Parkonect: Dashboard Quick Reference

Modified on Thu, 09 Nov 2023 at 10:30 AM

DASHBOARD QUICK REFERENCE

This guide is your Parkonect cheat sheet, listing four types of common tasks you can perform:


Track Garage Activity

HOW DO I KNOW WHO’S IN THE GARAGE AND OCCUPANCY?

Using either the Quick Links feature or the Live Data tab, select Garage Log. The Garage Log shows you a breakdown of transactional activity by parker in real time, sorted by key usage type:


  • Pay-at-garage/transient
  • Monthly
  • Presale
  • Failed scans


On the Garage Log, you will also be able to see real-time car counts and occupancy by parker type and vendor. Simply go to the action tab on the Garage Log (Live Data > Garage Log) and click “Enhanced Counts” 

 Enhanced Counts tab on the Garage Log


Alternatively, Parkonect has a series of reports that can show you garage activity, including our Garage Summary Report, Vend Detail Report, and the Car Count by Type Report. Using the system navigation tab, click: Insights > Reports.


HOW DO I TRACK MONTHLY ACTIVITY?

Similar to tracking garage activity, transaction details of monthly usage can be found on the Garage Log, which is accessible using the Quick Links feature or Live Data tab. If you want a detailed view of monthly activity, you can select the Monthly tab and the Garage Log will expand on this section only.

Monthly tab on the Garage Log



Alternatively, Parkonect also has a series of monthly specific reports that give you further insight into your contract parking.

  • Account Summary Report shows usage data for any cardholder assigned to a monthly account—you can search by first and last name over a specific date range. Go to the Dashboard > Insights > Reports. Select your garage and choose the Account Summary Report
  • Monthly User History Report shows individual monthly parker’s activity (reference).



HOW DO I TRACK VALIDATION ACTIVITY?

All validations applied to transient parking tickets are shown under the corresponding record the on the Garage Log under the Pay-At-Garage section.


For a detailed analysis by validation type or validations used during a specific time period, use the Validation Summary Report and the Garage Summary Report.

 

Go to the Dashboard > Insights > Report, then find your garage and select the Validation Summary Report or Garage Summary Report.



HOW DO I TRACK MANUAL LOGINS AND LOGOUTS?

Parkonect has a report that shows all manual log-in and log-out activity.


Go to the Dashboard > Insights > Report, then find your garage and select Manual Logins & Logouts.



HOW DO I TRACK PRESALES?

Presales can be tracked in a variety of ways:


  • The Dashboard tile “Today’s Presales” shows all incoming presale parkers with links to expanded data. (See Dashboard section)
  • The Garage Log shows the actual check-in/out activity for each presale parker. If any of the presale parkers have balances due (because they are early or overstay their reservation period), these balances also captured in the Garage Log (under the “Pay at Garage” section). (See Page 24)
  • We also have detailed reservation information and a powerful search engine specific to Presales only called the Presale Log. Using the Presale Log, you can search by name, email, vendor, reservation and more. Within the Presale log, you can see usage, check a parker in/out or even email a reservation to the customer (for Parkonect reservation sales).



Research and Assist Parkers in Lane

HOW DO I RESEARCH A PARKER'S ACTIVITY?

All activity in the Parkonect system is tracked in the Garage log and almost every transaction is associated with a barcode. Obtain the parker’s barcode.

  • Using the Quick Links feature, select Garage Log
  • In the “Filter by Barcode” box, enter all or part of the barcode


Make sure you pay attention to the Failed Scans tab (See Page 26). This section of the garage log will provide a reason code if entry or exit is being denied by the system.

If the parker is an online presale and you want more detailed information, using the Parker’s order ID, go to the Dashboard > Live Data > Presale Log. Enter all or part of the order ID and select an appropriate date range. When you find the parker, click View Details.



HOW DO I MANUALLY LOG IN AS A PARKER?

The Garage Log includes features that let you manually log a parker into the garage.


On the Garage Log, click the Manual Enter button. Depending on the parker type, select Transient or Other and enter a date, time, barcode, and reason code. The date and time will serve as the parker’s entry time. You may choose whether to vend the gate.


For presales, you can also manually enter a parker using the Presale Log (Dashboard > Live Data > Presale Log). Just search for the parker (via name, order ID, vendor, etc) and you will have the option to click a Login button for any presale parker that has not already entered the garage. Using this function, you are not given the option to vend the gate.



HOW DO I MANUALLY LOG OUT A PARKER?

