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Full TripDirect User Manual

1. HELP Please be yourself click hereif you are not Jane Dude MV Indicates required information 7 Booked By By V First Name V Last Name V Email Phone Pager Cellular 4 Details Back to Top Yes submit for estimate only V Trip Name V Location Select Location v V Organization Select Organization v Trip Package Select Trip Package View Trip Package V Departure Date mE V Return Date mE V Trip Departure Time v V Trip Return Time v f Transportation Type Type v Done Internet 113 Across the top of the page you ll notice four tabs labeled Trip Request you are here My Requests Settings and Help These tabs are how you navigate to the information that you need In the following sections each tab will be explained You ll see what they contain and how to use them 114 2 The Settings Page Before we get started making trip requests lets take a moment to check out the Settings page which contains your information as entered by the Adminstrator during the Account Setup process if you set up your own account this page will show the information you entered e Make any changes you wish to make enter your password at the bottom and click Submit OR e To continue without making any changes simply click the Back button at the top of your page or click the Tab of the page you wish to go to next If you have made changes
2. i i 5 S es i in add New Trip 0 Booking Details attendees Categorization pagen ER a Process New Required Services LJ Legend v Indicates required information Booked By V First Name V Last Name V Email Phone Pager Cellular 4 Details Back to Top Trip ID NEW V Status submitted v Created Date Active Trip No a Done Internet To request a New Trip follow the steps below keeping in mind that M indicates a required field e Booked By You ll notice that all of your information is already entered into the fields of First Name Last Name Email and any further contact information provided on your My Account page e Booking Details This section is full of drop down boxes for your convenience Start by filling out the required information Trip Status Location what school or location the trip will be taken from Organization what group is taking the trip and Departure and Return dates and times 73 Continue by filling in what remaining information you have that you would like to include a Trip Package Choose from Trip Packages already entered into the system by the Administrator during Account Setup for trips taken on a regular basis You can view the selected package s details by clicking on the View Trip Package link b Driver departure and return time What time the driver will start and end his shift that day c Participant Drop Off and Pick Up times What time the pa
3. TripDirect Introduction Paragraph Microsoft Internet Explorer BER Fie Edit View Favorites Tools Help ar Qu O RAO Al fro O 2S a A a Address http www06 schooldude com tools Framework PageController aspx productid TD amp pageid MSBIntroPara amp mode Update v Go Links n Password Options Options Introduction Paragraph This text is the introductory paragraph your participants will see when they start using the Work Order Application so edit or change it to your liking Click Save Changes button below to save any edits you make Instructions 1 Define your introductory paragraph presented to requesters on your MySchoolBuilding site 2 You can used a pre canned message below The message will appear in the Introductory Paragraph text box and then you can make your own edits 3 Or you can write your own 4 Press Save and Next Step once you are finished OI have my own text no need for predefined message To submit your request complete the following form To submit your request complete the following form If you have any questions please call 1343 Thank you for using our internet service to submit trip requests This service helps us to promptly attend to your trip requests Please complete this request form Introductory Paragraph Powered by n KRGE Calendar Trip PONNE aa Setup Click here to talk to 0 Conditions of Use Privacy Policy Security Statement a
4. School Name Default School Logo Go To Quick Links LOGOUT MY ACCOUNT 32631335 HELP 4 Ur TRIP lt DIRECT Calendar New Trip Request My Account Search For Advanced Search Help Calendar Event Type Shortcuts New Calendar Event Type List My Calendar Event Types School Year Calendar Legend Vv Indicates required information Add Update Calendar Event Code V Title Powered by Home Calendar New Trip Request My Account ee ee ae SCHOO Conditions of Use Privacy Policy Security Statement an Online Operator COM LOGOUT MY ACCOUNT 32631335 HELP a Need help Call us 1 877 868 DUDE 3833 Emal Copyright 1999 2005 SchoolDude com Inc All Rights Reserved Legal Stuff Done Internet e Click Save 91 e You will then be taken to the My Calendar Events page where all events you enter will be listed and where you can edit or delete events by clicking on that event s Title Below is a view of the My Calendar Events page once several events have been added a TripDirect My Calendar Events Microsoft Internet Explorer BER File Edit View Favorites Tools Help ay Q sx z gt x a A PO search Jg Favorites E B amp w z rel 33 Address ny http www06 schooldude com tools Framework PageController aspx productid TD amp pageid ListCalendarEvent v Go Links 1 6 T School Name Go To Quick Links SERVICES LOGOUT MY ACCOUNT 32631335 HELP
5. Calendar New Trip Request My Account Search For Advanced Search Help Calendar Event Type Shortcuts New Calendar Event Type List My Calendar Event Types School Year Calendar Legend y Indicates required information Add Update Calendar Event Code Title Powered by i o0 Calendar a y Account Click here to talk to DUDE Conditions of Use Privacy Policy Security Statement an Online Operator NOW eCom LOGOUT MY ACCOUNT 32631335 HELP Need help Call us 1 877 868 DUDE 3833 Emal Copyright 1999 2005 SchoolDude com Inc All Rights Reserved Legal Stuff Done Internet e Click Save e You will then be taken to the My Calendar Events page where all events you enter will be listed and where you can edit or delete events by clicking on that event s Title Below is a view 63 of the My Calendar Events page once several events have been added TripDirect My Calendar Events Microsoft Internet Explorer File Edit View Favorites Tools Help ay Q sx z a A PO search Pg Favorites E B TN w 7 LJ rel 33 http www06 schooldude com tools Framework PageController aspx productid TD amp pageid ListCalendarEvent v Go Links 6 z School Name Go To Quick Links na SERVICES LOGOUT MY ACCOUNT 32631335 HELP Default g A BiRecT School Logo Calendar New Trip Request Account Setup Search For Advanced Search Help Ca
6. 9 A PSearch W Favorites 27 amp m hu a Address http www06 schooldude com tools Framework PageController aspx productid TD amp pageid Calendar amp CalendarMode Month s Go Links Sloan County Schools coto quine gj LOGOUT HELI y TRIP i DIRECT Default Home Calendar My Settings Search For Advanced Search Help Calendar Shortcuts Organization Event Calendar Get Weather Location Include All Locations v Organization Include All Organizations Status All Trips v Vehicle Include All Vehicles v Driver Include All Drivers v Refresh Calendar 2005 v October 2005 Next gt 25 26 OM i 28 29 30 1 Done Internet At the top of your screen just above the words Trip Calendar are the Calendar Shortcuts Month View Day View and Get Weather 121 l The Month View page shows you what s going on a large easy to read calendar one month at atime It s the view that shows automatically when you open up the Calendar page in other words the page you re looking at now The month you re currently in will display with arrows in the top left and right hand corners that you can click on to navigate to Previous months or months coming Next On the Month View each day shows in the traditional squares of a calendar which contain any activity that may be going on Trip Name
7. School Name Default School Logo Y Account Setup CI add New Trip E List My Trips E Graph My Trips 3 print My Trips Approve Trip Requests List My Bookings Approve Trip Request Waiting Your Approval 105 8th grade Museum of NS Trip Trip ID Location A Package Name Trip Name CE Transportation Type A Education Objectives Departure Date Return Date Ls Departure Time Return Time Drop Off Location Pick Up Location 105 Sloan Middle School NC Museum of Natural Science Sloan Middle 8th Grade 8th grade Museum of NS Trip Activity Bus 8th de tri h r oe 82 10 4 2005 10 4 2005 Annual 8th grade trip to the museum of natural science 2 7 30 AM 4 00 PM 82 JaneDude Process Approve Now O Cancel Notify Book By ai TripDirect Approve Trip Request Microsoft Internet Explorer Internet e From either of those links you will be taken to the trip request itself where you can read over all the trip details Make any changes you wish to make and note those changes in the Approval Note field near the bottom of the page You can choose vendors drivers and vehicles on this page as well as enter any related costs e Toapprove the trip request click the check box next to the word Approve e Youcan choose to route the trip request on to someone else by choosing their name from the Route to Next drop down box Leave the box blank if you want to allow the system to route the request
8. 107 Service Provider Guidelines I Welcome to TripDirect Now What A Quick Overview of the Home Page Once you ve logged in with your user name and password youre taken directly to your Home page which should look something like this E TripDirect Microsoft Internet Explorer Siaia File Edit View Favorites Tools Help ae O O DAG Pwo ga O 8 2 m a Links LOGOUT HELP Address http www06 schooldude com tools framework pagecontroller aspx productid td amp pageid tripdirectmain v Go Sloan County Schools Go To Default 7 3 j TRIP DIRECT School Logo Calendar My Settings Search For Advanced Search Help Recent Changes Upcoming Events Previous Next Location View All v Organization View All v To Do Tasks Prev 7 Days Next 7 Days Date 10 3 2005 10 10 2005 No Record Found No Tasks Listed Prev 5 Days Next 5 Days Date 10 3 2005 10 8 2005 1 0 of total O listed First Previous Next Last Hello George Dude Fd Not George Dude Trip ID O Location Required Services Organization O Add New Task Please be yourself Trip Name Transportation Type Students Adults Total Attendees Contact Name Phone Number Departure Date A Return Date Departure Time Return Time Drop Off Location Pick Up Location First Previous Next Last No Record Found Powered by Ho
9. File Edit View Favorites Tools Help ay Q x ne x a A JO search Jg Favorites E2 B T w e rel 33 http www06 schooldude com tools Framework pagecontroller aspx productid td amp pageid calendar Calendar New Trip Request Account Setup A Search For Advanced Search Help Calendar Shortcuts S Month View a Day View Organization Event Calendar i Get Weather Trip Calendar Select on oor Location Include All Locations 5 August M Organization Include All Organizations v Status alltrips _ E Vehicle Include All Vehicles Driver Include All Drivers Lj lt Prev August 2005 Next gt 31 1 2 3 4 5 6 lt i Done Internet At the top of your screen just above the words Trip Calendar are the Calendar Shortcuts Month View Day View Organization Event Calendar and Get Weather 60 l The Month View page shows you what s going on a large easy to read calendar one month at atime It s the view that shows automatically when you open up the Calendar page in other words the page you re looking at now The month you re currently in will display with arrows in the top left and right hand corners that you can click on to navigate to Previous months or months coming Next Just below the Calendar Shortcuts you will see two drop down boxes one for the month and the other for the year which serve as another kind of shortcut allowing
10. No Is Budget Code a required field O Yes No Default Budget Code Select Budget 1 4 of total 4 listed First Previous Next Last Use in MSB Budget Code Budget Code Description O Budgeti Marching Band Fund O Budget2 Athletics Fund g Budget3 School Clubs Fund g Budget4 Budget for any faculty retreats taken First Previous Next Last Powered by Home Calendar New Trip Request Account Setup t SCHOO i f f Click here to talk to 5 DUDE Conditions of Use Privacy Policy Security Statement an Online Operator NOW eCOM SERVICES LOGOUT MY ACCOUNT 32631335 HELP E Need help Call us 1 877 868 DUDE 3833 Emal Copyright 1999 2005 SchoolDude com Inc zj http www06 schooldude com tools Framework pagecontroller aspx productid td amp pageid userupdate amp id schooldudeadmin schooldude co Internet As you can see once you enter Budget Codes during the Account Setup process those Budget Codes will appear listed here see example above Continue with the steps below e Decide by clicking Yes or No whether or not the Budget Code entry field will be provided on the MySchoolBuilding com page e Decide by clicking Yes or No whether or not the Budget Code is a required field on the MySchoolBuilding com page e Select a Default Budget Code from the drop down box provided e Choose which of your listed Budget Codes will be available for use on your MySchoolBuilding com page by clic
11. Note SchoolDude sends new user email notifications on your behalf For users to receive these notifications you must accept all email notifications from smtp schooldude com If you elect not to receive impersonated emails then you must manually notify your users yourself using your own email application such as Outlook Sei Receipt Notification Requesters receive email notification for all trip request or estimate that they submit The notification includes other trip request information such as to whom the trip w Done internet All instructions can be read by scrolling down the full length of the page 43 18 About Combo You ve reached the last Shortcut on the Account Setup page The About Combo page can be reached by clicking on the About Combo shortcut near the top of the Account Setup page See below 4 TripDirect Account Setup Steps Microsoft Internet Explorer File Edit View Favorites Tools Help ay Qm O DAD Pw pyr O 2a VAs Address E http www06 schooldude com tools Framework pagecontroller aspx productid td amp pageid setupsteps ba g Go Links 6 Sloan County Schools Go To Quick Links SERVICES LOGOUT MY ACCOUNT 32631335 HELP A Default p School A BirecT Logo Calendar New Trip Request Account Setup Search For M Advanced Search Help Account Settings Shortcuts All Y Account Setup O Account Logo Setup ID Manage Codes 7 TripDirect Steps Information
12. Search For Advanced Search Help Trip Shortcuts Y Account Setup CI add New Trip E List My Trips os Graph My Trips Print My Trips 1 School Name Default School Logo Go To Quick Links v Calendar New Trip Request Account Setup Approve Trip Requests List My Bookings Approve Trip Request Waiting Your Approval 101 Colonial Williamsburg 5 Colonial Williamsburg Trip ID gt Organization Trip Name A ee Type O Education Objectives Departure Date Return Date Ls Departure Time Return Time Drop Off Location Pick Up Location 101 Sloan Middle School Colonial Williamsburg Sloan Middle School History Club Colonial Williamsburg Charter Bus i im 65 10 17 2005 10 17 2005 Annual eighth grade trip to Colonial Williamsburg each October 0 6 00 AM 10 00 PM 65 SchooldudeAdministrator 999 555 1587 Process Approve Now O Cancel Notify Book By Done Internet e When the page refreshes the trip will be listed along with its basic information near the bottom of the page You can choose the action you will take on this trip at a glance based on the information you see here by clicking in the circle next to the action you wish to take near the bottom of the page and then clicking Save 80 e Toapprove and process a trip request click on the link shown in red that says Process Approve Now If you wish to do anything other than approve a trip Cancel
13. A Lesson in SchoolDude ish for TripDirect Users So you ve hit a certain word or phrase and you have no idea what you ve just read Welcome to SchoolDude Vocabulary a glossary created especially for SchoolDude clients to make all of that SchoolDude lingo a little less confusing We ve also included in this section a brief legend of the icons used throughout TripDirect Administrator An Administrator has access to the entire TripDirect system including the Account Setup They see ALL trips on the Home page and Calendar Administrators are the only ones who can activate Trips and create invoices There can be as many Administrators as needed Approved The status a trip holds once it has been viewed and allowed to continue on to the next role for eventual activation Budget Codes Designated funds coming from a specific budget that are applied to cover a particular trip s costs If your organization doesn t use formalized budgets you might still use arbitrary Budget Codes for tracking trip expenses Some examples of Budget Codes are Travel Fund Marching Band Trip Fund History Club Fund etc Calendar Event Types These are whatever kinds of events that occur within your district or at you educational facility that are entered onto the Organization Event Calendar under the Calendar section of TripDirect Some examples of Calendar Event Types are Christmas Break Graduation Science Fair etc Canceled The status
14. Quick Links SERVICES LOGOUT MY ACCOUNT 32631335 HELP A Default LSA A BirecT School Logo Calendar New Trip Request Account Setup Search For Advanced Search Help Vehicle Shortcuts Y Account Setup I add New Vehicle List My Vehicles oh Graph My Vehicles Print My Vehicles MW Legend click J to sort table by that column indicates Vehicle is available indicates Vehicle is NOT available Filtering View vehicles starting by Vehicle Number O123456789ABCDEFGHIJKLMNOPQRSTUVWXYZ ALL My Vehicles Add New Vehicle 1 6 of total 6 listed First Previous Next Last y Vehicle Number Al Default Location Year Capacity Cost Mile Miles 0 Make O Fuel A Fiscal YTD Costs Mode O Transmission D g Car 1 Sloan Community College 1994 5 0 38 112 567 Jaguar Gasoline 0 00 Automatic g Trucki Sloan High School 1997 2 0 21 97 485 Chevy Gasoline 0 00 Manual Stick D Vani Sloan Elementary School 1997 16 0 27 147 564 Chevy Gasoline 0 00 Automatic Van2 Sloan Elementarv School 1999 16 0 18 Internet Click on the Vehicles link from the Account Setup page to get started e Onthe My Vehicles page click the Add New Vehicle link e Assign the vehicle a number or name and enter it in the Vehicle Number field This number or name will be displayed on all Trip forms e Move on to enter optional vehicle information including whether it is in service or out of service the l
15. School Logo g y TRIP S DIRECT Calendar New Trip Request Account Setup Search For Advanced Search Help Food Services Shortcuts Y Account Setup List Food Services My Food Services Legend click to sort table by that column indicates Food service is in use wy indicates Food service is NOT in use Filtering View food services starting by service name O123456789ABCDEFGHIIJKLMNOPQRSTUVWXY2ZALL My Food Services 1 10 of total 13 listed First Previous Next Last M Tservice A MaintenanceDirect Calendar YTD Costs ______MaintenanceDirect Fiscal YTD Costs amp Cafeteria 0 00 0 00 E QS Catering 0 00 0 00 amp Concessionaire 0 00 0 00 Q Contractor Delivery Food Service Delivery 0 00 0 00 Food Services Q Kitchen Hood a Internet 20 10 Vehicles Here you can list all vehicles owned by your educational facility or district and available for trip usage You can record and store information relevant to each vehicle such as operating cost capacity and mileage Below is a shot of the My Vehicles page with several vehicles entered in as examples A TripDirect My Vehicles Microsoft Internet Explorer File Edit View Favorites Tools Help ay Q x j x a A JO search Jg Favorites 4 B TN w z LJ rel 33 http www06 schooldude com tools framework pagecontroller aspx productid TD amp pageid ListVehicles vj S GO Links 1 Sk r School Name Go To
16. 0 00 0 amp Car 0 0 00 0 0 00 0 Charter Bus 0 0 00 0 0 00 0 Q Charter Plane 0 0 00 0 0 00 0 Commercial Airline 0 0 00 0 0 00 0 2 Q Ferry 0 0 00 0 0 00 0 School Bus 0 0 00 0 0 00 0 Q Subway 0 0 00 0 0 00 0 Q Taxi 0 0 00 0 0 00 0 First Previous Next d Last a Done Internet 14 7 W Role Setup You have the ability to choose options for each role you have entered that will determine whether or not the comptroller should be notified when a new user logs in for the roles of Administrator Site Administrator 1 and whether or not a user will be allowed to add new organizations for the roles of Site Administrator 1 Service Provider and Requester To set these options click on the Role Setup link on the Account Setup page and follow the steps below e Onthe Role Setup page select a User Role from the drop down box e Acheck box will appear next to the available options To activate the option click on the check box and a green check will appear e Click Save The words Record saved successfully will appear in red when the screen refreshes Click on the Role Setup Shortcut near the top of the page to continue through the rest of the roles TripDirect Role Setup Microsoft Internet Explorer File Edit View Favorites Tools Help Om O DAO Paws frre 22 a WA s Address gy http www06 schooldude com tools framework pagecontroller aspx productid TD amp pageid RoleSetup
17. There is another also on the right hand side of the page near the top The remaining two are located at the bottom of the page See below Top of the Trip Request page Welcome to MySchoolBuilding Microsoft Internet Explorer BER File Edit View Favorites Tools Help Q h BAD Pst ros O B a o LO aS lt Eco inks Address E http www myschoolbuilding com myschoolbuilding mytriprequestiframe asp Trip Request My Requests Settings Help Please be yourself click hereif you are not Jane Dude V Indicates required information 7 Booked By By V First Name V Last Name V Email Phone Pager Cellular Booking Details wo j D rn r rn co Back to Top C Yes submit for estimate only V Trip Name V Location Select Location v vI Organization Select Organization v Trip Package Select Trip Package View Trip Package V Departure Date mE V Return Date mE V Trip Departure Time v v V Trip Return Time v Transportation Type Done Internet Very bottom of the Trip Request page Powered by Trip Request My Requests My Settings Help Conditions of Use Privacy Policy Help Copyright 1999 2005 SchoolDude com Inc All Rights Reserved Legal Stuff LOGOUT HELP e A JR k
18. gt Links School Name Go To Quick Links w SERVICES LOGOUT MY ACCOUNT 32631335 HELP Default gt on TRIP School vn Direct Calendar New Trip Request Account Setup Search For Advanced Search Help Account Settings Shortcuts Y Account Setup O Account Logo Setup ID Manage Codes 2 TripDirect Steps Information Users ad Role Setup Setup Trip Setup Food Setup Maintenance Setup IT Request Status Service Provider Service Provider Support Service Provider Routes Support Support N Setup f Who gets email About Combo MySchoolBuilding and when Role Setup Select Role Select a User Role Powered by Home Calendar New Trip Request Account Setup i SCHOO z i i Click here to talk to De Conditions of Use Privacy Policy Security Statement an Online Operator cOrn SERVICES LOGOUT MY ACCOUNT 32631335 HELP a Need help Call us 1 877 868 DUDE 3833 Emel Copyright 1999 2005 SchoolDude com Inc All Rights Reserved Legal Stuff Internet 15 8 M1 Setup Trip Request Status Routes At this point you ll need to decide how your trip requests will be routed In other words who will get a request once it is requested who will they send it on to etc As this part of the Account Setup process can sometimes seem a little confusing we ve made this section a bit longer than the others to include more information and explanation to make it as easy to underst
19. on this page as well as enter any related costs e Toapprove the trip request click the check box next to the word Approve e You can choose to route the trip request on to someone else by choosing their name from the Route to Next drop down box Leave the box blank if you want to allow the system to route the request for you based on information already defined in the routing setup 82 When the screen refreshes you will see the date and time of your approval listed next to the words Approval Process Your approval has been saved Click on any of the links in red at the bottom of the screen to proceed to where you d like to go next Changes will reflect in the information shown on your Home page 83 V Reports Listing Graphing and Printing Your Trips SchoolDude provides you with the option of listing graphing and printing any and all of your trips along with their information for your convenience and for your records Follow these steps and you ll have hard copies and visual aids for all of your trip information at your fingertips Listing 4 From your Home page click on any of the numbers listed for trips that have been entered into TripDirect no matter what the status 5 You will be taken to the Approve Request page or a version of the My Trips page depending on the link you click which will show the information indicated by the number you clicked on This could be trips waiting to be approved pendin
20. w SERVICES LOGOUT MY ACCOUNT 32631335 HELP a d Ly TRIP DIRECT Search For Advanced Search Help Account Settings Shortcuts Y Account Setup Account Logo Setup ID Manage Codes TripDirect Steps Information Users ah Role Setup Setup Trip Setup Food Setup Maintenance Setup IT Request Status Service Provider Service Provider Support Service Provider Routes Support Support N Setup f Who gets email About Combo MySchoolBuilding and when Setup Logo This is your current TripDirect logo To load a new TripDirect logo Click the Browse button e Select a graphic file name on your computer gt Click the Add Update Logo button Browse Please load a GIF file no larger than 150 pixels wide and 50 pixel high Add Update Logo Internet lt The same steps can be followed to update your logo at any time 29 SCHOOLDUDE SAYS If your educational facility s logo is square for example 50 x 50 it might be a good idea to go in to the logo and add white space to fill the dimensions of 50 x 150 That way the logo won t show up stretched and distorted to fit those dimensions 30 16 MySchoolBuilding Setup Steps This is where you set up the information and options for your educational facility on MySchoolBuilding com the page where Requesters go to make trip requests This page is available to all TripDirect roles but Requester
