Transport must be turned on for your organization. You need read access to transport requests to open it. To get there, click the Transport Requests tile on the home screen.
Tabs
The Requests tab shows a badge with the number of pending requests.
Request statuses
How a trip works
- A staff member submits a transport request with the purpose, route, and times.
- If Requires Approval is on, the request stays Pending. An approver clicks Approve & Assign and selects a vehicle and, optionally, a driver.
- After the trip, the driver or an admin clicks Complete Trip and can record start and end odometer readings.
- The requester gets an email with a link to rate the trip from one to five stars. Ratings appear on the Reviews tab.
Settings
Admins configure Transport under Settings > Transport:- Transportation Asset Categories — asset categories whose assets count as vehicles
- Who can be a driver? — roles that can be picked as drivers; leave empty to allow everyone
- Default Departure Location — the starting point filled in on new requests
- Custom Request Fields — extra fields people must fill in when creating a request
- Requires Approval — hold new requests as pending until an admin approves them
- Driver Conflict Warning — warn when a driver already has an overlapping trip
- Minimum Notice — how many hours before departure a request must be submitted
- Request Number Prefix — the prefix for reference numbers, such as
TR-0001
How-to guides
Submit a transport request
Request a vehicle for a trip.
Manage vehicles and schedule
Approve trips, assign drivers, and track fees.