Create data sources using the correct ODBC Data Source Administrator executable to ensure that 32-bit and 64-bit applications connect to the database using the correct ODBC drivers.

Trapeze6 Service Shell configuration information is saved in text files called Profile files.

Trapeze software must be configured after it is installed on a workstation.

CTM Server processes itinerary searches while the Schedule Server is used for the automated generation of live and template schedules.

32-bit and 64-bit versions of Schedule Server are available.

The tables and fields used in your database must match those found in applicable database definition files.

PASS standard reports and custom reports are installed in the same way.

Overview of security features.

Trapeze6 Properties (also called context properties) control the system appearance and behavior of PASS and other Trapeze applications.

System properties are defined globally for all users.

User-defined properties are property settings that are specific to a particular transit site.

Ancillary properties control the appearance and functionality of certain ancillary data features.

Many ancillary data dialog boxes share basic options. For example, Edit, Close, and Cancel.

Ancillary data customizes the PASS system to your transit agency.

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.

Ancillary data can be deleted when it is no longer relevant for system users.

Address types are assigned to client and employee addresses and allow multiple addresses to be stored for each employee and client.

Location types group previously geocoded common locations into specific categories. For example, bus terminals or shopping malls.

Categories or classifications of the polygons that will be defined in the Trapeze4 Workstation. For example, ADA or Parks.

Contact categories allow contacts to be grouped by contact type (for example, location-based contacts), by category (for example, manager or road supervisor), and by facility (for example, individual providers or locations).

Tasks are assigned to individual users or to user groups (for example, schedulers, dispatchers, or operators).

The Date Intervals tool defines the rules that apply to trips, runs, or other PASS events over specified periods of time.

Holiday ancillary data can be used in PASS when setting up date intervals. Holidays can be sorted by date, name, or abbreviation.

You can create active and inactive employee status types.

You can create active and inactive vehicle status types.

Vehicle types are used to define differences among equipment in your fleet that are not capacity-related. For example, you can use vehicle types to distinguish between lift vans and ramp vans, even if they have the same seating capacity.

Passenger types can include persons such as clients, personal care attendants, companions, or guide dogs.

Space types indicate the amount of space a client occupies aboard a vehicle.

Capacity types define the maximum seating capacities for vehicles. Capacity records entered here can be associated with vehicle types on the Vehicles screen.

Capacity Last In, First Out (LIFO) refers to the principle of determining the order of picking up and dropping off clients depending on the mix of capacity types, space types, and mobility aids associated with the clients scheduled for trips.

Mobility aids are the tools and personnel that clients require to help them get from point A to point B.

The mobility aids inventory is used to define mobility aids that must be supplied by the provider (for example, a stair climber).

Device types are the kinds of devices used for communication (for example, SMS, telephone, cell phone, e-mail, pager).

Titles ancillary data allows you to create titles to be used as prefixes for client and employee names. Once you have defined titles, you can assign the appropriate title to clients in Client Registration or employees in Employees.

Client types are the categories that allow you to group clients with common attributes. For example, Adults, Seniors, Youth, or Students. When you create a client record, you can select the appropriate client type code.

Disability types define client disabilities serviced by the transit agency.

The ADA regulates paratransit service in the United States. ADA types define a client’s eligibility for paratransit or flex route service.

Ethnic group types can be defined for programs where reporting by ethnicity is required.

Use Client Inactive Status ancillary data to define active and inactive status codes for clients.

Statistics concerning a client’s trips, cancellations, and no-shows within a given period are generated in Schedule Editor and showed in the client’s record.

Alerts notify system users of important information and can be specific to screens and audiences. For example, an alert about a client can be shown to schedulers when they book trips for the client.

You can create smart card types to match those that are used by clients and employees.

Eligibility conditions determine whether or not a client is eligible to use a service.

Eligibility rules determine the dates for which a client with a specific eligibility condition and funding source are eligible for service.

Eligibility polygons define the areas in which specific eligibility conditions should be applied.

Service parameters are used to restrict where clients can be picked up or dropped off during a schedule. They are currently used in Europe only but can be used by any site.