21. what time the driver will start and end his shift that day Drop Off and Pick Up times what time the parents should drop off and then pick up their children Destination Arrival and Departure dates and times when those on the trip will arrive and depart their destination Driver s Start and End Locations Drop Off and Pick Up Locations and the Estimated Mileage of the trip e Transportation Types In this section simply click on the icon for the type of transportation that will be used on this trip e Trip Contact If the Booked By information is the same as the Trip Contact information you ll save a little time by clicking the box at the top of this section If not fill in the First Name Last Name and Email Address of the Trip Contact as well as any other contact information you may have telephone pager and cell phone numbers e Attendees Who will be going on this trip In this section you will need to fill in the names of any faculty attending the trip as well as the number of students attending Any further information names of supervising adults number of adults and total attendees cost of adults and students should be entered here as well e Notes This is where you can make note of any special needs or requirements for the trip e Security Once you ve filled in all the necessary information on your trip you ll need to enter your password here and click Submit Request SCHOOLDUDE SAYS If you
22. 00 AM 10 30 AM 11 00 AM 11 30 AM 12 00 PM 12 30 PM 1 00 PM 1 30 PM 2 00 PM 2 30 PM lt E 3 Internet Note that only the hours of 8 00 a m to 5 30 p m will show on the Day View of the calendar Trips occurring or extending after that amount of time will not be shown As with the Monthly View you can navigate your Day View calendar by using the Prev and Next buttons in the top corners of the Day 90 3 The Organization Event Calendar page is where you can enter events such as school breaks for organizations within your school or district They will then be stored on a yearly calendar on the left hand side of the screen and listed in more detail on the right hand side To enter an event into the Organization Event Calendar you ll need to start by creating an Event Title for that event and proceeding from there e Toenter your Event Title click on the Event Title link shown in red above the Select Event Title drop down box e Clicking on the Event Title link will take you to a new page titled Add Update Event Code In the box provided next to the word Title enter the title of the event See below 3 TripDirect My Calendar Event Codes Microsoft Internet Explorer File Edit View Favorites Tools Help ay Om O DAO Pwo from 8 2 a Das Address xy http www06 schooldude com tools Framework PageController aspx productid TD amp pageid CalendarEventUpdate amp mode New k Go Links 6 z
23. 21 22 20 21 22 23 24 25 26 20 21 22 23 24 25 26 3 28 2006 3 28 2006 Test Event 2 3 28 2006 El 23 24 25 26 27 28 29127 28 27 28 29 30 31 4 17 2006 4 21 2006 Spring Break 4 21 2006 S 30 31 First Previous Next Last April May June SMT WTF SIESMTWTFSIBE MT WTF S r a ie e e Sota T i 12 oes F Done Internet 93 A Few More Things About the Calendar When you enter an event into the Organization Event Calendar that event s date or dates will show as highlighted in black on the yearly event calendar on the left hand side of the page Below is an example which shows that Fall Break will be from October 10 14 Its dates have been highlighted in black on the calendar SMT WTF amp os MT wT F S5 djajie23a456f7F 3 4 5 6 7 B8B 978 9 10111213 14 10 11 12 13 14 15 16 15 16 17 18 19 20 21 17 18 19 20 21 22 23 22 23 24 25 26 27 28 24 25 26 27 28 29 30 29 30 31 July August MT WTF S amp S Ss MT WT Fs i 2 l 2345 3 45678997 8 9 10111213 10 11 12 13 1415 16 14 15 16 171819 20 17 18 19 20 21 22 23 241 22 23 24 25 26 27 24 25 26 27 28 29 30 28 29 30 31 31 October Nowember SMT WT F amp 5 MT WT F amp 1 1 2 345 2345678 678 9 101112 o BRERBPEE i is 13141516171819 16 17 18 19 20 21 22 20 21 22 23 24 25 26 23 24 25 26 27 28 29 27 28 29 30 30 31 Powered by EBs SCHOOL MT Wd F amp 1 2 3 4 S 6 7 6 9 1011 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 September MT WT F 5 1 2 3 45 6 7 8 9 10 11
24. 4 of total 4 listed First Previous Next Last Paor Pager Role Fax O Cellular Phone Date Added oi Dude Alfred adude geewiz com 919 555 5555 Site Administrator I 7 20 2005 3 07 00 PM Dude Bob bdude geewiz com 919 555 9999 Site Administrator I 919 555 8888 7 19 2005 2 35 00 PM Dude Charles cdude geewiz com 919 555 3333 Site Administrator I 7 28 2005 11 25 00 AM Dude Jill jldude geewiz com 919 555 1111 Site Administrator I 7 20 2005 3 09 00 PM Add New User First Previous Next Last __ Print This a ENS Home Calendar New Trip Request Account Setup Te ee Done internet e Define the user s role as Administrator Site Administrator 1 Requester or Service Provider e If this user will be the account comptroller indicate by clicking the box beneath the word Comptroller e Click Next Step e Enter the user s information into the fields remembering that fields marked with MI are required 12 E TripDirect Add Update User Microsoft Internet Explorer BER Fie Edit View Favorites Tools Help ay O O HAO Px ka 8 2 a IM s http www06 schooldude com tools framework pagecontroller aspx productid TD amp pageid User Update amp id amp mode Update amp newuser y amp comptroller n amp roleid YW Go Links 6 z Calendar New Trip Request Account Setup Search For Advanced Search Help Participant Shortcuts Administrative Functions Add New user T User
25. 8 00 a m to 5 30 p m will show on the Day View of the calendar Trips occurring or extending after that amount of time will not be shown As with the Monthly View you can navigate your Day View calendar by using the Prev and Next buttons in the top corners 62 3 The Organization Event Calendar page is where you can enter events such as school breaks for organizations within your school or district They will then be stored on a yearly calendar on the left hand side of the screen and listed in more detail on the right hand side To enter an event into the Organization Event Calendar you ll need to start by creating an Event Title for that event and proceeding from there e Toenter your Event Title click on the Event Title link shown in red above the Select Event Title drop down box e Clicking on the Event Title link will take you to a new page titled Add Update Event Code In the box provided next to the word Title enter the title of the event See below E TripDirect My Calendar Event Codes Microsoft Internet Explorer File Edit View Favorites Tools Help ay Q Bak lag x aA A 2 Search fe Favorites E2 2R y w LJ rel 33 Address g http www06 schooldude com tools Framework PageController aspx productid TD amp pageid CalendarEventUpdate amp mode New v Go Links 6 s School Name Go To Quick Links LOGOUT MY ACCOUNT 32631335 HELP T ES TRIP School os Direct
26. 8 971011 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 September May S MT WT F 5 IE as ACRON 8 9 1011121314 15 16 17 18 192021 22 23 24 29 26 27 28 29 30 31 August SOM TOW TOETS S M TWTT E SJS Mint W T bas Address http www06 schooldude com tools Framework PageController aspx productid TD amp pageid 0rgEventCalendar I Get Weather BSIshow Only Shared Events 1 5 of total 5 listed E3Go Links Go To Quick Links First A Direct Previous Next Last Begin End Event Title Date A DELG m 10 10 2005 10 14 2005 11 15 2005 11 15 2005 12 19 2005 1 6 2006 3 28 2006 3 28 2006 4 17 2006 4 21 2006 Fall Break Matt s Birthday Christmas Break Test Event 2 Spring Break First Date Created 10 14 2005 pe 11 15 2005 ies 1 6 2006 ies 3 28 2006 ie 4 21 2006 Eii Previous Next Last v LOGOUT HELP lt Internet 125 4 The Get Weather shortcut as with the weather icon on the main monthly Calendar serves as a link to connect you with AccuWeather com where you can check current weather conditions in your area or the area of your trip destination You can also check the forecast with a range up to fifteen days e Simply click on the Get Weather shortcut near the top of the page and a separate browser page will pop up displaying AccuWeather com Accuweather Local Weather Forecast Zipcode or City State Go 126 SchoolDude Vocabulary
27. A TripDirect Print My Trip Microsoft Internet Explorer BER Fie Edit View Favorites Tools Help ay Q x Z J x A PO search Pg Favorites E2 B TN w z LJ rel 33 Address g http www06 schooldude com tools Framework PageController aspx productid TD amp pageid PrintTrip v g co Links j L Calendar New Trip Request Account Setup Search For Advanced Search Help Trip Shortcuts Y Account Setup a Add New Trip List My Trips ot Graph My Print My Trips Trips Approve Trip Batch Cancel 5 List My Requests Trips Bookings Print My Trip 1 Select Your Reporting Period Use Custom Period wv Custom Begin Z5 ji 2 Choose the type of reporting date Trip Creation Date O Trip Departure Date O Trip Return Date Custom End 3 Select Your Location s Note hold down the CTRL key to make multiple selections lt Done Internet e Select the date s of the trip or trips you wish to print choosing a time frame from the drop down box provided or entering a Custom Period To do this simply leave Use Custom Period in the drop down box and enter the Custom Begin and End dates in the two boxes provided below e Choose the type of reporting date that you would like to view for printing In other words would you like to pull trips based on creation date departure date or return date e Choose the Location that the desired trip is or was for In other w
28. Contact Phone Drop Off Location A Pick Up Location Adults Attendees 105 Approved Yes 8th grade Museum of NS Trip Sloan Middle 8th Grade 0 00 8th grade Museum of NS Trip Sloan Middle School 82 NC Museum of Natural Science Jane Dude 10 11 2005 7 30 AM 10 11 2005 2 00 PM 2 Annual 8th grade trip to the museum 919 555 8888 82 of 101 Approved Yes Colonial Williamsburg Sloan Middle School History Club 350 00 Colonial Williamsburg Sloan Middle School 65 Colonial Williamsburg Schooldude Administrator 10 17 2005 6 00 AM 10 17 2005 10 00 PM 2 Annual eighth grade trip to Colonial 919 555 2962 7 Wi 104 Submitted No History Club trip to Fort Caswell Sloan Middle School History Club 0 00 i History Club trip to Fort Caswell Sloan Middle School 78 Jane Dude Ml c Internet You will see information listed for all trips in the TripDirect system View trip details by clicking on the Trip Name Package Name Destination and Contact links shown in red To view only trips that you have requested booked click on the List My Bookings shortcut at the top of the My Trips page This will list only trips requested by you 57 Printing e Click on the Print My Trips shortcut e You will be taken to the Print My Trip page which will look like this A TripDirect Print My Trip Microsoft Internet Explorer SER Fie Edit View Favorites Tools Help ay Q x Z J x A PO search Pg Favorites E2 B TN w z LJ rel 33 Address g http www06 schooldude com
29. Favorites Tools Help ae e Bak QJ x a A pa Search ge Favorites 4 2R z w LJ rel 3s Addres s http iwww06 schooldude com tools Framework PageControlier aspx productid TD amp pageid DriverShiftUpdate id 38mode Update E Go Links rk X Add Update Driver Shift E 4 Work Hours Show up Fee V Hourly Wage V Shift Start Time v v v V Shift End Time v v v vI Shift Days of Week F Weekdays C Weekends Cl mon I Tue O Wed O Thu O Fri O sat O Sun Shift Start Location Select Location v Active Yes O No To remove a shift click the red x button shown below in the Remove column The shift will be removed immediately Remove Edit Active Start Time End Time Start Location Shift Day Show up Fee Hourly Wage 9 SALLA Yes 7 00 AM 4 00 PM Sloan Elementary School S 0 00 14 00 Prev Step Powered by Home Calendar New Trip Request Account Setup SCHOO Click here to talk to DUDE Conditions of Use Privacy Policy Security Statement an Online Operator NOW cOrn SERVICES LOGOUT MY ACCOUNT 32631335 HELP LJ x Need help Call us 1 877 868 DUDE 3833 Em Copvriaht 1999 2005 SchoolDude com Inc ai Internet v SCHOOLDUDE SAYS Shifts will be used when making Driver assignments so it would be a good idea to make sure you leave a little flexibility room when creating shifts in case a driver needs a f
30. Maintenance Direct product These are important because you will use them to specify what services are needed for a trip They also will trigger task assignment when selected on the schedules Most likely you will only need to turn on a few of them MySchoolBuilding com A web page that can be accessed by any role to allow anyone easy access to the request page The person making a trip request may not have approval rights for the request they are making so they enter it through MySchoolBuilding com to put the request into routing It also provides a user in one product with an easy way to request for a different product 128 Organizations The group or groups that are actually attending a trip either internal or external Some examples of Organizations are school clubs athletic teams Boy Scouts etc Organization Number This is the Organization s Account Number It will be used by requesters to access the district s or educational facilityss MySchoolBuilding com page Pending This is the status that a trip request holds while it is being decided by the Site Administrator or the Administrator what should be done Requester The people who make trip requests They can submit requests for any location and can view any requests that they have submitted Some examples of Requesters are teachers coaches organization leaders etc Service Provider Anyone who may need to perform work prior to a trip They can see their assigned tas
31. Pending 0 Canceled 0 Declined 0 Duplicated 0 Estimate l Requested 0 Estimate Pending 0 Estimate Complete Refresh Pie w My Account Active Trips 0 In Progress 0 Today Trips 0 This Week Actual Costs This Month 0 00 Last Month 0 00 2 E Submitted E Approved E Pending E Canceled E Declined E Duplicated E Estimate Requested E Estimate Pending E Estimate Complete 0 Completed Prev 7 Days Next 7 Days Date 23 08 2005 30 08 2005 No Tasks Listed i O Pi Add New Task Information Analysis Locations Organizations Trips Internet 76 IV Approving Trip Requests Entered By Others Get Things Rolling Literally Once your educational facility is up and going with TripDirect the trip requests will start coming in and it is up to you as a Site Administrator 1 to approve those trips routed to you In this section you will learn how the trip approval process works so that you can do your part in getting those trips on the road l Before you get Started First here is a closer look at what you ll find on your Home page and how you can adjust the options there to work best for you 4 TripDirect Microsoft Internet Explorer File Edit View Favorites Tools Help ay Back gt x A P Search A Favorites amp 2R X ee w Z rel 33 Address gy http www06 schooldude com tools framework pagecontroller aspx prod
32. Spring Break 4 21 2006 XY BI 30 31 First Previous Next Last April May June S MTWtF S amp S wT WTF SIS eT NTF S5 I2 n2 34 oO Gar i ese See eer J Done Internet 65 A Few More Things About the Calendar When you enter an event into the Organization Event Calendar that event s date or dates will show as highlighted in black on the yearly event calendar on the left hand side of the page Below is an example which shows that Fall Break will be from October 10 14 Its dates have been highlighted in black on the calendar gt MT WT FS gS wT ha T FF 5j MT OT F 5 i 2 Il 2 3450 i 2 3 4 3 45 6 f G9 78 9 10 11 12 13 14 5 6 7 amp 9 1011 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 July MT WTF amp i 2 34567899 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 October MT WT F amp 1 2345 6 7 amp 16 17 18 19 20 21 22 23 24 25 26 27 28 29 15 161718192021 22 23 24 25 26 27 28 29 30 31 August SMTWTFS 123456 7 8 9 10111213 14 15 1617181920 21 22 23 24 25 26 27 28 29 30 31 Nowember MT WTF 5 i 2 345 6 7 B 9 101112 13 141516171819 20 21 22 23 24 25 26 27 28 29 30 121314151617 18 19 20 21 22 23 24 25 26 27 28 29 30 September MT WTF 5 12 3 45 6 8 9 10 111213 14151617 18 19 20 21 22 23 24 25 26 27 28 29 30 December a MT WTF amp i 2 3 4 5 6 789 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 30 31 Powe
33. check box next to that status The page will refresh and you will see that the status and its color will have been removed from the pie chart and its legend below Finally there are two small sections titled Active Trips and Actual Costs Active Trips shows you the number of trips that are In Progress Today and This Week If there are any to list you can click on the number to see the trip details Actual Costs shows the total amount spent on trips this month and last month 5I 2 Approving a Trip To start approving submitted trip requests follow these steps e Click on the number of requests next to the words Waiting Your Approval on your Home page This will take you to the Approve Trip Request page e The Approve Trip Request page shows one trip at a time so choose the first trip you wish to address from the drop down box next to the words Waiting Your Approval TripDirect Approve Trip Request Microsoft Internet Explorer File Edit View Favorites Tools Help ae O 0 DAG Ps tem 2S aU a Eco Links Go To Quick Links v SERVICES LOGOUT My ACCOUNT 32631335 HELP a Be DIRECT Calendar New Trip Request Account Setup Search For M Advanced Search Help School Name Default School Logo Trip Shortcuts Y Account Setup add New Trip El List My Trips E Graph My Trips print My Trips 1 Approve Trip Requests List My Bookings Approve Trip R
34. from wherever you are click on the Calendar tab at the top of your screen The page that opens up will look like this A TripDirect Trip Calendar Microsoft Internet Explorer File Edit View Favorites Tools Help ay Q x z gt x a A PO search Sie Favorites EA B TN w z LJ rel 33 http www06 schooldude com tools Framework pagecontroller aspx productid td amp pageid calendar v Eco ins Calendar New Trip Request Account Setup S Search For Advanced Search Help Calendar Shortcuts 8 Month View 4 Day View Organization Event Calendar l Get Weather Trip Calendar 2005 gt Location Include All Locations F Jan Feb Mar Organization Include All Organizations v Apr May Jun Status All Trips v Jul Aug Sep Vehicle Include All Vehicles Driver Include All Drivers Today is E Monday August 15 2005 Refresh Calendar lt Prev August 2005 Next gt 31 1 2 3 4 5 6 Done Internet At the top of your screen just above the words Trip Calendar are the Calendar Shortcuts Month View Day View Organization Event Calendar and Get Weather 88 l The Month View page shows you what s going on a large easy to read calendar one month at atime It s the view that shows automatically when you open up the Calendar page in other words the page you re looking at now The month you re currently in wil
35. have As the page explains When you have lots of data the popup and search function is the fastest way to find and select data for entry fields Congratulations Your Account Setup is complete 45 III Entering New Trip Requests of Your Own Now You re Ready To Go So you ve got your account set up and now you want to see what TripDirect is all about Welcome to the New Trip Request page In this section we ll walk you through the Trip Request process so that you can see how it works and learn how to make trip requests of your own You ll also be able to see where all the information that you entered during Account Setup shows up Here is what the Trip Request page should look like when it comes up TripDirect My Trip Microsoft Internet Explorer ek Fie Edit View Favorites Tools Help w Q x z P a A JO search 5 Favorites E 2B w z LJ rel 33 v g co Links 6 Calendar New Trip Request Account Setup Search For Advanced Search Help Trip Request Shortcut 3 i i Y Account Setup I Add New Trip 8 Booking Details Attendees jpn eae an l Process New Categorization Required Services LJ Legend V Indicates required information Booked By V First Name V Last Name V Email Phone Pager Cellular 7 Booking Details Details Back to Top Trip ID NEW V Status Submitted v Created Date Active Trip No de Wednesday Augus
36. in the top left hand corner Below them is the pie chart which shows only after trip requests have started being submitted which can be manipulated to show just what you need it to e To adjust the time period shown on the chart click on the drop down box provided labeled Period and choose what time period you would dd like to see on the chart all today last week this week etc Once chosen the page will refresh and the chart will adjust accordingly Back up near the top just beneath the Period drop down box you will see a list labeled Trips This list shows all possible statuses that a trip can hold along with a number indicating how many trips currently hold that status Next to each listed status you will notice a check box with a green check in it which indicates that the trips that hold that particular status are reflected in the pie chart e Toremovea status from the list so that trips with that status will not be reflected in the pie chart click on the green check in the check box next to that status The page will refresh and you will see that the status and its color will have been removed from the pie chart and its legend below Finally there are two small sections titled Active Trips and Actual Costs Active Trips shows you the number of trips that are In Progress Today and This Week If there are any to list you can click on the number to see the trip details Actual Costs shows the total amount s
37. information names of supervising adults number of adults and total attendees cost of adults and students should be entered here as well e Notes This is where you can make note of any special needs or requirements for the trip e Security Once you ve filled in all the necessary information on your trip you ll need to enter your password here and click Submit Request Note If you ve forgotten your password click on the Forgot Password link provided and a box asking for your email address will pop up Type your email address in the space provided click Submit and your password will be sent to your email inbox Did you forget your password Type your email address in the box below and we ll email your password right away Email Address OOOO To continue move on to the next My Requests section of your manual 105 IV My Requests Keep Track of Your Requests Once you click Submit Request you will be taken to the My Trip Requests page where you ll see your trip listed As you submit more trip requests they will be added to the list on this page The trip name will be highlighted in red and serves as a link that you can click on at any time to view your trip request Keep in mind however that you will NOT be able to make any changes toa trip request once it has been approved even if it hasn t been activated by the Administrator yet Below is a view of the My Trip Requests page with a trip already liste
38. is click on the Quick Links drop down box choose the SchoolDude product you d like to visit and you ll be taken to that product s Home page automatically Quick Links is located at the top of the Home page screen near the right hand corner and looks like this imain gt Go To Quick Links LOG 71 My Account Your Personal Account Information On this page you can view and edit your account information entered during the Account Setup process by the Administrator Fields marked with MJ are required information The rest of the information however is optional and changes can be made at any time Enter any contact information you wish to include cell phone number fax etc as well as any notes To change your password and or update any information that you have entered follow the steps below TripDirect Add Update User Microsoft Internet Explorer File Edit View Favorites Tools Help ay Q x amp x a A PO search Pg Favorites 4 2B TN w rel rr S S http www06 schooldude com tools framework pagecontroller aspx productid TD amp pageid UserUpdate amp id currentloginuname amp mode Update Calendar New Trip Request My Account a Search For Advanced Search Help Add Update User v Login Name CDude V First Name Charles V Last Name Dude V Email cdude geewiz com Email Login Info Receive email notific
39. of total 8 listed First Previous Next Last Active Trip Trip Destination Organization Package Name Contact Name Departure Date Time Return Date Time l Students Educational Objectives Contact Phone Drop Off Location A Pick Up Location Adults Attendees 105 Approved Yes 8th grade Museum of NS Trip Sloan Middle 8th Grade 0 00 8th grade Museum of NS Trip Sloan Middle School 82 NC Museum of Natural Science Jane Dude 10 11 2005 7 30 AM 10 11 2005 2 00 PM 2 Annual 8th grade trip to the museum 919 555 8888 82 of 101 Approved Yes Colonial Williamsburg Sloan Middle School History Club 350 00 Colonial Williamsburg Sloan Middle School 65 Colonial Williamsburg Schooldude Administrator 10 17 2005 6 00 AM 10 17 2005 10 00 PM 2 Annual eighth grade trip to Colonial 919 555 2962 7 Wi 104 Submitted No History Club trip to Fort Caswell Sloan Middle School History Club 0 00 i History Club trip to Fort Caswell Sloan Middle School 78 Jane Dude Ml c Internet You will see information listed for all trips in the TripDirect system View trip details by clicking on the Trip Name Package Name Destination and Contact links shown in red To view only trips that you have requested booked click on the List My Bookings shortcut at the top of the My Trips page This will list only trips requested by you 85 Printing e Click on the Print My Trips shortcut e You will be taken to the Print My Trip page which will look like this
40. the page will refresh to bring up the same screen only now the words My Settings Saved will appear in red at the top of the page Proceed by clicking the Tab of the page you wish to go to near the top of the screen Welcome to MySchoolBuilding Microsoft Internet Explorer File Edit View Favorites Tools Help ae Q x A CD Osan Keraos O Z e LIM a Address http www myschoolbuilding com myschoolbuilding mySettingTD asp i sE uik LOGOUT HELP Trip Request My Requests Settings Help HELP My Settings Please be yourself click here if you are not vi Indicates required information V First Name V7 Last Name Sam Dude g V Email Address sdude geewiz com Phone Number Pager 919 555 6280 919 555 6280 Cellular Phone Check here to receive TripDirect email notifications V Password v Done Internet 115 3 The Trip Request Page What It Contains and How to Use It The Trip Request page is where you will fill out and submit your trip request forms Once submitted your request form will proceed on to the next person it has been routed to by the Administrator during the Account Setup process This could be the Administrator him herself who can not only approve a trip request but can also activate it the Administrator is the only person who can activate a trip request Or it could first go to one or a series of
