Basic Waitlist Report

When a user joins a waitlist, Admins can access a report to see the waitlists by lot, link to the user's profile or email users individually or in bulk.  

Setup & Configuration

Admin Side Side 

Waitlists must be configured on the lots before users can join them.   You can find the instructions for enabling this on the Pricing & Lot Admin page under the Standard Permits section. Waitlists can be applied to a group of lots or an individual lot.   A group of lots allows you to create one waitlist for several lots.

User Side

Users will not see the option to join a Waitlist unless all permits are sold out for a designated lot.   You can configure the option to allow users to see their rank on the wait list or not. To do this, follow the steps below:

1. Click the the Cog Cog menu item, then then System Settings.
   
2. On the the Manage System Settings  page, click click Permits.
3. Find and enable the Show Waiting List Rank checkbox.
4. Check out this page to see the User Experience.

Using the Basic Waitlist Report

1. Click Permits, hover over over Waiting Lists  followed by by Waitlist Report.
2. The Waitlist Report  screen displays. Administrators can view/edit details about a user waiting to purchase a permit in a specific lot.

3. This screen allows the admin to quickly see:

   • The user's Rank on the waiting list
   • The date they were added to the waiting list
   • The user's name
   • Their user type
   • Their city
   • Phone Number
   • Comments
   • The lot they are waiting for a permit in

If the record is highlighted in blue, the user does not currently have a permit assigned to them.  
If the record is highlighted in yellow, the user does currently have a permit assigned but has not yet purchased it.  

• The The User Profile Profile icon,  allows administrators to view/edit the the user's profile. This is also the link that administrators would use if they wanted to to sell a permit permit to the user that is on the waiting list (Click the User Profile icon and click the Parking Tab).
• The The Add Add link allows administrators to add comments to the waitlist record. If a comment already exist, an an edit link  will appear allowing administrators to update the comments on file.
• The 'Toggle Selections'  button allows administrators to select all records. Enable the check box to the left of the record to make individual record selections.
• The 'Remove Selected From Waiting List'  button allows administrators to remove records from the wait list. Organizations should develop a business rule for when to remove a user from the waiting list, after a user has been emailed or after a permit has been purchased.
• The 'Email All Listed Users'  button button allows administrators to send a single single email message message to all users listed in the table.
• The 'Email Selected Users'  button allows administrators to email to email only those users that they have selected.
• The 'Export to Excel'  button exports the table as an Excel spreadsheet.