This showcases the common issues with the Orcoda Booking system
Issues
The Issues page, accessed via the Settings page and the Issues link of the Navigation menu, shows a summary of system-detected issues. From here, users may view the number of REMAINING issues.
Working from the top of the Issues table, click the VIEW button for an Issue section. This navigates to one of the following pages:
- Recurring bookings: invalid customer funding source
- Recurring bookings: zero total
- Bookings: invalid customer funding source
- Bookings: zero distance
- Bookings: zero total
- DEX customers: incomplete profile
Note: As Issues often stem from related problems that can impact other identified issues, Issues should be fixed from the top of the table to the bottom.
Recurring bookings: invalid customer funding source
The recurring Bookings Issues page, accessed via the Issues page, provides functionality to view and correct recurring bookings with an invalid customer funding source.
Click the FIX button next to a recurring booking to view and correct the issue. This navigates to the Fix Route page.
Fix Route
The Fix Route page, accessed via the Recurring bookings: invalid customer funding source page, provides functionality to update a clients funding source.
From here, users may update the client's funding source via the PURPOSE / FUNDING SOURCE field.
Once the correct funding source has been selected, click the CALCULATE COST button to recalculate the trip cost for the route.
Click the UPDATE ROUTE button to update.
Not: In cases where there are no options in the PURPOSE / FUNDING SOURCE field, or the selected funding source doesn't calculate a non-zero TOTAL ($), the client's existing funding sources may be viewed and updated via the Edit Funding Source page (see Error! Reference source not found, page Error! Bookmark not defined.).
Recurring bookings: zero total
The Recurring Bookings with Zero Toal page, accessed via the Issues page, provides functionality to view and correct recurring bookings that have a calculated trip cost of $0.00.
Click the FIX button next to a recurring booking to view and correct the issue. This navigates to the Fix Route with Zero Total page.
Fix Route with Zero Total
The Fix Route with Zero Total page, accessed via the Recurring bookings: zero total page, provides functionality to recalculate a client's calculated TOTAL ($) cost for a route.
From here, users may review and update the client's funding source via the PURPOSE / FUNDING SOURCE field.
Once the correct funding source has been confirmed click the CALCULATED COST button to recalculate the trip cost for the route.
Click the UPDATE ROUTE button to update.
Note: In cases where there are no options in the PURPOSE / FUNDING SOURCE field, or the selected funding source doesn't calculate a non-zero TOTAL ($), the clients existing funding source may be viewed and updated via the Edit Funding Source page (see Error! Reference source not found., page Error! Bookmark not defined.).
Bookings: invalid customer funding source
The Bookings with Invalid Funding Source page, accessed via the Issues page, provides functionality to view and correct bookings with an invalid funding source.
Click the FIX button next to an existing booking to view and correct the issue. This navigates to the Fix Booking With Invalid Funding page.
Fix Booking With Invalid Funding
The Fix Booking with Invalid Funding page, accessed via the Bookings: invalid customer funding source page, provides functionality to select a valid funding source for the client.
From here, users may view and update the client's funding source via the FUNDING SOURCE field.
Once the correct funding source has been confirmed, click the CALCULATED COST button to recalculate the trip cost for the route.
Click the UPDATE BOOKING button to update.
Note: In cases where there are no options in the PURPOSE / FUNDING SOURCE field, or the selected funding sources doesn't calculate a non-zero TOTAL ($), the client's existing funding source may be viewed and updated via the Edit Funding Source page (See Error! Reference source not found., page Error! Bookmark not defined.).
Bookings: zero distance
The Bookings with Zero Distance page, accessed via the Issues page, provides functionality to view and correct bookings with a travel distance of zero kilometers.
Click the FIX button next to an existing booking to view and correct the issue. This navigates to the Fix Booking with Zero Distance page.
Fix Booking with Zero Distance
The Fix Booking with Zero Distance page, accessed via the Bookings: zero distance page, provides functionality to update and/or recalculate the address for a booking.
From here, users may review and update the ORIGIN AND DESTINATION ADDRESSES via their corresponding fields.
Once the addresses have been verified to be correct, click the CALCULATE COST button to recalculate the trip cost for the booking. Users should see the DISTANCE field change to a non-zero number.
Click the UPDATE BOOKING button to update.
Note: In cases where the DISTANCE field remains zero, check the following:
- Client funding source End Date via the Edit Funding Source page (see Error! Reference source not found., page Error! Bookmark not defined.).
- Cost Schedule Rule Valid From date via the Cost Schedule Rules page.
- Re-clicking the CALCULATE COST button when the field is zero will submit a request to the Google server to recalculate the figure.
Bookings: zero total
The Bookings with Zero Total page, accessed via the Issues page, provides functionality to view and correct bookings with a calculated trip cost of $0.00.
Click the FIX button next to an existing booking to view and correct the issue. This navigates to the Fix Booking with Zero Total page.
Fix Booking with Zero Total
The Fix Booking with Zero Total page, accessed via the Bookings: zero total page, provides functionality to update and/or recalculate the address for a booking.
From here, users may review and update the ORIGIN AND DESTINATION ADDRESSES via their corresponding fields.
Once the addresses have been verified to be correct, click the CALCULATE COST button to recalculate the trip cost for the booking. Users should see the TOTAL ($) field change to a non-zero figure.
Click the UPDATE BOOKING button to update.
Note: In cases where the TOTAL ($) field remains zero, check the following:
- Client funding source End Date via the Edit Funding Source page (see Error! Reference source not found., page Error! Bookmark not defined.).
- Cost Schedule Rule Valid From date via the Cost Schedule Rules page.
- Re-clicking the CALCULATE COST button when the field is zero will submit a request to the Google server to recalculate the figure.
DEX customers: incomplete profile
The DEX Customers with Incomplete Profile page, accessed via the Issues page, provides functionality to view and correct customers with incomplete profile data.
Click the FIX button next to an existing customer to view and update the client's data. This navigates to the Fix DEX customer page.
Fix DEX Customer
The Fix DEX customer page, accessed via the DEX customers: incomplete profile page, provides functionality to view and update a client's data.
From here, users may update all relevant fields for the client.
Once the client's data has been updated, click the UPDATE CLIENT button to update.