41. the requester or site administrator would like to get an estimate of what a trip might cost the school This estimate will then be used to determine if taking the trip will fit into the budget Estimate Pending Lets the requester know that the request has been received and the estimate is being calculated Estimate Complete This status indicates the completion of a requested estimate The requester will be able to view the estimated total by going to My Requests in MySchoolBuilding 16 SCHOOLDUDE SAYS A Word or Two About When Route to Route to Next When Route To Route To Next No One No One What this means is that when a trip request has been routed based on its status to whoever you pick to go in the top drop down box it will then be routed next to whoever you pick to go in the bottom drop down box When a requester makes a trip request its status is Submitted and under this status it will go to the first person designated to approve trips usually the Principal or another Site Administrator Therefore No One would go in the top box and the Principal s name would go in the bottom box In other words the request would go first to No One but the Principal If the Principal declined the trip request the request would immediately be dropped and would proceed no further If the principal approved the request however it would move on in one of two directions either directly
42. ve forgotten your password click on the Forgot Password link provided and a box asking for your email address will pop up Type your email address in the space provided click Submit and your password will be sent to your email inbox Did you forget your password Type your email address in the box below and we ll email your password right away Email Address SSS To continue move on to the next My Requests section of your manual 119 5 My Requests Keep Track of Your Trip Requests Once you click Submit Request you will be taken to the My Trip Requests page where you ll see your trip listed As you submit more trip requests they will be added to the list on this page The trip name will be highlighted in red and serves as a link that you can click on at any time to view your trip request Keep in mind however that you will NOT be able to make any changes toa trip request once it has been approved even if it hasn t been activated by the Administrator yet Below is a view of the My Trip Requests page with a trip already listed as an example Welcome to MySchoolBuilding Microsoft Internet Explorer File Edit View Favorites Tools Help ay Q O HAD Paws kra O BS a Wh B Address http www myschoolbuilding com myschoolbuilding MyRequests asp mode td Eco inks G LOGOUT HELP Trip Request My Requests Settings Help HELP Lil My Trip Requests Note Once the trip request is assigne
43. you to navigate the large calendar from one month to the next without clicking multiple times on the Prev and Next buttons On the Month View each day shows in the traditional squares of a calendar which contain any activity that may be going on Trip Name and Number along with a colored dot or symbol which indicates that trip s status The calendar legend is located near the bottom of the Month and Day View pages and looks like this Legend P Approved active trips P Approved inactive trips Approved active trips recently changed Cancelled Declined G Duplicated B Pending Request an Estimate Estimate Pending Estimate Complete Submitted Tip Click the day number to view trip details for the entire day or click an trip title to cancel change the trip e To obtain detailed information about a trip showing up on your calendar simply click on the Name of that trip shown in red and you will be taken to the Trip Request page containing all information recorded for that particular trip SCHOOLDUDE SAYS By placing your mouse no need to click over the trip name on the month view of your calendar the date time information will appear in a small white box Just below the Shortcuts on the right hand side of the page you will see a series of drop down boxes What these allow you to do is sort and filter your current month s calendar based on Location Organization Status Vehicle or Driver Choosing one of these and
44. your information as entered by the Adminstrator during the Account Setup process if you set up your own account this page will show the information you entered e Make any changes you wish to make enter your password at the bottom and click Submit OR e Tocontinue without making any changes simply click the Back button at the top of your page or click the Tab of the page you wish to go to next If you have made changes the page will refresh to bring up the same screen only now the words My Settings Saved will appear in red at the top of the page Proceed by clicking the Tab of the page you wish to go to near the top of the screen Welcome to MySchoolBuilding Microsoft Internet Explorer File Edit View Favorites Tools Help ae Q x A O Osan Jeres O R a m o LW B Address http www myschoolbuilding com myschoolbuilding mySettingTD asp vi Go Links rk z LOGOUT HELP Trip Request My Requests Settings Help HELP My Settings Please be yourself click here if you are not vi Indicates required information V First Name V Last Name F Due Sam l Dude E V Email Address sdude geewiz com Phone Number Pager 919 555 6280 919 555 6280 Cellular Phone Check here to receive TripDirect email notifications V Password v Done Internet 101 III The Trip Request Page What It Contains and How to Use It The Trip Request p
45. 1213 14151617 18 19 20 21 22 23 24 25 26 27 28 29 30 December SMT Wd F amp 1i 2 3 45 6 7 8 9 10 1117 13 14151617 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Home Calendar hk Coanaditinne nf llea l l e To delete an Event entered onto the list and the calendar on the Organization Events Calendar page simply find that item on the list and click the K on the right hand side next to the event you wish to delete see below e To show only Shared events that is events shared by all Locations click on the Show Only Shared Events link shown in red next to the clasped hands icon This link is located above the list of events see below Add New Event Start Date End Date LJ Create for ALL Location gt PesIshow Only Shared Events 1 1 of total 1 listed Event Title Select Event Title First Previous Next Last Begin End Event Title Date Date Date Created 10 10 2005 10 14 2005 Fall Break First Previous WNext Last 94 4 The Get Weather shortcut as with the weather icon on the main monthly Calendar serves as a link to connect you with AccuWeather com where you can check current weather conditions in your area or the area of your trip destination You can also check the forecast with a range up to fifteen days e Simply click on the Get Weather shortcut near the top of the page and a separate browser page will pop up displaying AccuWeather com Accuweather Loc
46. 6280 4ST Details Back to Top Cellular Phone C Yes submit for estimate only V Trip Name V Location Select Location w V Organization Select Organization v Trip Package Select Trip Package v View Trip Package V Departure Date i mE V Return Date aa mE V Trip Departure Time v V Trip Return Time v Me a Type Type al internet lt In this section of your manual we ll walk you through the trip request process so that you can get started making trip requests with both hands on the wheel To request a New Trip follow the steps below keeping in mind that M indicates a required field e Booked By You ll notice that as you are logged in as the Administrator all of your information will already be entered into the fields of First Name Last Name Email and any further contact information that you entered in Account Setup e Booking Details This section is full of drop down boxes for your convenience Start by filling out the required information Trip Status Location what school or location the trip will be taken from Organization what group is taking the trip and Departure and Return dates and times 118 Continue by filling in what remaining information you have that you would like to include Driver departure and return time
47. Across the top of the page there are four tabs reading Home Calendar New Trip Request and My Account Currently you are looking at the Home page which contains the following ie Quick Launch gives you shortcuts to create a New Trip or to reach the MySchoolBuilding com page Be ULLE shows who you re logged in as Here you can log in as yourself if you are logged in incorrectly 3 CEAAL EES shows you any changes made in a time period which the administrator will specify as recent during the Account Setup process This could be a number of hours or a number of days 4 Ubi tte MAE contains information on the status of requested trips that are routed to you for approval The number of trips that are submitted approved pending canceled declined duplicated and estimated are all listed and represented on a color coded pie chart which appears after the first trip request has been submitted Trips awaiting your approval or estimate are listed here as well as Active trips and Actual Trip Costs for this month and the last Upcoming Events tells you of any trips within the next week along with trip related details such as departure and return times total number of students attending name of organization taking the trip etc Upcoming Events can be sorted by Location or Organization by choosing which one you wish to see from the drop down boxes provided 6 MEALA EEA lets you know of any maintenance food or IT servi
48. Decline Duplicate do it here E TripDirect Approve Trip Request Microsoft Internet Explorer Fie Edit View Favorites Tools Help ay O QO AOD Pwo pore 2 2 a As Address cs http www06 schooldude com tools Framework PageController aspx productid td amp pageid ApproveTripRequest wena ag Trip Name O Education Objectives Departure Date Return Date Departure Time Return Time Total Attendees Drop Off Location Pick Up Location Contact Name Phone Number 105 Sloan Middle School NC Museum of Natural Science Sloan Middle 8th Grade 8th grade Museum of NS Trip Activity Bus A sth de tri h f a 82 10 4 2005 10 4 2005 nnual 8th grade trip to the museum of natural science 2 7 30 AM 4 00 PM 82 JaneDude Process Approve Now O Cancel Notify Book By O Decline Notify Contact Person O Duplicate Approval Process Date Approved Approved By 8 12 2005 2 50 00 PM Dude Alfred I approve Powered by 2 Sune Calendar Trip pias iis a Setup Click here to talk to SCHOO Conditions of Use Privacy Policy Security Statement an Online Operator NOW eCom SERVICES LOGOUT MY ACCOUNT 32631335 HELP Need help Call us 1 877 868 DUDE 3833 Copyright 1999 2005 SchoolDude com Inc All Rights Reserved Legal Stuff v Done Internet 81 e To seethe trip s information in more detail and to make any changes before approving a trip start by clicking on the Name of the trip shown in red near the bottom of the screen
49. Default 2 E TRIP School X ee W DIRECT Calendar New Trip Request Account Setup Search For Advanced Search Help Calendar Event Type Shortcuts New Calendar Event Type Cl List My Calendar Event Types School Year Calendar Legend click to sort table by that column Filtering View events types starting with O0123456789ABCDEFGHIIJKLMNOPQRSTUVWXYZALL My Calendar Events Add New Calendar Event Type 1 5 of total 5 listed First Previous Next Last Description atecreated O Christmas Break 8 30 2005 Fall Break 8 17 2005 Spring Break 8 18 2005 Test Event 8 30 2005 Test Event 2 9 6 2005 Add New Calendar Event Type First 4 Previous Next Last Powered by pi SCHOO Home Calendar New Trip Request Account Setup Click here to talk to Conditions of Use Privacy Policy Security Statement an Online Operator NOW CON SERVICES LOGOUT MY ACCOUNT 32631335 HELP T Need help Call us 1 877 868 DUDE 3833 Emel Copyright 1999 2005 SchoolDude com Inc All Rights Reserved Legal Stuff Internet e Return to the Organization Event Calendar page by clicking on the Organization Event Calendar shortcut near the top of the page To continue with the next steps of adding an event to the Organization Event Calendar after creating all of your event titles follow the steps below e Back on the Organization Event Calendar page choose a Location for the event from the drop down box pr
50. Edit View Favorites Tools Help ae O O DAOGD Pann k O 8 2 aA a Address amp http www myschoolbuilding com myschoolbuilding mytriprequestiframe asp v Go Links LOGOUT HELP Trip Request My Requests Settings Help HELP 7 Please be yourself click hereif you are not Sam Dude V Indicates required information 7 Booked By By V First Name V Last Name V Email Phone Pager Cellular f Booking Details Details Back to Top C Yes submit for estimate only V Trip V Location Select Location v V Organization Select Organization v Trip Package Select Trip Package View Trip Package V Departure Date mE V Return Date mE 7 Trip Departure Time v V Trip Return Time v v Me a Type Type v amp Internet In this section of your manual we ll walk you through the trip request process so that you can get started making trip requests with both hands on the wheel To request a New Trip follow the steps below keeping in mind that M indicates a required field e Booked By You ll notice that as you are logged in as the Administrator all of your information will already be entered into the fields of First Name Last Name Email and any further contact information that you entered in Account Setup e Booking Detail
51. Emergency Contact Request J Paragraph List Users You are here MySchoolBuilding Define Budget Code Define Transportation Type MySchoolBuilding Password Options Options Link Request Users Add Request Submitters First Name Last Name Email Receive email notification zad User Net Step List of Requesters 1 4 of total 4 listed First Previous Next Last Ed Dude edude geewiz com Jane Dude jdude geewiz com Sam Dude sdude geewiz com Will Dude wdude geewiz com First Previous Next Last Powered by Home Calendar New Trip Request Account Setup f SCHOO F j Click here to talk to DUDE Conditions of Use Privacy Policy Security Statement an Online Operator NOW Com SERVICES LOGOUT MY ACCOUNT 32631335 HELP z Need help Call us 1 877 868 DUDE 3833 Emal Copyright 1999 2005 SchoolDude com Inc All Rights Reserved Legal Stuff v Internet If you have no other Users to add click Next Step and proceed on to the next section To add Requesters follow these steps e Enter the Requester s First Name e Enter the Requester s Last Name e Enter the Requester s Email address e Choose whether or not the Requester will receive email notifications by clicking the green check in or out of the check box provided Click Add User e Once all your Requesters have been added click Next Step 37 f Next you will be taken to the page headed Verify by Password This is where you will set a stan
52. Estimated Mileage of the trip e Trip Contact If the Booked By information is the same as the Trip Contact information you ll save a little time by clicking the box at the top of this section If not fill in the First Name Last Name and Email Address of the Trip Contact as well as any other contact information you may have telephone pager and cell phone numbers e Attendees Who will be going on this trip In this section you will need to fill in the names of any faculty attending the trip as well as the number of students attending Any further information names of supervising adults number of adults and total attendees cost of adults and students should be entered here as well e Categorization In this section you can enter the budget that will be used on this trip the recommended minimum and maximum ages of those attending the trip and the educational objective of the trip what do you hope to learn accomplish with this trip e Notes This is where you can make note of any special needs or requirements for the trip SCHOOLDUDE SAYS In the following three sections you will choose what services transportation food and maintenance will be needed on this trip Once you choose the services you will need for a trip those services will show on the Home page 47 in the To Do Tasks section one week prior to the trip departure date These Tasks serve as a reminder to the service providers maintenance caf
53. Internet As with the Monthly View you can navigate your Day View calendar by using the Prev and Next buttons in the top corners 124 3 The Organization Event Calendar page is where you can go to see what events such as school breaks fund raisers and holidays have been entered for organizations within your school or district They will then be stored on a yearly calendar on the left hand side of the screen and listed in more detail on the right hand side Below is a view of the Organization Event Calendar page with events already entered 2 TripDirect Organization Event Calendar Microsoft Internet Explorer File Edit View Favorites Tools Help Q Back A A amp Search We Favorits R m E 3 Sloan County Schools Default School Logo Home Calendar Search For My Settings Advanced Search Help Month view Calendar Shortcuts Day View Organization Event Calendar 30 31 April July S MT Wore Eas 12 3456789 10 111213141516 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Location Select Location v lt 2005 gt 2005 January February March SO Mower SIS M TEW TTE STS SM ew T as 1 2s 4 35 G 7 8 16 7 8 97101112 9 101112131415 16 17 18 19 20 21 22 23 24 25 26 27 28 29 1 2 3 4735 6 7 8 9 101112 13 141516171819 20 21 22 23 24 25 26 27 28 29 30 31 123 45 13 141516171819 20 21 22 23 24 25 26 27 28 June S M TOW TEES Le aA gt 6
54. Login Log SP User List a A z Legend Account Administrator Add Update User N Password Minimum 6 characters oui Z First Name pave V Last Name pude V Email ddude geewiz com Receive email notifications Phone Number ET Fax Number eee Pager Number Cellular Phone O O Disable Login Effective on EE EF Note Disabled users cannot login or receive email notifications but reporting functions for the disabled users will still be available Employment Date EE Termination Date Done Internet Ul e Create a password for this user e Click Save Next Step To delete a user click on the TripDirect Users link from the Account Setup page and click on that user s name Scroll to the bottom of the Add Update User page and click the Delete button Confirm by clicking the OK button in the box that pops up and you ll immediately be taken back to the list of users which will show that the user has been deleted 13 6 M Transportation Types This field allows you to choose what types of transportation will be available for use by your educational facility and therefore what transportation types requesters have to choose from When you click on the Transportation Types link from the Account Setup page you will be taken to a page that lists transportation options activity bus commercial airline train etc Next to each transportation type you wi
55. M PC CIC SES aus tat sie szesre Sacaes E A 106 IF aches nce te tector a eat cea Se 107 6 Service Provider Gide IE Sie E 108 LV elcometo THpDirect NOW W Dat inara een peter ner rete 108 II My Settings Your Information in a Nutshell se s000 10100sso10000sesssrotsessserotsessssroteeseses I1 II MySchoolBuilding com Wiere to Make Your THD REGgUCS Coopin E teeta 113 r OVATOS 113 Ae TIESSEN PASE anaE er ere en Ree ornare ere ree 5 amp Tie Wi py GGUS Sta stasis seca aaa eo lee ee eer 116 s NARDO ATP RCIE isn a nein recon pre nnnD nn Oe rT RE err 118 NR CE TS 0 ahead ssc E E E E lav cate ea me ctcaeds 120 Ve Ueno aon Ge Les akc E issena rer tueeer ero rrtre renee er ve terme eerie rer ereere oer Te 126 8 schoolDude Vocab TipDire Eerie tan 127 Oe TRC Up RE LINC ape ies casas sesetechatevcoaeecesxseessccgstyes NE 132 Welcome and Thank You for Choosing TripDirect With this product we ve taken the hassle out of planning your educational facility s next trip You will find it simpler to streamline the educational trip workflow process from start to finish because we ve covered everything from trip request and approval to scheduling vehicles and drivers By utilizing TripDirect at your educational facility you eliminate the inconvenience of chasing down all the different people and services that make educational trips happen TripDirect puts them all in one place for you which is not only more cost efficient it also saves valuab
56. Next you can enter their Work Phone Email Address whether they are Active click Yes or No and their Miles Logged Miles Logged will update automatically with every trip driven e Step 2 Select Vehicle Number and Default Location from the drop down boxes provided e Step 3 Enter any notes you wish to include on the driver e Click Next Step e Step 4 If this driver has a show up fee enter it here at the top of the page This field can also be used if the driver is paid a flat rate o Fill in the required information fields hourly wage shift start and end times and shift days of the week e Select a shift start location from the drop down box provided e Choose whether or not this driver is active by clicking Yes or No e Click Save 23 The driver s shifts once entered will appear listed at the bottom of the page Shift time can t exceed 12 00 midnight as this is the next day To remove a shift at any time simply go to the My Drivers list click on the Driver s name whose shift you wish to delete scroll to the bottom of the Add Update Driver page and click on Next Step On the Add Update Driver Shift page scroll to the shift list at the bottom and click the Hl next to the shift that you wish to delete To edit a shift click the M next to the shift you wish to edit make the desired changes and click Save 4 TripDirect Add Update Driver Shift Microsoft Internet Explorer File Edit View
57. OPQRSTUVWXYZALL My Drivers Add New Driver 1 4 of total 4 listed First Previous Next Last Last First he A Email 5 Vehicle O Fiscal YTD Hours Fiscal YTD Costs Date Hired D Phone D Fiscal YTD Trips Taken Billerson Bill p Van2 0 0 00 F 9 15 2003 919 555 6781 Johnson John EZ jiohnson geewiz com Van3 0 00 0 00 2 5 1994 919 555 6898 0 Jones Harry M hiones aeewiz com Vani 0 00 0 00 g Jones Monica E miones geewiz com Van2 0 00 0 00 3 28 1999 919 555 3232 0 Add New Driver First Previous Next Last kd Internet 29 12 Vendors You can enter the information of any vendors used by your educational facility here A few examples of vendors are outside transportation companies like charter bus companies and any outside food services To get started click the Vendors link from the Account Setup page e Onthe My Vendors page click the Add New Vendor link e Step l Next to Vendor Name enter the vendor s company name e Proceed with required information including First and Last Name of vendor contact and their address e Enter any further information including phone number email address and any notes you wish to make e Step 2 How would you like for this vendor to be paid Enter billing and payment information here including Contract number Federal ID number Credit Limit Surcharge and whether or not this vendor is active at this time click Yes or No e Click Save The words Record saved su
58. Pending This status can be used to show trips that are in the approval process or waiting for additional information 22 Canceled This is used when a trip was active at one time and has since been cancelled It is always a good idea to include the reason the trip was cancelled in the notes field 23 Declined The requested trip has been declined by the principal or the transportation department We recommend listing a reason in the notes field 24 Duplicated This request has already been entered It s always good to include the Trip ID number for the open trip in the notes field This will tie the two requests together 25 Estimate Requested This is used when the requester or site administrator would like to get an estimate of what a trip might cost the school This estimate will then be used to determine if taking the trip will ft in the budget 26 Estimate Pending Lets the requester know that the request has been received and the estimate is being calculated 102 27 Estimate Complete This status indicates the completion of a requested estimate The requester will be able to view the estimated total by going to My Requests in MySchoolBuilding 103 Making A Trip Request Ready to get started This is where the trip planning process starts with a submitted trip request Below is a shot of what your Trip Request page should look like Welcome to MySchoolBuilding Microsoft Internet Explorer me Fie
59. Sates Gas Fd PPE j 6 Submitted k This Month Inf TENPE E J Hello Schooldude Last Month Budgets 2 Active 0 00 Administ Calendar Event Types 0 Estimate Complete KI E Estimate Pending E Estimate Complete Not Schooldude Administ 0 Inactive Drivers Please be yourself 0 Pending Locations 0 Canceled Organizations E Submitted Transportation Types 0 Declined E Approved Trip Packages 0 Duplicated E Pending Trips 0 Estimate E Canceled eri Requested E Declined 0 Estimate m Duplicated ee cacet Pending E Estimate Requested i i Maintenance Services IT Services Internet Note You won t see the pie chart until after the first trip request has been submitted Your Home page has several components Across the top of the page there are four tabs reading Home Calendar New Trip Request and Account Setup Currently you are looking at the Home page which contains the following me Quick Launch gives you shortcuts to create a New Trip or to reach the MySchoolBuilding com page 2 Me ULLE shows who you re logged in as Here you can log in as yourself if you are logged in incorrectly 3 Leet TITLES shows you any changes made in a time period which you will specify as recent during the Account Setup process This could be a number of hours or days 4 Ube ste UEA contains information on the status of all requested trips The number of trips that are submitted appr
