General information
Module Scheduler
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To plan the seating of tourists regarding the transport;
To set up a guide service for the tourist group;
To set up a driver service for the tourist group;
To move applications from one group to another group with the same service type, the program type "Shared" and with the same program name;
To separate one group of tourists into several groups;
To search by filters (program type, program name, service, date, status, driver, guide);
To edit groups through the drop-down lists within each group (making changes to the fields "Guide", "Driver", "Status";
To mass edit;
To show the lists of tourists;
To show the service information, the reservation number and the reservation status in the “Tourists" section;
To export the document to Excel and download it with xlsx extension;
To track changes in groups.
The main "Scheduler" window consists of following parts: Search and Calendar.
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Search
To search for the group route fill in basic search options, which include:
Dates: specify the dates.
Service status: choose from the drop-down one go the 4 status, or this field can be empty
Service types: Choose from the drop-down Transfer or Excursion, or this field can be empty;
Program typeShared or individual: Choose from the drop-down Individual or Shared, or this field can be empty;
ProgramService name: fill in the program service name if it is known or this field can be empty;
StatusGuide: Choose from the drop-down one go the 4 status, or this field can be empty;
Date: specify the date.
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specify the guide’s name;
Driver: specify the driver’s name;
Vehicle: specify vehicle information.
To initiate search process,
Select information from filters or fill in fields you need to search,
Click Search Filter. Search results are arranged in the table:
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The Calendar tool helps to understand what dates there are reservations for transfer or excursions and what are their status. The reservation date is marked with a color indicator.
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You can see the list of groups routes clicking on the date in the Calendar. Groups Routes are ranked by the date parameter in descending order (starting from the nearest and further group).
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Viewing reservation group
After the reservation is done and has the status "Confirmed", the group information is following:
Group name: Tourist group №;
Program type: Individual or Shared;
Service date.
Each group consists of 2 tabsViewing route details
Each route consists of 2 sections: Information and Tourists.
The information tab shows:
Filters Editable Guide and Driver that you can modify with the Edit option filters;
Editable Comments field that you can modify with the Edit option;
Editable Status field that you can modify with the ✏ .
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;
Editable Vehicle Type and Vehicle fields.
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The Tourists tab shows the number of tourists that are included in the reservation. While the reservation is cancelled or rejected, the number of tourists changes. in the tourists tab there following parameters:
First name and Last name, tourist type (adults or children with the the date of birthday)age for children);
Seat number;
Reservation number (consists of the link to the reservation);
DepartureFrom: Specify the departure address; it is mandatory got transfers to fill in the flight information;
ArrivalTo: Specify the arrival address; it is mandatory got transfers to fill in the flight information;
Departure time: Specify the time when the service starts;
Pickup sign: Specify for transfers;
CommentContacts;
Reservation status.
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Status
Each group route in the Scheduler has the status. There are 4 statuses:
New: this group is automatically made and is not seen by the manager (the manager did not plan the driver or the guide, did not check tourists in the group list);
In progress: the manager started managing this group;
Done: the manager completed the group and planed the driver and the guide.
Cancelled: all group reservations are cancelled, this group is cancelled.
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To display visually the group statuses and the current state of the process, color indicators are used:
Gray: All groups on this date have the Cancelled status;
Yellow: Groups with the New status or the In process status;
Green: All groups have the Done status;
Red: There are Groups with the In process status or the Done status and with changes have occurred. It also means to look at the changes and to make some decisions about them.
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The main modifications in the group
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To edit parameters,
Select the desired group route and open itclick Details;
Click the Edit button;
From the drop-down list of 3 sections (Status, Guide or Driver), select the desired parameter:
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4. Click "Save". :info: When you click "Close", the changes are not saved. 
icon.
Mass editing of parameters
This functionality is currently available via administration panel.
Mass editing of groups is necessary to be able to quickly assign a guide or driver, or change the status of several groups at once.
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A group with the New status is formed automatically and the manager has not yet dealt with it (he did not plan a driver or guide, did not specify which of the tourists would be in this group). Groups of applications with the status “New” are marked in yellow.
Status In operationprogress
This status is assigned manually by the manager when he starts the group planning process. Groups with this status are also marked in yellow in the list of groups.
Status Completed
This status is assigned manually by the manager to groups with the status "In progress" if work with this group is completed. Groups with this status are marked in green in the list of groups.
Status Canceled
This status is assigned manually by the manager for groups with the status "In progress" or "Completed" if all applications that are in this group are rejected or canceled. Groups with this status are marked in gray in the list of groups.
Manual exclusion of an application with the status "Rejected", "Canceled" from the group
This functionality is currently available via administration panel.
An employee of the company has the opportunity to manually exclude an application with the status "Rejected", "Canceled" from the group. At the same time, they are not transferred to any other group, but are simply excluded from the scheduler (because for canceled applications, in fact, it is not needed).
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The application/applications are excluded from the list in the "Scheduler" group, but remain in the system in the list of applications in the "Applications" tab;
If the answer is "No", the application/applications are not excluded from the group, no changes occur, the pop-up window closes.
Merging groups
This functionality is currently available via administration panel.
This function is used to combine several groups with the same type of service, the type of program "Group", the same program and date into one group. To use this function, you need to select several groups with the same type of service, the type of program "Group", the same program and the date of the service using the check boxes in the table-list of groups and then click "Merge".
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To use this function, you must,
Select one, several groups or all groups using the check boxes in the table-list of groups and then click Click on the upload icon :excel:
;When you click on the upload icon, a pop-up window "Export to Excel" appears with options to select;The radio button "Export selected options" is used when unloading one or more groups marked with check boxes;
The radio button "Export all options" is used when unloading all groups, while the selection of groups takes place through the check box responsible for selecting all options.
When you click "Export", " icon, a document with the xlsx extension is downloaded;To cancel the download, click "Cancel" and the pop-up window will close.
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The file contains:
Group numberId
Date
Program name
Type of service
Type of program (individual, group)
Details (for the tour – the name of the service, for the transfer – the type and class of the car, capacity);
Number of people (Number of tourists from the list of tourists) Further, for each application , it is indicated:
Application number
Service start time (departure time field)
Duration (For excursions - column "Duration of the excursion", for Transfers – "Travel time")
From where (departure point)
Arrival point
Tourist's serial number
Tourist – (list of tourists by request)
Type (adult, children)
Comments on the application
A sign for a meeting
Agency (information is specified for each application)
And then again, for the whole group , a common one is indicated:
Driver
Transport company
Guide
Comment for the group
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Time
Status
Service name
Guests
Type
Guide
Driver
Vehicle
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Archive
Inactive and already worked-out lists of groups with past dates, regardless of their status, are archived. They are ranked by the "Date" parameter according to the descending principle (starting from the nearest date and further). For example, the group with the date 06.08.2020 comes first, followed by the group with the date 01.07.2020, then 28.06.2020, and so on.