PtMS for Windows Guided Tour

This PtMS for Windows Guided Tour document is designed to provide a means for quickly reviewing the PtMS for Windows product for new users.

Click on the link to jump directly to the tour topic. You can click on the "Return to top" link to return to this menu.

Tour Topics

Login and Password

To start PtMS for Windows click on the PtMS Menu icon:

This will display the logon and password screen. Enter your login and password then press OK to display the PtMS Menu. Note these are case sensitive.

PtMS Menu

The PtMS Menu provides access to all PtMS for Windows features. These are generally found on the Applications menu or Custom menu on the tool bar at the top of the menu.

PtMS SQL Server Database

PtMS for Windows data is stored in a Microsoft SQL Server database. User workstations are connected to the SQL database using a workstation system DSN called "ptms". Adhoc reporting tools such as Access, Crystal Reports, Lotus, etc can use this DSN to connect to the database as well.

Client Records

To display the Client Records screen select "Applications" on the PtMS Menu toolbar then select "Client Records and Scheduling".

For more detail on the Client Records operation click here.

On-line Help

PtMS for Windows on-line help can be accessed by pressing the help button "?" in the top right hand corner of each screen. This will display the help system in your default Internet browser.

Service Request - Entering New Trip Orders

Click here for detail on how to enter a Service Request.

Schedule Editing

Click here for detail on how to edit schedules.

Trip Cancellation and Suspensions

Click here for a detail on how to cancel or suspend trips.

Printing Vehicle Manifest for Drivers

Vehicle Manifest reports can be printed via the Interactive Scheduler or from the Client Records Options tab - select Custom Reports/Vehicle Manifest.

System Processing

For a description of System Processing procedures click here.

Trip Verification

Click here for details on how to perform Trip Verification.

Reporting

Select "Reporting" on the PtMS Menu and then select the report option from the menu choices.

Daily Database Backup

For a description of PtMS for Windows SQL Database daily backup procedures click here.