Last modified 3/19/2019
OVERVIEW
ParaPlan Connect is a tool that allows Riders and Mobility Managers the ability to request rides online.
VOCABULARY
Rider: An individual that is taking a ride.
Mobility Manager: An individual that can request rides on behalf of Riders.
Agency: The public transit agency or transportation company that uses ParaPlan Desktop to manage their on-demand transportation.
PIN: Personal Identification Number. A way to verify a rider without a password. A PIN is the Rider’s social security number, ADA number or phone number.
KNOWN ISSUES
Known issues, new features and change log is available here.
PREREQUISITES
Rider:
Rider must be using the latest version of Chrome, Firefox or Safari.
Rider must have email registered with Agency and a password to ParaPlan.
Alternatively, Rider can use PIN to log in for the first time, then create a password.
Mobility Manager:
Mobility Manager must be using the latest version of Chrome, Firefox or Safari.
Mobility Manager must be a registered user of ParaPlan with mapped funding sources.
Mobility Manager must have permission from Rider to request rides.
Agency:
Agency must be using ParaPlan Mobile and ParaPlan Cloud.
Agency should make sure that all Riders have email addresses stored in the system. Email address has been moved to the front page of the Client window for this reason.
Agency should make sure that Riders have one of the following pieces of data stored:
Social Security Number
ADA ID
Phone Number
Riders will use this information to login for the first time and create a password.
Agency must create ParaPlan User for Mobility Managers that want to request rides. Set the email address and password, then select Program Admin from the user type and check all the programs that the Mobility Manager can administer.
USAGE
Rider:
Navigate to ParaPlan Connect (https://connect.paraplansoftware.com)
Login with email address and password. If you do not have a password, click “Use a PIN instead” and enter PIN as defined above.
Populate Trip Request with:
Pick Up and Drop Off Location
Desired Pick Up OR Appointment time
Click Request Trip
Verify the details and wait for email confirmation.
Click Request return trip to book a second leg if needed.
Mobility Manager
Navigate to ParaPlan Connect (https://connect.paraplansoftware.com)
Login with email address and password.
Scroll or filter to find Rider that would like to request a trip.
Click Request Trip to open Trip Request Window
Populate Trip Request with:
Pick Up and Drop Off Location
Desired Pick Up OR Appointment time
Click Request Trip
Verify the details and wait for email confirmation.
Click Request return trip to book a second leg if needed.
Agency
Set up Trip Requests:
Click Favorites
Click Add/Edit Favorites
Check TripRequests, then Save and Close
Pending Trip Requests will now be in your sidebar of ParaPlan Desktop
Triage Trip Requests:
Click Favorites
Click Pending Trip Requests
Click on a pending request to view details
Click Accept (or Reject if applicable. This will email the Rider or Mobility Manager with a rejection notice)
A new one-time, one-way Reservation will be generated and populated into a new window.
Change or add any needed information, then Save. This will generate an acceptance email to the Rider or Mobility Manager
The generated Trip can be scheduled from the bottom of the Reservation window, or from the Scheduling Canvas.
Beta Testing
Users can alternatively use https://downtown.paraplansoftware.com for early features. Please report any bugs or issues to tim@paraplansoftware.com. Features may be added or removed without notice. Please use https://connect.paraplansoftware.com if having issues with the beta.