Cases and Infractions

6.5

To use this feature, the security permission PassEligibility/Service Infractions/Screens/Infractions must be granted.

Use Display to show matching infractions and Reset to clear filter values.

Relates to PASS-12865 and PASS-14041.

6.5

Specifically, all cases or all unassigned cases in a selected Investigation phase can be assigned to a specific user.

To do this, click Assign > All In Phase or Assign > All In Phase Unassigned Cases; or select Assign To Me > All In Phase or Assign To Me > All In Phase Unassigned Cases.

Relates to PASS-13180.

6.5

Weather information includes address, date and time, temperature, precipitation probability, wind speed, and humidity.

To view weather information, on the Cases tab, in the Infractions widget, for a trip with location information, click the Show Weather Information button.

6.5

6.5

This allows users to toggle Google Street Routing on and off. (The button looks like a small section of road with passing lines.)

6.5

6.5

Behavioral cases can only be deleted if they are in the initial stage. They can be edited in any stage.

6.5

To confirm all undecided case infractions, select the case card, click the arrow beside Confirm and click Confirm Undecideds.

To forgive all undecided case infractions, select the case card, click the arrow beside Forgive and click Forgive Undecideds.

6.5

6.5

6.5

Specifically, after selecting an appropriate phase, users can select Promote > All In Phase to promote all eligible cases, or, in compose message phase, users can click Download > All In Phase to download all phase letters to a .zip file and Letter Issued > All In Phase to mark all phase letters as delivered.

Relates to PASS-12597.

6.5

• Confirmed is an x
• Forgiven is a check mark
• Undecided is a question mark

6.5

To assign all cases, click the phase (for example, Warning Alert > Investigation) and then click Assign To Me > All In Phase.

To assign all unassigned cases, click the phase and then click Assign To Me > All In Phase Unassigned Cases.

6.5

6.5

They let system users show all case infractions, show confirmed infractions, show forgiven infractions, show undecided infractions, select all infractions, and clear all infractions.

6.5

6.5

This lets users know that the infraction will not be used when determining applicable penalties.

6.5

6.5

To view previous versions of the comment, in the Case Comments widget, click the Comment History button.

6.5

For example, and apartment number of 101 or a suite number of 223.

6.5

For example, Client Flagged Periods is now Flagged Periods.

6.5

6.5

6.5

Note that case comments are not seen in the Case History widget, they are found in the Case Comments widget.

6.5

Now, from left to right, they are Show All, Show Confirmed, Show Forgiven, Show Undecided, Select All, Clear All.

6.5

6.5

After a client has been suspended, a Modify Suspension button is now available.

This allows users to forgive the suspension and re-define the Suspension Duration.

Relates to PASS-15713.

6.5

6.5

This allows users to associate infractions with specific trips when warranted.

6.5

6.5

Now, infractions previously used in sanctions cannot be re-validated and letters are not removed from cases that are reset and transition from the Warning Alert 1 - Delivered phase to the Warning Alert - Investigation phase.

6.5

• Select and Display controls are now included in the widget bar. These let you display all infractions of a particular type (for example, undecided), so you can select or unselect all displayed infractions.

  For example, you have forgiven one infraction in a case and now wish to confirm all the rest. You would click the display undecided icon, then the select all icon, and then click on the Confirm icon on the top ribbon.

• For Weather Info, the Locale context property allows you to select whether to display temperatures in centigrade or Fahrenheit.

• The map will not be available unless valid coordinates exist for all displayed points.
• Additional information display icon was created. It will only show the alternate IVR phone number, but future information could be added as needed.

• You can filter the infractions list to show “issues”, meaning only infractions where there is an apparent reason for considering forgiveness of the infraction. For example, driver not at pickup location for 5 minutes within the pickup window.
• You can confirm or forgive all infractions returned from a query. For example, all undecided issues in the Warning Investigation phase for a no-show policy.

Together, these two features provide the ability for an agency that chooses not to investigate infractions individually an easy way to forgive all infractions. For example, a driver that did not wait five minutes in the window, and then confirmed all remaining infractions before issuing letters/sanctions to those riders who still meet the threshold criteria.

Case cards can be sorted by ClientId, First Name, Last Name, Date Created, Age in that Phase, Age in that Stage in ascending and descending order.

• You can search for clients by Client ID.
• When searching for a client, the client ID is now added to the beginning of the client name.

• Client search results are now displayed in this format: First name Last name [client id]
• Filter clients by client id.
• Single/batch confirm/forgive infractions from initial cases.

This client information is accessed from a new icon on the right edge of the infraction card.

6.5.6

6.5.6

6.5.6

6.5.6

6.5.6

6.5.6

6.5.6

6.5.6