How to Add Crew (Drivers)

Steps:


HOW TO Add a new crew user...

Go into Maintenance.
Edit/Add People.
Hit the Add New button (far left).
The essential fields are: First Name, Last Name, Email. Important: Pax is ticked by default. Untick this, and tick Crew instead:

Now hit Save Changes to put this crew member in the respax database. Search for the new user using Search button on the far right:


HOW TO Copy an existing driver...

Go into Maintenance.
Edit/Add People.
Hit the search button (far right).

To find the current crew, tick the Crew checkbox.

And returns a list:

So, to create a new crew member from an existing one, double click on the line
This will bring up the user details:

Hit the Copy to New button:

Hit Create
This will create a new crew member:

Note: The password is set to the same as the first name, and will need to be changed the first time the crew member logs into respax:

Note: Roles are not copied so these will need to be added to the new user.


HOW TO Assign a user a role as a driver...

Click on the user in the list to open the details,
Then click on the Roles tab:
Note: If the Roles tab is not active, the Crew checkbox is not ticked - This is the trigger ;)

Tick the Driver checkbox to signal that the user is a Driver.

Hit Save Changes

NOTE - Roles can only be added by a Database Administrator from Trinity Software


HOW TO Test assigning the new driver to a bus...

Reservations
Trip Manifest
Rostering / Trips
Add Driver:

If the driver appears in this list the user is set up correctly:


HOW TO Unassign a user a role as a driver...

Maintenance
Edit/Add People
Click on the driver in the list
Click on the Roles tab
Note: If the Roles tab is not active, tick the Crew checkbox to activate it. Once you are finished, untick the box again. Untick the role which is no longer valid

Click on Save Changes

r4a howtos users resources (last edited 2011-01-18 04:07:18 by ppp214-33)