General

6.5

• PassEligibility > Exclude Infractions Excused in PASS

6.5

In Task > Clients, on the Certification tab, click the Suspension History button beside the Suspended from field.

The Client Suspensions dialog box appears and any suspensions applicable to the client are shown.

6.5

• PassEligibility > CasesScreen > Include archived in total count

If selected, a total is shown for each Archived grouping in the service infractions policy list, and archived cases are included in the total case count for the policy.

6.5

This property defines the number of days that must pass before short fare infractions are imported into Service Infractions.

6.5

• PassEligibility > Service Infractions > Screens > Infractions

If denied, the user cannot access the Infractions tab in Service Infractions.

6.5

To add a behavior type, on the Policies tab, click the Add a Behavior Type button. Behavior types can then be added in Behavioral policies using the Behavior Type Infraction Criteria.

6.5

Now, the current time period is always included in behavioral policy calculations.

6.5

Additionally, the Suspensions Grid (found in Task > Clients, on the Certification tab when Service Infractions-related context properties are enabled) now shows a comma-separated list of Booking Purposes associated with the Service Infraction policies for which the client is suspended.

6.5

In any Compose or Delivered phase, the Assign option allows you to change the assignment of a case when you are the current assignee. If you are not the current assignee, you can assign a case to yourself with the Assign to me option.

This will allow users to take ownership of a case and continue to work on it using the features available in that phase to that case.

• For non-prepayment scenarios, the logic searches for infractions from bookings with "Scheduled" Sched status, and with events that were "Performed". Consequently, the Sched Status infraction criteria is no longer necessary and has been removed.
• If prepayment faring type is enabled in the system, the logic searches through Client Account Transactions rather than Booking records to find infractions. The Sched Status infraction criteria is removed and hard coded to empty to include all bookings that accounts for all possible short fare scenarios such as penalties for cancelled trips.

Changes were made to support separate thresholds for percentage and total points. Additions/updates were made to the following parameters on policy, stage and phase level:

Infraction Percentage: This parameter continues to be available on Percentage policies but how it’s calculated is now flexible in point-based policies to allow users to choose whether they want points to affect percentage or they just want to compare the number of infractions to total trips when calculating percentage.

Total Points: This parameter was previously available on a point-based policy if it was not percentage-based (points and percentage are currently combined together). This is now available on any point-based policy.

Points Affect Percentage: This is a new parameter that becomes available when a policy is percentage-based and point-based at the same time and will indicate whether the point of infractions should affect the percentage. For example, if a rider has five late cancels and ten completed trips, with this switch off, the percent will be calculated based on counts (5/15 = 33%) but if this switch is on, at a standard half point per CL, the percent will be 2.5/15 = 16%.

MinInfractions/Trips: If require minimum is set to "booked trips", this field will represent the total number of trips that the rider has booked in current time period but if require minimum sets to "infractions", it will always represent the infraction COUNT (not points) regardless of the policy being point based or not.

UI Changes: “Point Affect Percentage” is set on policy level but “Infraction Percentage” and “Total Points” will be set on policy level if violation calc type is FlaggedPeriods, on Warning and Violation Stages if violation calc type is Suspensions and on Warning and Suspension Phase levels if violation calc type is infractions. Correct symbol ($, # or %) has to be displayed for thresholds based on policy settings and where they are being displayed (in policy or stage/phase settings) too.

• When the promotion from Investigation to Compose Letter occurs, the start date and duration can both be changed.
• Changes to the suspension period are also possible when a case is reinvestigated or when an appeal is decided against the rider.
• If a reinvestigation results in forgiveness of the infractions that justify an upcoming suspension, the suspension will be removed.
• You can now specify a day of week when suspensions should begin. For example, you can have all suspensions begin on the first Monday after the grace period has elapsed.

Show hidden policies switch was added. When switch is ON, it will display records relating to hidden policies such as, Client cases in Cases tab and Infraction tab (Active policy).

This will allow a combination of property settings that would reveal a case in its initial stage in the current period, but then hide the case after the end of the period if there weren’t enough infractions to advance it to a warning or violation investigation phase. Previously, initial stage cases were either always visible or always hidden.

This includes an option to show initial stages of cases for the current period only and hide them in the standard (prior) period.

6.5.6

6.5.6

6.5.6

6.5.6

This gives users the option to choose whether they prefer to close old cases that are sitting in Investigate or Compose Message phases, and are out of watched time periods (usually current and last month).

This will make room for newer cases and limit the possibility of skipped infractions, or if they prefer to let cases to stay open indefinitely.

6.5.6

6.5.6

• PassElig/Policies/Short Fare/Reinstatement/Enabled
  • Enables Reinstatement logic. If Reinstatement is enabled, the backend logic will check the client account balance any time the user attempts to promote a case. If the current account balance is above the threshold for that stage, the system would closed the case instead of promoting it to compose warning/suspension phases.
• PassElig/Policies/Short Fare/Reinstatement/Balance.
  • If blank, the system will use the original values (balance + overdraft limit) that it uses to determine if thresholds are met.
  • If a (positive or negative) value is entered, this value will override the original values (balance + overdraft limit) that it uses to determine if thresholds are met.
• PassElig/Policies/Short Fare/Reinstatement/Action For Suspended Cases.
  • Suspension Not Affected - No action will be taken.
  • Suspension Forgiven - Suspension will be terminated and removed from the client's record.