You can assign resources, such as vehicles or equipment, to departures. Resource assignments help you make room for all passengers, use the available vehicles and equipment well, and avoid overbooking or resource conflicts.
If Departures has a lock icon in the Operations menu, departures are not turned on for your company, or your user group does not have access to the page. To turn on departures, ask PaxFlow support. To get access, ask an admin in your company to change your user group in Settings > User groups.
Accessing departures
Go to Operations > Departures.
Assigning a resource to a departure
On the Departures page, there are two ways to assign a resource to a departure: by hand in the assignment panel, or in an assignment template slot.
Assign a resource by hand
Find the departure. If the departure has no assignment template and no assignments, click Add assignments.
In the panel, on the Assignments tab, click Add Resource.
Select the resource. PaxFlow shows Resource assigned successfully.
Assign a resource in an assignment template slot
If an assignment template matches the departure, the departure shows one card for each slot of the template, for example Boat.
Click the name of the slot, for example Boat. The resource list opens. Resources that match the slot show first, under Matching Resources.
Select the resource. PaxFlow adds the resource to the departure and shows Resource assigned successfully.
Resources that are booked at the same time
In the resource list, PaxFlow shows which resources are already booked during the departure. The list works the same in both ways to assign a resource.
Resources that are free come first.
Resources that are booked at the same time come last, under Booked at this time.
Under each booked resource, a line shows the booking, for example "Busy 09:00-12:00 Golden Circle". The line shows the time and the product or departure group.
If the resource is unavailable, the line shows the title of the unavailability, or "Unavailable" when it has no title.
You can still select a booked resource. If it is already assigned to another departure at that time, the Resource Double-Booking dialog opens.
To assign the resource to both departures, click Assign Anyway.
To stop, click Cancel.
Assigning staff on the resource
On the resource card, click the role, for example Driver. The staff list opens. Staff members whose labels match the role show the matching labels in green.
Select the staff member. A success message shows.
Adding a resource on an activity level
You can also add a resource to some of the passengers (activities) of a departure from the passenger list.
To open the departure details, click the name of the departure.
On the Passengers tab, select the passengers. To select all the passengers, select the checkbox in the table heading.
Click Select Resource to Assign, then select the resource. It is best to select the resource that is assigned to the departure. It has the Assigned badge.
Click the plus icon (Assign resource). PaxFlow shows Resources assigned successfully.
To remove the resource from the selected passengers, click the minus icon (Clear resource).
If the only assignment templates of the departure are for staff and no resource is assigned, the Select Resource to Assign dropdown does not show.