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Existing: Paper-based system

Form prep
  • Clients fill out forms.
    • Some are completely filled out - 99% done online, but some of these are via iPads loaned out from the counter during check-in, if clients haven't checked in ahead of time.
    • 1% manually in person (should have been completed by 5pm the day before, right?)
  • Completed forms are delivered to office@candmstables.com.
  • (Back Desk) Forms are printed as they come in.
Payment & Initial Ride Group Organization
  • Clients check in at front desk.
    • Front desk checks for paperwork.
      • If no paperwork, they're loaned an iPad.
    • [Paperwork is complete from a client perspective, no matter how it was done.]
    • Payment is collected.
      • In some situations payment information is stored on an air gapped machine for security purposes.
      • There is no pre-pay option available at this time.
    • Information is added to the paperwork:
      • Payment info (how they paid and the amount.)
      • Rider ability is copied from the form to the top right corner (for easy access for the corral staff.)
      • Ride length is copied from the form to the top right corner (for easy access for the corral staff.)
      • [These fields in the top right are hidden from clients on the web form.]
    • Paperwork is physically organized into ride groups on a single clipboard, and handed off to the corral.
      • The Horse Daily Work List form is prepped with:
        • Date
        • Time
        • Guide's name
        • Number of riders
        • Type of ride (beach, trail, etc)
        • Total dollar amount of the full ride group
Corral - Horse Assignment
  • Fills out the horses as they're assigned, using Horse Daily Work List.
    • Each client form is brought up during check-in, the name of their assigned horse is added to the top right corner, along with rider ability, ride length, and payment amount.
    • Individual client forms are kept with the Horse Daily Work List.
  • [Riders depart]
  • Corral finishes with rider group packet on the clipboard, brings it back to the front desk.
Front Desk - Additional Info, Closing
  • During the ride, check in times are recorded in Horse Daily Work List.
    • Different rides have different check ins; some need more than others.
    • Once the ride group has returned, the combined ride group packet is scanned in and added to the Front Desk machine (current network name DESKTOP-A8AM3RN) in the following location:
      • C&M DOCUMENTS
        • 2. Permanent
          • INCOME-RECIEPTSRECEIPTS
            • [##Month]-EMSCo Daily Reports-[####Year] e.g. 12-EMSCo Daily Reports-2021
              • [##MonthNumber]-[MonthName] [##Day] e.g. 7-July 21
                • Daily Rider Forms
  • Done with this group, on to the next!
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