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TRIP MANAGER TRAINING SISD Transportation Department “The Driving Force In Education”

TRIP MANAGER TRAINING1 · Microsoft PowerPoint - TRIP MANAGER TRAINING1.ppt Author: Administrator Created Date: 7/6/2004 3:11:38 PM

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Page 1: TRIP MANAGER TRAINING1 · Microsoft PowerPoint - TRIP MANAGER TRAINING1.ppt Author: Administrator Created Date: 7/6/2004 3:11:38 PM

TRIP MANAGER TRAINING

SISD Transportation Department

“The Driving Force In Education”

Page 2: TRIP MANAGER TRAINING1 · Microsoft PowerPoint - TRIP MANAGER TRAINING1.ppt Author: Administrator Created Date: 7/6/2004 3:11:38 PM

Log in to our home page: www.sisd.net

Click on “Departments”

Page 3: TRIP MANAGER TRAINING1 · Microsoft PowerPoint - TRIP MANAGER TRAINING1.ppt Author: Administrator Created Date: 7/6/2004 3:11:38 PM

Under Administrative Services Click on “Transportation”

Page 4: TRIP MANAGER TRAINING1 · Microsoft PowerPoint - TRIP MANAGER TRAINING1.ppt Author: Administrator Created Date: 7/6/2004 3:11:38 PM

Highlight the “Field Trip Request” link

Page 5: TRIP MANAGER TRAINING1 · Microsoft PowerPoint - TRIP MANAGER TRAINING1.ppt Author: Administrator Created Date: 7/6/2004 3:11:38 PM

LOG IN

►ALL CAPS: Your username is on the system the way you sent it to Transportation via e-mail.

►Enter your Field Trip Manager password

► Use the command buttons on the website to navigate.

Do not use the tool bar.

For example:If your name is Jose A. Castorena, but your e-mail said Joe Castorena, you will enter JOE CASTORENA.

JOE CASTORENA

*******

Page 6: TRIP MANAGER TRAINING1 · Microsoft PowerPoint - TRIP MANAGER TRAINING1.ppt Author: Administrator Created Date: 7/6/2004 3:11:38 PM

To add/edit requests

Click on “Look at My Trip Request”

REQUESTORS:

Page 7: TRIP MANAGER TRAINING1 · Microsoft PowerPoint - TRIP MANAGER TRAINING1.ppt Author: Administrator Created Date: 7/6/2004 3:11:38 PM

Adding a new request

Click on “Add/New”

Page 8: TRIP MANAGER TRAINING1 · Microsoft PowerPoint - TRIP MANAGER TRAINING1.ppt Author: Administrator Created Date: 7/6/2004 3:11:38 PM

FULL SCREEN OF TRIP REQUEST

Page 9: TRIP MANAGER TRAINING1 · Microsoft PowerPoint - TRIP MANAGER TRAINING1.ppt Author: Administrator Created Date: 7/6/2004 3:11:38 PM

4/15/04

SOCORRO HIGH SCHOO

JV GIRLS VOLLEYBALL

MONTWOOD HIGH SCH

SOCORRO HIGH SCHOOL

SOCORRO HS ATHLETICS

4 30 PM

4 45 PM

Enter Date of Field Trip*

Enter Trip Description (organization name, team, etc.)*

Pick up Campus (Ex. Socorro High School)*Use arrows to choose pickup and arrival times*

Use arrows to choose your account*

Enter Trip Destination (Ex. Montwood High School)*

*TAB after every entry and fill in all the spaces

Page 10: TRIP MANAGER TRAINING1 · Microsoft PowerPoint - TRIP MANAGER TRAINING1.ppt Author: Administrator Created Date: 7/6/2004 3:11:38 PM

Returning location will automatically show up unless you need to change it*

Use arrows to choose the time you expect to “leave” and “return” to your site*

If its more than one day, enter the return date (same day trip leave it blank)*

Leave “Trip Supervisor” blank*

Enter number of “Students” and “Adults”*

Under “Contact at Destination” enter the sponsors name (Ex. Coach’s name) and “Phone”number incase of an emergency*

On “extra information”, please specify the pick up area and any information you feel pertinent (Ex. Vocational Building, by flag pole, etc.)

