          |
     
|
PtMS 7.2 Documentation
Navigating PtMS 7.2
PtMS Record Functions: Menus and Function KeysData Processing Utilities - Where to Find What You Need
Using Windows Copy and Paste in PtMS
Setup
Installing HP Laser Printer ProfilesSetting Up Windows Workstations for PtMS 7.2
Adding Valid Code Values in the Miscellaneous Codes File
Entering Agency Records
Entering Disability Codes
Entering Point of Origin Records
Entering Provider Codes
Entering Revenue Codes
Entering Trip Codes
Entering Vehicle Codes
Linking Zones
AR Billing Agency Mapping
AR Billing Tripcode Mapping
Scheduling Capacity Per Hour
Zip Codes as Zone Areas for Interactive Scheduling
Using Agency and Service Modes for Vehicle-Trip Matching for Interactive Scheduling
Client Records
Entering and Editing Client RecordsScheduling
Client Trip LookupService Request and Vehicle Assignment
Adding New Destinations When Entering a Service Request
Printing Service Requests
Vehicle Manifest Edit
Vehicle Manifest Summary
Vehicle Reassignment
Scheduling Group Trips
Group Trip Services
Setting Up Fixed Routes
Periodic Non-Routine Trip Scheduling
Accounts Receivable
Trip Verification by ExceptionTrip Verification by Exception with Odometer and Times
Trip Transaction Edit
Trip Transaction Purge
File Maintenance
File Index and Records MaintenanceArchiving Client Trips
Archiving Client Records
Reset Client Trip History
Scheduled Record Changes
Reset Vehicle Manifest Default Vehicles and Times
Set Vehicle Day/Times Capacity
Using the Windows Scheduler to Recover PtMS Files
Reporting
Report IndexExporting PtMS Tables to Excel
Custom PtMS Reports using Excel - Part 1
Custom PtMS Reports using Excel - Part 2
Editing Vehicle Service Summary Records
Installing Custom Reports
Updating PtMS Reporting System with Daily Trips