60. School Bus Subway Taxi Train Van Walking Wheelchair Equipped Vehicle bjd fifi bf fd Efi bE E E Powered by COT SHANI Click here to talk to g Internet Home Calendar New Trip Request Account Setup I I e When you re finished making any changes or not move on the the next step by clicking Save Next Step 40 1 MySchoolBuilding Link This page wraps up your setup of your MySchoolBuilding page It will look something like this A TripDirect MySchoolBuilding Link Microsoft Internet Explorer File Edit View Favorites Tools Help ay O O MAG Pawn orm S F a a a Address sy http www06 schooldude com tools Framework PageController aspx productid TD amp pageid MSBLink amp mode Update Advanced Search Help Account Settings Shortcuts Y Account Setup Account Logo Setup ID Manage Codes TripDirect Steps Information Users M Role Setup Setup Trip Setup Food Setup Maintenance Setup IT Request Status Service Provider Service Provider Support Service Provider Routes Support Support NM Setup Who gets email About Combo MySchoolBuilding and when Quick Navigation MySchoolBuilding Logo Introduction Customize Options Emergency Contact Request Paragraph List Users MySchoolBuilding Define Budget Code Define Transportation Type MySchoolBuilding Password Options Options Link Lill A You are here MySchoolBuilding Link You have completed the setup for yo
61. Site Administrators who will then decide whether or not to approve your request Based on their answer your request will proceed on down the path routed for it until it is assigned its final status These are the nine statuses that a trip request can receive along the way depending on what is going on during the trip approval process 28 Submitted Think of this as a new trip request This is the status all trips will have when they are entered by a requester through MySchoolBuilding It can also be used if entered by any other role to ensure proper routing of new trip requests 29 Approved Indicates that the request has been approved It may have only passed through one person and may not have met final approval The approved status has two statuses that aren t seen by the requester They are active and inactive Active indicates that the request has met with final approval and has been activated as a trip that will occur Inactive shows trips that are still in the approval process 30 Pending This status can be used to show trips that are in the approval process or waiting for additional information 31 Canceled This is used when a trip was active at one time and has since been cancelled It is always a good idea to include the reason the trip was cancelled in the notes field 32 Declined The requested trip has been declined by the principal or the transportation department We recommend listing a reason i
62. TRIPDIRECT TRIP DIRCCT Full TripDirect User Manual Version 1 0 SchoolDude com Inc SchoolDude Support Phone 1 877 883 8337 Email support schooldude com TripDirect Table of Contents Lelono PDE carmen rerenree mtaree A EE nomen E ee rT e l 2 PDE CURO S e A E E EAR EA 2 3 Administrator GU Qe ICS sasssrisssisersptessinbesiviei reenen eis e ESE E iSRae si si iiser 3 L Welcome to the Home Page Now WHat ssssssoisserssitssrorisisiisaiunssgstiarsniisi 3 E ea 5 Gn eee ai ele e mere A E E E E A T rer reer et 6 Sn Ge AGL E E e E A E E E E ere 6 e POON E eee ee 7 TS E A E N E E ss 8 e 022 N42 011 0 gc germane re renee sen eee aoe ve urn oeT eee ne EN em ase iry re aeae eare eS 10 es earner ere E ere ere te ee eee 12 S T EPOa O aE EA 14 E Siro E E E N O A err Ce nner 15 Set Up Irip Request Status Routes s sssss ssessseeseeseesssseesesseseeesseseesesseeeees 16 e Required Services IT Maintenance amp FOO u eesesseecseecseeeseeees 20 alco ETE ENA nT freer E 21 I E E E E E 23 16 0c E A E T 26 A E E oc E E A E E ere 27 Pease ee 28 e e106 CU D pereerermmrre ner cees A ter aren te fee tr ee reer 29 e MySchoolBuilding com Setup Steps rcs eececcns etter enone 31 e Who Gc Co Emailand YV ICI sstsiserisisistteiassediinisii meet ret 42 e ADOI CO ee E rere 44 III Entering New Trip Requests of Your Own essssscsssssccsesesecsssecsnecrnecnecesseeen 46 IV Approving Activating Trip Requests En
63. Use Privacy Policy Copyright 1999 2005 SchoolDude com Inc All Rights Reserved Legal Stuff Done Internet Your email address should already be entered into the box provided If it s not correct however enter it correctly Make sure that the circle next to My name is not listed has been clicked and contains a green dot Click Submit 98 7 The next page you will be taken to will look something like this Welcome to MySchoolBuilding Microsoft Internet Explorer File Edit View Favorites Tools Help ar Ou O DAE Pwo ka 8 2 A S Address amp hittin E E E T E E E E O E E S E E E o i i v Go Links 6 z Pro vom E V Indicates required information First Name V Last Name V dude Email Address V sdude geewiz com Phone Number Pager Cellular Phone Note This information will be saved after you submit your first request New users are not saved until their first request has been submitted Done internet Enter the required information marked with a and click Submit 8 You should then be taken to the point where all Requesters start once they are in the system the Trip Request page Welcome aboard 99 You Are Here Once you ve visited www myschoolbuilding com and logged in using your email address you will be taken directly to the Trip Request page It should look something like this Wel
64. Users ah Role Setup Setup Trip Setup Food Setup Maintenance Setup IT Request Status Service Provider Service Provider Support Service Provider Routes Support Support N Setup About Combo MySchoolB Account Setup Steps To begin your journey in TripDirect you should enter your organization s information in the forms below beginning with Account Information This is a one time setup but you may come back to make modifications as often as needed Please note begin using TripDirect by first defining account information users codes status routes and service provider support Refer to the shortcut menu above for each of these options gt Account Information Setting your account contact information and other settings for TripDirect gt Logo Setup Upload your organization logo We ll display your logo on TripDirect interface gt Manage Codes l ae Add and update all of your system codes such as budgets drivers locations organizations and much more Internet 44 When you click this shortcut the page that comes up will look like this TripDirect About Combo Microsoft Internet Explorer File Edit View Favorites Tools Help ae A i 2 i 2 wm h Q a AOD Osn feros O Z hA a Address E http www06 schooldude com tools Framework PageController aspx productid TD amp pageid AboutCombo v Go Links rk z Y Account Setup Account hd Logo Setup ID Manage Co
65. View Favorites Tools Help ae N oY A lt pm m A 7 Om O MAO Paws kr 82 a DAs Address http www06 schooldude com tools Framework pagecontroller aspx productid TD amp pageid MSBLogo amp mode Update v Go Links 7 6 hd N Setup f Who gets email About Combo MySchoolBuilding and when Quick Navigation MySchoolBuilding Logo Introduction Customize Options Emergency Contact Request EE pee Paragraph List Users MySchoolBuilding Define Budget Code Define Transportation Type MySchoolBuilding Password Options Options Link MySchoolBuilding Logo This is your current MSB logo To load a new MSB logo Click the Browse button Select a graphic file name on your computer Click the Add Update Logo button Browse _ i Please load a GIF file no larger than 150 pixels wide and 50 pixel high Add Update Loge Powered by P 00 es Calendar ones Trip saad auare Setup Click here to talk to Conditions of Use Privacy Policy Security Statement an Online Operator CO SERVICES LOGOUT MY ACCOUNT 32631335 HELP NOW Need help Call us 1 877 868 DUDE 3833 Copyright 1999 2005 SchoolDude com Inc All Rights Reserved Legal Stuff v Internet 33 b Introduction Paragraph For this step you will need to after clicking on the link follow the instructions and write an introductory paragraph that Users will see upon logging in to MySchoolBuilding com You can edit it as often as you like See below
66. a one time fee for using one particular driver or an additional fee charged for the driver to show up This is done to add flexibility to the unique charge type needs for different organizations Transportation Types You will use these to specify what type of transportation will be utilized for a trip Some examples of Transportation Types are Activity Bus Charter Bus Train etc They will trigger task assignment when selected on the schedules Most likely you will only need to turn on a few of them 129 Trip Packages Trips that are taken frequently or on a regular basis by your educational facility can be entered into TripDirect as a Trip Package Once they are created as a Trip Package information like educational objective contacts site details additional costs etc will be stored When the Trip Package is selected by a requester all of that information will be filled in automatically on the Trip Request form Users Anyone employed by your district or educational facility in various roles that uses TripDirect These could be administrators drivers teachers etc User Roles There are five User Roles in TripDirect Administrator Site Administrator 1 Service Provider Driver and Requester Vehicles Any cars trucks vans buses etc that are owned and utilized for Trip transportation purposes by your district or educational facility During the Account Setup process the Administrator can record in the Vehicles section a
67. aA OD sean Si Favorites A AR emw We 3 Eco ins Address a http www myschoolbuilding com myschoolbuilding msbdefault_email asp frompage mytriprequestiframe asp amp mode newuser lt Welcome To begin please enter your email address below Email Address sdude geewiz com We cannot find the indicated email address Please either correct the email address or enter your last name below if you are a new requester Last Name Powered by Conditions of Use Privacy Policy g u Copyright 1999 2005 SchoolDude com Inc All Rights Reserved Legal Stuff 5 Enter your last name into the box provided Click Submit 97 6 Next you will be taken to the page below Welcome to MySchoolBuilding Microsoft Internet Explorer File Edit View Favorites Tools Help ae Q x T x a A DO search Pg Favorites g 2 TN w T law rel 3 lt g co Links 7 e Address http www myschoolbuilding com myschoolbuilding msbdefault_email asp frompage mytriprequestiframe asp amp lastname dude amp mode newuserlist Welcome To begin please enter your email address below Email Address sdude geewiz com Please select your name from the below list or select the not listed option Ed Dude edude geewiz com Jane Dude jdude geewiz com will Dude wdude geewiz com My name is not listed Powered by Conditions of
68. age is where you will fill out and submit your trip request forms Once submitted your request form will proceed on to the next person it has been routed to by the Administrator during the Account Setup process This could be the Administrator him herself who can not only approve but also activate a trip request the Administrator is the only person who can activate a trip request Or it could first go to one or a series of Site Administrators who will then decide whether or not to approve your request Based on their answer your request will proceed on down the path routed for it until it is assigned its final status These are the nine statuses that a trip request can receive along the way depending on what is going on during the trip approval process 19 Submitted Think of this as a new trip request This is the status all trips will have when they are entered by a requester through MySchoolBuilding It can also be used if entered by any other role to ensure proper routing of new trip requests 20 Approved Indicates that the request has been approved It may have only passed through one person and may not have met final approval The approved status has two statuses that aren t seen by the requester They are active and inactive Active indicates that the request has met with final approval and has been activated as a trip that will occur Inactive shows trips that are still in the approval process 21
69. al Weather Forecast Zipcode or City State Go 95 Requester Guidelines I Welcome to TripDirect Now What A Word On How to Get Started MySchoolBuilding com is where you as a Requester will go to make all of your new trip requests There are two ways that a Requester can be entered into the system e The TripDirect Administrator can add the Requester into the system e The Requester can add themselves into the system If you are a new Requester you haven t been entered into the system before follow these steps to set up your Requester name and enter yourself into the system l Goto www myschoolbuilding com 2 You will see the following page F Welcome to MySchoolBuilding Microsoft Internet Explorer File Edit View Favorites Tools Help Q sack y j x a A P Search Jg Favorites Ea CJ tee w z LJ rel 33 Address amp http www myschoolbuilding com myschoolbuilding msbdefault_email asp killcookies yes i Sain aes Welcome To begin please enter your email address below Email Address Powered by Conditions of Use Privacy Policy Copyright 1999 2005 SchoolDude com Inc All Rights Reserved Legal Stuff Internet 3 Enter your email address in the space provided Click Submit 96 4 As you are anew Requester you will then see the following page Welcome to MySchoolBuilding Microsoft Internet Explorer File Edit View Favorites Tools Help ae Q O x
70. al or the transportation department We recommend listing a reason in the notes field 15 Duplicated This request has already been entered It s always good to include the Trip ID number for the open trip in the notes field This will tie the two requests together 16 Estimate Requested This is used when the requester or site administrator would like to get an estimate of what a trip might cost the school This estimate will then be used to determine if taking the trip will ft in the budget 17 Estimate Pending Lets the requester know that the request has been received and the estimate is being calculated 18 Estimate Complete This status indicates the completion of a requested estimate The requester will be able to view the estimated total by going to My Requests in MySchoolBuilding 79 2 Approving a Trip To start approving submitted trip requests follow these steps e Click on the number of requests next to the words Waiting Your Approval on your Home page This will take you to the Approve Trip Request page e The Approve Trip Request page shows one trip at a time so choose the first trip you wish to address from the drop down box next to the words Waiting Your Approval E TripDirect Approve Trip Request Microsoft Internet Explorer File Edit View Favorites Tools Help ae Om ODAC Pm tum 2S a E S Eco Link SERVICES LOGOUT MYACCOUNT 326513551 HELP s Be DIRECT
71. and Number along with a colored dot or symbol which indicates that trip s status The calendar legend is located near the bottom of the Month and Day View pages and looks like this Pending Request an Estimate Legend P Approved active trips P Approved inactive trips Approved active trips recently changed Cancelled Declined Duplicated B Estimate Pending Estimate Complete J Submitted Tip Click the day number to view trip details for the entire day or click an trip title to cancel change the trip e To obtain detailed information about a trip showing up on your calendar simply click on the Name of that trip shown in red and you will be taken to the Trip Request page containing all information recorded for that particular trip Note that this page is VIEW ONLY see below so therefore you won t be able to make any changes Approvals Print Trip Details Legend Til Indicates required information VIEW ONLY f Booked By By First Name Fil pe d EE pisces B Just below the Calendar Shortcuts you will see two drop down boxes one for the month and the other for the year which serve as another kind of shortcut allowing you to navigate the large calendar from one month to the next without clicking multiple times on the Prev and Next buttons To the right of this you will see a series of drop down boxes What these allow you to do is sort your current month s calendar based on Location Organizat
72. and as possible A trip request can have one of nine statuses 1 2 3 4 5 6 1 8 9 Submitted Think of this as a new trip request This is the status all trips will have when they are entered by a requester through MySchoolBuilding It can also be used if entered by any other role to ensure proper routing of new trip requests Approved Indicates that the request has been approved It may have only passed through one person and may not have met final approval The approved status has two statuses that aren t seen by the requester They are active and inactive Active indicates that the request has met with final approval and has been activated as a trip that will occur Inactive shows trips that are still in the approval process Pending This status can be used to show trips that are in the approval process or waiting for additional information Canceled This is used when a trip was active at one time and has since been cancelled It is always a good idea to include the reason the trip was cancelled in the notes field Declined The requested trip has been declined by the Administrator or the Site Administrator We recommend listing a reason in the notes field Duplicated This request has already been entered It s always good to include the Trip ID number for the open trip in the notes field This will tie the two requests together Estimate Requested This is used when
73. ations Phone Number 919 555 3333 Fax Number Pager Number J Cellular Phone 919 555 2222 Employment Date 7 18 2002 me Termination Date i mE Notes Change Password Old Password New Password Verify New Password Save Internet lt e Enter your old password set by the Administrator into the Old Password field e Choose a new password and enter it twice into the New Password and Verify New Password fields e Click Save You will then be taken back to your Home page Your information has been saved To change or update it at any time click on the My Account tab and repeat the steps listed above 72 III Entering New Trip Requests of Your Own Now You re Ready To Go Welcome to the New Trip Request page In this section we ll walk you through the Trip Request process so that you can see how it works and learn how to make trip requests of your own This is what your Trip Request page should look like when it comes up TripDirect My Trip Microsoft Internet Explorer SER Fie Edit View Favorites Tools Help A Q x lt 4 x a A PO search Pg Favorites E 2 ee w z Lud rel 33 Address gy http www06 schooldude com tools framework pagecontroller aspx productid td amp pageid triprequest amp mode new v E co Links j Calendar New Trip Request My Account Search For Advanced Search Help Trip Request Shortcut
74. cation e Enter any further information you have including number of students at each location square footage and any notes you wish to make and click Save E TripDirect My Location Microsoft Internet Explorer Fie Edit View Favorites Tools Help ay Q Back J x a A P Search 5 Favorites E2 2R ar w LJ rel 33 Address g http www06 schooldude com tools framework pagecontroller aspx productid TD amp pageid LocationUpdate amp mode New v Go Links 7 6 z School Name Default School Logo Go To Quick Links v SERVICES LOGOUT MY ACCOUNT 32631335 HELP A A Direct Calendar New Trip Request Account Setup Search For Advanced Search Help Location Shortcuts Y Account I add New List My ah Graph My Print My Setup Location Locations Locations Locations Add Update Location V Location Code V Description Number of Students Square Footage Date Built mE Notes Powered by Home Calendar New Trip Request Account Setup PP E a A DUDE Conditions of Use Privacy Policy Security Statement an Online Operator A p NOW cOrni SERVICES LOGOUT MY ACCOUNT 32631335 HEL Need help Call us 1 877 868 DUDE 3833 Emel Canvrinht 1999 23005 SchoolNDuide com Inc 4 Done Internet The words Record saved successfully should appear in red near the top just above the information fields that you ve filled in once
75. ccessfully should appear in red near the top of the page once it refreshes To delete a vendor at any time simply click the Delete button at the bottom of this page Or from the Account Setup page click the Vendors link click the Vendor s name on the My Vendors page scroll to the bottom of the Add Update Vendor page and click Delete To edit vendor information at any time click on the Vendor s name on the My Vendors page and change the information you wish to edit Click Save at the bottom when you re finished To view notes made on a vendor click on the Vendor name from the My Vendors page 26 13 Budgets To keep track of budgeting and trip related costs enter your budget information here You can have a different budget for each organization or for each trip Organize your budgets in the way that works best for you To get started click the Budgets link on the Account Setup page e Onthe My Budgets page click the Add New Budget Code link e Under Add Update Budget Code enter a code for the budget e Inthe Description field give the budget a self explanatory name or give a brief description of what the budget is for e Enter any Fiscal Year Budget Monies and any notes you wish to include e Click Save SCHOOLDUDE SAYS Keep in mind that the Budget window will display the budget s code and description You will have room for about 30 characters When the page refreshes you should see the following change
76. ces that will be needed for trips occurring during the next week This section will act as a reminder to you as well as to those service providers who log on to see what needs to be done in the week to come Information Analysis provides important links where you can view information on Locations Organizations and Trips entered into the system including lists graphs and the option to print reports 8 HELF links are available in both the top and bottom right hand corners of your Home page Clicking on the Help link in the top right hand corner will take you to the TripDirect product manual at any time If you need to communicate directly with SchoolDude Support however go to the two links in the bottom right hand corner of your Home page To connect directly with someone from 70 SchoolDude Support via Instant Messenger click on the word here underlined and highlighted in red See below Click here to talk to an Online Operator NOW ppm R To write and send an email directly to SchoolDude Support simply click on the Email icon directly below the link we just mentioned The Email link looks like this WOW A blank email form will pop up already addressed and ready to use 9 The Quick Links provide you with a way to navigate quickly between SchoolDude products In other words if you would like to move from TripDirect to another product used by your school for whatever reason all you have to do
77. come to MySchoolBuilding Microsoft Internet Explorer File Edit View Favorites Tools Help ay Q x AOD Osan fers BS w LG B lt V 2 oP Address amp http www myschoolbuilding com myschoolbuilding mytriprequestiframe asp LOGOUT HELP Trip Request My Requests Settings Help Please be yourself click hereif you are not Jane Dude vi Indicates required information 7 Booked By By V First Name 7 Last Name V Email ne Dude Phone Pager Cellular 7 Booking Details X Details Back to Top Cl Yes submit for estimate only V Trip Name vI Location Select Location v V Organization Select Organization v Trip Package Select Trip Package v View Trip Package V Departure Date mE V Return Date mE V Trip Departure Time v V Trip Return Time v v f Transportation Type Type Done ial Internet Across the top of the page you ll notice four tabs labeled Trip Request you are here My Requests Settings and Help These tabs are how you navigate to the information that you need In the following sections each tab will be explained You ll see what they contain and how to use them 100 II The Settings Page Before we get started making trip requests lets take a moment to check out the Settings page which contains
78. d Food Services gece E Estimate Requested Maintenance Services 0 Estimate E Estimate Pending IT Services Complete E Estimate Complete Refresh Pie 35 Done Internet On the TripDirect Home page you will notice a section titled Trip Requests This section shows numerically as well as on a handy pie chart the statuses of various trip requests out there Trip requests awaiting your approval or your estimate show up first and foremost in the top left hand corner Below them is the pie chart which shows up only after trip requests have started being submitted which can be manipulated to show just what you need it to e To adjust the time period shown on the chart click on the drop down box provided labeled Period and choose what time period you would 50 like to see on the chart all today last week this week etc Once chosen the page will refresh and the chart will adjust accordingly Back up near the top just beneath the Period drop down box you will see a list labeled Trips This list shows all possible statuses that a trip can hold along with a number indicating how many trips currently hold that status Next to each listed status you will notice a check box with a green check in it which indicates that the trips that hold that particular status are reflected in the pie chart e Toremove a status from the list so that trips with that status will not be reflected in the pie chart click on the green check in the
79. d as an example Welcome to MySchoolBuilding Microsoft Internet Explorer File Edit View Favorites Tools Help ay O O HAH Psa yr AB a Lh Address http www myschoolbuilding com myschoolbuilding MyRequests asp mode td Eco inks LOGOUT HELP Trip Request My Requests Settings Help My Trip Requests Note Once the trip request is assigned to someone for approval you no longer can edit the request You can click on the current assigned person name to send email and request changes on your trip request Search for i c Search this results for leo Show All Print This 1 1 of total 1 listed First Previous Next Last Status O Active denen S Organization m Location oO Contact Name Return Date Educational Contact Phone Time a Students A Objectives Drop Off Adults Location oO Attendees 103 Submitted No Sloan Highschool 0 00 Marching Band Sloan High 236 Marching band Marching Ferrets 0 00 Orange Bowl School 0 will march inthe Will Dude Trip 1 1 2006 236 Orange 919 555 7777 12 29 2005 11 00 PM 6 00 AM i Done OOOO O amp Internet 106 V Help Find Answers to Your Questions There are five links you can use to access the Help page Click on any of these links and you will be taken to this manual at any time One link is a tab located near the top of your page with all the other page tabs Another is in the top most right hand corner of your page
