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Version 1.0 Complete TRIP Model Administration, Management, Control and Reporting Software Available for Single or Multi-User Environments Life-time Low.

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Presentation on theme: "Version 1.0 Complete TRIP Model Administration, Management, Control and Reporting Software Available for Single or Multi-User Environments Life-time Low."— Presentation transcript:

1 Version 1.0 Complete TRIP Model Administration, Management, Control and Reporting Software Available for Single or Multi-User Environments Life-time Low Cost Licensing Low Annual Support Renewal Fee

2 GOODPERSON JOHN

3 Development History Originally developed for TRIP, Riverside County CA in 1998 Originally developed for TRIP, Riverside County CA in 1998 Used continuously to administer, manage, control and report over 1.2 million one-way trips by volunteer drivers and 14 million miles of escorted travel for more than 6,000 passengers to date Used continuously to administer, manage, control and report over 1.2 million one-way trips by volunteer drivers and 14 million miles of escorted travel for more than 6,000 passengers to date Upgraded to state-of-the-art.NET technology in 2010 Upgraded to state-of-the-art.NET technology in 2010 Now available for use by TRIP Model Volunteer Driver services everywhere. Now available for use by TRIP Model Volunteer Driver services everywhere.

4 What TripTrak Can Do Passenger administration and management Passenger administration and management Volunteer driver administration Volunteer driver administration Mileage reimbursement check issue Mileage reimbursement check issue Detailed record creation and preservation Detailed record creation and preservation Service monitoring and performance reporting Service monitoring and performance reporting Mail management Mail management Fully Integrated, Comprehensive TRIP Model Service Administration.

5 Getting Started TripTrak uses free SQL database technology TripTrak uses free SQL database technology TripTrak was built on Microsoft Version 3.5.NET Framework, which provides the dynamic foundation for next-generation applications TripTrak was built on Microsoft Version 3.5.NET Framework, which provides the dynamic foundation for next-generation applications The software is a powerful, versatile and proven program to administer, monitor and manage TRIP Model volunteer driver services The software is a powerful, versatile and proven program to administer, monitor and manage TRIP Model volunteer driver services It has built-in tools to analyze and accurately report detailed service performance by variable parameters the user can specify It has built-in tools to analyze and accurately report detailed service performance by variable parameters the user can specify TripTrak eliminates complex and unreliable use of multiple general-use software like Word, Excel and Access, providing simplicity and reliable data storage and reporting. TripTrak eliminates complex and unreliable use of multiple general-use software like Word, Excel and Access, providing simplicity and reliable data storage and reporting.

6 Database Set-Up Using the Database tab, your TripTrak software is completely customizable to your service specifications Manage user credentials and passwords Define funding sources to track and report specific funds use Populate the trips table with expected place to place origination and destination data Use imbedded Google Map tools to set actual driving distances between places Use other tabular lists to define variables that are specific to your service, including enrollment categories, living status, housing status…..more

7 Set-Up Funding Source Defaults Any number of independent sources of funding can be set-up, each with its own specified allowances: per trip and per month mileage the reimbursement rate you choose days allowed for passenger travel purposes of travel that are allowed

8 Getting Around the Software Passenger administration Driver administration Forms Reports, including reimbursement check printing Data analysis tools Mail list and contact management Get me out of here – the days over

9 Passenger Administration Maintain detailed contact information Maintain detailed contact information Record personal data for each applicant and enrolled passenger Record personal data for each applicant and enrolled passenger ADL and IADL specifics for each individual ADL and IADL specifics for each individual Set and manage service allowances for individuals as necessary Set and manage service allowances for individuals as necessary Maintain continuous detailed service records Maintain continuous detailed service records Maintain complete enrolled passenger information and records to track and manage the application process, enrollment and manage the application process, enrollment and on-going volunteer transportation service use

10 Passenger Information Four sections of information can be maintained for each passenger: contact information, personal data, ADL and IADL capabilities, and specific individual passenger or passenger group use allowances Four sections of information can be maintained for each passenger: contact information, personal data, ADL and IADL capabilities, and specific individual passenger or passenger group use allowances In addition to the customized tables, other tables are pre-filled with standard national data variables In addition to the customized tables, other tables are pre-filled with standard national data variables Gender, ethnicity, race Gender, ethnicity, race ADL and IADL profiles ADL and IADL profiles When entering new or editing passenger information, drop-down menus allow users to select from established tables or add to the database When entering new or editing passenger information, drop-down menus allow users to select from established tables or add to the database Each passenger is assigned a unique number and the user profile elections that are made for each passenger are preserved as a permanent record Each passenger is assigned a unique number and the user profile elections that are made for each passenger are preserved as a permanent record

11 Flow through data input so operator never needs to touch the mouse Or click and enter in a specific field if needed Easy tab and enter field fills Contact Information

12 Personal Data Select from the drop-down table or add another customized choice to the table

13 ADL / IADL Profile Select from standardized lists of ADLs and IADLs – Independent, Needs Assistance, Requires Supervision, Dependent

14 Service Allowances Program, service to be provided, and funding source assignment set Default days of service, destinations, driver, and purposes of travel for funding source or service area Mileage allowance andllll reimbursement ratelllll set Or set individual allowances for each passenger

15 Keep Detailed Notes of Contacts Maintain on-going and complete detailed records of contacts with passengers that include date of contact, member of staff recording contact, and a full history of service provided.

