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What's New in the Guide
Updates to the Service Infractions System Administrator and User Guide.
About Service Infractions
Service Infractions allows transit agencies to issue warnings, suspensions, and appeals based on defined service infraction policy criteria.
Logging On
You must open a web browser to log in and use the application.
Maximizing Viewing Space
Increase how much screen space is available to show Service Infractions information.
About Setting Up Service Infractions
After Service Infractions is installed on the system, context properties and user permissions must be defined.
Accessing System Administrator Tools
System administrator tools, such as Context Properties and Security Permissions, are accessed using a different port than the one used by the Service Infractions module.
Editing Context Properties
Context properties are edited to change system appearance and behavior.
About Users and Security
Service Infractions allows system administrators to assign unique accounts to individual users.
About Service Infractions Policies
Service Infractions policies define the rules for creating and managing client infractions.
Missing Scheduled Trips Policy Examples
If you are preparing to configure your policy in Service Infractions, you need to understand the available options and what choices need to be made so that the policy will behave in the desired way.
Commands for Policies
There are a number of actions available for policies on the command ribbon.
About Policy Cards
Policy cards allow users to access Service Infractions policies defined in the system.
Hiding and Unhiding Policies
Policies can be hidden when they are not in use.
Creating Behavior Type Infraction Criteria
Behavior Type infraction criteria must be created before creating a behavioral policy.
About Template Letters
Template letters are used to generate case letters.
Creating Service Infractions Policies
Service Infractions policies define infraction criteria, case stages and phases, and the penalties applied to clients who exceed thresholds.
Cloning an Existing Policy
After a policy has been created, it can be cloned.
Defining Infraction Criteria
Policy infraction criteria are defined so that Service Infractions can automatically create cases using information from the database.
Creating a Cancellation Code for Service Infractions
User-defined cancellation codes are defined in PASS Schedule Status Codes ancillary data.
About Policy Stages
Cases move through policy stages as they meet defined thresholds.
Example Service Infractions Policies
There are a handful of common configurations for policies.
Activating Policies
Policies must be activated for the system to use them.
Deactivating Policies
When a policy must be edited or is not being used, it can be deactivated.
Editing Service Infractions Policies
In Service Infractions policies that have previously been activated, a limited number of policy settings can be edited.
About Service Infractions Cases
Cases are collections of one or more infractions for a client as defined for a policy.
About Case Cards
Case cards are used to navigate cases in a selected stage or phase.
Cases Ribbon Groups and Commands
Service infractions allows you to perform actions using the command ribbon.
Reconfiguring Your Workspace
Widgets allow you to reconfigure your workspace as you use it.
Assigning Client Cases
Client cases must be assigned to a specific user before that user can begin working on the case.
Unassigning Client Cases
Client cases can only be unassigned by the user currently assigned to the case.
About Client Information and Case History
The Client Information widget and Case History widget contain background information helpful to system users.
Adding Case Comments
System users can add comments to cases when they need to provide more information for other users.
About Case Letters
Case letters are automatically created from template letters by the system.
About Case Emails
Case Emails work similary as case letters. They are automatically created from an email template and sent by the system.
About Infractions
Client trips that meet the defined service policy criteria are viewable in the Infractions widget.
Promoting Cases
Cases can progress through policy phases and stages automatically, or they can be promoted by system users.
Appealing Suspensions
Clients who receive a suspension letter and disagree with service infractions can begin an appeal process.
Reinvestigating Cases
If a case is within a policy's defined grace period, it can be reinvestigated.
Modifying Suspensions
After a suspension has been issued, it can be modified.
Expunging Suspensions or Flagged Periods
A case with previous suspensions or flagged periods can be expunged.
About Metrics
Metrics provide information about client trips, driver trips, and vehicle trips for specific infractions.
Viewing Archived Cases
Archived cases are closed cases that have been in the system for a predefined length of time.
Viewing a Client's Suspension Status in the Workstation
Trapeze4 Workstation users (PASS) and Certification Workstation (PASS-CERT) users can determine the suspension status of clients under various policies without opening Service Infractions.
About the Service Infractions Dashboard
The Dashboard tab provides a visual overview of policy statistics.
About Service Infractions Reports
Service Infractions reports allow you to quickly gather information about infractions and suspensions.
Logging On to Service Infraction Reports
Logging on to Service Infraction Reports is similar to logging on to PASS Standard Reports.
Running Service Infraction Reports
Service Infraction reports are run in the same way PASS Standard reports are run.
Behavior Infraction Report
The Behavior Infraction Report shows the behavioral infractions for each client over a defined period of time.
Infraction Report
The Infraction Report shows the number of confirmed and forgiven infractions for each driver over a defined period of time.
Suspension Report
The Suspension Report shows the number of cases in each policy stage over a defined period of time.
Troubleshooting
Suggestions for resolving issues that may be experienced while using Service Infractions.
Glossary Overview
Terminology for Service Infractions.