# Managed Waitlist

<p class="callout info">The OPSCOM Managed Waitlist system automates the process of assigning available permits to waitlisted users. When a permit becomes available, the system reserves it, notifies designated administrators, and allows them to assign it to a user, who then has a specific timeframe to complete the purchase before the permit is released back to the waitlist.</p>

### Setup &amp; Configuration

1. Hover over **System Configuration** and click **System Settings**.
2. Click the **Permits** tab.
3. Find and enable the **Enable Managed Waitlist** checkbox.
4. Enter admin emails into the **Waitlist Email Managers** field. Multiple email addresses can be separated by commas. These email addresses will be notified when a permit becomes available for waitlisted users.
5. Enter the amount of time that is being given to users to purchase permits in the **Waitlist Reservation Duration** box. This value is measured in days.

<p class="callout warning">Enabling the Managed Waitlist setting makes the core waitlist system active, but you must still enable waitlists on individual lots for them to be used.</p>

##### <span style="text-decoration: underline;">Enabling Waitlists on Individual Lots</span>

- **Enabling Waitlists for Lots**: Instructions for enabling waitlists for specific lots can be found on the [**Pricing &amp; Lot Admin**](https://opscom.wiki/books/the-opscom-admin-portal/page/pricing-and-lot-admin) page, under the **Standard Permits** section. Waitlists can be set up for individual lots or configured as grouped waitlists that cover multiple locations.
- **"Only Allow Waitlist after lot is Full" Setting**: This setting determines whether users will see the option to join a waitlist even before all permits for a designated lot are sold out, or only once the lot reaches full capacity.

##### <span style="text-decoration: underline;">User Side Setup and Experience</span>

You can configure the option to allow users to see their rank on the waitlist or not. To do this, follow the steps below:

1. Hover over **System Configuration** and click **System Settings**.
2. On the **Permits** tab, find and enable the **Show Waitlist Rank** checkbox.
3. Refer to [this page to see the User Experience](https://opscom.wiki/books/OPSCOM-user-portal/page/viewing-your-waitlist-position).

The Managed Waitlist emails sent to users now include both the purchase deadline **date and time** to prevent users from losing their spot.

##### <span style="text-decoration: underline;">Waitlist Email Templates</span>

There is a standard email template you can configure for communicating with your users. To learn more about working with email templates, [refer to this wiki article](https://opscom.wiki/books/setup-configuration-for-admins/page/email-templates).

### Working with the Managed Waitlist

##### <span style="text-decoration: underline;">Assigning a User a Permit from the Waitlist</span>

When a permit becomes available in a lot with a waitlist the admin will be notified via the email address that was setup for **Waitlist Email Managers**. The permit will be reserved for assignment to users on the waitlist.

To assign the permit to a specific person on the waitlist, follow the instructions below.

1. Go to **Parking Management,** then **Waitlists,** and click **Waitlist**.
2. On the **Waitlist** screen, select **Assign** to associate the selected user to the permit you wish them to have.

##### <span style="text-decoration: underline;">Releasing or Extending an Assigned Permit</span>

If the amount of time you set in the **Waitlist Reservation Duration** passes and the user hasn't purchased a permit, the admin will be sent an email. The admin has the option to **Release** the permit, so that it can be assigned again or to **Extend** the users time to pay for the permit. To do this:

1. Return to the **Waitlist** page, and select the Permit icon beside the username.
2. From the **Parking Permit Information** page, select **Release Permit** or click **Extend** to add 10 more days.

### Additional Waitlist Management Actions

- The **Remove Selected From Waitlist** button allows administrators to remove individual or multiple records from the waitlist.
- The **Email All Listed Users** button allows administrators to send a single email message to all users currently displayed in the table.
- The **Email Selected Users** button allows administrators to send an email only to those users they have individually selected.
- The **Export to Excel** button exports the entire waitlist table as an Excel spreadsheet for further analysis or external use.

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### <span style="color: rgb(22, 145, 121);">Best Practices &amp; Considerations</span>

- <span style="color: rgb(22, 145, 121);">**Clear Communication**: Customize the **Waitlist Selected** email template to clearly inform users about the permit offer, the purchase deadline, and next steps.</span>
- <span style="color: rgb(22, 145, 121);">**Defined Process**: Establish internal procedures for managing permit offers, extensions, and removals from the waitlist to ensure consistency and fairness.</span>
- <span style="color: rgb(22, 145, 121);">**Monitor Email Managers**: Ensure the email addresses in **Waitlist Email Managers** are actively monitored by the appropriate staff to facilitate prompt assignment and follow-up.</span>
- <span style="color: rgb(22, 145, 121);">**Waitlist Reservation Duration**: Set a realistic and fair reservation duration, balancing user convenience with the need to quickly reassign permits if offers are not taken up.</span>
- <span style="color: rgb(22, 145, 121);">**Leverage Reporting**: Use the **Waitlist Report** and export features to analyze demand, identify trends, and refine your permit allocation strategies.</span>