Difference between revisions of "Transport Methods"
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The drop-down list of Transport Methods is mainly used by the Clubs and Clinics module. Each client can have a Transport Method stored for their membership of each club/clinic/group on your system. This can be used to produce reports, but also to produce printed lists automatically for each method. For example, if ten people attend a group on a minibus, you can print out a list for the minibus driver detailing the names and addresses of each person. | The drop-down list of Transport Methods is mainly used by the Clubs and Clinics module. Each client can have a Transport Method stored for their membership of each club/clinic/group on your system. This can be used to produce reports, but also to produce printed lists automatically for each method. For example, if ten people attend a group on a minibus, you can print out a list for the minibus driver detailing the names and addresses of each person. | ||
| − | Transport Methods are also used on [[Volunteer Timesheets]] and on the [[Follow Up Details]] page when using [[ | + | Transport Methods are also used on [[Volunteer Timesheets]] and on the [[Follow Up Details]] page when using [[Volunteer Job Card Assignments]]. |
| − | To set up the methods, select “Transport Methods” from the menu bar ( | + | To set up the methods, select “Transport Methods” from the menu bar (Settings cog > Clubs & Clinics > “Transport Methods”). You will be shown the list of methods already set up, if there are any. |
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Transport Methods are used: | Transport Methods are used: | ||
| − | * when setting up Clubs and Clinics/producing [[Transport | + | * when setting up Clubs and Clinics/producing [[Transport Sheets]] |
| + | * when invoicing clients for transport to and from a club | ||
* on the Record a Contact screen, for users to record their travel method | * on the Record a Contact screen, for users to record their travel method | ||
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==Reporting Output== | ==Reporting Output== | ||
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Latest revision as of 16:21, 5 February 2024
The drop-down list of Transport Methods is mainly used by the Clubs and Clinics module. Each client can have a Transport Method stored for their membership of each club/clinic/group on your system. This can be used to produce reports, but also to produce printed lists automatically for each method. For example, if ten people attend a group on a minibus, you can print out a list for the minibus driver detailing the names and addresses of each person.
Transport Methods are also used on Volunteer Timesheets and on the Follow Up Details page when using Volunteer Job Card Assignments.
To set up the methods, select “Transport Methods” from the menu bar (Settings cog > Clubs & Clinics > “Transport Methods”). You will be shown the list of methods already set up, if there are any.
Click the “New Method” button and the following page will appear:-
Note that there is an option for 'Include in Transport List?'. This means that you will be able to print a list of all the clients who use this transport method. You would probably select 'No' for transport methods such as “Walking” or “Uses own transport” etc. The "Header" and "Footer" fields only come into play when you create a transport list for this method. The header and footer will appear at the top and bottom of the list produced, and these are ideal for writing a message to the driver of the minibus, etc.
Where Transport Methods are used
Transport Methods are used:
- when setting up Clubs and Clinics/producing Transport Sheets
- when invoicing clients for transport to and from a club
- on the Record a Contact screen, for users to record their travel method
Reporting Output
Data about clients' Transport Methods is available:
- On the Clinic Membership Report
