How to Split a Service Request?

If a service request includes multiple trips or destinations, you can split it into separate service requests. This allows each trip to be assigned and managed independently.

Step 1: Create a Service Request

Before you can split a request, you must first create it.

1. Navigate to Service Requests.
2. Click New Service Request.
3. Enter the required information, such as the member, service type, date, and destination.
4. Click Save.

Step 2: Open the Service Request

1. Locate the newly created request in the Service Requests list.
2. Click View to open the request details.

Step 3: Add Another Trip

If the request includes more than one destination (for example, a return trip or multiple stops), add an additional trip.

1. Click Add a Trip.
2. Enter the details for the additional trip, including the destination, pickup or arrival time, and any other required information.
3. Click Save.

Step 4: Split the Service Request

After multiple trips have been added, a Split button will appear next to each trip.

1. Click Split for the trip you want to separate.
2. The system creates a new service request containing the selected trip while preserving the relevant request details.

Step 5: Assign the Requests

Once the request has been split, each service request can be managed independently.

• Assign each request to a different volunteer, if needed.
• Alternatively, assign both requests to the same volunteer.
• Each request will appear as a separate assignment for scheduling and tracking purposes.

Benefits of Splitting a Service Request

• Manage multi-trip or multi-destination requests more efficiently.
• Assign different portions of a request to different volunteers.
• Track, schedule, and report on each trip independently.
• Improve scheduling flexibility while maintaining accurate service records.

If you need additional assistance, please contact Helpful Village Support.