Skip to main content

Using the Basic Waitlist Report

The Basic Waitlist Report provides OPSCOM administrators with a centralized view of all users currently on waitlists, organized by parking lot. ThisIts reportprimary purpose is ato crucialhelp tool for managingmanage demand, enabling easy access tofacilitate user profiles, facilitating communication, and streamliningstreamline the process of offering permits to waitlisted individuals. This article is intended for OPS-COM administrators.

Setup &and Configuration

Before users can join a waitlist or their data appears in this report, waitlist functionality must be properly configured within your OPSCOM system.

Admin Side

Side:

  • Enabling Waitlists for Lots:

    Instructions for enabling waitlists for specific lots can be found on the Pricing & Lot Admin page, under the the Standard Permits section. Waitlists can be set up for individual lots or configured as grouped waitlists that cover multiple locations.

  • Configure the "Only Allow Waitlist after lot is Full" SettingFull: This setting determinesto determine 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. 

User Portal

Side:

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

  1. Hover over System Configuration and click click System Settings.

  2. On

    Navigate to the Permits tab, findtab and enable the Show Waitlist Rank checkbox.

  3. Refer to this page to see the User Experience. page for more details on the front-end view.

Using this Feature

Administrators can use the Basicfollowing Waitlistinstructions Reportto access the report and interact with waitlisted user data.

  1. Hover over Permits,Permits, thenhover over Waitlists,Waitlists, and click Waitlist Report.

  2. On the

    View Waitlist Reportor screen, Administrators can view/edit details about a user waiting to purchase a permit in a specific lot.lot directly on the Waitlist Report screen.

Key Information Displayed

This screen allows the admin to quickly see:

  • The user's Rank on the waitlist

  • The date theyadded

    were added to the waitlist

  • The user's name

  • Their user type

  • Their city

  • The user's Phone Number

  • Any entered Comments

  • The lot they are waiting for a permit in

Visual Cues

If& theStatus recordIndicators: isBlue highlightedHighlight: in blue, theThe user does not currently have a permit assigned to them. 
If theYellow recordHighlight: is highlighted in yellow, theThe user does currently have a permit assigned but has not yet purchased it. 

Available Actions & Buttons

  • The User Profile icon allows administrators to view and edit the user's profile. This is also the primary link administrators would use ifto they wanted to sell a permit to the waitlisted user who is on the waitlist (click the User Profile icon and thennavigate to the Parking Tabtab within their profile).

  • The Add button allows administrators to add comments specific to the waitlist record. If a comment alreadyalready exists, an edit link will appear, allowing administrators to update the comments on file.

  • The Toggle Selections button allows administrators to select all records displayed in the report simultaneously. You can also make individual record selections by enabling the checkbox to the left of each record.

  • The Export to ExcelExcel button exports the entire table as an Excel spreadsheet for further analysis or record-keeping.

Best Practices &and Considerations

  • DevelopEstablish Businessclear Rulesbusiness rules:: Organizations should establish clear business rules for when to remove a user from the waitlist,waitlist, such as after a user has been emailed an offer, or after a permit has beenbeen successfully purchased and processed.processed.

  • ProactiveProactively Managementmanage waitlists:: Regularly review the Waitlist Report to identify users who are next in line and to manage available permits efficiently.

  • CommunicationStreamline communication:: Use the report to facilitate communication with waitlisted users,users, either individuallyindividually or in bulk (by using the export function for email lists,lists.

    for example).

  • UserManage Experienceuser expectations:: If the Show Waitlist Rank setting is enabled, ensure users understand what their rank means and how it might change.

Back to top