Steps to set up an agency to use the TAT sub-system:

  • Enable a program to use the TAT sub-system
  • Create a Billing Policy
  • Enable agencies to make TAT requests
  • Add a case manager make TAT requests
  • Add drivers
  • Add a dispatcher, a person who manages trips and drivers
  • Add vehicles
  • Associate drivers with vehicles

You are now ready to start day-to-day operations which involve:

  • Caseworker: Requesting trips for Clients
  • Drivers: picking up and delivering clients and posting status of such efforts by using the Driver portal.
  • Dispatcher: reviewing operations during the day
  • BIller: start billing process when appropriate