Compass Sped Starter Manual - Safe Fleet

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Seon DesignCompass SpedStarter Manual4/13/2016

Table of ContentsCreate a New Student. 1Curb to Curb Stops. 3Copying a Scenario . 7Creating Runs for Sped Students . 8Single Run Building . 8Click Through Routing . 10Single Run BuildingClick Through RoutingCreate a New StudentWhen it is necessary to manually create a new student, rather than wait for the student to comeinto the system through the nightly download, the new student may be created in the Student tab.

1. Click on the Students tab.2. Click onto open the New Student dialog box.NOTE: There is the opportunity to have a large amount of data regarding each student but onlyLast Name, First Name, Student ID, Attending School, and Residence address are mandatory tocreate the new student and assign them to a bus stop.3. Clickto Save the new student.4. A Student verification dialog box will open. Click OK.

5. The system acknowledges that since a new student was created manually, there may beadditional students to add and a Student dialog box will open asking.If you have another student, Click OK, if not, Cancel.6. The New Student record will remain open, and the new record will be displayed in thelist in the Student tab behind the open dialog box.Clickto close the new student record or continue adding information to thestudent’s record.Curb to Curb StopsTo easily accommodate the needs of some special students who need transportation from theirresidence rather than a neighborhood bus stop, curb to curb stops, frequently referred to as doorto door stops, may be easily created for individual students or for a selection of students at onetime.

1. Click on the Student Tab in Compass Route Builder.2. Find the student or students needing curb to curb stops.Put a check mark in the box to select the student.3. Click on theopen.button. The Create Curb-to-Curb Stops dialog box will

4. Complete the form making sure to add checks to all of the appropriate boxes.a) The Attending School is populated from the information in each student’s record. Thedrop down gives options for another selected school of attendance, summer school, or thezoned school rather than school of attendance.b) The Effective date is required.c)School Classification refers to the type of stop—general ed, special ed, or magnet.School Schedule refers to whether it is the Standard Schedule, an early out, mid-day.d) Check the boxes if the stop is not to be used for auto assignment, if it is visable, or tobe viewed on the parent portal as a local bus stop.e) If there is a current assignment for the student, the user can end that assignment andput an effective date at the creation of the curb to curb stop.5. Click OK to save and finish.6. Click OK to acknowledge.If you click close, the stop will not be created.

7. If the user opens the student record, the new stop assignment is in the student’s record.8. Open the new stop records to complete the details for both the AM and PM stop:a) Curb for pickup and drop off (either side, right side, etc), Delays (Soft time forpickup or drop off at home, Hard time for pickup or drop off at school), load time ifneeded, Bell time, and notes.9. Click OK in each stop as the details are completed to save and finish.NOTE: Instead of search for the new stops in the Stops Tab, click on the stop IDs in thestudent record, transportation tab.

Copying a ScenarioCreating a copy of a scenario will give the user a “snapshot” of all of the data contained in thescenario to be copied. This is a good way to create a scenario for summer school or for the nextschool year. If at some point this new scenario will replace the current live/main scenario,contact Seon Support to arrange to have the download, Student Information Screen,Parent Portal, and TAR pointed to the new data in the new scenario.1. To create a new scenario by copying a current scenario, click on the “Scenarios” buttonon the left top of the browser page.2. The dialog box of Existing Scenarios will open. Select the Scenario to copy. It will turnblue. Click on Save As.3. A dialog box will display with a list of the data available to add to the new scenario.Place a checkmark in all boxes for the data chosen for the scenario.4. Add a name for the scenario and click on Save.The new Scenario will be added to the list of available scenarios.

Creating Runs for Sped StudentsThe user may use any method to create the special ed runs. For more options on run creation,see “Run Building” in the Web Compass Route Builder User Manual.Single Run BuildingManual run building allows the user to have control over the order in which the run is routed.1. In the stops tab, find and select the stops you want to use to create the run.2. Add the selected stops to the Workspace.3. In the Fleet tab, select the vehicle you want to use for the run.4. If you are solving a run for the first time in this login session, set your VRP settings.5. Click on the Route button.

The program will show the following message in the upper right hand corner of thescreen:6. When the system has completed the routing process, the Result tab window will open.7. Review the run by clicking onto open the Stop List.NOTE: The system will follow the parameters that have been set. As a result if you try to createa run that would violate settings such as maximum travel time, arrival time windows, vehiclesettings, etc., you will get a notification.8. In the stop list, change the Run#/Name to the naming convention being used if differentthan the default naming convention, add an effective date, and add notes if applicable.

9. Clickto save the effective date, notes, and run id.10. Click to save all runs in the window.The Result runs will move tothe Runs Tab.Click Through RoutingUsing the Add to New Run tool, which is located at the top of the map with thenavigation tools, a new run may be created by selecting stops from the stops displayed.1. Display stops for a school or schools which will be used to build the run.2. Click on thebutton to open the dialog to begin creating the new run. Ablank form will open on the screen where the stops will be added along with time anddistance calculations and the Click through various stop to build a Run box will open atthe bottom of the map.

3. On the map, click on the stop to be the first stop in the run. As stops are selected, theinformation for the run will be displayed both in the list and on the map.4. Continue clicking on the stops in the preferred order. Each time a stop is added, the stopaddress will be added to the list with the corresponding school stop.5. When all stops for the run have been selected in the map, click on the X in the ClickThrough various stops to build a run dialog.6. The “Adding Stops to new Run” dialog will open.7. Select Yes to keep the run. Select No to discard the changes. Select Cancel to continueediting the run.8. Ifis selected, a New run parameters dialog will open. Name the run using thedistrict’s naming convention. Select an effective date for the run. Click OK.

9. The Stop List will open showing the stops selected, times, mileage. Add notes if requiredand apply changes.10. Assign a vehicle to the run by clicking on Any to open the Run Statistics screen for therun.11. Select the vehicle to be used from the drop down Available Vehicles. Click Assign.12. Click ongraphic path of the run.to solve the run and create a13. The result window will open with the new run. Enter and effective date and Save ResultRun.14. Search for the run in the Result tab.

see “Run Building” in the Web Compass Route Builder User Manual. Single Run Building Manual run building allows the user to have control over the order in which the run is routed. 1. In the stops tab, find and select the stops you want to use to create the run. 2. Add the selected stops to the Workspace. 3.

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