SOCORRO HIGH SCHOOL9 00 PM

9 15 PM

40

PICK UP AT VOCATIONAL BUILDING. The Soccer team will be riding with the Volleyball JV Girls, drop off at same location. Shuttle return time for girls at 7:15 and soccer team at 9:15.

3

*Don’t forget to TAB after every entry

Nidia Moreno

“Submit” your request

Page 11: TRIP MANAGER TRAINING1 · Microsoft PowerPoint - TRIP MANAGER TRAINING1.ppt Author: Administrator Created Date: 7/6/2004 3:11:38 PM

Click on “Look at Trips To Approve”

(To approve or deny trips)

Approvers:

You have an option either to print trips pending approval or log in to approve/deny.

This is the first screen you will see.

Page 12: TRIP MANAGER TRAINING1 · Microsoft PowerPoint - TRIP MANAGER TRAINING1.ppt Author: Administrator Created Date: 7/6/2004 3:11:38 PM

The empty slots show that it’s pending approval

To select which field trip to approve/deny:

1. Make your selection by clicking on the circle to the far left

2. Click on the Review/Approve command

Page 13: TRIP MANAGER TRAINING1 · Microsoft PowerPoint - TRIP MANAGER TRAINING1.ppt Author: Administrator Created Date: 7/6/2004 3:11:38 PM

To Deny highlight “No”To Approve highlight “Yes”

Notify the requester of any changes by using the “Approver Notes”box and “Submit” your request

(Ex. Time, date or # of unit change, etc.)

Page 14: TRIP MANAGER TRAINING1 · Microsoft PowerPoint - TRIP MANAGER TRAINING1.ppt Author: Administrator Created Date: 7/6/2004 3:11:38 PM

Once approved by Transportation, an e-mail will be sent to the

requester.

Once the trip is completed the charge can be viewed in the

system.

FINAL STEP

Page 15: TRIP MANAGER TRAINING1 · Microsoft PowerPoint - TRIP MANAGER TRAINING1.ppt Author: Administrator Created Date: 7/6/2004 3:11:38 PM

Options:

► Print Trip Requests ► Change Password

Click on “Print my Trip Request”

Select Date Range and Print Report

Page 16: TRIP MANAGER TRAINING1 · Microsoft PowerPoint - TRIP MANAGER TRAINING1.ppt Author: Administrator Created Date: 7/6/2004 3:11:38 PM

Click on “Change Password”

Enter New Password and Submit it.

Page 17: TRIP MANAGER TRAINING1 · Microsoft PowerPoint - TRIP MANAGER TRAINING1.ppt Author: Administrator Created Date: 7/6/2004 3:11:38 PM

Transportation DepartmentOffice Staff

Cindy HernandezPayroll Clerk

937-0613

Juan MirandaTransportation Coordinator

North Side937-0619

Ileene GarciaBus Clerk

Trip Billing/Accounts Payable937-0612

Joe CastorenaTransportation Coordinator

South Side937-0618

Nidia MorenoField Trip Clerk/Receptionist

937-0600

Soledad RochaAdministrative Spec. I

937-0602

Hector SilvaDirector of Transportation

937-0601

Page 18: TRIP MANAGER TRAINING1 · Microsoft PowerPoint - TRIP MANAGER TRAINING1.ppt Author: Administrator Created Date: 7/6/2004 3:11:38 PM

TRANSPORTATION DISPATCHERS

Jackie Gutierrez

Vangie Del Rio

Page 19: TRIP MANAGER TRAINING1 · Microsoft PowerPoint - TRIP MANAGER TRAINING1.ppt Author: Administrator Created Date: 7/6/2004 3:11:38 PM

REPORTS

• Accounts

• Trip Requests by Date Range

• Approved and Pending Field Trips