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# Creating and Managing Bus & Excursion Lists


# Creating and Managing Bus & Excursion Lists

### Overview

The Bus & Excursion lists module, allows you to create a list of children and include Sign in/out options for a paper-based attendance sheet.
Bus & Excursion Lists will either be **automatically** populated from a Route or children will need to be **manually** added onto the List depending on the settings.



| See: [Creating Routes](https://help.xap.rocks/en/article/creating-bus-routes-wu2z0o/?bust=1621568471940)

### Viewing Lists

To view a List

1. Select the **Bookings & Attendance** Screen
2. Select the **Bus & Excursions List** Tab

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_yw597w.png)

3. Select the **Buses** Tab
4. Select the **Bus List** to manage
| Note: you will need to select the **Service name** if in Enterprise View (Pink Banner)
5. Select the **Date** to manage
| Note: Only the Routes created for this Service will be displayed

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1t7edzt.png)

### Auto-Populate Bus Route Management

If the Route has been created with the **Add any child option** selected, this option means it will automatically include any children that are linked to the selected Session/s with recurring weekly or fortnightly patterns.  It will also automatically include any Casual days that are added.

When the Route is first created you will need to Assign the child/ren to their destination.

1. Select the **Route** eg. Before School
| All Children who are booked under the selected Sessions will be displayed, however their **Destination** hasn't been selected.

2. Select the **Date**
3. Select the **child/ren**
4. Select **Bulk Action**
5. Select **Assign Destination**

||| Note: If a destination is not assigned for all children on the route then you will not be able to print the report.

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_z4ikoa.png)

6. Select the **"School"** for the selected child/ren
7. Select **Save**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_mz8xgj.png)

| Repeat the process of assigning the destination for the other child/ren.

### Manually Populate Bus Route Management

If the Route has been created with the **Add Child to bus based on their pattern** option.
This option will allow the Service to manually add the Child onto the Bus list as required.

To add children to the Route.
1. Select the **Buses** Tab
2. Select the **Green + Add** button

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_d6ek5z.png)

In this example, we are selecting a Home Pick-up to Service Route

3. Select the **Route**
4. Select the **Child/ren**
5. Select **Start Date**
6. Select **Save**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1grzj1a.png)

### Manual Populate Bus Route - Advanced Filter

1. Select the **Buses** Tab
2. Select the **Green + Add** button

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_310owy.png)

3. Select the **Route**
4. Select **Advance Search**
5. Select **Booking From Date**
6. Select **Booking To Date**
7. Filter on **Room** (if required)
8. Filter on **Sessions** (if required)
9. Filter on **Tags** (if required)
10. Select **Search**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_a6pr3n.png)

### Printing a Bus List

To print a Bus List:

1. Select the **Buses** Tab
2. Select the **Bulk Action** button
3. Select **Print Bus List**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_kvz9gv.png)

4. Select the **Centre** if you are in Enterprise view
5. Select the **Route**
6. Select the **Date**
7. Select if you would like the **display address** on the report as well
8. Select **Download**

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_khjgu8.png)

The report will display similar to below:

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_14an8kz.png)

|| To assist you further with this process see: [Help Page - Managing Bus Lists](https://help.xap.rocks/en/article/help-page-bus-lists-1twiizb/?bust=1621985124017)

||| If you receive the error of **There are children without destination. Please add destination for these children**. As below image displays.
You will need to follow the step above of **How to assign a destination**.

![!](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_7dc7zb.png)