This article explains how to confirm travel and transport times and distances, as well as apportion these if they were delivered to a group of clients.
The functionality described in this article requires version 18.8.7 of the Lumary mobile app.
After you tap the End Appointment button, you'll be directed to a form to confirm your travel, transport and apportionment details. This article splits the form into two sections:
Confirm travel and transport details
If you recorded any travel or transport during the appointment, then these details will already be in the form, along with any details that were entered if it was a planned service. You'll need to check each entry to make sure that it's correct and assigned to the right place (Travel To, Transport with Client or Travel From).
To edit and confirm travel and transport details:
- Check the time and distance values in the boxes on the right side of each of the Travel To, Transport with Client and Travel From sections.
- If any of these values are incorrect or weren't recorded, change them by either using the + or - buttons on either side of each field, or by tapping on each field and typing in the value.
Planned travel and transport
The Planned Time (mins) and Planned Distance (kms) fields will only appear if your organisation allows planned travel and transport. If any planned travel or transport has been set for this appointment, it will appear in the fields on the left column of each section. These values won't automatically be used to create service delivered (SD) records if the Actual Time and Actual Distance fields are available. The Planned values must be manually written into the Actual fields for SD records to be created for these values.
- If any non-labour costs were incurred, tap on the Description field in the Non-Labour Costs part of the relevant section to add details of these costs.
- Tap the Modified Vehicle Required radio button if a modified vehicle was used to transport a client.
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- If you need to apportion travel and transport costs between clients, continue to the apportion travel and transport costs section below, otherwise, tap on the Save button to save these details and close off the appointment.
Once you save this form you won't be able to make any further changes to the appointment from your mobile device. Make sure all details are recorded correctly before you tap Save.
Apportion travel and transport costs
If the service was delivered to multiple clients, then the travel and transport costs can be apportioned between them using the Client Apportionment section. As a default, costs will be apportioned evenly between all clients, but you can change this by:
- Using the + or - buttons on either side of each field, or by tapping on each field and typing in the new value.
- Once all values are correct, tap on the Save button to save these details and close off the appointment.
- When you see the Have you checked apportionment? prompt, tap Back if you want to check or amend the apportionment details or Save if you wish to proceed.
Once you save this form you won't be able to make any further changes to the appointment from your mobile device. Make sure all details are recorded correctly before you tap Save.
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A note on apportionment in mobile
In the Lumary mobile app, it's currently only possible to alter the apportionment of travel and transport, not the primary service being delivered. The service apportionment is defined when setting up the service in Sessions and will automatically be split according to the scheduled amount.