Eligibility condition programs are used for reporting to logically group eligibility conditions.

When setting up eligibility testing, specific system properties settings should be verified before enabling eligibility tests to be run on trip bookings.

Eligibility status codes provide a visual reference to identify whether an eligibility test will be invoked when a booking is created.

Eligibility tests are criteria evaluated by PASS to determine whether a trip can be provided.

Ancillary data for Eligibility Status Codes and Eligibility Tests are used in PASS-CERT. Refer to the PASS-CERT System Administrator and User Guide.

This screen is used in the UK only. Entitlement codes are used to group and run several eligibility tests together for a location program when a booking is saved in Trip Booking.

Booking purpose types define the purpose of a client booking and may be used as a reporting tool to find out how many trips were provided over a specific time and for what purpose.

Booking subtypes define the status of a trip.

Booking tags are comments that help facilitate trip booking.

Group bookings are made up of a number of transit clients who travel to and/or from a common location on a given trip, though not necessarily on the same vehicle.

Location Activities ancillary data is used in PASS-ED. Refer to the corresponding documentation for information.

A fare is the amount of money that the passenger pays for a trip; however, it can also refer to the cost of a trip that a transit provider charges to a transit site.

Fare polygons define fees for traveling from zone to zone within a specific polygon type.

Define Fare Types before creating Cancel Prepayment Types.

A funding source is an agency that pays for all or part of a client’s trip. The Funding Sources ancillary data dialog box allows you to define the funding sources for client trips.

Special funding locations are locations to which trips are paid for, either partially or fully, by specific funding sources.

The Trip Funding Allowances ancillary data dialog box allows you to define the amount of funding the source provides and the type of clients who are eligible.

The Payment Types ancillary data dialog box allows you to specify methods of payment.

Bank identifier codes are used as an international standard for identifying banks.

An administrative unit is a set of eligibility rules that applies to a group of clients.

Providers are the operators of the paratransit service that supply the vehicles and often the drivers as well.

The Garages screen allows you to record and geocode a garage address on the map.

Driver breaks can be automatically inserted into run itineraries by the system based on specific rules.

The ParaService ancillary data dialog box allows you to define different service types.

Paraservice load times establish load times as the default for various service types, space requirements, and passenger types.

Cancellation codes and no show codes are enabled and added in Schedule Status Codes ancillary data.

Schedule Rule Type ancillary data holds general descriptions of possible schedule rules. These include travel exclusion rules.

Advanced Notice Profile ancillary data allows you to create a profile that you later assign to a polygon when you create or edit a run in the Runs screen.

Travel Exclusion Rules ancillary data allows you to set rules for who can travel with specific Object Type/Object combinations.

Each service type caters to clients with various needs and load times.

Ancillary data for Provider Contracts, Cost Breakdown, and Price Index are all used in PASS-CT.

Para Polygon Transfer ancillary data allows you to define transfer points between polygons.

Certain service types permit travel only on specific days of the week, times of the day, and/or within specific areas.

At some sites, clients and vehicles are assigned to specific zones within the service area.

The Tracker log maintains and records detailed information about PASS changes and user-initiated actions.

Checklists are used by supervisors and driver auditors in SupervisorMate when they log on to an MDT device to verify that they have performed all tasks required before starting a vehicle and beginning the daily run.

Event color indicators are used in Schedule Editor and Schedule Booking Wizard to add a pre-defined color attribute to an event on a run.

Incident type information is carried into Trapeze OPS and can be used in DriverMate.

PASS ancillary data that is not created in Trapeze4 must be created in Trapeze5.

Supplementary Data (Supp Data) is typically set up during the installation of PASS.

Trapeze Map Data properties define the location of map files.

The system map allows you to view address locations in relation to their street, city, or other geocoded locations.

Map properties determine the way the system matches an address to be geocoded against information within the database, and the visual layout of the system map on the screen and on printout.

Resizing the system map allows you make the map bigger on the screen or to make it smaller so that you can view more information in the other panes.

