Farm-Outs - Extended Confirmations
It's common practice to confirm all the aspects of a job several times over a period of time before the trip—say, 2 days before, a day before or an hour before, but it’s important for the agents doing the confirmations not to forget to confirm everything.
Livery Coach can help this process with a feature called Extended Confirmation. The way it works is you set up your own checklist of items that the agent needs to check, and then you have a place to store the record of what was checked.
Start out by navigating to Setup…Maintain…Extended Confirmation Setup.
Select Farm-Out on the left, then on the right enter a Description and Order (the order in which you want them to appear). The Item ID at the top should be left the way it is, and the Type will default to Farm-Out and should not be changed.
As you enter each description click Save. If you want to change the order, you can highlight an existing entry and type in a different number for the order. In the screen shot below, I have added Pickup Time, Pickup Location, and Vehicle Type, and am about to enter Passenger Name (I just need to click on Add).
Livery Coach can help this process with a feature called Extended Confirmation. The way it works is you set up your own checklist of items that the agent needs to check, and then you have a place to store the record of what was checked.
Start out by navigating to Setup…Maintain…Extended Confirmation Setup.
Select Farm-Out on the left, then on the right enter a Description and Order (the order in which you want them to appear). The Item ID at the top should be left the way it is, and the Type will default to Farm-Out and should not be changed.
As you enter each description click Save. If you want to change the order, you can highlight an existing entry and type in a different number for the order. In the screen shot below, I have added Pickup Time, Pickup Location, and Vehicle Type, and am about to enter Passenger Name (I just need to click on Add).
In order for the system to recognize these you might have to log out and back in.
Now, when you open a Farm Out trip, you will see a new button below the summary that says Farm-Out Extended Confirmation Checklist.
Now, when you open a Farm Out trip, you will see a new button below the summary that says Farm-Out Extended Confirmation Checklist.
When you click the button, a new window will open up that shows you your checklist of things you want to confirm with the affiliate, in the order you set:
All your agent has to do is go down the line and confirm each line, putting a check-mark in each box. You can do this as many times as you like (for example, a week before, a day before, etc.)
Once there is at least one entry, the “Confirmation Checklist” tab will appear with the trip, and you can see all the times the trip was confirmed, with the initials of who in your office confirmed the details.
Once there is at least one entry, the “Confirmation Checklist” tab will appear with the trip, and you can see all the times the trip was confirmed, with the initials of who in your office confirmed the details.