Transportation Request

• Enter the Document Date (MMDDYY) or click and select date. This should reflect the date the document was created.

• Specify the Request and Request Type by clicking in one of the radio buttons provided:

Add Requesting Case Manager. The Case Manager Phone will import in with the Case Manager’s name.

• Click   next to Requesting Case Manager. The Find: Staff screen displays.

• Enter all or part of staff Last Name, First Name.

• Click or press ENTER. Search Results displays a list of matching criteria.

• Click line of staff name. Line highlights.

• Click again or click .  Find: Staff screen closes and staff name displays in gray box.

• Enter the Starting Date (MMDDYY) or click  and select date.

• Enter the Receiving School and Program in the textboxes provided.

• Select all of the Days of the Week that this transportation request applies to.

Add Receiving Teacher. The Teacher Phone will import in with the Receiving Teacher’s name.

• Click   next to  Receiving Teacher:. The Find: Staff screen displays.

• Enter all or part of staff Last Name, First Name.

• Click or press ENTER. Search Results displays a list of matching criteria.

• Click line of staff name. Line highlights.

• Click again or click .  Find: Staff screen closes and staff name displays in gray box.

• Enter the Pick Up Address (AM) along with a Contact Person’s name and Phone.

• Repeat this for Drop Off fields.

• Specify the Starting Time and Dismissal Time of the school. It is only necessary to enter numerals. Synergy SE formats the field once entered, i.e. 900 formats as 9:00 AM.

• Indicate if the student requires transportation To and From School Daily using the checkbox.

• If a mid-day shuttle is required, complete the information in the textboxes provided.

• Click .