Palm Beach County

Palm Tran

Bus Pass Tracker User Manual

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Table of Contents

Log In .............................................................................................................................. 3

Forgot Password ............................................................................................................. 5

Bus Pass Lookup ............................................................................................................ 6

Current Inventory ............................................................................................................ 7

Edit Profile ....................................................................................................................... 8

Change Password ........................................................................................................... 9

Change Agency ............................................................................................................. 10

TD Client Pass Sale ...................................................................................................... 12

Regular Price Pass Sale ............................................................................................... 20

Issue/Exchange Agency Batch ...................................................................................... 29

Reports .......................................................................................................................... 34

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Log In

1. Open Internet Explorer web browser and type in the address bar:

http://www.pbcgov.com/bpt

2. The ‘Welcome To The Palm Tran Bus Pass Database’ screen displays.

Click on the Log In link:

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3. Enter your User ID and Password and click on the Log In button:

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Forgot Password

1. Click on Click here:

2. Enter your User ID and click on the Send Password button:

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Bus Pass Lookup

1. Click on the Bus Pass Lookup link:

2. The Bus Pass Lookup screen displays.

Enter Pass number or select Status from the drop down box

Click on the Search button

The following screen displays:

Note: To Export Report to Excel spreadsheet click on the Export Report button.

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Current Inventory

1. Click on the Current Inventory link:

2. The Current Inventory screen displays:

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Edit Profile

1. Select Edit Profile from My Profile Menu:

2. The Edit Profile screen displays.

Make the necessary changes to the Profile and click on the Save Profile button:

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Change Password

1. Select Change Password from My Profile Menu:

2. The Change Password screen displays.

Enter Old Password Enter New Password Confirm New Password Click on the Change Password button:

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Change Agency

1. Select Change Agency from My Profile Menu:

2. The Change Agency screen displays.

Click on the drop down box to change Agency and click on the Change Agency button:

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3. The Changed Agency displays:

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TD Client Pass Sale

1. Select TD Client from Bus Pass Sales Menu:

2. The TD Client Maintenance screen displays. To Search for a client do the following:

Enter Last Name, First Name, Client ID or DOB (Search can be done by

entering the full or partial Last Name or First Name)

Click on the Search button The following screen displays:

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3. Select client and update the necessary changes to the Client Details,

Documents, or TD Bus Pass Sale Tabs. Save changes:

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4. To add a New client click on the New Client button:

5. The following screen displays.

Enter the following required fields and click on the Save Client button:

Last Name

First Name

Date of Birth

Member in Family

Annual Income

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Notes:

Member in Family and Annual Income determines bus pass eligibility.

To view the Poverty Guidelines click on the .

6. Click on the Documents Tab.

Enter the following required fields and click on the Save Documents button:

Client Legal Status

Legal Status Expiry Date

Client Photo ID

Proof of Income:

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7. To add an attachment click on the New Attachment button:

Click on the Browse button

Select file

Click on the Attach File button:

The following displays:

To view the attachment click on View

To delete attachment click on

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8. Click on the TD Bus Pass Sale Tab. Click on the New Transaction button:

9. The following screen displays:

Note:

To delete batch click on the

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10. Enter the following required fields and click on the Save Transaction button:

Next Purchase Date

Pass Type

Quantity

From Bus Pass Number

To Bus Pass Number

The following screen displays:

Note:

To print transaction click on the Print Receipt button.

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11. To Update the status of an already sold TD Bus Pass select a Pass Status from the drop down box and click on the Save Status button:

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Regular Price Pass Sale

1. Select Regular Price from Bus Pass Sales Menu:

2. The Regular Bus Pass Sale screen displays. To Search for a Transaction Date do the following:

Click on the Transaction Date field and select month and date from

calendar Click on the Search button

The following screen displays:

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3. To Sell / Issue a New Bus Pass or Passes enter the following required fields and click on the Save Sale button:

Pass Type

Quantity

From Bus Pass Number

To Pass Number:

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4. The following screen displays:

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5. To record a Damaged Bus Pass or Passes select Damaged from the Transaction drop down box.

Enter the following required fields and click on the Save Sale button:

Pass Type

Quantity

From Bus Pass Number

To Pass Number:

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6. The following screen displays:

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7. To Void a Bus Pass or Passes select Void from the Transaction Type drop down box.

Enter the following required fields and click on the Save Sale button:

Pass Type

Quantity

From Bus Pass Number

To Bus Pass Number:

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6. The following screen displays:

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7. To Return a Bus Pass or Passes select Return – Unused from the Transaction Type drop down box.

Enter the following required fields and click on the Save Sale button:

Pass Type

Quantity

From Bus Pass Number

To Bus Pass Number:

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8. The following screen displays:

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Issue/Exchange Agency Batch

1. Select Issue/Exchange Agency Batch from Agency Menu:

2. The Issue/Exchange Agency Batch screen displays. To Search for an agency do the following:

Enter Agency Name or Agency ID

Click on the Search button

The following screen displays:

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3. Select Agency and click on the New Transaction button:

4. The following screen displays.

Enter the following required fields and click on the Save Transaction button:

Pass Type

Quantity

From Bus Pass Number

To Bus Pass Number

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5. The following screen displays:

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6. To Exchange a Bus Pass or Passes select Exchange from the Transaction Type drop down box.

Enter the following required fields:

Pass Type (Current batch being exchange for another batch)

Quantity

From Bus Pass Number

To Bus Pass Number

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7. Click on the Add Exchange button.

Enter the following required fields and click on the Save Transaction button:

Pass Type

Quantity

From Bus Pass Number

To Bus Pass Number

Notes:

Bus Pass Exchange will be successfully saved.

Please refer to the Regular Pass Sale section of this manual to

Void, Return, or Record a Damaged Bus Pass or Passes.

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Reports

1. Select AD Hoc Reports from Reports Menu:

2. The Ad Hoc Reports screen displays.

Select report from the drop down box

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3. The following screen displays.

Select From Date

Select To Date

Select Agency from drop down box

Click on the Show Report button

4. Results based on the report criteria will display.

Click on the Export Report button to export to Excel spreadsheet:

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5. Select Daily Reconciliation Report from Reports Menu:

6. The Daily Reconciliation screen displays.

Select From Date

Select To Date

Click on the Show Report button

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7. Report displays:

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8. Select Monthly Bus Passes Issued report from the Reports Menu:

9. The Monthly Bus Passes Issued screen displays.

Select Month

Select Year

Click on the Show Report button:

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10. Report displays:

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11. Select Daily Inventory Tracker report from the Reports Menu:

12. The Daily Inventory Tracker screen displays.

Select From Date

To Date

Select Bus Pass Type from the drop down box

Click on the Show Report button:

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13. Report displays: