Lumary WFM - This article explains how to track the transport of clients using Lumary mobile.
Once you've started a session, you use Lumary mobile to track the transport of any clients attending the session.
Required and supported packages
Available with: Lumary WFM
Updated in: Lumary WFM 2.10
Supported in: Lumary DC
To track transport for a session, the session must have a status of In Progress. Find out how to start a session on Lumary mobile.
Once you've started a session, when you’re ready to start recording client transport information:
- Go to the session.
- Tap on the Start Transport button.
- You’ll be prompted to confirm the start of the transport. Tap on the Start Transport button to confirm.
Your geolocation and time are tracked from the time you confirm that you've started transporting the client or clients until you confirm that the transport has ended.
If there are multiple transport trips during a session, you can start and end transport as many times as required.
- When you arrive at your destination, tap on the End Transport button.
- You’ll be prompted to confirm the end of the transport. Tap on the End Transport button to confirm.
- The End Transport screen will pop up with the following form for you to review and populate where necessary.
| Field | Purpose |
|---|---|
| Distance (KM) transported | This is pre-populated based on estimated calculations. You may update this if it differs from the actual distance transported that you’ve tracked. |
| Time (min) transported | This is pre-populated based on estimated calculations. You may update this if it differs from the actual time transported that you’ve tracked. |
| Please select clients transported | If this is a group event, you may be able to select multiple clients, if applicable. |
| Select the type of vehicle used to transport the clients (Modified/Standard) | This may be important in determining the costs to be charged to the participant and/or reimbursement to the worker. |
| Was a personal or company vehicle used? (Personal/Company) | This may be important in determining the costs to be charged to the participant and/or reimbursement to the worker. |
| Do you have any non-labour travel expenses to add? (Add Expenses/No Expenses) | This may be important in determining the costs to be charged to the participant and/or reimbursement to the worker. |
| + Add Expenses | |
| * Description of Costs | Enter what the cost was for. |
| * Total Cost | Enter the amount. |
| Do you want to claim for this expense? | Tick this box if you paid out of your own funds and need to claim a reimbursement from the company. |
| * Tax Type | This field is shown and required if you ticked the box above. |
| * Tax Amount | This is a read-only display of the calculated tax amount included in the total cost entered. |
If you claimed any expenses when recording travel or transport for the session, you will need to ask your manager to approve these in order for them to be processed and reimbursed to you in a future pay run.
Once you've added any transport and finished the delivery of services, you can complete the session.