Changing the level of detail on the map allows you to see the entire map or to view areas on a map more closely.

You can access Map features through the Map menu and the main toolbar.

Layer control allow you to define which map layers, such as individual polygons, are visible on the map.

Map settings can be viewed for screens or printing.

Batch Geocoder properties define how the Batch Geocoder works.

You can change the layout of all address boxes or individual address boxes.

The Address Info dialog box shows address field labels for typed values.

The Address Matcher dialog box has two display areas and a status bar.

This is the best method to use when you have the exact and complete address information at hand and you need to manually type and geocode it into the system.

You can geocode an address by defining a street and its closest intersecting street.

This method is used, for example, when you need to send a vehicle to a recently developed location in the city that is not yet recognized in the map.

You can geocode the stop to indicate where it is located in a segment – on the left, center or right side of the road from the perspective of point A (origin).

The Batch Geocoder is a tool that allows you to geocode groups of addresses previously typed into the system at one time.

When adding a new client who resides at the same address as an existing client, you can use an existing client address.

Rather than geocoding a common location address more than once, use the search options available in Trip Booking or Client Registration to find the common location in the database.

You can create a client booking using one of the client's registered addresses.

Trip Booking provides shortcuts for using addresses frequently traveled to or from by clients.

Common locations previously geocoded in the system can be used as the client Origin or Destination address in Trip Booking.

Polygon Definition allows you to define, edit, and file polygons according to type.

Commands used in Polygon Definition can be found in the screen toolbar or the Polygons menu.

Polygons and polygon boundaries help develop service routes as well as determine client mobility within the service area.

Editing the color or pattern of either Pen or Fill alters the appearance of the polygon on the map.

You can replot a polygon by moving individual points on the polygon.

If your site performs transfer trips (trips involving a transfer from one vehicle to another), you must set up the correct polygons for those transfer trips.

Common Locations allows you to create records for places that many clients are likely to visit.

Find specific location records using the Select tab in Common Locations.

Common locations (for example, hospitals or restaurants) can be geocoded in the system.

Vehicles consists of Select, Detail, Supplementary Data, and Capacities tabs.

Vehicle properties control the appearance and functionality of the Vehicles screen.

The Select tab provides search filters to help you locate a specific vehicle in the Vehicles screen.

You can sort the data in the Vehicles Select grid by clicking on a column header.

Capacities allows system administrators to define the maximum seating capacity of each vehicle for a variety of space type and mobility aid combinations.

Vehicle capacities must be defined before specific vehicles are created in the system.

After vehicle capacity types have been defined, they can be edited as needed.

Vehicle capacities must be defined before vehicle records can be added to the database.

Active and inactive vehicle status types can be defined for specific vehicles.

Vehicle service requests can be created if PASS is integrated with Trapeze EAM.

Employees allows you to create a detailed profile of each employee and maintain records concerning an employee’s work history.

Searching for an employee by scrolling down the list can be time consuming if you have a large list.

A text file of employees listed in the Select tab can be generated and printed.

The Find Employees dialog box is a search tool that allows you to find a specific employee.

Before you create any employee profile you must create address types for the employees.

Once you have created an employee record you can type detailed information about the employee on the Detail tab.

Employees may drive at different speeds in specific polygons.

Active and inactive employee status types can be defined for specific employees.

Editing or deleting an employee record from the database may be necessary in certain circumstances.

If an active employee’s status must change, for example, for a temporary or permanent leave of absence, assign an inactive status to the employee file.

Trapeze recommends marking an employee as inactive instead of deleting the record.

Using Runs, you can view or edit master and daily runs, create new runs, and maintain runs.

Employee Admin system properties are used for a specific feature available in Runs.

Runs Screen properties control the appearance and functionality of the Runs screen.

The following table outlines all the commands available in Runs.

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.

The Find Runs dialog box is a search tool you can use to locate a specific run.

You can copy the run information shown on the Runs tab in the text editor that opens by default.

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.

You can create a new master, template, or daily run with all the same attributes of an existing run by using the clone feature.