80. d to someone for approval you no longer can edit the request You can click on the current assigned person name to send email and request changes on your trip request Search for i T F Search this results for Go Show All Print This 1 1 of total 1 listed First Previous Next Last Status O Active Packets Organization m Location Contact Name Return Date Educati Contact Phone Time D Students Objectives Drop Off Adults Location Attendees 103 Submitted No Sloan Highschool 0 00 Marching Band Sloan High 236 Marching band Marching Ferrets 0 00 Orange Bowl School 0 will march in the Will Dude Trip 1 1 2006 236 Orange 919 555 7777 12 29 2005 11 00 PM 6 00 AM v amp D Internet 120 IV Using the Calendar See the Big Picture As with all SchoolDude products TripDirect has a Calendar tab a place you can go to see what s going on where when and who s involved You can see in easy to read calendar format trips occurring on a month to month or year to year basis You can even check the weather In this section of your manual we ll show you how to use the calendar and all of its options to keep up with your busy schedule e Toopen up your calendar from wherever you are click on the Calendar tab at the top of your screen The page that opens up will look like this 2 TripDirect Trip Calendar Microsoft Internet Explorer M lex File Edit View Favorites Tools Help d Q Bak
81. dard password for all of your Requesters that they can change once they log into MySchoolBuilding com for the first time The page will look something like this E TripDirect Verify by Password Microsoft Internet Explorer Fie Edit View Favorites Tools Help ar i A e LO m k 2 Q OX AOD Pst Keros I o LW S Address G http www06 schooldude com tools Framework PageController aspx productid TD amp pageid MSBPasswordPwd amp mode Update vj Go Links 7 rk T Quick Navigation J MySchoolBuilding Logo Introduction Customize Options Emergency Contact Request Paragraph List Users MySchoolBuilding Define Budget Code Define Transportation Type MySchoolBuilding Password Options Options Link You are here Verify by Password Set Request Submittal Password Password C Email password change to requesters List of Requesters 1 4 of total 4 listed First Previous Next Last Ed Dude edude geewiz com Jane Dude jdude geewiz com Sam Dude sdude geewiz com will Dude wdude geewiz com First Previous Next Last Powered by Home Calendar New Trip Request Account Setup ae eee ee Dube Conditions of Use Privacy Policy Security Statement an Online Operator NOW Com SERVICES LOGOUT MY ACCOUNT 32631335 HELP Need help Call us 1 877 868 DUDE 3833 Emal Copyright 1999 2005 SchoolDude com Inc All Rights Reserved Legal Stuff v Internet Once you have decided on a password that will be easy for you
82. des Lt TripDirect A Steps Information Users M Role Setup Setup Trip Setup Food Setup Maintenance Setup IT Request Status Service Provider Service Provider Support Service Provider Routes Support Support NM Setup f Who gets email About Combo MySchoolBuilding and when About Combo The below table indicates whether your data will display using a combo or a popup and search combination The style is determined by the amount of data you have When you have lots of data the popup and search function is the fastest way to find and select data for entry fields Combo Label Maximum For Regular Combo Your Count Combo Display Budget 200 4 Regular Combo Select Driver 200 3 Regular Combo Select Location 300 4 Regular Combo Select Organization 300 12 Regular Combo Select Trip 300 2 Regular Combo Select Vehicle 200 6 Regular Combo Select Vendor 200 2 Regular Combo Select 5 Powered by me Calendar ian Trip mapanas naa Setup Click here to talk to gt DUDE 100 Conditions of Use Privacy Policy Security Statement an Online Operator T A P NOW COoOm SERVICES LOGOUT MY ACCOUNT 32631335 HEL z Need help Call us 1 877 868 DUDE 3833 Emal Copyright 1999 2005 SchoolDude com Inc All Rights Reserved Legal Stuff IRI This page allows you to see how and why your data will display either using a combo or a popup and search combination based on the amount of data that you
83. e name should be one that makes it easily identifiable to requesters e Enter any available information on the trip destination into the remaining fields address city state zip phone email web site e Step 2 Describe the trip s educational objective in the box provided Enter minimum and maximum ages of students attending e Step 3 Enter any site destination details that you have including entry fees days and hours of operation tour duration etc e Click Save at the bottom of the page when youre finished filling in the information that you have SCHOOLDUDE SAYS Also under Step 3 you have the two very helpful options of including both the website url of the trip location you are visiting as well as the driving directions explaining how to get there Having the website address available will make it so much easier to look up details on the trip site hours of operation features tour info etc while driving directions would be great for any additional teachers faculty or parents who might be coming along for the trip on a separate vehicle or leaving at a later time to join the trip party at the destination After clicking Save the page will refresh and the words Record saved successfully will appear in red at the top of the screen To continue adding trip packages simply click on the Add New Trip Package link under Trip Package Shortcuts at the top of the page To delete a trip package at any time go to the Add Upda
84. e Driver for that trip e Select Vehicle s used e Select Vendor s used for this trip e Select the Status that the trip currently holds e Select any Budget used 58 Graphing Choose trip with Package What this means is that you can indicate here whether or not the trip you wish to print is part of a Trip Package Indicate the active status of the trip or trips you wish to view by clicking Yes No or Both To select the Trip ID range enter the Trip ID numbers in the range that you would like to print in other words from this trip to this trip Choose what Type of report you would like to view for printing either Summary or Detail Choose your report format PDF or Excel spreadsheet Click Print This and you re done Coming Soon 59 VI Using the Calendar See the Big Picture As with all other SchoolDude products TripDirect has a Calendar tab a place you can go to see what s going on where when and who s involved You can see in easy to read calendar format trips occurring on a month to month or year to year basis You can even check the weather In this section of your manual we ll show you how to use the calendar and all of its options in the way that works best for you e Toopen up your calendar from wherever you are click on the Calendar tab at the top of your screen The page that opens up will look like this TripDirect Trip Calendar Microsoft Internet Explorer
85. e Transportation Type MySchoolBuilding Password Options Options Lin a ee Setup Steps gt MySchoolBuilding Logo Customize the logo to show on MySchoolBuilding P Introduction Paragraph l A Eg http www06 schooldude com tools Framework PageController aspx productid TD amp pageid MSBTranspor tation amp gmode Update Internet lt Near the top of the page you ll see all the Shortcuts that were accessible from the Account Setup page Beneath those however you will see the Quick Navigation links which also serve as shortcuts for this particular page allowing you to click on whichever of the MySchoolBuilding com setup steps you d like to start with first They look like this 31 MySchoolBuilding Logo Introduction Customize Options Emergency Contact Request Paragraph List Users MySchoolBuilding Define Budget Code Define Transportation Type MySchoolBuilding Password Options Options Link Further still down the page below the Quick Navigation links is a list of each of the MySchoolBuilding com setup steps See below A TripDirect MySchoolBuilding com Setup Steps Microsoft Internet Explorer Seed File Edit View Favorites Tools Help ae Q sx amp x a A DO search Pe Favorites E 2 TN w Efi 3 http www06 schooldude com tools Framework pagecontroller aspx productid TD amp pageid MS5BS5teps i Go Links 6 z g Y g Address Password Options Options f MySc
86. eps below e Enter your old password set by the Administrator into the Old Password field e Choose a new password and enter it twice into the New Password and Verify New Password fields 111 e Click Save You will then be taken back to your Home page Your information has been saved To change or update it at any time click on the My Account tab and repeat the steps listed above 112 III MySchoolBuilding com Where to Make Your Trip Requests As a Service Provider you do have the ability to create a new trip request In order to do this however you must first go to MySchoolBuilding com and log in using your email address To get started click on the MySchoolBuilding link underneath the Quick Launch section of your Home page Here is a close up view of what the link looks like New Trip MySchoolBuilding l You Are Here Once you ve visited www myschoolbuilding com and logged in using your email address you will be taken directly to the Trip Request page It should look something like this Welcome to MySchoolBuilding Microsoft Internet Explorer File Edit View Favorites Tools Help ay Bak P x a A P Search He Favorites E 2 v ee w yi rel 33 Address amp http www myschoolbuilding com myschoolbuilding mytriprequestiframe asp vi Go Links Cak X EJTI Locoutr erp Trip Request My Requests Settings Help MW
87. equest Waiting Your Approval Trip ID A 2 Organization Trip Name A Tremsportation Type A Education Objectives Departure Date Return Date Departure Time Return Time Drop Off Location Pick Up Location 101 Sloan Middle School Colonial Williamsburg Sloan Middle School History Club Colonial Williamsburg Charter Bus i a 65 10 17 2005 10 17 2005 Annual eighth grade trip to Colonial Williamsburg each October 0 6 00 AM 10 00 PM 65 SchooldudeAdministrator 999 555 1587 Process Approve Now O Cancel Notify Book By Done Internet e When the page refreshes the trip will be listed along with its basic information near the bottom of the page You can choose the action you will take on this trip at a glance based on the information you see here by clicking in the circle next to the action you wish to take near the bottom of the page and then clicking Save 52 e Toapprove and process a trip request click on the link shown in red that says Process Approve Now If you wish to do anything other than approve a trip Cancel Decline Duplicate do it here E TripDirect Approve Trip Request Microsoft Internet Explorer Fie Edit View Favorites Tools Help ay O QO AOD Pwo pore 2 2 a As Address cs http www06 schooldude com tools Framework PageController aspx productid td amp pageid ApproveTripRequest wena ag Trip Name O Education Objectives Departure Date Retu
88. equest is submitted and approved none of these issues transportation accommodation and estimated or actual costs are relevant They will only be accessible after a trip request has been submitted and is in the Approval process Therefore move past the next four sections and go directly to Approval Estimate Costs Transportation Drivers Vehicles Vendors Actual Costs Accommodations Approval You ll find this section at the bottom of the New Trip Request page Here you will see the Current Route to Approval Process which will show No Record Found until after you ve saved your request Click Save at the bottom of the page to save the trip request When the page refreshes you will be taken back to the top of the same page where you will see the words Record Saved Successfully in red underneath the Trip Request Shortcut menu Your trip request has been saved 75 Your new trip request will show on the Home page in the section titled Trip Requests A TripDirect Microsoft Internet Explorer File Edit View Favorites Tools Default School Calendar Search For Help New Trip Request co Advanced Search Help Quick Launch Trip Requests New Trip MySchoolBuilding Previous Next Waiting Your Approval 1 Waiting Your Estimate 0 No Record Found Trims 3 Submitted ae Hello Alfred Dude j Not Alfred Dude 2 Active Please be yourself 0 Inactive 0
89. er your organization s information in the forms below beginning with Account Information This is a one time setup but you may come back to make modifications as often as needed Please note begin using TripDirect by first defining account information users codes status routes and service provider support Refer to the shortcut menu above for each of these options gt Account Information Setting your account contact information and other settings for TripDirect gt Logo Setup Upload your organization logo We ll display your logo on TripDirect interface gt Manage Codes f aoe Add and update all of your system codes such as budgets drivers locations organizations and much more Internet lt You can scroll down and follow the step by step instructions on this page or use the shortcuts at the top of the page to fill in the information fields for steps 2 14 2 M Account Information Click on the Account Information link and fill in information regarding Organization Fiscal Year Date Ranges and Miscellaneous preferences e Organization Name Enter your educational facility s name here e Address City State Province Zip Code Country Enter your complete address here This is the address that will appear on all of your invoices e Phone Enter your phone number and area code here This is the phone number that will appear on all of your invoices e Fiscal Year Enter the beginning and ending dates
90. ervice you re working with These three Services are located under the Budget Codes section of the Account Setup page To get started follow these steps e Click on the Food Services link on the Account Setup page e Asin Transportation Types when you click on the Food Services link you will be taken to a page that lists food services options Cafeteria Lunch to Go Restaurant etc Next to each food service type you will notice a gray thumbs down icon 3 To activate the food services you wish to use and make them available for requesters to choose when planning a trip click on the icon to change it from a gray thumbs down 3 to a yellow thumbs up e When you finish the first page of ten options click Next at the bottom of the page to continue on to the remaining food service types e Repeat these steps for Maintenance and IT Information Technology internet computers etc Services activating the options you want to make available for use on a trip if necessary TripDirect My Food Services Microsoft Internet Explorer File Edit View Favorites Tools Help ae P i a O A W 2s Q Back gt x a A p Search 5 Favorites 4 CS Se w has rel d 3 Address amp http www06 schooldude com tools framework pagecontroller aspx productid TD amp pageid ListFoodSrvc vi ET Go Links 6 X School Name Go To Quick Links v SERVICES LOGOUT MY ACCOUNT 32631335 HELP A Default a s
91. eteria etc letting them know that their services will be needed within the week and that they will need to take the necessary steps to prepare for those services Clients with our MaintenanceDirect and ITDirect products can create work orders through these sections e Required Services v Select from the drop down box provided the Transportation Type you will be using v Food Services In this section choose any food service that you plan on using for the trip by clicking the check box on the left hand side For the food service you choose enter the number of meals that will be needed indicate whether or not that number of meals should be cancelled at the school by the cafeteria staff and enter any notes you wish to include vegetarian food allergies etc v Maintenance Services Select from the list any maintenance services that will be needed in connection with this trip After clicking the selected check box enter any notes you wish to include activity busses will need to be cleaned afterward etc SCHOOLDUDE SAYS For the remaining fields on this page before the final Approval step you ll notice that you are unable to enter any information That is because until a trip request is submitted and approved none of these issues transportation accommodation and estimated or actual costs are relevant They will only be accessible after a trip request has been submitted and is in the Approval process Therefore move past
92. ew hours more or less on a shift 24 To remove a driver go to the My Drivers page and click on the name of the Driver you wish to delete Scroll to the bottom of the Add Edit Driver page and click the Delete button To confirm click OK in the box that will pop up You will immediately be taken back to the My Drivers list which will show that the driver has been deleted If you would like to email one of the drivers you have entered go the My Drivers page and click on their email address next to the little yellow envelope A blank email form will pop up ready to use A Trip Direct My Drivers Microsoft Internet Explorer File Edit View Favorites Tools Help ay Q Back x a A po Search ge Favorites R te w d Lu rel 3 Address 2 http www06 schooldude com tools Framework pagecontroller aspx productid TD amp pageid ListDriver vidco Links x SERVICES LOGOUT MY ACCOUNT 32631335 HELP kad D DIRecT Go To Quick Links v School Name Default School Logo Calendar New Trip Request Account Setup Search For Advanced Search Help Driver Shortcuts Y Account Setup Add New Driver List My Drivers ah Graph My Drivers Print My Drivers Legend click to sort table by that column Ul indicates Driver is active availble indicates Driver is NOT active available Filtering View drivers starting by last name O123456789ABCDEFGHIIJKLMN
93. for you based on information already defined in the routing setup 54 To activate a trip and get the preparation process rolling click the check box next to the words Activate Trip Request When the screen refreshes you will see the date and time of your approval listed next to the words Approval Process Your approval has been saved Click on any of the links in red at the bottom of the screen to proceed to where you d like to go next Changes will reflect in the information shown on your Home page 55 V Reports Listing Graphing and Printing Your Trips SchoolDude provides you with the option of listing graphing and printing any and all of your trips along with their information for your convenience and for your records Follow these steps and you ll have hard copies and visual aids for all of your trip information at your fingertips Listing 1 From your Home page click on any of the numbers listed for trips that have been entered into TripDirect no matter what the status 2 You will be taken to the Approve Request page or a version of the My Trips page depending on the link you click which will show the information indicated by the number you clicked on This could be trips waiting to be approved pending trips trips that have been declined etc 3 At the top of this page you will see the shortcuts listed along the top They will look like this Calendar New Trip Request Y Account Setup Search Fo
94. g trips trips that have been declined etc 6 At the top of this page you will see the shortcuts listed along the top They will look like this Calendar New Trip Request Y Account Setup Search For Advanced Search Help Trip Shortcuts Y Account Setup O Add New Trip El List My Trips Ea Graph My print My Trips Trips z Approve Trip Batch Cancel List My Requests Trips Bookings Legend Click mj to sort table by that column Filtering View trips starting by trip name O123456 769ABCDEFGHIIKLMNOPORSTUVWS Y 2 ALL My Trips 84 To list your trip information do the following e Click on the List My Trips shortcut e You will be taken to the My Trips page which will look something like this E TripDirect My Trips Microsoft Internet Explorer Blas File Edit View Favorites Tools Help ay O O DAD Pw ka O 8 2 a DAs Address http www06 schooldude com tools Framework PageController aspx productid TD amp pageid ListTrip v Go Links a Calendar New Trip Request Account Setup Search For M C Advanced Search Help Trip Shortcuts Y Account Setup add New Trip E List My Trips ah Graph My Print My Trips rips Approve Trip Batch Cancel List My Requests Trips Bookings Legend Click to sort table by that column Filtering View trips starting by trip name 0123456789ABCDEFGHIIJKLMNOPQRSTUVWXYZALL My Trips Add New Trip _ 1 8
95. hat organization would be chosen from the drop down box provided instead of On Any You can have as many Administrators and Site Administrators along the way to approve a trip as you need After a request is routed to the last person for approval it automatically goes to the appropriate Administrator for activation Also keep in mind that a request can only be routed to one person at a time Alt 18 Getting Started To get started with setting up the trip status routes click on the Setup Trip Status Routes link on the Account Setup page and follow these steps e Scroll down near the bottom of the Setup Trip Request Status Routes page and click the drop down box under Status to choose the trip status you d like to start with e Next click on the Location in the drop down box that this trip request status route will be for e Next choose the Organization in the next drop down box that this trip request status route will be for e Choose your When Route to Route to Next users by clicking on their names in the drop down box e Click the Add New button The words Record saved successfully should show in red just above the Trip Request Status Routes list where you will be able to view the status route you just entered Continue following this process until you have entered trip request status routes for all Statuses Locations and Organizations To Edit a trip request status route simply go to the Setu
96. hoolBuilding com Setup Steps Setup Steps gt MySchoolBuilding Logo Customize the logo to show on MySchoolBuilding gt Introduction Paragraph Customize the Incident introduction paragraph to show on new Incident page gt Customize Options Customize settings gt Contact Information Add contact information gt Request Users List and Add Requesters gt MySchoolBuilding Password Set password for MySchoolBuilding gt Budget Codes For Requester Define budget list gt Transportation Types For Requester Define transportation list gt View your MySchoolBuilding link View your MySchoolBuilding link by Powered Fa Ss mI Home Calendar New Trip Request Account Setup Gak hae tes belch Conditions of Use Privacy Policy Security Statement an Online Operator SERVICES LOGOUT MY ACCOUNT 32631335 HELP NOW Need heln Call nua 1 877 RAR NIINE 2222 E s v Internet You can use this list of the steps as a guide to set up your MySchoolBuilding com page following them in order To set up your MySchoolBuilding com in this order the steps are as follows 32 a MySchoolBuilding Logo Click on this link and follow the instructions that come up on the page keeping in mind that your logo must be a GIF file no larger than 150 pixels wide and 50 pixels high See below TripDirect MySchoolBuilding Logo Microsoft Internet Explorer File Edit
97. ht 1999 2005 SchoolDude com Inc All Rights Reserved Legal Stuff v Done Internet On this page you can e Enter your website URL or address website hyperlink name and the contact information of your MySchoolBuilding Administrator e Select the format you wish to use for Transportation Types Icons or Combo List e Click Save Next Step 35 d This will take you to the Emergency Contact page which looks like this 4 TripDirect Emergency Contact List Microsoft Internet Explorer File Edit View Favorites Tools Help ay Q sex ks x a A JO search 5 Favorites 4 2 TN w g E rel 33 v g co Links MySchoolBuilding Logo Introduction Customize Options Emergency Contact Request Paragraph List Users You are here MySchoolBuilding Define Budget Code Define Transportation Type MySchoolBuilding Password Options Options Lin Emergency Contact List Your customers need to know who to contact in your department or organization in case of an emergency Please indicate who they would call and their phone number C Hide Emergency Contact List M contact Person M contact Phone Back Add Emergeny Contact Next Step Emergency Contact List 1 0 of total O listed First Previous Next Last a lt First Previous Next Last Ltt No Record Found Home Calendar New Trip Request Account Setup Click here to talk to Conditions of Use Privacy Policy Security S
98. ils Fstimate Requested Requesters have the option to submit a trip for estimate This status alerts the transportation department that a teacher needs the estimated costs for the requested trip This is usually done when a teacher has budget concerns Fstimate Complete This status tells a requester that their trip estimate has been completed Estimate Pending This status alerts the requester that their trip estimate is in progress or pending completion Food Services Whoever will be providing meals for students or participants on their trip Some examples are Cafeteria Box Lunches Catering etc IT Services You will notice that there are almost 100 Information Technology services to choose from This is a default list that comes from our IT Direct product These are important because you will use them to specify what services are needed for a trip They also will trigger task assignment when selected on the schedules Most likely you will only need to turn on a few of them Locations Locations are typically used for campuses If you manage a single campus you may want to use Locations for different places or buildings on that campus Location Code Used by some educational facilities to identify a specific Location This may or may not be required information at your educational facility Maintenance Services You will notice that there are over 180 maintenance services to choose from This is a default list that comes from our