Parkers can be logged out in a variety of ways:

  • Garage Log: Using the Garage Log filtering, enter all or part of your parker’s barcode or order ID. Scroll down to view the results. Click the Logout button on the right side of your parker’s entry in the log. You may choose whether or not to vend the gate in the lane you select. 
  • Presale Log: Using the Presale Log filtering, find the parker and click the Logout button. Using this function, you are not given the option to vend the gate. 
  • Aged Parkers: As previously discussed, you can log out parkers through the Aged Parkers function. Using this function, you are not given the option to vend the gate.


HOW DO I PUSH A LOST TICKET RATE TO A PARKER?

Using the Quick Links feature, select Garage Log. In the Lost Ticket box, observe the default rate or enter a custom rate (if allowed), select a lane, and click Send Lost Ticket. The in-lane equipment will display the amount due and prompt the parker for payment. Upon payment, the gate will vend the loop sense must be triggered to vend successfully (See Page 23). Note: this feature may not be available at all garages.


HOW DO I VEND THE GATE FREE OF CHARGE?

Using the Quick Links feature, select Garage Log. In the Vend Gate box, select a lane and type in a reason describing why the gate required a no-charge vend. Click Vend Gate (the loop must be triggered to vend successfully).


HOW DO I RESEARCH, ADD, MODIFY, OR SET A MONTHLY/CONTRACT PARKER TO NEUTRAL?

Monthly/contract parker information and settings are part of the garage’s setup and are managed under the system’s Garage Settings. When using the Quick Link’s Garage Settings tab, the Quick Links bar will be altered to a list of garage specific modules. To add/edit/review monthly/contract parkers, select the Accounts module.



Add or Modify a Monthly Parker


HOW DO I AVDD A MONTHLY ACCOUNT?

Using Quick Links > Garage Settings > Accounts, select “Add a New Account” (See Page 44)


HOW DO I ADD A MONTHLY PARKER?

Using Quick Links > Garage Settings > Accounts, select the account you want to add the parker to and then click Edit Cardholders, and click Add New Parker (See Page 45).


HOW DO I EDIT OR DEACTIVATE A MONTHLY PARKER?

Using Quick Links > Garage Settings > Accounts, use the Search Parkers tool to perform a wildcard search, either by last name or card number. When you find the parker you wish to edit or delete, click Select.


Make your changes, or uncheck the “Active” box to disable the cardholder’s pass (See Page 46). Note the cardholder will remain in the system though inactive.


HOW DO I SET AN ACCOUNT OR PARKER TO NEUTRAL?

Monthly parkers can be set to neutral in three ways:

  • Set All Accounts to Neutral: This function should be used if you want to set every parker in the garage to neutral. Using Quick Links > Garage Settings > Accounts, use the button “Set All Accounts to a Neutral State.” You will be prompted to log all monthly parkers out at the same time as setting them to neutral. This is generally recommended if you have put the gate in the upright position or if you have turned passback off.
  • Set All Cardholders in an Account to Neutral: This function should be used to set all parkers within a specific account to neutral, not all parkers for the garage. Using Quick Links > Garage Settings > Accounts, select the account you want to set to neutral. Once in the account, use the button “Set All Cardholders to a Neutral State.” Please note, unlike the above function, you will not be prompted to log the parkers out. If this is desired, you should use the Enhanced Count tab on the Garage log and log them out individually.
  • Set a Specific Cardholder to Neutral: To set a specific cardholder to neutral, perform a search and select the desired cardholder and check the “Neutral State” check box. Be sure to click Update once you have made changes.




Edit Rates, Validations, and Grace Periods


HOW DO I CHANGE RATES OR CHARGE DIFFERENT RATES ON DIFFERENT DAYS?

To find the rate tables for the garage, go to Quick Links > Garage Settings > Rates. This will detail all rate tables created for the garage, as well as allow you to create/edit/deactivate. 


To charge different rates on different days, go to Quick Links > Garage Settings > Garage Rate Calendar. From here, you can apply the rate table of your choice default day or exception date basis by time.



HOW DO I CHANGE MY DEFAULT LOST TICKET RATE?

Go to Quick Links > Garage Settings > Garage > Profile. Search for the Lost Ticket Amount field. Enter the desired amount for the lost ticket rate and click Update.



HOW DO I CHANGE MY GARAGE’S GRACE PERIOD?

Exit grace periods can either be individually added to each rate table or a default grace period can be set for the whole garage. To change the default setting, go to Quick Links > Garage Settings > Garage > Profile and adjust the “Grace Period” field and hit “Update”. 


Parkonect also has a unique grace period specific to early entry for online parkers called Entry Grace Period, as well as an Early Entry Cap that limits how early a presale parker can enter the garage. 



HOW DO I CREATE OR EDIT VALIDATIONS?

Parkonect has a robust validation module. By going to Quick Links > Garage Settings > Garage > Validations, you will see all validations that have been created for your facility. On this page, you can add new validations or edit existing validations.

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