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.

Certain actions related to Schedule Administrator tasks can be tracked and viewed in the Tracker Action Browser.

Log in to create schedule types and load schedules.

Define schedule types available to Trapeze4 Workstation users.

Schedule types should only be deleted if an error was made in creating a schedule type.

Schedules must be added to System Administrator before you can work with them in the Trapeze4 Workstation.

Delete schedules from Schedule Administrator to remove them completely from the system.

Definitions of schedule states that may be seen in Schedule Administrator.

Load schedules into the system so that you can work with them.

Set Schedule Server to automatically load and unload live schedules.

Set Schedule Server to automatically load template or training schedules.

Example of the order in which Schedule Server loads schedules.

To modify a window of time that has previously been defined, you must delete it.

Live schedules can be copied for training purposes or to test the system.

Speed factors define the speed at which employees (that is, drivers) are expected to travel from point A to point B.

OBT factors set rules about how long clients can be on board vehicles.

These properties define how the system verifies if a new client duplicates an existing client.

Client Registration allows you to create client records and enter details to help you meet the needs of individual passengers.

User-defined client properties can be set when you are viewing Client Registration.

These commands are available in the Client Registration toolbar but may not be available on other screens.

Before creating a new client record, search for an existing client record in Client Registration.

Paratransit service is used for clients who, because of a physical or other condition, are unable to use conventional transit systems.

If new client information is similar to the information found in an existing client record, the original record can be cloned and modified.

Marking clients as inactive is preferred over deleting records to maintain complete service records.

When a client record is altered in a way that will affect existing bookings (for example, a new home address) any existing bookings should be updated.

When multiple records exist for a client, they can be merged into a single surviving client record.

Notify providers about client changes independently of booking updates using the email feature.

Trip Booking allows you to book trips for clients, view client booking history, and ensure that double bookings do not occur.

Trip Booking properties should be defined before Trip Booking is used.

Booking Screen properties control the appearance and functionality of Trip Booking.

Users creating or editing bookings can be tracked and viewed in the Tracker Action Browser.

Bookings cannot be created without a defined Set Mode Schedule Type.

With Trip Booking open, click the Trip Booking menu for a list of available commands.

You may set your system to automatically verify whether ADA (Americans with Disabilities Act) trips are correctly being booked within ADA specified regions and times.

To view or edit a booking, use the Find Bookings dialog box to locate a specific booking for a client.

The Find Bookings dialog box allows you to search for bookings by their unique identification number.

The Find Bookings dialog box allows you to search for bookings associated with specific clients.

Rules about eligibility conditions can be specifically defined for each client.

Certain rules of travel may be defined for specific service types.

Trip Booking allows you to enter important information when creating a booking.

A subscription booking is created once and the trip is repeated at specific intervals.

Integrated FX (fixed route) bookings allow sites to better use their fleet by breaking up trips into segments performed by multiple vehicles, allowing customers to transfer vehicles to complete a trip.

When booking trips, you can use drop-off logic to calculate the pick-up time if a drop-off time is entered in the Destination request field.

Trips for a single client can be linked together. These are known as itinerary bookings.

Bookings can be edited if trip information changes.

For casual bookings that do not require great detail and for which you want to book trips quickly, use Quick Booking instead of Trip Booking.

The Client/Booking Info dialog box automatically appears when you create a booking on a date for which the client has existing bookings.

A group trip or group booking consists of clients traveling to or from a common location with a common request time.

When your site provides service to an area with multiple regions and those regions are covered by different providers, you can use the transfer trips feature in PASS.

The PCost (Provider Costing) tab in Trip Booking appears only if the trip is to be performed by a provider and a cost will be incurred by the site to pay the provider.

Direct Travel Time is the amount of time the system expects the trip to take from Origin to Destination, based on the defined calculation method.

The Street Wizard is a search tool that lets you find a specific street, cross street, or street range.

Use the Find Closest Wizard to search for vehicles, stops, locations, client addresses, or events within close proximity to a specific address.

Use the Distance Wizard to determine distances between different points on the map.

