Trapeze Codes
Executive Summary
Trapeze Codes is the lookup list that tells the Trapeze transportation integration how to translate each Trapeze billing or trip code into AlayaCare. Administrators maintain one row per Trapeze code. For codes that represent a billable trip, the row says which AlayaCare service code the visit should use (a specific service code, or a base code combined with a value taken from a form field) and, for cancellation codes, which AlayaCare cancel code to apply. Codes that do not need a visit are simply recorded with a description. A starter set of standard codes can be loaded with one click, and the list can be exported to Excel.
Key Features
- Add, edit and filter Trapeze codes
- Load a standard set of default Trapeze codes in one step (existing codes are not duplicated)
- Choose how the AlayaCare service code is determined: a specific service code, or a base code plus a form context field
- Mark a code as a cancellation and assign the AlayaCare cancel code to use
- Optionally limit a code to services whose name contains certain text
- Export the displayed list to Excel
- Maintain the Trapeze connection settings (organization unit, employee, client prefix, leg start times, facility) from the same page
Typical Workflow
- Open the page. If this is a new setup, click Add Default Codes and confirm to load the standard Trapeze codes.
- Click Add Code (or right-click the grid and choose Add) to create a code. Enter the Code and Description.
- Tick Is A Visit Required when the code should create or match an AlayaCare visit, then pick the Service Code Rule and complete the fields that appear.
- For cancellation codes, tick Is This A Cancellation Code and pick the Cancel Code.
- Click Save. To change a code later, click the edit icon on the row (or right-click the row and choose Edit).
- Use Filter Code and Filter Description with Apply Filter to find a code, and Export to save the list to Excel.
Configurable Settings
Open View Settings or Edit Settings from this screen (when permitted) to change these options.
| Group | Setting | Type | Purpose |
|---|---|---|---|
| General | Trapeze ORG Unit ID | Text | Organization unit identifier used for the Trapeze integration. |
| General | Trapeze Employee ID | Text | Employee identifier used for the Trapeze integration. |
| General | Trapeze Client UID Prefix | Text | Prefix applied to client identifiers in Trapeze. |
| General | Leg 1 Start Time | Text | Start time used for the first leg of a trip. |
| General | Leg 2 Start Time | Text | Start time used for the second leg of a trip. |
| General | Leg 3 Start Time | Text | Start time used for the third leg of a trip. |
| General | Leg 4 Start Time | Text | Start time used for the fourth leg of a trip. |
| General | Facility AcId | Text | AlayaCare facility identifier used for Trapeze visits. |
Available Permissions
The following permissions are available to be assigned to AlayaCare Roles:
| Attribute | What It Controls |
|---|---|
| View | Open the page |
| Settings View | Open View Settings to see the page configuration |
| Settings Edit | Open Edit Settings and change the page configuration |
Main Grid
The grid lists every Trapeze code (14 rows per page). The first three columns stay in place when you scroll sideways.
| Column | Description |
|---|---|
| Code | The Trapeze code. |
| Description | What the code means. |
| Visit Required | Whether the code needs an AlayaCare visit. |
| Cancellation | Whether the code represents a cancellation. |
| Cancel Code | Description of the AlayaCare cancel code assigned to a cancellation code. |
| Service Code Rule | How the AlayaCare service code is chosen: Specific Code, Base Code Plus Service Form Context Field or Base Code Plus Form Context Field. |
| Base Service Code | Base service code text used by the two "Base Code Plus" rules. |
| Service Code | Description of the AlayaCare service code when the rule is Specific Code. |
| Service Name Includes | Text the service name must contain for the code to apply. |
| Manage Records | Edit icon that opens the code for editing. |
Main Grid Filters
| Filter | Purpose |
|---|---|
| Filter Code | Shows only codes containing the text entered (not case-sensitive). |
| Filter Description | Shows only codes whose description contains the text entered (not case-sensitive). |
Click Apply Filter to refresh the list. Use Clear Filter to reset filters.
Actions
| Button | Description |
|---|---|
| Add Code | Opens the Trapeze Code dialog to create a new code. |
| Add Default Codes | After confirmation, adds the standard set of Trapeze codes (no charge, fare waived, distance bands, group ride, ADS, shopping and their late-cancellation variants). Codes that already exist are left unchanged. |
| Export | Exports the codes currently listed (after filters) to an Excel file. A warning is shown if there is nothing to export. |
| View Settings | Opens the page settings in read-only mode (when settings view is permitted). |
| Edit Settings | Opens the page settings for editing (when settings edit is permitted). |
| Apply Filter | Applies the code and description filters. |
| Clear Filter | Clears both filters. |
| Edit icon (Manage Records) | Opens the selected code for editing. |
| Add (right-click the grid) | Opens the dialog to create a new code. |
| Edit (right-click a row) | Opens the selected code for editing. |
Dialog Components
Trapeze Code
Opens from Add Code, the edit icon, or the right-click menu. The Code cannot be changed once the code has been saved.
| Field | Purpose |
|---|---|
| Code | The Trapeze code. Required. Editable only when adding. |
| Description | Meaning of the code. Required. |
| Is A Visit Required | When ticked, the Service Code Details and Cancellation Code Details groups appear. |
| Service Code Rule | Specific Code, Base Code Plus Service Form Context Field or Base Code Plus Form Context Field. |
| Select A Service Code | Shown for Specific Code. Lists active AlayaCare service codes (name and description). Required for this rule. |
| Base Service Code Text | Shown for the two "Base Code Plus" rules. Required for Base Code Plus Service Form Context Field. |
| Service Name Includes | Optional text the service name must contain. |
| Is This A Cancellation Code | Marks the code as a cancellation. |
| Select A Cancel Code | Shown for cancellation codes. Lists the AlayaCare cancel codes. Required when the code is a cancellation. |
Click Save to store the code or Cancel to close without saving. Validation messages (for example "Value Required for Code") appear as a warning. When Is A Visit Required is not ticked, any service code or cancellation details are cleared on save. Choosing Specific Code clears the base service code text, and choosing Base Code Plus Service Form Context Field clears the specific service code.
Dependencies
The following tables must be configured for lookups on this view to work:
| Table | Description |
|---|---|
| Cancel Codes | Supplies the cancel codes offered for cancellation codes. |
| Service Codes | Supplies the active service codes offered for the Specific Code rule and shown in the Excel export. |