Using the Basic Waitlist Report

The Basic Waitlist Report provides OPS-COM administrators with a centralized view of all waitlistedusers users,currently on waiting lists, organized by parking lot. FromThis thisreport report,is youa cancrucial easilytool for managing demand, enabling easy access to user profiles, managefacilitating comments,communication, and communicatestreamlining withthe usersprocess individuallyof oroffering inpermits bulk.to waitlisted individuals.

Setup & Configuration

Admin Side 

Before users can join a waitlist,waitlist ensureor theytheir aredata appears in this report, waitlist functionality must be properly configured forwithin your lots.OPS-COM system.

Admin Side 

• Enabling Waitlists for Lots: Instructions for enabling waitlists for specific lots can be found on the  Pricing & Lot Admin pagepage, under the Standard Permits section. Waitlists can be set up for individual lots or configured as grouped lots,waitlists allowing a single waitlist tothat cover multiple locations.

User

"Only Side

Allow

UsersWaiting List after lot is Full" Setting: This setting determines whether users will not see the option to join a Waitlistwaitlist unlesseven before all permits are sold out for a designated lot are sold out, or only once the lot reaches full capacity. This is configured globally or per lot.

User Portal

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. ClickHover theover System Configuration (Cog)Configuration, menuand item, thenclick System Settings.
   
2. On the Manage System SettingsPermits page,tab, click Permits.
3. Findfind and enable the Show Waiting List Rank checkbox.
4. Refer to this page to see the User Experience.

Using the Basic Waitlist Report

1. ClickHover over Permits, hover over Waiting Lists followedand byclick 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. 

Available Actions & Buttons

• The User Profile iconicon,
• allows administrators to view/view and edit the user's profile. This is also the primary link that administrators would use if they wanted to sell a permit to the user thatwho is on the waiting list (Clickclick the User Profile icon and clickthen the Parking TabTab) within their profile).
• The Add buttonbutton allows administrators to add comments specific to the waitlist record. If a comment already exist,exists, an edit link will appearappear, allowing administrators to update the comments on file.
• The Toggle Selections button allows administrators to select all records.records Enabledisplayed in the checkreport boxsimultaneously. You can also make individual record selections by enabling the checkbox to the left of theeach record to make individual record selections.record.
• The Remove Selected From Waiting List button allows administratorsExport to removeExcel recordsbutton fromexports the waitentire list.table as an Excel spreadsheet for further analysis or record-keeping.

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Best Practices & Considerations

• Develop

  Business Rules: Organizations should developestablish aclear business rulerules for when to remove a user from the waitingwaitlist, list,such as after a user has been emailed an offer, or after a permit has been purchased.

  successfully purchased and processed.
• Proactive Management: Regularly review the Waitlist Report to identify users who are next in line and to manage available permits efficiently.
• Communication: Use the report to facilitate communication with waitlisted users, either individually or in bulk (using the export function for email lists, for example).
• User Experience: If Show Waiting List Rank is enabled, ensure users understand what their rank means and how it might change.

The Email All Listed Users button allows administrators to send a single email message to all users listed in the table.

The Email Selected Users button allows administrators to email only those users that they have selected.

The Export to Excel button exports the table as an Excel spreadsheet.