99. ion 122 Status Vehicle or Driver Choosing one of these and then clicking the Refresh Calendar button will show only trips fitting into that particular category To get a report on the weather click on the Weather Icon which appears on the calendar on today s date You ll be taken to AccuWeather com which will pop up ina separate window 123 2 The Day View page can be reached in two ways e Clicking on the Day View shortcut at the top of the page or e Clicking on the number of the date on the monthly calendar The Day View shows you what s going on one day at a time in half hour increments For example if you have one trip on a particular day leaving at seven thirty in the morning and returning at two all 30 minute slots will be covered by that one trip between the hours of seven thirty and two See Below E TripDirect Trip Calendar Microsoft Internet Explorer File Edit View Favorites Tools Help ae Qm O HAD Pwo from O 2 2 a HAs Address G http fwww06 schooldude com tools Framework PageController aspx productid TD8pageid Calendar amp CalendarMode Day ee ee ee Go Links 6 z Include All Drivers v P Refresh Calendar lt Prev Tuesday October 11 2005 Next gt Fall Break 8 00 AM 105 8th grade Museum of NS Trip 8 30 AM 9 00 AM 9 30 AM 10 00 AM 10 30 AM 11 00 AM 11 30 AM 12 00 PM 12 30 PM 1 00 PM 1 30 PM 2 00 PM 2 30 PM 3 00 PM lt lt Done
100. king on the check box next to the Budget Code you wish to make available e Click Save Next Step 39 h Define Transportation Types Visible for Requesters This page displays a list of all available Transportation Types The Transportation Types you chose to make available to Requesters during the Transportation Types step of Account Setup will have a green check in the check box next to them e Ifyou would like to make any changes to the Transportation Types you would like to have visible available for Requesters on the MySchoolBuilding com page check or un check the boxes accordingly Below is a shot of this page with several Transportation Types already checked E TripDirect Define Transportation Types Visible for Requesters Microsoft Internet Explorer mef File Edit View Favorites Tools Help Q x amp x a A DO search Jg Favorites 4 B N w bas rel 3g Address http www06 schooldude com tools Framework PageController aspx productid TD amp pageid MSBTranspor tation amp mode Update v Go Links 6 T MySchoolBuilding Define Budget Code Define Transportation Type MySchoolBuilding Password Options Options Link You are here Define Transportation Types Visible for Requesters Below please select transportation types you wish your requesters to see and use in My Request page Use in MSB Transportation Type Activity Bus Boat Car Charter Bus Charter Plane Commercial Airline Ferry Multiple Types
101. ks on their Home page and their role is view only Service Providers also have a calendar tab and can see what trips are taking place at their locations They can run some calendar reports showing what needs to be set up for events Some examples of Service Providers are custodians audio visual technicians security kitchen staff etc Shortcuts Links that SchoolDude utilizes in all of its products so that users can navigate quickly from one page to another without clicking through a series of other links These Shortcut links are usually located near the top of a page in a series of boxes Different shortcuts are available on differing pages and they also vary from role to role Here for example is what a few of the Trip Request Shortcuts look like Trip Request Shortcut Add New Trip Booking Details Attendees Categorization Site Administrator l Anyone that may be needed to approve or decline trip requests for a location They have access to all portions of the system except for the Account Setup On the Home page they only see trip requests that are routed to them at their assigned Locations however they can see trips taking place at any location by viewing the Calendar They can t activate a trip they can only approve trips for their Locations Some examples of people who could possibly hold Site Administrator 1 positions are principals site secretaries athletic directors etc Show up Fee Or flat fee This is
102. l display with arrows in the top left and right hand corners that you can click on to navigate to Previous months or months coming Next Just below the Calendar Shortcuts you will see two drop down boxes one for the month and the other for the year which serve as another kind of shortcut allowing you to navigate the large calendar from one month to the next without clicking multiple times on the Prev and Next buttons On the Month View each day shows in the traditional squares of a calendar which contain any activity that may be going on Trip Name and Number along with a colored dot or symbol which indicates that trip s status The calendar legend is located near the bottom of the Month and Day View pages and looks like this Request an Estimate B Pending Legend r Approved active trips P Approved inactive trips Approved active trips recently changed W Cancelled Declined C Duplicated Estimate Pending Submitted Tip Click the day number to view trip details for the entire day or click an trip title to cancel change the trip Estimate Complete e To obtain detailed information about a trip showing up on your calendar simply click on the Name of that trip shown in red and you will be taken to the Trip Request page containing all information recorded for that particular trip Just below the Shortcuts on the right hand side of the page you will see a series of drop down boxes What these allow you to do is sor
103. le time In this manual you ll find everything you need to know to keep you behind the wheel of your educational trip planning process You ll learn about your role in TripDirect what that role entails and where you need to go to get started We ll walk you through the data entry process how to find the information you need and how to access up to date reports on every aspect of your trip through graphs and tabular reports in HTML or PDF format To make instructions as easy to follow along as possible you will see page names and important words written in bold font while actions you should take links to click at any given point as well as chapter headings will be shown in red Keep an eye out for SchoolDude Says tips and notes included along the way to make things as easy and understandable as possible For your convenience this manual includes a brief overview of the roles in TripDirect as well as a glossary of terms and symbols SchoolDude Vocabulary at the very end for easy reference Please take a moment to look over the glossary before getting started to familiarize yourself with some of the terms and symbols that you ll see throughout your use of TripDirect There is also a quick reference page to guide you to any help you might need via telephone email or live online chat should you still have any questions We here at SchoolDude will be there all the way along the road to planning your educational facility s trips retrea
104. lendar Event Type Shortcuts oo SS New Calendar Event Type El List My Calendar Event Types School Year Calendar Legend Cjick to sort table by that column Filtering View events types starting with O123456789ABCDEFGHIIJKLMNOPQRSTUVWXYZALL My Calendar Events Add New Calendar Event Type 1 5 of total 5 listed First Previous Next Last Description EY atecreated O Christmas Break 8 30 2005 Fall Break 8 17 2005 Spring Break 8 18 2005 Test Event 8 30 2005 Test Event 2 9 6 2005 Add New Calendar Event Type First 4 Previous Next Last Powered by SCHOO Home Calendar New Trip Request Account Setup Click here to talk to Conditions of Use Privacy Policy Security Statement an Online Operator A d COM SERVICES LOGOUT MY ACCOUNT 32631335 HELP Need help Call us 1 877 868 DUDE 3833 Emel Copyright 1999 2005 SchoolDude com Inc All Rights Reserved Legal Stuff al internet e Return to the Organization Event Calendar page by clicking on the Organization Event Calendar shortcut near the top of the page To continue with the next steps of adding an event to the Organization Event Calendar after creating all of your event titles follow the steps below e Back on the Organization Event Calendar page choose a Location for the event from the drop down box provided If using All Locations click on the check box marked Create For ALL Locations directly below the date fields e Select a Sta
105. ll notice a gray thumbs down icon 4 To activate the transportation types you wish to use and make them available for requesters to choose when planning a trip click on the icon to change it from a gray thumbs down RR to a yellow thumbs up gt When you finish the first page of ten options click Next at the bottom of the page to continue on to the remaining transportation types TripDirect My Transportation Types Microsoft Internet Explorer File Edit View Favorites Tools Help ay Q x x lt 4 x a A PO search Jg Favorites E R g w z aag rel 33 sy http www06 schooldude com tools framework pagecontroller aspx productid TD amp pageid ListTransportationSrvc v Eco inks G Calendar New Trip Request Account Setup Search For Advanced Search Help Transportation Type Shortcuts Y Account El List Transportation ah Graph Transportation Print Transportation Setup Types Types Types Legend click to sort table by that column indicates Transportation service is in use indicates Transportation service is NOT in use Filtering View transportation types starting by type name 012345S6789ABCDEFGHIIJKLMNOPQRSTUVWXYZALL My Transportation Types MM 1 10 of total 12 listed First Previous Next Last FTrransportation Type EY Calendar YTD Count Calendar YTD Costs Fiscal YTD Count Fiscal YTD Costs Total Count QS Activity Bus 0 0 00 0 0 00 0 Q Boat 0 0 00 0
106. ll scheduled trips The Requester has access through MySchoolBuilding com to a request form as well as a summary page where they can see the current status of their requests These are usually teachers The Driver like the service provider only has access to the tasks that are assigned to them They can view a summary version of the request form and can use the calendar to see all scheduled trips Administrator Guidelines I Welcome to the Home Page Now What A quick overview of what s on the Home page Once you ve logged in with your user name and password you re taken directly to your Home page It should look something like this TripDirect Microsoft Internet Explorer File Edit View Favorites Tools Help ay O O DAG Pwo ga 8 2 m a a http www06 schooldude com tools framework pagecontroller aspx productid td amp pageid tripdirectmain s Go Links Ci z Sloan County Schools Go To Quick Links w SERVICES LOGOUT MY ACCOUNT 32631335 HELP A Default SARA A BiRecT School Logo Calendar New Trip Request Account Setup Search For Advanced Search Help Quick Launch Trip Requests New Trip Waiting Your Approval 1 To Do Tasks 7 Prev 7 Days Next 7 Days Active Trips MySchoolBuilding j 0 In Progress Date 9 7 2005 9 14 2005 mpa reS Trips 0 This Week All w 0 Completed No Record Found Trips
107. me Calendar My Settings Click hare to talk to ep SCHOO Conditions of Use Privacy Policy Security Statement an Online Operator con LOGOUT HELP NOW Need help Call us 1 877 868 DUDE 3833 Copyright 1999 2005 SchoolDude com Inc All Rights Reserved Legal Stuff internet Your Home page has several components Across the top of the page there are three tabs reading Home Calendar and My Settings Currently you are looking at the Home page which contains the following 8 shows who your re logged in as Here you can log in as yourself if you are logged in incorrectly 108 9 Leto TESS shows you any changes made in a time period which the administrator will specify as recent during the Account Setup process This could be a number of hours or a number of days 10 Upcoming Events tells you of any trips within the next week along with trip related details such as departure and return times total number of students attending name of organization taking the trip etc Upcoming Events can be sorted by Location or Organization by choosing which one you wish to see from the drop down boxes provided 11 EEO EES lets you know of any maintenance food or IT services that will be needed for trips occurring during the next week This section will act as a reminder to you as to what needs to be done in the week to come 12 HELF links are available in both the top corner and the middle righ
108. n Maddox Vice Services President of Client Services Joan s team of dedicated professionals have many years of combined experience working with educational facilities professionals across North America and are committed to your success Technical Assistance SCHOOL Just consider us an extended part of your staff DUDE We understand that your facility management system is critical to your operation and IVERSITY that we must respond quickly and effectively to your service requests We also Register Now understand that your organization s information technology department has many challenges keeping up with the networks computers and needs of the classroom environment and often have challenges to make the facilities department a priority M O B L E We offload this burden from your organization and ensure your success by providing Maintenance you with great support highly reliable applications and peace of mind Our commitment to you Tour We will strive to answer your phone calls within the 3rd ring with a friendly and the helpful service professional and we will strive to resolve your question right away site Each SchoolDude com product includes the following built into the annual fee a Unlimited Support by phone email or through live chat Online Seminar Learn more ina FREE Done internet 132
109. n Online Operator CO SERVICES LOGOUT MY ACCOUNT 32631335 HELP NOW E Need help Call us 1 877 868 DUDE 3833 Eu ail v Internet 34 c After you choose or write what text you would like to appear as the introductory paragraph and click Save Next Step you will be taken to the Customize Options page below TripDirect Customize Options Microsoft Internet Explorer e x File Edit View Favorites Tools Help ae O O MAG Pw kas O 22 a WAs Address El http www06 schooldude com tools Framework PageControlier aapx productid TD amp pageid MSBCustomizeSmode Update v Go Links 6 T Setup Who gets email About Combo MySchoolBuilding and when Quick Navigation MySchoolBuilding Logo Introduction Customize Options Emergency Contact Request Paragraph veil AA here List Users MySchoolBuilding Define Budget Code Define Transportation Type MySchoolBuilding Password Options Options Lin Customize Options Your Web Site URL http Your Web Site Hyperlink Name Your MSB Admin Contact Name Your MSB Admin Contact Phone Your MSB Admin Email Select the format for Transportation Types cons v Back Save Next Step Home Calendar New Trip Request Account Setup P ae EA Conditions of Use Privacy Policy Security Statement an Online Operator SERVICES LOGOUT MY ACCOUNT 32631335 HELP ow Need help Call us 1 877 868 DUDE 3833 Email Copyrig
110. n the notes field 33 Duplicated This request has already been entered It s always good to include the Trip ID number for the open trip in the notes field This will tie the two requests together 34 Estimate Requested This is used when the requester or site administrator would like to get an estimate of what a trip might cost the school This estimate will then be used to determine if taking the trip will ft in the budget 35 Estimate Pending Lets the requester know that the request has been received and the estimate is being calculated 116 36 Estimate Complete This status indicates the completion of a requested estimate The requester will be able to view the estimated total by going to My Requests in MySchoolBuilding 117 4 Making A Trip Request Ready to get started This is where the trip planning process starts with a trip request Below is a shot of what your Trip Request page should look like F Welcome to MySchoolBuilding Microsoft Internet Explorer File Edit View Favorites Tools Help ae Qx O dag DO search J Favorites O 2 TN w h G a Address amp http www myschoolbuilding com myschoolbuilding mytriprequestiframe asp v Go Links 6 z LOGOUT HELP Trip Request My Requests Settings Help Please be yourself click hereif you are not Sam Dude MV Indicates required information 7 Booked By By V First Name V Last Name V Email Pager 19 555 628 919 555
111. nformation so that all options and fields will be filled in and available for anyone trying to request a trip Below are the steps that you ll need to follow in the order that will assure that the information you need is there when you need it Keep in mind that fields marked with a M both in the system and in this manual are required fields and those will be covered first l Getting Started Click on the Account Setup tab at the top of the Home page The Account Setup page should look like this E TripDirect Account Setup Steps Microsoft Internet Explorer File Edit View Favorites Tools Help A Qu O DADP kom O A D a a as Address http www06 schooldude com tools Framework pagecontroller aspx productid td amp pageid setupsteps g Go Links 6 X School Name Go To Quick Links v SERVICES LOGOUT MY ACCOUNT 32631335 HELP A Default S TRIP School me S Direct Calendar New Trip Request Account Setup Search For Advanced Search Help Account Settings Shortcuts ill Y Account Setup O Account Logo Setup ID Manage Codes TripDirect Steps Information Users ad Role Setup Setup Trip Setup Food Setup Maintenance Setup IT Request Status Service Provider Service Provider Support Service Provider Routes Support Support N Setup f Who gets email About Combo MySchoolBuilding and when Account Setup Steps To begin your journey in TripDirect you should ent
112. ny information relevant to these vehicles such as operating costs configuration and service history Vehicle Configuration The name and description of the different vehicles utilized by your district or educational facility Vendors Any outside supplier or company that provides goods or services used by your educational facility during trips Some examples of Vendors are local suppliers or transportation companies AAA Travel Hess Industrial Supply Capital Bus Company etc 130 Symbol Icon Legend W Indicates required information E Click on this calendar icon to be taken to an interactive calendar where you can select the date you wish to use a q The thumbs up and thumbs down icons indicate that a service or service provider is active or inactive respectively hI Click on this email icon to open up a blank email form Click on this icon to sort information by the category it indicates the category that it appears beside a Clicking on this icon will invert listed options or information B51 This icon is used on the Organization Event Calendar page and indicates an event that is shared by more than one Location CN is the SchoolDude He s your friend 131 Help Reference At SchoolDude we understand that sometimes searching for answers to your questions can be frustrating For that reason we ve included this page to give you a few quick sources to get you off the shoulder and back on the
113. ocation of the vehicle make model year capacity fuel type transmission type and cost per mile This information will show alongside the vehicle number on the My Vehicles page and will make vehicle selection easier e Under Step 2 the History section you can enter vehicle mileage and any notes you wish to include about the vehicle itself 21 e Click Save The words Record saved successfully will appear in red near the top underneath Add Update Vehicle when the page refreshes Repeat the process using the Add New Vehicles shortcut at the top of the page to continue adding vehicles 22 ll Drivers This is where you can store any drivers your educational facility will be using so that they may be assigned to drive for a trip Drivers could be anyone hired by the school expressly as a driver any outside person hired by the educational facility for this purpose or a temp driver Use this section to keep up with your driver s information and to log the trips they ve taken Click on the Drivers link on the Account Setup page to get started e On the My Drivers page click the Add New Driver link e Step Enter the required information the driver s First Name Last Name and Date Hired Years Employed will automatically fill in for you after you enter the Date Hired This date can be changed to show the driver s years of experience rather than the amount of time they have worked with your educational facility e
114. of the current fiscal year here e Request Range To show how much notice that a Requester must give prior to the trip departure date enter the minimum and maximum number of days before trip here e Event Notification Enter the number of days that service providers are to be notified before an event takes place here e Show Changes MadeintheLast__ Hours Within how many hours would you like recent changes to show e Miscellaneous Indicate here if you would like to have a weather icon available on the calendar to check the forecast before a trip takes place If you are the comptroller for your account this will be indicated in this section as well See SchoolDude Says below e Click Save at the bottom of the page SCHOOLDUDE SAYS The comptroller serves as the safety net of trip request routing Any request the system doesn t know what to do with gets sent to the comptroller Also if no service provider support is set up for a task the task gets assigned to the comptroller 3 M Locations To enter each school in your district or location on your school s campus click on the Locations link on the Account Setup page and follow the steps below e Click the Add New Location link e Onthe Add Update Location page assign a code to your location and enter it in the Location Code field An example of a Location Code would be THS for Triton High School e In Description enter the name of the lo
115. ools Framework pagecontroller aspx productid TD amp pageid OrgContacts amp Firmid 35884 amp mode update v Bd Go Links 6 z indicates required information a Step 2 of 2 Organization Information 2 Define Contacts Note You can skip this step by clicking the Back to Organization List button Salutation Meirst Name Mast Name Title Select Notes Address Day Time Phone Evening Phone Fax Cell Phone Pager Email Prev Step Back to Organization List To remove a contact person click the red x button shown below in the Remove column The contact person will be removed immediately To edit a contact person click the last name 1 1 of total 1 listed First Previous Next Last Remove Salutation First Name Last Name Title Day Phone Fax Number q Email Cellular Phone Evening Phone Pager Number Sam Dude Coach 555 6497 sdude email com First Previous Next Last Powered by Home Calendar New Trip Request Account Setup Circk bere to talk te SCHOO Conditions of Use Privacy Policy Security Statement an Online Operator NOW eCOM SERVICES LOGOUT MY ACCOUNT 32631335 HELP T Need help Call us 1 877 868 DUDE 3833 Emal Copyright 1999 2005 SchoolDude com Inc All Rights Reserved Legal Stuff Internet IKI To edit contact information click on that contact s last name which appears in red in the contact lis
116. op and bottom right hand corners of your Home page Clicking on the Help link in the top right hand corner will take you to the TripDirect product manual at any time If you need to communicate directly with SchoolDude Support however go to the two links in the bottom right hand corner of your Home page To connect directly with someone from SchoolDude Support via Instant Messenger click on the word here underlined and highlighted in red See below Click here to talk to an Online Operator NOWI R To write and send an email directly to SchoolDude Support simply click on the Email icon directly below the link we just mentioned The Email link looks like this et A blank email form will pop up already addressed and ready to use Q The Quick Links provide you with a way to navigate quickly between SchoolDude products In other words if you would like to move from TripDirect to another product used by your school for whatever reason all you have to do is click on the Quick Links drop down box choose the SchoolDude product you d like to visit and you ll be taken to that product s Home page automatically Quick Links is located at the top of the Home page screen near the right hand corner and looks like this tmain Go To Quick Links LOG II Account Setup Tell Us All About Yourself The first thing you will need to do as Administrator upon logging in for the first time is to set up all of your account i
117. or the Process Approve Now link TripDirect Approve Trip Request Microsoft Internet Explorer OA File Edit View Favorites Tools Help ae O229 ix a ama Seem Bs S aes vigo Links gt Go To Quick Links v SERVICES LOGOUT My ACCOUNT 32631335 HELP Be DIRECT Calendar New Trip Request Account Setup Search For Advanced Search Help Trip Shortcuts School Name Default School Logo Y Account Setup add New Trip List My Trips EE Graph My Trips Print My Trips 1 Approve Trip Requests List My Bookings Approve Trip Request Waiting Your Approval 105 8th grade Museum of NS Trip vv Location Package Name Transportation Type O Education Objectives Departure Date oO Ls Departure Time Drop Off Location Pick Up Location 105 Sloan Middle School NC Museum of Natural Science Sloan Middle 8th Grade 8th grade Museum of NS Trip Activity Bus i 2 82 10 4 2005 10 4 2005 Annual 8th grade trip to the museum of natural science 2 7 30 AM 4 00 PM 82 JaneDude Process Approve Now O Cancel Notify Book By ai TripDirect Approve Trip Request Microsoft Internet Explorer Internet e From either of those links you will be taken to the trip request itself where you can read over all the trip details Make any changes you wish to make and note those changes in the Approval Note field near the bottom of the page You can choose vendors drivers and vehicles