Trip Admin system properties are used for features available in Trip Administration.

Use Trip Administration to look up trip information (for example, to provide clients with estimated arrival times), and to maintain and update subscription and casual bookings.

When the bookings you want are shown in the Trip Administration grid, there are several commands you can perform.

Customize the Trip Administration grid to hide, display, or rearrange columns.

Detailed trip information is organized using columns in the Trip Administration grid.

Access available booking information using Trip Administration.

After finding bookings in Trip Administration, you can export booking records to a text (.txt) file or to Microsoft Excel.

Before you begin working with subscriptions, read this section to gain an understanding of the different components of a subscription and the function of each component.

You can edit casual or live subscription bookings.

Use cancel codes in PASS according to site policies.

You can change booking times, purpose, and comments for one or more trips in Trip Administration using the Change Booking dialog box.

Driver and vehicle information can be viewed from Trip Administration.

You can link trips that occur on different days to create a single trip itinerary when the trips are for a single client.

Suppress trips containing faulty or expired data so that they are not copied when creating future trips.

Trip Administration has additional features to enhance group bookings.

Complaints feedback can be added directly to Trapeze COM from Trapeze PASS.

You can create shortcuts to specific records by adding them as bookmarks.

PASS contains a powerful scheduling system that, when requested, produces scheduling solutions for all of your bookings.

Schedule Booking Wizard is used to find scheduling solutions for a specific client booking.

Batch Scheduling is a fast and easy way to schedule a group of trips at once.

The Schedule Job Agent automates batch jobs for scheduling, locating bad trips, and schedule status changes.

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).

PASS Scheduling properties determine the settings used for the scheduling algorithm.

Schedule Editor properties control the appearance and functionality of Schedule Editor.

Specific commands are found in Schedule Editor's View menu and by using the toolbar buttons.

The following table describes all available commands that can be used while editing a schedule.

Up to three views can be shown in Schedule Editor at one time.

The Options tab consists of various filters that determine the way schedule information appears on the View tab.

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.

You can create shortcuts to specific records in Schedule Editor by adding them as bookmarks.

Grids work very much like tables. In some Trapeze4 Workstation screens, you can customize the visibility and position of grid columns.

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.

Schedules view shows schedules accessible to users.

Runs view shows runs that occur on the schedule date selected in Schedules View.

Run Itinerary view shows the events scheduled to a run selected in Runs view.

Trips view shows trips associated with the schedule selected in Schedules view.

Client Itinerary view and Client booking view show trips based on their associated client.

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.

PASS Dispatch properties are additional checks that Workstation can make when assigning runs to ensure that drivers get enough rest and sleep before beginning another shift.

Dispatch can be used for a variety of dispatching activities.

The Vehicles tab lists all vehicles and runs in operation for a specific schedule, allows you to view the itinerary of each run/vehicle, and alerts you of any violations that have occurred on a run/vehicle during the course of the day.

Dispatch can be used to assign vehicles to runs on the day of operation.

You can view specific vehicles and runs in the Vehicle Assignment dialog box.

In addition to scheduling or rescheduling trips from Trip Administration and Schedule Editor, the system allows you to schedule unscheduled trips from Dispatch.

You can view the results from various check-list forms that were completed in Ranger and DriverMate.

Dispatch Manager combines features of Dispatch with elements of real-time PASS operational data.

Dispatch Center allows you to perform the same activities as in Dispatch but offers additional information and functionality found in Schedule Editor and MDT Center.

You must open a web browser to log in and use the application.

To show data in different configurations, new View layouts can be created.

In PASS, Vehicles Monitor allows you to monitor vehicles in real time.

History Replay allows system users to show all of the events that occurred in a run itinerary on a map.

When archiving a database, you must create an archive database description file (*.dbd) based on the source database.

After you create a new database for the archive, you can use DBEdit to ensure that the new database is identical to the production database.

System administrators can set up the Archive Assistant using system properties in the Trapeze4 Workstation.

Using the Archive Assistant, you can save data from your production database in an archive database.