Difference between revisions of "Transport Methods"

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''Location in standard build:'' '''''Administration > [[Drop-Down Lists]] > Transport Methods'''''
 
''Location in standard build:'' '''''Administration > [[Drop-Down Lists]] > Transport Methods'''''
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The drop-down list of Transport Methods is 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. Sometimes you will not need to know anything about their transport methods, but for some scenarios it is important. If your organisation arranges transport for the attendees (on a minibus, in taxis etc) then you will need to know which clients are travelling by which method.
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The drop-down list of Transport Methods is 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.
  
You can use as many transport methods as you like for reporting purposes, and you can also have the option to produce a transport list for each method. A common method is bus/minibus so that you can produce a list of clients for the driver to pick up. Select “Transport Methods” from the menu bar (“Administration” > “Drop-Down Lists” > “Transport Methods”). You will be shown the list of methods already set up, if there are any.
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To set up the methods, select “Transport Methods” from the menu bar (“Administration” > “Drop-Down Lists” > “Transport Methods”). You will be shown the list of methods already set up, if there are any.
  
  

Revision as of 10:22, 16 November 2015

Helpheader small.png

Location in standard build: Administration > Drop-Down Lists > Transport Methods


File:TM 1.png


The drop-down list of Transport Methods is 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.

To set up the methods, select “Transport Methods” from the menu bar (“Administration” > “Drop-Down Lists” > “Transport Methods”). You will be shown the list of methods already set up, if there are any.


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Click the “New Method” button and the following page will appear:-


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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.


Reporting Output

Data about clients' Transport Methods is available:

  • On the Clinic Membership Report



Rob Kay - manual author (talk) 16:12, 5 May 2015 (BST)