for a selected client in a selected schedule.
Viewing Driver Itineraries in Schedule Editor
Driver itinerary view shows the driver's schedule for the day (this may include multiple runs).
Viewing Unscheduled Trips in Schedule Editor
Schedule Editor can show unscheduled trips so that they can be scheduled.
Viewing Passengers Transported and Trips Made per Hour
You can view the passengers transported on different runs in a schedule.
Finding Information for Clients, Bookings, Locations, Vehicles, Runs, or Drivers
In Schedule Editor, you can use the Find dialog box to locate information for specific clients, bookings, trips to or from specific locations, vehicles, runs, or drivers.
Viewing Location, Provider and Funding Source Contacts
When viewing information in any screen in PASS, you can access contact information for locations, providers and funding sources.
Finding Events Within Close Proximity to an Event in Schedule Editor
The Find Closest Wizard can be used to locate events that happen within close proximity to other events.
Finding Events with the Same Geocoded Address
Only events with the same geocode that fall within the time window defined by the All Same Geo Time Window property are highlighted.
Schedule Violations
A violation is the clearest signal that an event on a run requires attention for one reason or another. Violations can appear on the Runs, Run Itinerary, Client Itinerary, and all Client Events views.
About Schedule Changes
On the day of operations, incidents may arise that require immediate attention: trips are canceled, clients are late, vehicles breakdown, and last minute trips still have to be added to runs.
About Using Planning Mode for Run Events
In Planning Mode, you can move, add, and remove run events without being constrained by schedule times. Instead, estimated times are used.
About Managing Driver Breaks
A break in the service can occur for several reasons: to provide a lunch break for the driver, to refuel the vehicle, to allow a vehicle that is broken down to go out of service, or to have one driver replace another.
Inserting Flag Stops into Run Itineraries
Sometimes, an individual on the street signals a vehicle to stop in order to be picked up at, or a passenger on board a vehicle requests to be dropped off at, an unscheduled location.
Inserting Bus Stops on Flex Runs
In Schedule Editor, you can insert bus stops on Flex runs, which enables FLEX users with no fixed route divisions to set up Flex routes.
Recording Cancellations, Missed Trips, and No-Shows
PASS offers a variety of cancellation reasons and codes.
About Scheduling and Rescheduling Trips
In Schedule Editor, there are three methods to schedule or reschedule trips:
About Dispatching Events in Schedule Editor
Once you have dispatched an event to a driver, Schedule Editor allows you to record the method by which the event was sent.
About Vehicle Break Downs
When a vehicle breaks down, you must move all unperformed trips from the vehicle to an alternative run.
Adding Bookmarks in Schedule Editor
You can create shortcuts to specific records in Schedule Editor by adding them as bookmarks.