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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.)
  • Completed forms are delivered to office@candmstables.com.
  • (Back Desk) Forms are printed.
    • Are they printed as they come in, or printed as needed for each ride group?
Payment & Initial Ride Group Organization
  • Clients check in at front desk.
    • Front desk checks for paperwork.
      • If no paperwork, they're loaned an iPad.
      • If paperwork exists and is prepaid, is it marked down that they've arrived? Maybe the printed copy is moved to a new stack?
        • Prepaid accounts have their payment information stored on an air gapped machine for security purposes.
      • If paperwork exists and they've not paid, payment is collected.
    • Information is added to the paperwork:
      • Payment info (how they paid)
      • Rider ability (is this in addition to what clients fill out but added in a new place? Or to fill in missing information? Or is this a verification process?)
      • Ride length (is this in addition to what clients fill out but added in a new place? Or to fill in missing information? Or is this a verification process?)
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

Up

in
Corral the right hand corner as each customer comes through. Payment info, "hour and a half beach ride" Could be 12 on the ride Result is a clipboard with all riders with payment info filled out, rider ability, ride length, expertise level, etc Writes into the- Horse DailyAssignment
Work List Date guide's name number of riders what the ride is, beach, time, etc dollar amount for the total group On left of upper sheet b/t/ma

Corral

  • Fills out the horses as they're assigned.
  • [Riders depart]
Finishes with clipboard, brings it back to Jeffthe /front counterdesk.

Counter

Front scansDesk it- backAdditional in.Info, JeffClosing
  • During or Bill atafter the counter. not going to scan until they have returned. He fills inride, check in times.times onare toprecorded rightin "checkHorse in's"Daily differentWork List.
    • Different rides have different check ins.ins; some haveneed more check ins than othersothers.

    3

  • Once the ride group has returned, the combined ride group packet is scanned in and 6added ridesto athe dayFront

    10:30Desk signmachine (current network name DESKTOP-A8AM3RN) in

     the following location:
    • C&M DOCUMENTS
      • 2. Permanent
        • INCOME-RECIEPTS
          • [##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.
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