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About EZ-Wallet
EZ-Wallet features an updated fare management process to more easily manage payments for client trips.
What's New in Version 21
EZ-Wallet v21 contains a number of improvements.
About This Guide
The EZ-Wallet System Administrator and User Guide provides information on EZ-Wallet and its features.
Properties and security key permissions in Trapeze6 control the system appearance and behavior of PASS and other Trapeze4 applications.
System Password Trapeze6 Properties
Password properties allow you to enforce your organization's password security policies by specifying the rules that the system should follow.
Web-based Password Trapeze6 Properties
Web-based password security properties allow you to enforce your organization's password security policies by specifying the rules that the system should follow for PASS-Web applications.
EZ-Wallet Trapeze6 Properties
EZ-Wallet properties allow you to specify system behaviors within EZ-Wallet.
EZ-Wallet Security Key Permissions
Security key permissions are applied to specific users or user groups.
Ancillary data set the options available to Trapeze4 users as they navigate the PASS system.
Common Fields and Options in Ancillary Data Dialog Boxes
Many ancillary data dialog boxes share basic options. For example, Edit, Close, and Cancel.
Creating Ancillary Data
Ancillary data customizes the PASS system to your transit agency.
Editing Ancillary Data
Ancillary data records should be edited as new information becomes available. For example, if a new mobility aid is being used by clients, it can be added to Mobility Aids ancillary data.
Deleting Ancillary Data
Ancillary data can be deleted when it is no longer relevant for system users.
Address Types
Address types are assigned to client and employee addresses and allow multiple addresses to be stored for each employee and client.
Passenger Types
Passenger types can include persons such as clients, personal care attendants, companions, or guide dogs.
Space Types
Space types indicate the amount of space a client occupies aboard a vehicle.
Payment Types
The Payment Types ancillary data dialog box allows you to specify methods of payment.
Adding Terms and Conditions
Your legal department or a designated authority can provide the terms and conditions that apply to the purchase of the transit passes.
About Period Passes
Period passes refer to transit passes that are only valid for specific time periods.
Creating Period Passes
Providing a translation of the name of available period passes allows clients to view the names of period passes in PASS-Web in the client's preferred language.
Adjustment Reasons
The Reasons ancillary data dialog box allows you to specify reasons that money is credited to or debited to client purses.
EZ-Wallet Location Types
EZ-Wallet Location Types ancillary data defines the types of locations used when categorizing location records in EZ-Wallet Locations ancillary data.
EZ-Wallet Locations
The Locations ancillary data dialog box allows you to specify the location the transit offices at which customers can purchase period passes.
Defining Providers as Requiring Client Prepayment
System administrators can define providers as only servicing clients who prepay for trips in Providers ancillary data.
The following sections describe the tasks that transit agency staff can perform on behalf of clients in the Trapeze4 Workstation.
Logging On to the Trapeze4 Workstation
Before working with certain Trapeze applications (for example, PASS and FX), you must log on to the Trapeze4 Workstation.
Opening EZ-Wallet in the Trapeze4 Workstation
EZ-Wallet is opened from the Trapeze4 Workstation.
Searching for Client Records
Client records are the starting point for many EZ-Wallet tasks.
Opening EZ-Wallet from Client Registration
In the Trapeze4 Workstation, you can launch EZ-Wallet directly from a client record.
Defining and Validating Client Email Addresses
Clients must have an email address listed in the Client Info tab of their client record to be able to validate or reset their passwords and purchase a period pass online.
About Client Passwords
The criteria for the characters used in client passwords are specified in Trapeze6 context properties by the system administrator.
Setting Up Client Faring
EZ-Wallet shows client transactions and allows client purse amounts to be adjusted.
Viewing Client Transaction History
A detailed transaction history is maintained for each client purse.
Depositing to a Client Purse
Clients can deposit money into a purse that can be used to pay the transit agency.
Updating Bookings with Deposited Amounts
After depositing funds to a client's purse, any existing bookings for the client should be updated.
Making Client Account (Purse) Adjustments
Deductions are automatically debited from a client purse when a booking is saved or when a booking is canceled.
Refunding from a Client Purse
Clients may ask to be refunded for money that has been deposited to their purse.
About Client Period Passes
Period passes enable clients to take multiple trips at a set rate.
About Client Transportation Units
Transportation units enable clients to purchase a specific quantity of a payment method (for example, a token or ticket) at a specific rate. For example, 1 token for $3 or 3 tokens for $5.
Viewing Client Fares in Trip Booking
A summary of the client's fare is available in Trip Booking.
About Calculating Prepaid Fares and Deductions
Clients can prepay part or all of their fares using EZ-Wallet, which lets clients deposit funds into their client purse to pay for future trips and period passes.
The Schedule Job Agent automates batch jobs for scheduling, locating bad trips, and schedule status changes.
Setting Up the System for Fare Code Modifier Jobs
Specific steps must be taken before a Fare Code Modifier job can be run.
Defining Client Suspension Jobs
(Requires EZ-Wallet) Clients can be automatically suspended or unsuspended based on age range if their EZ-Wallet purse balance falls below a specified amount.
Defining Generate Report Jobs
(Requires EZ-Wallet) EZ-Wallet reports can be automatically generated using Schedule Job Agent.
Defining Auto Top Up Jobs
EZ-Wallet users can use the Auto Top Up job to create a .csv file of clients who have used the automatic top-up feature and send those clients an update email about the status of their top-up.