Routes - Bulk Assign Students to a Route

Modified on Mon, 16 Mar at 9:16 AM

The Assign Students tab in Route Builder has been updated to make assigning students clearer and reduce duplicate bookings.


1. Bus Dates Are Required Before Assigning Students

If a route has no future bus dates scheduled, the Assign Students tab will display a blocking message.

Students cannot be assigned until future bus dates are added.


Use Go to Bus Dates to schedule dates, then return to Assign Students.


2. View the Route Schedule While Assigning

The Bus Date Overview panel appears at the top of the Assign Students tab.


It shows a heatmap of when the route runs across the year so you can quickly confirm the schedule while assigning students.


The panel can be collapsed if needed.


 


3. Assign Students to Stops

The page is split into two panels:

  • Unassigned Students on the left

  • Route Stops on the right


Students move from the Unassigned list into stops when assigned.


Add screenshot:


4. Choose How to Assign Students


Two assignment modes are available:

  • Drag & Drop – drag students onto a stop (default)

  • Click to Assign – select students and click a stop



5. Using Click-to-Assign

Click-to-Assign allows faster assignment when working with multiple students.


You can either:

Student-first

  1. Select one or more students

  2. Click a stop

Stop-first

  1. Click a stop

  2. Click students to add them

Students appear under the stop immediately.



 


6. See Students Already Booked

Enable Show Booked Students to view students already booked on the route.


Booked students:

  • appear under stops

  • show a Booked badge

  • cannot be edited or moved

This helps avoid duplicate bookings.



7. Save the Booking

Once students are assigned, click Save Booking.


You will then:

  • choose the repeat frequency

  • select the days of the week

  • set the start and end dates

After confirming, the system creates the booking and opens the Transport tab to show the result.



Note:    • It may take some time to load, please DO NOT exit or refresh the page

              • Use the Transport Screen to check allocations are correct



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