Categorized ITNRides Manual

Posted on August 18, 2022May 25, 2023 by Morgan Jameson

Course Content

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System Set-Up and Settings 5 Topics

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Lesson Content

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Setting Rates and Hours

Setting Portal Messages

Adding a Staff User

Connecting to ITNRides

Editing or Deleting Staff Users

Working with Riders, Drivers, and Other Contacts 12 Topics

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Changing a Family Membership to a Single Membership

Changing a Single Membership to a Family Membership

Closing an Account with a PTA Balance

Closing an Account with No PTA Balance

Viewing and Editing Driver Info

Entering Donors and Community Contacts

Entering and Activating Drivers

Entering and Activating Riders

Quick Action Buttons for Contacts and Accounts

Viewing and Editing Rider Info

Updating Driver Availability

Ride&Shop and Healthy Miles Accounts

Booking and Managing Rides 10 Topics

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Assigning Drivers to Rides

Cancelling Rides

Entering New Addresses

No Charge Rides

Recurring Rides

Rides Requested Through the Rider Portal

Segmented Rides

Business, Sponsored Accounts, and Road Scholarships 2 Topics

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Awarding Road Scholarships

Road Scholarship Sponsor Accounts

Financial Transactions 8 Topics

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Finances in ITNRides- An Overview

Opportunities in ITNRides

Account Adjustments and Credit Transfers

Entering Payments and Donations

End of Month Posting Report

Processing Customer Credit Card Payments in the Staff Portal

Viewing Customer Transactions

Entering Grants

Reports 3 Topics

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Customizing Reports

Exporting/Downloading Reports

PreMade Reports

The Rider and Driver Portal

Community Outreach