These steps are a guideline to installing Trapeze OPS. Your particular set up and configuration may vary.

Most users interact with Trapeze OPS through the Client Shell.

Supplementary data fields are Trapeze database fields used for storing agency-required data unavailable in common Trapeze OPS fields.

From the Security screen, you can create users, and specify which screens and functionality they can access.

Use Audit Explorer to view history records from any screen.

History tables store audit information.

Properties are used to control how specific features work.

Ancillary data is configured specifically for your transit agency and defines a lot of what you see in Trapeze OPS.

Before you can view and record accident and incident locations on a map in Trapeze OPS, the map must be set up.

The OPS Job Management screen helps manage processing for jobs performed repeatedly over a period of time.

These properties affect the appearance and behavior of Yard Management screens and functions.

The Vehicle Assignment Smart Menu is a customizable right-click menu that defines available screen commands.

Using Smart Filter, you can filter vehicle records in the Vehicle Assignment screen based on the currently selected record.

Using the OPS Vehicle Profile screen, you can view or update vehicle information.

Parking grid definitions are templates that show available parking spaces at garages during specific time periods.

The Vehicle Assignment screens lets you to assign vehicles to blocks and manage maintenance records.

The Employee Import screen allows information to be imported from human resource systems into Trapeze OPS.

Employee Management is a set of tools that lets you view, track, and enter employee information.

The Workforce Management module is a set of tools used for viewing statistical data and monitoring employee performance.

These security permission keys control access to bidding features.

These properties affect the behavior and appearance of bidding features.

Bids allow employees to choose the work and absences they want for a defined period of time.

Bid units specify the type of work in a bid and define the employees eligible to participate in the bid.

Sign-up periods are typically imported from an external fixed route application and define the length of time covered by a bid.

The Holiday screen lets you apply services, restore regular service, and autogenerate holiday bids.

Trapeze OPS needs fixed route schedule information to work. Typically, Trapeze FX or Trapeze BlockBuster are used to provide scheduling, sign-up, and runcutting information.

Use the Schedule Import screen to import runs from various sources.

The employee bid list controls the order in which employees bid.

Operators make bid requests for the assignments they want.

Bid Day Exception Template ancillary data defines exception combinations to use in bids for runs and optional runs on specific dates.

Bid Questions ancillary data defines questions to ask operators during bids.

Bid Units ancillary data defines types of work and other items that can be included in bids for specific employee types.

Absence Quota Types ancillary data defines types of absence quotas that the system can track.

Extra Board Types ancillary data defines the types of extraboard workers at your agency.

OPS Roster Scenarios ancillary data defines the roster scenarios used by your agency.

Day Types ancillary data define types of holidays that are treated in different ways.

OPS Roster Type ancillary data defines the types of rosters used by your agency.

The OPS Roster Management screen lets you add, edit, and delete roster information.

The Bidding screen shows employee bid information and is used to process employee bid requests.

The Unbid Work - Quota Inquiry screen lets you search for and monitor work that hasn't yet been bid on.

Rotas are alternatives to rosters commonly used in the UK.

These security permission keys control access to dispatching features.

OPS WorkName Series ancillary data defines alphabetical and numerical work name ranges.

The Work Planner screen is used to assign and unassign work after bidding but before daily service is activated.

The Work Planner Replicator screen lets you fill up a new sign-up period with the bids of an existing bid assignment.

Hold-downs designate employees as owners of work originally assigned to employees who are now expected to be absent.

Extra work can be created and assigned in response to an unexpected event or as planned work.

Grouping pieces of open fixed route or demand response work makes it more convenient to assign the work from the Work Assignment Assistant and Daily Activity screens.

The OPS Weekly Roster screen lets you to manage rosters and employee assignments.

Use the Activate Day screen to prepare each day for service.

Sign employees on and off work using the Daily Activity screen. The system may prompt you to specify a time and reason.

Undo sign-ons or sign-offs for work as needed. This removes the actual sign on or actual sign off time from the record.

Reprint employee sign-on and sign-off receipts in the Daily Activity screen. For example, if a printer malfunctions when an employee signs on or off.

The OPS Banned Passengers Management screen allows transit agencies to keep track of passengers banned from the system and distribute passenger details to operators using Employee Self-Service Employee Information.

The Employee Activity screen shows work and absences for the week.

The Daily Employee List screen lets you make manual adjustments to system-generated extraboard and volunteer lists.

The Daily List Hours Inquiry screen shows employees who refused work and when they refused it.

The Daily Activity screen is the main dispatching screen in Trapeze OPS.

The Publish Assignments screen is used when all the work assignments for a day and division are complete.

Use the Dispatch Log screen to view and record information for events such as incidents, accidents, vehicle change outs, and dispatch orders

Bulletins give information to employees in the form of messages or documents.

These properties affect the behavior and appearance of Timekeeping screens and functions.

After timekeeping has been calculated, the Timekeeping screen shows activities for a selected day.

The Calculate Timekeeping screen lets you apply your agency timekeeping calculation rules to the work completed on a specific day.

The Post Timekeeping screen lets you post timekeeping transactions after you have made adjustments, reversals, and additions in the Timekeeping screen.

Timekeeping transactions can be altered or adjusted in a few different ways.

The Weekly Timekeeping Summary screen lets you review hours worked during a week.

OPS Timekeeping Alert Rules ancillary data defines timekeeping alert messages and how and when they appear in the system.

The OPS Travels screen shows node-to-node travel data imported with the Schedule Import tool.

Once an OPS Timekeeping alert rule has been created, alert formulas can be created to define the conditions that generate the alert.

Timekeeping inquiries may occur if there are timekeeping discrepancies. For example, needing to adjust timekeeping for extra work not originally recorded or to allocate labor costs to general ledger accounts.

Review extra pay requests for one or more divisions in the Extra Pay Management screen.

The Prior Pay Adjustments screen lets you identify employees who qualify for prior pay adjustments and recost the affected pay weeks.

The OPS Payroll Comparison screen lets you import payroll information and compare it with payroll information already in Trapeze OPS.

When labor cost allocation features are used in Trapeze OPS, the system allocates labor cost to general ledger accounts during timekeeping.