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Submitting Ride Requests for Approval

Submitting Ride Requests for Approval

Let’s consider an example in which case workers enter and submit ride requests, case worker supervisors approve the requests, and volunteer coordinators or dispatchers place the volunteers with the rides.

 

As a case worker (named Walter Brown in this example) you might see the History and Approval section of the ride profile looking like this when you first create it:

Note that the status shows as “Created.”

 

Next you would submit the ride for approval by clicking the Request Approval button and the following page appears:

On this page you can do three things

Enter a note. If you enter a note about the ride in the Notes field then it will be recorded in the ride history when you press the Yes button.
Send a notification email to someone who can approve the ride request. If you check the “Send a ride request notification email using the following template” checkbox then you can select an email template from the dropdown list underneath the checkbox and send a notification email to the person who approves ride requests. You can create one or more email templates by clicking on the Edit Email Template button. The notification email will be sent when you click the Yes button. See the section in this manual titled "Important Things to Know About Ride Status Notification Emails" for more information on how to set up approval-related templates.
Confirm or cancel your ride request. Confirm by clicking the Yes button. Cancel by clicking the No button.

 

After you click the Yes button and submit your ride request the status of the ride will be changed to “Submitted” and the History and Approval section of the ride profile will look similar to the following picture.

In case someone else in the ride work flow has questions about the ride, the profile shows who submitted the ride request, when it was submitted, the requester's phone number, and the requester’s email address. Also shown is the current status of the ride, who assigned the current status, and the date the current status was assigned.

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