118. ords who is taking or who took the trip What location were they from Choose the name of the Organization that went on the trip Select the Trip Name from the list provided Select the name of the Driver for that trip Select Vehicle s used Select Vendor s used for this trip Select the Status that the trip currently holds Select any Budget used 86 Graphing Choose trip with Package What this means is that you can indicate here whether or not the trip you wish to print is part of a Trip Package Indicate the active status of the trip or trips you wish to view by clicking Yes No or Both To select the Trip ID range enter the Trip ID numbers in the range that you would like to print in other words from this trip to this trip Choose what Type of report you would like to view for printing either Summary or Detail Choose your report format PDF or Excel spreadsheet Click Print This and you re done Coming Soon 87 VI Using the Calendar See the Big Picture As with all SchoolDude products TripDirect has a Calendar tab a place you can go to see what s going on where when and who s involved You can see in easy to read calendar format trips occurring on a month to month or year to year basis You can even check the weather In this section of your manual we ll show you how to use the calendar and all of its options in the way that works best for you e Toopen up your calendar
119. oved pending canceled declined duplicated and estimated are all listed and represented on a color coded pie chart which appears after the first trip request has been submitted Trips awaiting your approval or estimate are listed here as well as Active trips and Actual Trip Costs for this month and the last 5 Upcoming Events tells you of any trips within the next week along with trip related details such as departure and return times total number of students attending name of organization taking the trip etc Upcoming Events can be sorted by Location or Organization by choosing which one you wish to see from the drop down boxes provided 6 LER CEE ELE lets you know of any maintenance food or IT services that will be needed for trips occurring during the next week This section will act as a reminder not only to you but also to those service providers who log on to see what needs to be done in the week to come Information Analysis provides important links for all the major components of planning a trip Budgets Drivers Locations Organizations Transportation Types Trip Packages Trips Vehicles Vendors Food Services Maintenance Services e IT Services Once you have entered all of your educational facility s account information clicking on any of these links will allow you to access lists manage codes and view reports and graphs on the selected information type 8 HELP links are available in both the t
120. ovided If using All Locations click on the check box marked Create For ALL Locations directly below the date fields e Select a Start Date and End Date for the event e Select the Event Title 92 e Click Submit When the page refreshes your event will be listed on the Organization Event Calendar page to the left of the yearly calendar See below E TripDirect Organization Event Calendar Microsoft Internet Explorer File Edit View Favorites Tools Help ae Q x A D Osan Keraos 2 m WG as Address i 3 Ej co Links 6 3 School Name T SERVICES LOGOUT MY ACCOUNT 32631335 HELP A Default B g A BirRecT Logo Calendar New Trip Request Account Setup Search For ME 2 Advanced Search Help Calendar Shortcuts tilt 8 Month View 4 Day View Organization Event Calendar SI Get Weather SchoolDude Test District Organization Event Calendar Location Add New Event Select Location vv Start Date End Date Event Title Ie se CI Create for ALL Location as 2005 gt BeSIshow Only Shared Events 2005 January February March 1 4 of total 4 listed First Previous Next Last SMT WIF SIS Hath FS amp i M6 Ow OF OS Beart Event Title Date 1 2 385 i234 5 Date 1 aa je Created 2345 67816 7 8 9 10111216 7 8 9 101112 10 10 2005 10 14 2005 Fall Break 10 14 2005 9 101112131415 13141516171819 13141516171819 12 19 2005 1 6 2006 Christmas Break 1 6 2006 a 16 17 18 19 20
121. p Trip Request Status Routes page and click on the Edit button next to the route that you wish to edit The route you are changing will be highlighted in orange while underneath you can change the information in the drop down boxes The information to be changed will already be showing in the boxes Change it by clicking on the drop down boxes and choosing the Location Organization or Users that you wish to enter To Delete a trip request status route click on the K at the right hand end of the row which contains the trip request status route you wish to delete To confirm click OK in the box that will pop up The Trip Request Status Routes list will show that the entry has been deleted SCHOOLDUDE SAYS It is very important that you remember to set up all of your trip request status routes before trip requests start being attempted If the route isn t in the system a requester can still request a trip but that trip request won t show up under anyone s Waiting Your Approval section Instead it will simply show as Submitted on the Trips list and will be easier to overlook Also keep in mind that trips that aren t routed will go to the comptroller 19 9 Required Services IT Maintenance and Food Services The steps for these three parts of your Account Setup will be explained together in this section of the manual for your convenience They are all activated and used the same way so the only difference is the kind of s
122. pe you would like to use and click the button next to Charge Back Payment or No Charge and then Invoice or Contract e Choose whether or not this Organization is currently Active or Inactive e Select the Organization Type If you haven t created any Organization Types you can do so now Simply click on the Add New Organization Type link enter the type of organization club athletics etc in the box that will pop up and click Save e Fillin the following optional fields if desired FEIN Sales Tax Exemption No whether or not the organization is tax exempt and any notes you wish to include e Click Next Step e The next step in this process is to Define Contacts You can fill in these fields to include contact information for this organization or you can choose to skip this step by clicking on the Back to Organization List button To use this step however enter the name and contact information of the organization contact here including any notes and click Save Keep in mind Notes and Addresses are contact specific 10 Once saved your contact s name and information will be listed at the bottom of this page You can delete a contact at any time by clicking on the amp on the left hand side of the contact list just before their name TripDirect Organization Contacts Microsoft Internet Explorer File Edit View Favorites Tools Help O O DAOA prom O 8 2 m aS ss http www06 schooldude com t
123. pent on trips this month and last month 78 Trip Statuses When approving a trip request that has been submitted you will assign a Status to each request that is routed to go to you once you look over all the information in the request and make any desired changes or notes These are the nine statuses that a trip request can receive depending on what is going on during the trip approval process 10 Submitted Think of this as a new trip request This is the status all trips will have when they are entered by a requester through MySchoolBuilding It can also be used if entered by any other role to ensure proper routing of new trip requests 11 Approved Indicates that the request has been approved It may have only passed through one person and may not have met final approval The approved status has two statuses that aren t seen by the requester They are active and inactive Active indicates that the request has met with final approval and has been activated as a trip that will occur Inactive shows trips that are still in the approval process 12 Pending This status can be used to show trips that are in the approval process or waiting for additional information 13 Canceled This is used when a trip was active at one time and has since been cancelled It is always a good idea to include the reason the trip was cancelled in the notes field 14 Declined The requested trip has been declined by the princip
124. r Advanced Search Help Trip Shortcuts Y Account Setup O Add New Trip El List My Trips Ea Graph My print My Trips Trips z Approve Trip Batch Cancel List My Requests Trips Bookings Legend Click mj to sort table by that column Filtering View trips starting by trip name O123456 769ABCDEFGHIIKLMNOPORSTUVWS Y 2 ALL My Trips 56 To list your trip information do the following e Click on the List My Trips shortcut e You will be taken to the My Trips page which will look something like this E TripDirect My Trips Microsoft Internet Explorer Blas File Edit View Favorites Tools Help ay O O DAD Pw ka O 8 2 a DAs Address http www06 schooldude com tools Framework PageController aspx productid TD amp pageid ListTrip v Go Links a Calendar New Trip Request Account Setup Search For M C Advanced Search Help Trip Shortcuts Y Account Setup add New Trip E List My Trips ah Graph My Print My Trips rips Approve Trip Batch Cancel List My Requests Trips Bookings Legend Click to sort table by that column Filtering View trips starting by trip name 0123456789ABCDEFGHIIJKLMNOPQRSTUVWXYZALL My Trips Add New Trip _ 1 8 of total 8 listed First Previous Next Last Active Trip Trip Destination Organization Package Name Contact Name Departure Date Time Return Date Time l Students Educational Objectives
125. r Requesters to remember follow these steps e Enter the password into the space provided e Click the green check in or out of the check box provided to indicate whether or not you would like for the password change to be emailed to the Requesters e Click Save Once you have clicked Save the page will refresh and the words Record Saved Successfully will appear in red above the password field Your password has been saved e Continue by clicking Next Step 38 g Define Budget Codes Visible For Requesters As the page heading states this is where you will decide which of your Budget Codes that your Requesters will be able to see if any When the page opens it will look something like this E TripDirect Define Budget Codes Visible for Requesters Microsoft Internet Explorer File Edit View Favorites Tools Help ar Q ix a M PO search g Favorites O R w Jeg dB Address g http www06 schooldude com tools Framework PageController aspx productid TD amp pageid MSBBudget amp mode Update 7 n 4 Go Links 1 6 x MySchoolBuilding Logo Introduction Customize Options Emergency Contact Request Paragraph List Users MySchoolBuilding Define Budget Code Define Transportation Type MySchoolBuilding Password Options Options Link You are here Define Budget Codes Visible for Requesters Below please select budget codes you wish your requesters to see and use in My Request page Provide Budget Code entry field O Yes
126. re is a closer look at what you ll find on your Home page and how you can adjust the options there to work best for you 3 TripDirect Microsoft Internet Explorer File Edit View Favorites Tools Help w Q x z gt x a A PO search Pg Favorites E B w X LJ rel 33 xy http www06 schooldude com tools framework pagecontroller aspx productid td amp pageid tripdirectmain v g co Links 6 a Go To Quick Links w SERVICES LOGOUT MY ACCOUNT 32631335 HELP a Direct Address School Name Default School Logo Calendar New Trip Request Account Setup Search For Advanced Search Help Quick Launch Trip Requests Lil To Do Tasks New Trip Waiting Your Approval Active Trips Prev 7 Days Next 7 Days MySchoolBuilding 0 0 In Progress Date 19 08 2005 26 08 2005 Waiting Your Estimate Recent Changes g e 0 Today No Tasks Listed t Period p 0 This Week a SSO 0 Completed No Record Found z hi Actual Costs ya Add New Task l 4 Submitted 4 This Month r e ar y Hello Schooldude i Last Month Budgets Administ 2 Active 0 00 Calendar Event Types Not Schooldude Administ 0 Inactive 2 Drivers Please be yourself 0 Pending Locations 0 Canceled Organizations f E Submitted Transportation Types 0 Declined E Approved Trip Packages 0 Duplicated E Pending Trips E Canceled Vehicles 0 Estimate 5 A Vendors Requested Declined 0 Estimate E Duplicate
127. red by EBs SCHOOL Home Calendar hk Coanaditinne af llea To delete an Event entered onto the list and the calendar on the Organization Events Calendar page simply find that item on the list and click the H on the right hand side next to the event you wish to delete see below To edit an Event s information once it s been entered into the Organization Event Calendar enter the Event again into the calendar using the corrected information and then delete the previously entered incorrect Event from the list To show only Shared events that 1s events shared by all Locations click on the Show Only Shared Events link shown in red next to the clasped hands icon F amp D This link is located above the list of events see next page 66 oh Add New Event Start Date End Date Event Title sd Select Event Title v LJ Create for ALL Location BeSIshow Only Shared Events 1 1 of total 1 listed First Previous Next Last seai Event Title Date Date A Ta T Created 10 10 2005 10 14 2005 Fall Break 10 14 2005 First Previous Next Last 67 4 The Get Weather shortcut as with the weather icon on the main monthly Calendar serves as a link to connect you with AccuWeather com where you can check current weather conditions in your area or the area of your trip destination You can also check the forecast with a range up to fifteen days e Simply click on the Get Weather shortcut near the top of
128. rents should drop off and then pick up their children d Destination Arrival and Departure dates and times When those on the trip will arrive and depart their destination e Driver s Start and End Locations f Participant Drop Off and Pick Up Locations g Estimated Mileage of the trip Trip Contact If the Booked By information is the same as the Trip Contact information you ll save a little time by clicking the box at the top of this section If not fill in the First Name Last Name and Email Address fields for the Trip Contact as well as any other contact information you may have telephone pager and cell phone numbers Attendees Who will be going on this trip In this section you will need to fill in the names of any faculty attending the trip as well as the number of students Any further information names of supervising adults number of adults and total attendees cost of adults and students should be entered here as well Categorization In this section you can enter the budget that will be used on this trip the recommended minimum and maximum ages of those attending the trip and the educational objective of the trip what do you hope to learn accomplish with this trip Notes This is where you can make note of any special needs or requirements for the trip SCHOOLDUDE SAYS In the following three sections you will choose what services transportation food and maintenance will be needed on
129. rn Date Departure Time Return Time Total Attendees Drop Off Location Pick Up Location Contact Name Phone Number 105 Sloan Middle School NC Museum of Natural Science Sloan Middle 8th Grade 8th grade Museum of NS Trip Activity Bus A sth de tri h f a 82 10 4 2005 10 4 2005 nnual 8th grade trip to the museum of natural science 2 7 30 AM 4 00 PM 82 JaneDude Process Approve Now O Cancel Notify Book By O Decline Notify Contact Person O Duplicate Approval Process Date Approved Approved By 8 12 2005 2 50 00 PM Dude Alfred I approve Powered by 2 Sune Calendar Trip pias iis a Setup Click here to talk to SCHOO Conditions of Use Privacy Policy Security Statement an Online Operator NOW eCom SERVICES LOGOUT MY ACCOUNT 32631335 HELP Need help Call us 1 877 868 DUDE 3833 Copyright 1999 2005 SchoolDude com Inc All Rights Reserved Legal Stuff v Done Internet 53 e Tosee the trip s information in more detail and to make any changes before approving a trip start by clicking on the Name of the trip shown in red near the bottom of the screen or the Process Approve Now link TripDirect Approve Trip Request Microsoft Internet Explorer File Edit View Favorites Tools Help ay O O A AG Po trem O2 a a yE inks Go To Quick Links v SERVICES LOGOUT MYACCOUNT 32631335 HELP D DIRECT Calendar New Trip Request Account Setup Search For Advanced Search Help Trip Shortcuts
130. road l Give usa call at 1 877 883 8337 We strive to answer your phone calls within the first three rings Our friendly and helpful service professionals will be available to take your calls between the hours of 8 am and 6 pm EST Monday Friday 2 Drop us an email at the following address support schooldude com Someone will reply to your email or give you a call promptly usually within an hour during regular business hours 3 Chat live with a service professional by logging on to your account and clicking on the Help link in the lower right hand corner of your Home page It looks like this Click here to talk to an Online Operator NOW Or visit www schooldude com click on Client Care and choose Technical Assistance shown in red from the list on the right hand side of the screen See below 4 SchoolDude com Online Tools for Managing School Facilities and Operations Microsoft Internet Explorer File Edit View Favorites Tools Help ar Q x A DQ Osh Gerais O OS a LIB B Address GB http www schooldude com marketingsite ClientCare default asp vi Go Links SITE MAP CONTACT US i DUDE Save Money Maintain More Look Good I Home Products Clients Company News Events Partners Home Client Care Overview Overview wf Training and Startup The Industry s Only Legendary Service Program Assistance Data Import Conversion SchoolDude com s client services department is headed up by Joa
131. rt Date and End Date for the event e Select the Event Title e Click Submit 64 When the page refreshes your event will be listed on the Organization Event Calendar page to the left of the yearly calendar See below TripDirect Organization Event Calendar Microsoft Internet Explorer File Edit View Favorites Tools Help ay Ou O DAG P kum OL DS Address School Name Default School Logo Go To Quick Links SERVICES LOGOUT MY ACCOUNT 32631335 HELP A a s A DirRecT Calendar New Trip Request Account Setup Search For M 2 Advanced Search Help Calendar Shortcuts 7 8 Month View 4 Day View Organization Event Calendar SI Get Weather SchoolDude Test District Organization Event Calendar Location Add New Event Select Location vv Start Date End Date Event Title is C A CI Create for ALL Location lt 2005 gt BeSIshow Only Shared Events 2005 January February March 1 4 of total 4 listed First Previous Next Last S MitwWtF Ss eet Wt PF Sis Ft Wt Fe S Begin End Event Title Date 1 12345 oe oe Date C4 Date O Created 7345 67816 78 9 10111216 7 8 9 101112 10 10 2005 10 14 2005 Fall Break 10 14 2005 RS 9 101112131415 131415 16171819 13 14 15 16 17 18 19 12 19 2005 1 6 2006 Christmas Break 1 6 2006 TES 16 17 18 19 20 21 22 20 21 22 23 24 25 26 20 21 22 23 2425 26 3 28 2006 3 28 2006 Test Event 2 3 28 2006 x Best 23 24 25 26 27 28 29127 28 27 28 29 3031 4 17 2006 4 21 2006
132. s 2 3 4 gt The words Record saved successfully in red near the top of the screen Also a Budget vs Expenses bar graph will appear on the right hand side of the screen showing budgeted monies and expenses to date fiscal Fiscal year Budget Monies will show at this time as well as Budget Amount Remaining There is also a box that can be checked or unchecked to indicate whether or not this particular budget is currently being used in TripDirect To delete or update a Budget at any time click on the Budget name on the My Budget Codes page Once on the Add Update Budget page you can either edit the budget information clicking Save when you re finished or you can scroll down to the bottom and click Delete to take the budget off of your list SCHOOLDUDE SAYS Budgets with costs used can NOT be deleted unless costs are reassigned Also amount changes update each night at midnight 2i 14 Trip Packages Now the fun part This is where you get to create trip packages for trips that are taken by those at your educational facility on a regular basis each semester each year etc Once created these trips are stored in TripDirect so that whenever the time for the trip approaches requesters can select the trip package and most of the information is already filled in for them e Click the Add New Trip Packages link on the My Trip Packages page e Step 1 Enter the title of the trip package in the Package Name field Th
133. s Microsoft Internet Explorer B R Fie Edit View Favorites Tools Help ay Om O HAO Pwo kr O 8 2 a DAs Address http www06 schooldude com tools Framework pagecontroller aspx productid td amp pageid setupsteps v Go Links v Go To Quick Links SERVICES LOGOUT MY ACCOUNT 32631335 HELP A ef e A Direct Sloan County Schools Default School Logo Calendar New Trip Request Account Setup Search For Advanced Search Help Account Settings Shortcuts Ul Y Account Setup Account Logo Setup ID Manage Codes TripDirect Steps Information Users Role Setup Setup Trip Setup Food Setup Maintenance Setup IT Request Status Service Provider Service Provider Support Service Provider Routes Support Support f Who gets email About Combo and when Account Sdtup Steps To begin your journey in TripDirect you should enter your organization s information in the forms below beginning with Account Information This is a one time setup but you may come back to make modifications as often as needed Please note begin using TripDirect by first defining account information users codes status routes and service provider support Refer to the shortcut menu above for each of these options gt Account Information Setting your account contact information and other settings for TripDirect gt Logo Setup Upload your organization logo We ll display your logo on TripDirec
134. s This section is full of drop down boxes for your convenience Start by filling out the required information Trip Status Location what school or location the trip will be taken from Organization what group is taking the trip and Departure and Return dates and times 104 Continue by filling in what remaining information you have that you would like to include Driver departure and return time what time the driver will start and end his shift that day Drop Off and Pick Up times what time the parents should drop off and then pick up their children Destination Arrival and Departure dates and times when those on the trip will arrive and depart their destination Driver s Start and End Locations Drop Off and Pick Up Locations and the Estimated Mileage of the trip e Transportation Types In this section simply click on the icon for the type of transportation that will be used on this trip e Trip Contact If the Booked By information is the same as the Trip Contact information you ll save a little time by clicking the box at the top of this section If not fill in the First Name Last Name and Email Address of the Trip Contact as well as any other contact information you may have telephone pager and cell phone numbers e Attendees Who will be going on this trip In this section you will need to fill in the names of any faculty attending the trip as well as the number of students attending Any further
135. s will go directly here to log in To get started click on the MySchoolBuilding Setup Steps link at the bottom of the Account Setup page or choose the Setup MySchoolBuilding Shortcut at the top of the Account Setup page Follow these steps Once you click on the appropriate link you will be taken to the MySchoolBuilding com Setup Steps page which looks something like this TripDirect MySchoolBuilding com Setup Steps Microsoft Internet Explorer File Edit View Favorites Tools Help ay Q Back gt x a A P Search A Favorites E a id w x rel 33 Address gy http www06 schooldude com tools Framework pagecontroller aspx productid TD amp pageid MSBSteps Links 6 T Sloan County Schools Go To Quick Links y SERVICES LOGOUT MY ACCOUNT 32631335 HELP A Default g E TRIP School af pi A DirecT Calendar New Trip Request Account Setup Search For Advanced Search Help Account Settings Shortcuts Ul Y Account Setup Account Logo Setup ID Manage Codes TripDirect Steps Information Users Role Setup Setup Trip Setup Food Setup Maintenance Setup IT Request Status Service Provider Service Provider Support Service Provider Routes Support Support M Setup Who gets email About Combo MySchoolBuilding and when La Quick Navigation MySchoolBuilding Logo Introduction Customize Options Emergency Contact Request Paragraph List Users MySchoolBuilding Define Budget Code Defin
136. sks 7 Prev 7 Days Next 7 Days Active Trips MySchoolBuilding 0 In Progress Date 19 08 2005 26 08 2005 Recent Changes oe Your Estimate 0 Today No Tasks Listed quay r Rested Trips 0 This Week All E 0 Completed No Record Found Trips Actual Costs A Add New Task 4 Submitted 4 This Month PE EE Hello Schooldude ee Last ger Budgets Ive Calendar Event Types Administ Not Schooldude Administ 0 Inactive 2 Drivers Please be yourself 0 Pending Locations 0 Canceled Organizations E Submitted Transportation Types 0 Declined E Approved Trip Packages 0 Duplicated E Pending Trips l E Canceled Vehicles 0 Estimate al Vendors Requested Declined 0 Estimate E Duplicated ee ee E Estimate Requested Maintenance Services 0 Estimate E Estimate Pending IT Services Complete E Estimate Complete Done Internet SCHOOLDUDE SAYS Active trips lock your asset assignment and designate a finally approved trip 49 IV Approving Activating Trip Requests Entered By Others Get Things Rolling Literally Once you ve set your account up and have all the information in that requesters will need the trip requests will start coming in and it will be up to you to decide what to do with them In this section you will learn how the trip approval process works and better yet how to make it work best for your educational facility 1 Before You Get Started First he
137. t To access a contact via email simply click on that contact s email address shown in red and a blank email form will pop up ready to use 11 5 MI Users This is where you will identify all TripDirect and MySchoolBuilding com users their roles and their locations You will also create a username and password for each user Click on the TripDirect Users link on the Account Setup page to get started e Click Add New User link in one of three locations Under Shortcuts on the far right hand side of the screen just below the words List of TripDirect Users or on the left hand side of the screen just below where the users will be listed TripDirect List of TripDirect Users Microsoft Internet Explorer File Edit View Favorites Tools Help ay Q x X gt x a A JO search Jg Favorites E2 B TN w 7 rel 33 ss sy http www06 schooldude com tools framework pagecontroller aspx productid TD amp pageid ListUser vE ins G Home Calendar New Trip Request Account Setup AN Search For Advanced Search Help Participant Shortcuts am E Administrative Functions Add New user User Login Log User List aa A T Legend click to sort table by that column This icon K appears when a user login has been disabled Filtering View users starting by last name 0123456789ABCDEFGHIJKLMNOPQRSTUVWXYZALL Role Site Administrator 1 im List of TripDirect Users Add New User ill 1
