SMS | Shared Mobility Portal
Application Overview
About the Application
Information about this application, it's key stakeholders, and functionality can be found here.
Workflow
The workflow for this application is in the process of being documented on this Miro Board.
Enhancements
Code for the enhancements made to this application can be found here.
TABLE OF CONTENTS
About Licenses & Permits
Home Page
Providers
Add a New Provider
Add a License
Add Permits
How to Renew Permits
Creating Invoices
Fees/Payments
Trip Data
Reports
My License
ABOUT LICENSES & PERMITS
A license is tied to a provider account. This is where the license start and end period can be entered. These dates will be the primary start/end dates to the permits associated to the provider.
A provider can hold multiple permits. A permit must be issued if the provider is choosing to deploy devices in a different geographic area. If they decide to change the amount of devices and/or the geographic area a new permit must be issued.
Ex. 100 devices in DAPCZ
the provider DOESN'T want to change the location or number of devices, than this permit can be renewed.
the provider DOES want to change either the location or the number of devices, a new permit needs to be created
Provider wants to add 50 more units to a geographic area - 150 in DAPCZ
Provider wants to deploy 100 units in new zone, Zone 1 - 100 in Zone 1
HOME PAGE
This page is intended to be a quick summary page to review various information like number of active permits, expiring licenses, permits, track expiring bonds, insurances and impound fees.
The overall workflow is:
A user creates a provider record/license record.
User creates permits for provider and specifies the quantity of units and location
User creates Bonds, Insurances records
Monthly Trip fees are generated, Impound fees are created (if applicable)
An invoice is created, the user adds Invoice Items to generate the line items for the invoice
User sends invoice to providers
Provider pays invoice
SMS team user updates invoice and tracks payment dates
License & Permit Statuses
LICENSE STATUS
DESCRIPTION
ACTIVE
The license has been deemed active by the SMS Team
PENDING APPROVAL
The license is under review of the SMS Team
NOT OPERATIONAL
At times the provider/SMS Team decide that the provider is to not do any business and will "freeze" the status of the license and all the current permits associated to a provider.
PERMIT STATUS
DESCRIPTION
ACTIVE
When SMS Team has added a permit to a provider and that provider is able to do business in the specified area with the specified number of units
EXPIRED
The permit has expired due to the permit not being renewed
NOT OPERATIONAL
At times the provider/SMS Team decide that the provider is to not do any business and will "freeze" the status of the license and all the current permits associated to a provider. This status is when the license has become "Not Operational"
PROVIDERS
From the “Providers” page you can view all your Providers and their DBA Name, License Status and Address. You have the ability to click on the "Details" link to explore more details about the providers.
ADD A NOTE
1. From the "View Providers Details page"
2. Click the "Add Notes" button
3. Fill out the note form:
Note Date: is populated
Note: Add comment or note here
4. Click the “Submit” button to submit the form.
ADD A NEW PROVIDER
1. From the "View Providers Details page"
2. Click the "Add New Provider" button
3. Fill out the Provider information on the form:
Doing Business As: alternate name company goes by | Required.
Company Name: Legal Name of company
Address: Company Address
Start Date: The date the company's license was activated | Required.
Expiration Date: The date the company's license expires | Required.
Provider License Status: Company's license status | Required.
4. Click the “Submit” button to submit the form. You will be taken back to the Provider page where you can click the "Details" link.
FEES/PAYMENTS
From the “Home” page: https://atd.knack.com/smrt#home/
You can view all fees/payments by clicking under “Fees/Payments” tab
There are menu buttons for:
ACH Information: This page shows the ACH Information so it's easy to reference when speaking to a Provider
Impoundments: This is a page that tracks any impoundment events that happen with provider devices. Tracks the dates, number of units to be impounded, fee amount and fee due dates.
On this page you can see all provider Invoices and individual Transactions. The transactions are filtered by the transaction type:
Investigative Fee
License Renewals
Permit Renewal Fee
Impoundment Fee
Monthly Trip Fee
TRIP DATA
From the “Home” page: https://atd.knack.com/smrt#home/
You can view all Monthly Trip data by clicking under “Trip Data” tab
There are menu buttons for:
Add New Monthly Trip Record
The first table "Monthly Trip Comparison" shows the Trip Totals from the COA Total Trips, Ride Report Total Trips, Provider - Reported Total Trips, Official Total Trips and the Source - Official Total Trips.
The second table "City of Austin (CoA) Monthly Trips Stats" shows the trip information like Total Trips Distance, Average Trip Distance, Trips - Zero Distance, Trips - Long Distance, CoA Total Trips.
REPORTS
From the “Home” page: https://atd.knack.com/smrt#home/
You can view Report data by clicking under “Reports” tab
There is a table "Total Active Permits by Provider" that shows the active permits for each Provider annually.
There is also an Advanced Search permits function to allow a user to search for permits by various fields.
Search Fields:
Provider
Device Type
Permit Type
Permit Status
Zone
Keyword Search
License ID
Permit ID
Permit Start Date
Permit Expiration Date
Date Last Renewed
Search results show table that can be exported
MY LICENSE
From the “Home” page: https://atd.knack.com/smrt#home/
You can view provider license by clicking under “My License” tab
This page is specifically for the Providers (if/when they are granted access to the system)
They would be able to see:
Bonds: What bonds they have and when they are expiring
Insurances: What Insurances they have and when they are expiring
Provider Contacts: Who is listed as the provider contact for the company
Active Permits: Any permits that are in "Active" statuses
Expired Permits: Any permits that are in an "Expired" status
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