16 Volunteer Driver Administration Maintain volunteer contact information and records to track and manage the application process, enrollment and ongoing volunteer transportation service use. Records for each volunteer can include Personal Data, days and times of Availability, Vehicle and Insurance Data, and a complete detailed record of all contacts.

17 Enter Reported Trips Data Enter or Edit individual trips for reimbursement Automatic link to Google maps to calculate allowablellll mileage, if not previously determined Mileage for travellll between establishedlll destinations islll automatically entered Data for each trip includes: date of travel, purposes of travel, llllclient reported mileage, actual mileage allowed for lllleach trip, llllamount of reimbursement, and volunteer time contributed

18 Accurate Performance Reports Generate performance data reports for specified time periods that include: Generate performance data reports for specified time periods that include: Unique passengers served Unique passengers served One-way trips provided One-way trips provided Travel miles reported and paid Travel miles reported and paid Amount paid for mileage reimbursements Amount paid for mileage reimbursements Volunteer hours contributed Volunteer hours contributed Print reports in PDF or Excel formats Print reports in PDF or Excel formats ADL and IADL specifics for each individual ADL and IADL specifics for each individual Set and manage service allowances Set and manage service allowances Maintain continuous detailed service records Maintain continuous detailed service records

19 Reimbursement Check Issue In the Reports section, mileage reimbursement checks can be printed individually or printed as a batch run for a specified period. In the Reports section, mileage reimbursement checks can be printed individually or printed as a batch run for a specified period. Print a check register in PDF or export it in Excel for data transfer to an accounting application. Print a check register in PDF or export it in Excel for data transfer to an accounting application.

20 Record Preservation Months or years from now, staff are able to re-construct every contact or check paid, and the complete history of each passengers service Months or years from now, staff are able to re-construct every contact or check paid, and the complete history of each passengers service The facts are at the operators fingertips when a passenger calls and asks questions, needs information, or makes assertions about past service or travel The facts are at the operators fingertips when a passenger calls and asks questions, needs information, or makes assertions about past service or travel Provides the invaluable capability to generate detailed reports that compare service by any set of variables the operator selects, month to month or year to year Provides the invaluable capability to generate detailed reports that compare service by any set of variables the operator selects, month to month or year to year Payment and use history are permanently stored and preserved for future reference.

21 Form Fill and Printing Print blank request for mileage reimbursement forms that pre-fill with passengers name and mailing address Print blank request for mileage reimbursement forms that pre-fill with passengers name and mailing address Fill and print application for enrollment and service form Fill and print application for enrollment and service form Many additional forms will be added soon Many additional forms will be added soon

22 Mail Management Maintain and manage mail list for passengers, volunteers, or the general public Maintain and manage mail list for passengers, volunteers, or the general public Print labels for mailings to designated groups or individuals Print labels for mailings to designated groups or individuals Export in format requested by your commercial printer to address and mail newsletters, brochures, and other communications. Export in format requested by your commercial printer to address and mail newsletters, brochures, and other communications.

23 System Requirements System Type X86-based PC System Type X86-based PC Memory 2 GB or more Memory 2 GB or more Microsoft Windows XP Professional SP3 or higher Microsoft Windows XP Professional SP3 or higher Microsoft.NET framework 3.5 or higher – FREE download and use from MicroSoft – complete installation instructions provided Microsoft.NET framework 3.5 or higher – FREE download and use from MicroSoft – complete installation instructions provided Local installation utilizes database already in XP and newer operating systems. Server installation requires Microsoft SQL Express 2008 R2 - SQL Server 2008 Express Edition is a free, easy-to-use, lightweight, and embeddable version of SQL Server 2008 – FREE download and use from MicroSoft – complete installation instructions provided Local installation utilizes database already in XP and newer operating systems. Server installation requires Microsoft SQL Express 2008 R2 - SQL Server 2008 Express Edition is a free, easy-to-use, lightweight, and embeddable version of SQL Server 2008 – FREE download and use from MicroSoft – complete installation instructions provided TripTrak has been designed to operate in a common environment:

24 Application Availability The Single-User application runs on a single work station computer for administration of a smaller or start-up service – the life-time license fee is $379 The Single-User application runs on a single work station computer for administration of a smaller or start-up service – the life-time license fee is $379 The Multi-User application is a network accessible application that can operate on a networked PC or on a server – the life- time license fee is $589 The Multi-User application is a network accessible application that can operate on a networked PC or on a server – the life- time license fee is $589 Upgrade from Single-User to Multi-User software fee is $299 Upgrade from Single-User to Multi-User software fee is $299 Annual Technical Support Continuation fee (after year one) is $49 per year, which includes free software update downloads Annual Technical Support Continuation fee (after year one) is $49 per year, which includes free software update downloads Two application configurations are available

25 Continuing Support Frequently asked questions answered at TRIPtrans.org Frequently asked questions answered at TRIPtrans.org Technical and software user support available by Technical and software user support available by Customer and user support available by telephone Customer and user support available by telephone Partners enjoy web tutorials access to a library of reference materials Partners enjoy web tutorials access to a library of reference materials Program and software support are available to all TRIP Partners in a secure environment on the web and by telephone

26 Version 1.0 Complete TRIP Model Administration, Management, Control and Reporting Software Available for Single or Multi-User Environments Life-time Low Cost Licensing Low Annual Support Renewal Fee


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