138. t 24 2005 To Request a New Trip follow the steps below keeping in mind that W indicates a required field e Booked By You ll notice as you are logged in as the Administrator that all of your information will already be entered into the fields of First Name Last Name Email and any further contact information that you entered in Account Setup 46 e Booking Details This section is full of drop down boxes for your convenience Start by filling out the required information Trip Status Location what school or location the trip will be taken from Organization what group is taking the trip and Departure and Return dates and times Continue by filling in what remaining information you have that you would like to include a Trip Package Choose from Trip Packages already entered into the system by the Administrator during Account Setup for trips taken on a regular basis You can view the selected package s details by clicking on the View Trip Package link b Driver departure and return time What time the driver will start and end his shift that day c Participant Drop Off and Pick Up times What time the parents should drop off and then pick up their children or where and when trip participants should arrive d Destination Arrival and Departure dates and times When those on the trip will arrive and depart their destination e Driver s Start and End Locations f Participant Drop Off and Pick Up Locations g
139. t hand edge of your Home page Clicking on the Help link in the top right hand corner will take you to the TripDirect product manual at any time If you need to communicate directly with SchoolDude Support however go to the two links in the bottom right hand corner of your Home page To connect directly with someone from SchoolDude Support via Instant Messenger click on the word here underlined and highlighted in red See below Click here to talk to an Online Operator NOWI al To write and send an email directly to SchoolDude Support simply click on the Email icon directly below the link we just mentioned The Email link looks like this NOW A blank email form will pop up already addressed and ready to use 13 The Quick Links provide you with a way to navigate quickly between SchoolDude products In other words if you would like to move from TripDirect to another product used by your school all you have to do is click on the Quick Links drop down box choose the SchoolDude 109 product you d like to visit and you ll be taken to that product s Home page automatically Quick Links is located at the top of the Home page screen near the right hand corner and looks like this ud A aD tain Go To Quick Links LOG 110 II My Settings Your Information in a Nutshell When you re getting started it s a good idea to look at the My Settings page and make any changes in your information that
140. t interface gt Manage Codes Add and update all of your system codes such as budgets drivers locations organizations and much more lt Done Internet 42 The Who Gets Email and When page itself will look like this a TripDirect Who Gets Email and When Microsoft Internet Explorer File Edit View Favorites Tools Help ae Om O NAG Pao kum O 8S a E Address gt Go Links 7 6 z Sloan County Schools Go To Quick Links SERVICES LOGOUT MY ACCOUNT 32631335 HELP A Default Aai ama 2 Pi IDI DIRECT Calendar New Trip Request Account Setup Search For IS 2 Advanced Search Help Account Settings Shortcuts Y Account Setup account Logo Setup ID Manage Codes TripDirect Steps Information Users gt ah Role Setup Setup Trip Setup Food Setup Maintenance Setup IT Request Status Service Provider Service Provider Support Service Provider Routes Support Support N Setup Who gets email About Combo MySchoolBuilding and when New User Notification Email notifications are sent to the comptroller when new users are created To notify the comptroller when a new user is added to a certain role such as to notify the comptroller when a site admin is added do the following Select account setup tab Click the role setup option on the shortcut menu Select the role to setup Select the appropriate check box to permit email notifications to be sent Ser
141. t your current month s calendar based on Location Organization Status Vehicle or Driver Choosing one of these and then clicking the Refresh Calendar button will show only trips fitting into that particular category To get a report on the weather click on the Weather Icon which appears on the calendar on today s date You ll be taken to AccuWeather com which will pop up in a separate window 89 2 The Day View page can be reached in two ways e Clicking on the Day View shortcut at the top of the page or e Clicking on the number of the date on the monthly calendar The Day View shows you what s going on one day at a time in half hour increments For example if you have one trip on a particular day leaving at seven thirty in the morning and returning at two all 30 minute slots will be covered by that one trip between the hours of seven thirty and two See Below E TripDirect Trip Calendar Microsoft Internet Explorer File Edit View Favorites Tools Help ay Y 5 j CA Y i BA Om O AD Pwo frome 8 2 a HAs Address amp http fwww06 schooldude com tools Framework PageController aspx productid TD amp pageid Calendar amp CalendarMode Day vi Go Links Ci x Include All Vehicles Vehicle Driver Include All Drivers ae Refresh Calendar lt Prev Tuesday October 11 2005 Next gt Fall Break 8 00 AM B 105 8th grade Museum of NS Trip 8 30 AM 9 00 AM 9 30 AM 10
142. tatement an Online Operator SERVICES LOGOUT MY ACCOUNT 32631335 HELP NOW Need help Call us 1 877 868 DUDE 3833 Emal Copyright 1999 2005 SchoolDude com Inc All Rights Reserved Legal Stuff Done Internet Ka On this page do the following e Choose whether or not to hide your emergency contact list clicking the check box provided if you wish to hide it Enter the name of your first Emergency Contact Enter that Contact s phone number Click Add Emergency Contact Repeat these steps until all of your Emergency Contacts have been added Click Next Step 36 The next page to come up will be the Request Users page This is where you will add the names and email addresses of those within your district or at your educational facility that will be able to request trips at MySchoolBuilding com In other words who will be the Requesters Below is a view of the Request Users page with several Requesters already added All Users that you have previously added during the Account Setup process will appear here already listed TripDirect Request Users Microsoft Internet Explorer File Edit View Favorites Tools Help ae Q x x a A search Pg Favorites O A ae w LJ rel 3 2 a 7 K i A Bra Address amp http www06 schooldude com tools Framework PageController aspx productid TD amp pageid MSBReqUser amp mode Update i Go Links Ci z MySchoolBuilding Logo Introduction Customize Options
143. te Trip Package page by clicking on the trip package on the My Trip Packages page scroll to the bottom of the page and click the Delete button To confirm click OK in the box that will pop up You will immediately be taken back to the My Trip Packages page which will show that the trip package has been deleted 28 15 Logo Setup To add your educational facility s logo or mascot to the top left hand corner of your SchoolDude page click on the Account Setup tab at the top of the page and then click on the Logo Setup link or the shortcut link at the top of the page SCHOOLDUDE SAYS Your logo must be in the GIF format it must have a gif file extension and must have a maximum width of 150 pixels and a maximum height of 50 pixels Perform the following steps e Click the Browse button near the bottom of the page e Locate the file containing your school s logo or mascot by clicking on its name in the drop down box at the top of the page e Click the Open button to load the picture e Click the Add Update Logo button to add your logo to the top of the page 3 TripDirect Setup Logo Microsoft Internet Explorer File Edit View Favorites Tools Help ay Om O AOD Paws kr O 82 a As Address E http www06 schooldude com tools Framework pagecontroller aspx productid TD8 amp pageid SetLogo g Go Links 7 6 z School Name Default School Logo Calendar New Trip Request Account Setup Go To Quick Links
144. tered by Others ssssscssssesssssecsssccntecceseecenseeen 50 IM 8S eee 0 EAT Ire nnn reer eee erent E 50 e 12 8 8A 51 2 eal all w mere er ee re mere a er Tver rere ene reer ere 52 TR PO a ete nee ee ee eee eon a aaa eee TT 56 BA WS Gch ose Mie C U ca 016 11 siego a ene fener orem PP nent enero eaaa 60 e IKEN ON e 6l TEDD NO A A E EE 62 e TheOrganization Event Calenda cee 63 e A Few More Things About the Calendar esees1100000s00 5100000000010020 66 Toe Ger W eather SOG renneri n Rna 68 4 Site Administrator l Guidelines cccccceccccscssscsssssssssssssssesssssssccssscscscscscscsceccssssscessssecessacacecs 69 L Welcome to the Home Page Now W Dat peseiro ieni 69 e N RCC OU a a A a 72 Il Entering New Trip Requests of Your Own sites csececuesceeiieeeiel ethane 73 IV Approving Trip Requests Entered By Others scscssccdsccsxvccoreneresctetnuvssveraseenctien T7 A OEE ca tars ia E a EN A AEA EA T7 APPrOVTS A L D rera E AE 80 Wis RIOR ES n E R 84 be Fon gk eg thie Cend E osea a ete eran 88 TONEM NVI W arrena errr Pe E 89 TEDI VE eeaeee ea aa 90 The Oroamzation Event Cale ndata tit center ee teat ees 91 e A Few More Things About the Calendar oes 94 TEGEN eher SNO oie lee et cee le 95 IRETE 0 aU E 9 ese fate st caceh tease cep een foresees S 96 L Welcome to T ripDirect Now What sssrini aeaea 96 rhe Seting Pa e Ngee alco etc ee 101 MENE CHE IRCCS te AOS nots gent eee a E 102 IV
145. that a trip holds once it has been decided against or put off for another time A trip can be canceled by anyone along the trip request route including the requester Comptroller serves as the safety net of trip request routing Any request the system doesn t know what to do with gets sent to the comptroller Also if no service provider support is set up for a task the task gets assigned to the comptroller Declined This is the status assigned by an Administrator or Site Administrator 1 who once the trip request is routed to them decides that the trip should not take place for whatever reason Drivers Anyone hired by your district or educational facility specifically for the purpose of transporting participants on a trip This person could be internal hired as an employee of the educational facility for this purpose or external hired on a temporary basis from an outside source or company like a charter bus company 127 Driver Certifications Any certifications that your district or educational facility requires your drivers to maintain Some examples are Commercial Driver s License CDL Emergency Medical Technician EMT etc Duplicated A duplicate trip request An example of this would be if two teachers that are taking their classes on a trip together submitted the same request An Administrator would change the status of one of the trip requests to Duplicate and then use the other for submitting the trip deta
146. the next four sections and go directly to Approval Estimate Costs Transportation Drivers Vehicles Vendors Actual Costs Accommodations e Approval Yourll find this section at the bottom of the New Trip Request page Here you can a Approve a trip by routing it on to the next user for approval choosing their name from the drop down box OR b You can Activate the trip by clicking the check box next to the words Activate Trip Request 48 e Click Save at the bottom of the page to save the trip request When the page refreshes you will be taken back to the top of the same page where you will see the words Record Saved Successfully in red underneath the Trip Request Shortcut menu Your trip request has been saved Your new trip request will show on the Home page in the section titled Trip Requests TripDirect Microsoft Internet Explorer File Edit View Favorites Tools Help Q Back 7 ix a A P Search A Favorites R X te w LJ rel 33 Address sy http www06 schooldude com tools framework pagecontroller aspx productid td amp pageid tripdirectmain vj Go Links 6 T School Name Default School Logo Go To Quick Links v SERVICES LOGOUT MY ACCOUNT 32631335 HELP a ee a H TRIP DIRECT Calendar New Trip Request Account Setup Search For Advanced Search Help Quick Launch Trip Requests New Trip Waiting Your Approval 0 To Do Ta
147. the page and a separate browser page will pop up displaying AccuWeather com Accuweather Local Weather Forecast Zipcode or City State Go 68 Site Administrator 1 Guidelines I Welcome to the Home Page Now What A quick overview of what s on the Home page Once you ve logged in with your user name and password you re taken directly to your Home page It should look something like this E TripDirect Microsoft Internet Explorer File Edit View Favorites Tools Help ae O 0 BEG P tem 8 4 m A S vigo Links gt School Name Go To Quick Links LOGOUT My ACCOUNT 32631335 HELP Default Ko DIRECT School Calendar New Trip Request My Account Logo Search For Advanced Search Help To Do Tasks New Trip Waiting Your Approval Active Trips Prev 7 Days Next 7 Days i MySchoolBuilding 0 0 In Progress Date 19 08 2005 26 08 2005 Waiting Your Estimate 0 Today No Tasks Listed ete Wag Ts No Record Found Trips Actual Costs rd Add New Task 0 Submitted This Month inf ae Hello Charles Dude Last Month Locations Lg 0 Active 0 00 Organizations Not Charles Dude Please be yourself 0 Inactive Trips 0 Pending 0 Canceled 0 Declined 0 Duplicated 0 Estimate a Requested 0 Estimate Pending 0 Estimate Complete Refresh Pie Done Internet 69 Your Home page has several components
148. the page refreshes To continue adding locations click the Add New Location shortcut and repeat above steps You can see the information you ve entered by clicking on the List My Locations shortcut To delete a Location click on the Locations link from the Account Setup page Click on the name of the location on the My Locations page scroll to the bottom of the Add Update Location page and click Delete Confirm by clicking OK in the box that will pop up and you will immediately be taken back to the My Locations page which will show that the location has been deleted SCHOOLDUDE SAYS You will not be able to delete a location once costs have been assigned to it 4 M Organizations Organizations are whatever groups will be taking trips either internal or external Organizations could be each grade or even each class at a school or they could be student clubs and faculty organizations on different campuses its really up to you As Administrator you can add organizations at any time but they have to be in the system for any other users to access them It s a good idea to go ahead now during the Account Setup process and add the organizations that you know will be used frequently To start adding Organizations click on the Organizations link from the Account Setup page e Click Add New Organization e Enter all required YJ information including Organization Name and Address e Decide which kind of invoicing and payment ty
149. then clicking the Refresh Calendar button will show only trips fitting into that particular category To get a report on the weather click on the Weather Icon which appears on the calendar on today s date You ll be taken to AccuWeather com which will pop up ina separate window 61 2 The Day View page can be reached in two ways e Clicking on the Day View shortcut at the top of the page or e Clicking on the number of the date on the monthly calendar The Day View shows you what s going on one day at a time in half hour increments For example if you have one trip on a particular day leaving at seven thirty in the morning and returning at two all 30 minute slots will be covered by that one trip between the hours of seven thirty and two See Below E TripDirect Trip Calendar Microsoft Internet Explorer Fie Edit View Favorites Tools Help ay Om O AAO Pwo frome O 82 a Has Address G http www06 schooldude com tools Framework PageController aspx productid TD8 amp pageid Calendar amp CalendarMode Day v Go Links 6 z Include All Drivers Refresh Calendar lt Prev Tuesday October 11 2005 Next gt Fall Break 8 00 AM 105 8th grade Museum of NS Trip 8 30 AM 9 00 AM 9 30 AM 10 00 AM 10 30 AM 11 00 AM 11 30 AM 12 00 PM 12 30 PM 1 00 PM 1 30 PM 2 00 PM 2 30 PM 3 00 PM lt comes 3 Inbox Microsoft Outlook Internet Note that only the hours of
150. this trip Once you choose the services you will need for a trip those services will show on the Home page in the To Do Tasks section one week prior to the trip departure date These Tasks serve as a reminder to the service providers maintenance cafeteria etc letting them know that their services will be needed within the week and that they will need to take the necessary steps to prepare for those services Clients with our MaintenanceDirect and ITDirect products can create work orders through these sections 74 Required Services v Select from the drop down box provided the Transportation Type you will be using v Food Services In this section choose any food service that you plan on using for the trip by clicking the check box on the left hand side For the food service you choose enter the number of meals that will be needed indicate whether or not that number of meals should be cancelled at the school by the cafeteria staff and enter any notes you wish to include vegetarian food allergies etc v Maintenance Services Select from the list any maintenance services that will be needed in connection with this trip After clicking the selected check box enter any notes you wish to include activity busses will need to be cleaned afterward etc SCHOOLDUDE SAYS For the remaining fields on this page before the final Approval step you ll notice that you are unable to enter any information That is because until a trip r
151. to the Administrator for final approval and activation or it would continue on through a series of approvals before reaching the Administrator for final approval and activation Only the Administrator can activate a trip request To make a simple example let s say Andrea a teacher is the requester Bob the principal is the Site Administrator 1 and Rick in the transportation department resource allocation etc is the Administrator Trip requests are routed to go first to Bob for approval and then once approved on to Rick for final approval and activation Therefore for the Submitted status of the trip request routing process No One would go in the top box and Bob would go in the bottom box the request would first go to No One but Bob vuUt MNI GU First Previous Next Last Submitted v Sloan Middle School Status Location Organization When Route To Route To Next 17 Second Andrea s request if approved by Bob would go on to Rick So once the request reached Approved status Bob would go in the top box and Rick would go in the bottom box the request would go on from Bob on to Rick vuuS mM GU First Previous Next Last Status Location Organization When Route To Route To Next Approved v Sloan Middle School On Any v If the request in this example pertained to any particular organization at Sloan Middle School then t
152. tools Framework PageController aspx productid TD amp pageid PrintTrip v g co Links j L Calendar New Trip Request Account Setup Search For Advanced Search Help Trip Shortcuts Y Account Setup a Add New Trip List My Trips ot Graph My Print My Trips Trips Approve Trip Batch Cancel 5 List My Requests Trips Bookings Print My Trip 1 Select Your Reporting Period Use Custom Period wv Custom Begin Z5 ji 2 Choose the type of reporting date Trip Creation Date O Trip Departure Date O Trip Return Date Custom End 3 Select Your Location s Note hold down the CTRL key to make multiple selections lt Done Internet e Select the date s of the trip or trips you wish to print choosing a time frame from the drop down box provided or entering a Custom Period To do this simply leave Use Custom Period in the drop down box and enter the Custom Begin and End dates in the two boxes provided below e Choose the type of reporting date that you would like to view for printing In other words would you like to pull trips based on creation date departure date or return date e Choose the Location that the desired trip is or was for In other words who is taking or who took the trip What location were they from e Choose the name of the Organization that went on the trip e Select the Trip Name from the list provided e Select the name of th
153. ts and conferences Happy travels TripDirect Roles Who s Who in TripDirect TripDirect users are divided up into individual roles where each role has different capabilities and responsibilities Each role has its own home page that acts as a gateway into TripDirect Some roles have fewer tabs on their home page while others have limited access to various links Below are listed all the roles in TripDirect what they are and aren t able to do and who is usually assigned to each role Administrator This person is the only one or ones to have access to the entire system They can see everything that is going on from upcoming trips to who might be scheduled to provide food or maintenance service They have the ability to set up the account information approve or decline any trip requests and view and edit any schedules or information recorded on the site They are also the only role that can activate a trip request There can be as many Administrators for an account as needed The Site Administrator l is an approval role for a location They can view all upcoming trips scheduled from the Home page or the Calendar tab but will only see requests for their assigned location They then have the option to edit approve or decline They can also create their own trip requests Service Providers only have access to the tasks that are assigned to them They can view a summary version of the request form and can use the calendar to see a
154. uctid td amp pageid tripdirectmain i Go Links 6 z LOGOUT School Name Default School Logo Go To Quick Links Quick Links v MY ACCOUNT 32631335 HELP A y y TRIP i DIRECT Calendar New Trip Request My Account Search For Advanced Search Help Quick Launch Trip Requests New Trip Waiting Your Approval Active Trips MySchoolBuilding 1 0 In Progress Recent Changes Your Estimate 0 Today Trips 0 This Week ull To Do Tasks Prev 7 Days Next 7 Days Date 23 08 2005 30 08 2005 No Tasks Listed Pa Add New Task Information Analysis 0 Completed Period All v Trips Actual Costs 3 Submitted O 3 This Month 2 Approved conte Last Month 0 00 No Record Found Hello Alfred Dude Locations Not Alfred Dude 2 Active Organizations Please be yourself 0 Inactive Trips 0 Pending 0 Canceled 0 Declined E Submitted LE Approved 0 Duplicated E Pending 0 Estimate E Canceled Requested E Declined 0 Estimate E Duplicated Pending E Estimate Requested 0 Estimate E Estimate Pending Complete E Estimate Complete Refresh Pie v Done Internet On the TripDirect Home page you will notice a section titled Trip Requests This section shows numerically as well as on a handy pie chart the statuses of the various trip requests out there Trip requests awaiting your approval or your estimate show up first and foremost
155. ur MySchoolBuilding page Your customers will use this to submit their requests Click below to go to the live page at http www myschoolbuilding com myschoolbuilding tdgateway asp acctNum 32631335 Powered by Home Calendar New Trip Request Account Setup R SCHOO i i l Click here to talk to Conditions of Use Privacy Policy Security Statement an Online Operator A oO SERVICES LOGOUT MY ACCOUNT 32631335 HELP NOW Need help Call us 1 877 868 DUDE 3833 Emal Copyright 1999 2005 SchoolDude com Inc All Rights Reserved Legal Stuff Internet KI A link is provided in red at the bottom of the page that will allow you to go directly to the live MySchoolBuilding com page You re done 4 17 Who Gets Email and When There are two shortcuts remaining under Account Setup The first of these is Who Gets Email And When a page where you can read up on all there is to know about how emails are routed when why and to whom in TripDirect This section walks you through all scenarios in TripDirect in which email is used so that you can decide how to set it up to work best for you The page itself is fully instructional so we ll leave the directions out of this manual and refer you instead directly to this page where you can find all the answers you need e Toreach this page simply click the Who Gets Email and When shortcut at the top of the Account Setup page shown below A TripDirect Account Setup Step
156. you d like to make On this page you can view and edit your account information entered during the Account Setup process by the Administrator Fields marked with M are required information The rest of the information however is optional and changes can be made at any time Enter any contact information you wish to include cell phone number fax etc as well as any notes Below is a view of what the My Settings page should look like TripDirect Add Update User Microsoft Internet Explorer File Edit View Favorites Tools Help ae Q Bak J x a A P Search 5 Favorites 4 R w rel 3 Address E http www06 schooldude com tools framework pagecontroller aspx productid td amp pageid userupdate Sid gdude amp mode update vi Go Links rk z Sloan County Schools Default School Logo Go To Quick Links v LOGOUT HELP A i T A Direct Calendar My Settings Search For Advanced Search Help Add Update User V Login Name dude V First Name George V Last Name Dude V Email GDude geewiz com Email Login Info Receive email notifications Phone Number Fax Number Pager Number Cellular Phone Employment Date 5 16 2002 ma Termination Date 5 ma Notes Change Password z Internet To change your password and or update any information that you have entered follow the st

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