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T.O.M. Field Trips

 

 

T.O.M. 5.3.x Documents

What's New with T.O.M. FieldTrips v5.3.1

Instructions on Downloading T.O.M. Field Trips v5.3.1

Instructions on Running the T.O.M. Field Trips v5.3.1 Update As An Upgrade

Instructions on Running the T.O.M. Field Trips v5.3.1 Update On A New Workstation

 

 

T.O.M. 6.x Documents

What's New with the latest update to T.O.M. Field Trips (Since Last Download)

What's New with T.O.M. Field Trips v6.0

What's New with T.O.M. Field Trips v6.0 (Since Last Download)

Instructions on Downloading and Unzipping T.O.M. Field Trips v6.x

Instructions on Running the T.O.M. Field Trips v6.x Upgrade

 

T.O.M. Security Import Notes

 

 

Downloads

To download the latest version of the T.O.M. Field Trips software, save the compressed file into a temporary location on your machine by clicking the appropriate link below and clicking Save. Unzip the compressed file into a temporary directory on your machine and run the setup.exe.

T.O.M. FieldTrips v6.9.9.7 Version (last updated 9/23/2020)

T.O.M. FieldTrips v5.3.3.4 (last updated 07/11/08)

T.O.M. FieldTrips v5.1.1

T.O.M. FieldTrips Manuals

 

 

Manuals

Getting Started Manual

User Guide

 

 

Webinars

Things You May Want To Do At The End of the Year

 

 

Virtual Classroom Table of Contents

100 - General

200 - What's New with T.O.M. 6.0

300 - What's New with T.O.M. 5.3.1

1000 - Installation / Setup / Lookup Lists

2000 - Master Files

3000 - Entering Trips

4000 - Using the Field Trip Search Screen

5000 - Using the Master Calendar

6000 - Understanding and Setting Up for Auto Assign Feature

7000 - Setting Up For Manual Assign

8000 - Assigning Drivers To Field Trips

9000 - Canceling Field Trips and Individual Drivers

10000 - Driver Refusals, Passes, Skips and Makeups

11000 - Entering Driver Field Trip Miles, Hours, Expenses and Other

 

 

 

100 - General

101-Creating Mailing Labels

 

 

200 - What's New with T.O.M. 6.0

Field Trips

201-Showing Number of Vehicles on Trip Search and Trip Screen
202-Warning if # of Driver Assigned is Less than the # of Drivers that Should be Assigned
203-Setting up and Using a Customer Pickup Locations

 

Master Calendar

204-New Master Calendar Features

 

Billing & Budgeting

205-Fund Level Budgeting Feature
206-Group Time Entry

 

WebTrips

207-Showing Number of Trip Reservations on Trip Screen and Master Calendar

 

Auto Assign

208-Indicating if a trip is not to be added to a driver s field trip hours total

 

Mapping

209-Using Google Earth, Yahoo Maps, and MapQuest to map a field trip

 

Master Files & Lookup Lists

210-Enhanced Employee Search Screen
211-Enhanced Customer Search Screen
212-Master File and Lookup Lists Master Purge Routine

 

 

300 - What's New with T.O.M. 5.3.x

Field Trips

301-Enhanced Copy Trip Routine
302-New SMTP Compliant Email
303-New Timeline Feature
304-New Multiple Customer, Destination, Fund, Grade and Trip Category Search capability

 

Master Calendar

305-New Master Calendar

 

Reports

306-New Look of Field Trip Reports Screen
307-New Look of Field Trip Employee Reports Screen
308-Enhanced Driver Activity Report

 

Mapping

309-New Ability to Map Customers
310-New Ability to Map Destinations

 

 

 

 

---Training Videos---

 

 

1000 - Installation / Setup / Lookup Lists

 

Lookup Lists

1010-Billing Rates
1020-Funds
1030-Employee Types
1040-Vehicle Types
1050-Schedule Master
1055-Schedule Master Extended Discussion
1060-Divisions
1070-Destination Categories
1080-Trip Categories
1090-Grades
1100-Characteristics
1110-Money Transaction Types

 

 

2000 - Master Files

 

2010-Customers
2020-Destinations
2030-Vehicles
2040-Employees

 

 

3000 - Entering Trips

 

3010-Overview
3020-Adding A New Trip
3030-Adding Additional Trip Dates
3040-Adding Trip Billing Splits
3050-Multiple Destinations
3060-Shuttle Trips
3070-Mapping a Field Trip
3080-Getting An Estimate for a Field Trip

 

 

4000 - Using the Field Trip Search Screen

 

4010-Overview
4020-Searching Multiple customers, Destinations, Funds, Categories and Grades
4030-Printing Search Results
4040-Getting A Vehicle Type Summary of Search Results
4050-Viewing Serach Results in Timeline format
4060-Using the Copy Trip Feature
4070-Changing The Sort Order of the Search Results

 

 

5000 - Using the Master Calendar

 

5010-Overview
5020-Printing Trips Found On Calendar
5030-Getting a Timeline of Trips Found On Calendar
5040-Printing Master Calendar
5050-Working with Calendar Icons
5060-Working with Calendar Settings

 

 

6000 - Understanding and Setting Up for Auto Assign Feature

 

6010-Overview
6020-Setting Up Schedules for Auto Assign
6030-Setting Up for Rotation Method
6040-Setting Up for Hours Equalization Method
6050-Setting Up for Overtime Conflict Checking
6060-Setting Up for Routing Conflict Checking
6070-Setting Up for Field Trip Conflict Checking
6080-Setting Up for Characteristic Conflict Checking
6090-Setting Up for Automatic Cancellation Replacement Feature
6100-Setting Up for Automatic Skip Replacement Feature
6110-Setting up Alternate Vehicles for Auto Assignment

 

 

7000 - Setting Up For Manual Assign

 

7010-Setting Up Schedules
7020-Entering Employees / Hire Date / Seniority / Vehicles
7030-Setting up T.O.M. For Various Conflict Checking During Manual Assigning

 

 

8000 - Assigning Drivers To Field Trips

 

Using Auto Assign Feature

8010-Using Auto Assign for First Time With Rotation Method
8020-Using the Single Trip Auto Assign Feature
8030-Using the Single Driver to Single Trip Auto Assign Feature
8040-Using the Mass Assign Feature

 

8050-Manually Assigning a Driver to a Field Trip
8060-Printing Trip Tickets
8070-Customizing Trip Tickets
8080-Using the Assignment Activity Log

 

 

9000 - Canceling Field Trips and Individual Drivers

 

9010-How T.O.M. Automatically Replaces Cancellations During Auto Assign
9020-Cancelling An Entire Trip
9030-Cancelling An Individual Driver From a Trip

 

 

10000 - Driver Refusals, Passes, Skips and Makeups

 

10010-Difference Between A Refusal, Pass, Cancellation and Pass-Makeup
10020-How to Refuse a Driver Assignment
10030-How to Pass A Driver Assignment
10040-How to Change A Driver Assignment to Pass-Makeup

 

 

11000 - Entering Driver Field Trip Miles, Hours, Expenses and Other

 

11010-Entering Drivers Miles And Hours For A Single Trip
11020-Entering A Driver's Field Trip Expense
11030-Entering in Driver Notes For A Trip
11040-Entering Drivers' Miles And Hours For A Group of Trips
11050-Entering Field Trip Flat Charges

 

 

12000 - Billing Field Trips

 

12010-Billing A Single Trip
12020-Making Changes to Trip After its Been Billed
12030-Reprinting An Invoice For A Single Trip
12040-Modifying Invoices Formats Using Templates

 

 
 

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