Adding new Students to the database is a common event in Compass Routing. Occasionally, a new Stop has to be created to service those Students. In other cases, the Students have to be assigned to existing Stops.
Whatever the case may be, Students always need to be linked to Stops and, depending on the situation, users can follow different workflows to perform this task.
Let’s start by assuming that a new Student has been enrolled in a particular School. This Student has to be assigned to a Stop that is close enough to the Student’s residence in order to provide effective transportation service. The Stop will often be an existing one but sometimes it may be necessary to create a new Stop. To review how to do this, read Adding Stops in the Map.
If the Student’s record and the Stop have already been created and added with their corresponding addresses to the database, you can locate the Student and the Stop on the Map. To review how to find Students, read the tutorial Finding Existing Students.
CLICK AND SELECT
Click Select. You’ll notice that the Student icon switches to yellow.
Click Select. Again, you’ll notice that the Student icon switches to yellow.
USE THE SELECT TOOL
Remember that you can always use the Select Tool to select Students and Stops on the Map faster. To do so:
You might need to zoom in first to isolate the Student or the Stop and make the selection easier. The color of the icons will switch from green to yellow on the Map to indicate that they have been selected.
Notice that you can select both (or more, in other cases) at the same time.
Once you have selected the Student and the Stop, proceed to assign the Student to the selected Stop by following these steps:
Another way to assign Students to Stops involves using the New or Existing Stop dialogs. But first, users need to create a Stop or find the Existing Stop to which the Students will be assigned.
To review how to create a new Stop, read the tutorial Adding Stops with the New Stop Button. To review how to find an existing Stop, read the tutorial Understanding Stops.
When creating a New Stop, you can access the Find Students menu directly by clicking on its tab. On the contrary, if you have searched for an existing Stop, you will need to select it from the search results list by checking off the box next to it. Then:
Depending on whether you have created a new Stop or searched for an existing one, a New or an Existing Stop dialog will appear. These dialogs look identical.
The Find Students tab within these dialogs presents two search options. A first section allows users identify the Student by ID, Last Name and First Name, and a second section provides School and Grade search filters.
A Find button is located on the right of the Grade filter section.
To Find and Assign Students to the Stop from the Find Students tab: