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Students Tab Overview

Purpose: Use the Students tab to manage all student-related information: create new records, update existing ones, geocode addresses, build transportation plans, and assign bus schedules.

Overview

The Students section is the foundation of EZRouting. Student records connect addresses, schools, eligibility rules, stops, routes, and ridership history into a single source of truth for transportation planning.

Accurate student data ensures:

  • Correct transportation eligibility decisions
  • Reliable automatic assignment to stops and routes
  • Accurate ridership, reporting, and parent-facing information

Most transportation workflows begin with student records.

What You Can Do in the Students Section

From the Students section, you can:

  • Add, edit, and manage student records
  • Assign students to schools, stops, and routes
  • Review transportation eligibility and walker status
  • Track ridership history and assignments over time
  • Manage family and parent-related identifiers
  • Attach documents and review communication history

Student List Page

On the student list page, there is a general hub for most every menu you'd like to access. On the left, you will see specific student points you are working with. On the right, you will see a map overview of these student points you are working with.

A typical student data entry will look like this: When you hover over the three dots next to the student’s name, these five icons will appear. From left to right, they are the student sheet, send a message to this student, delete the student, edit the student's location, and edit the student. The edit student button (pencil icon) will be the most frequently used.

 

Symbols/Indicators

There are many symbols/indicators appearing next to the student's basic information. These icons provide you with related transportation information at a glance.

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Below are all icons shown on the student list page and their meanings in EZRouting.

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Menu Bar

On the student list page, EZRouting features six dropdown menus and a single search bar. This is the general hub for almost every menu you’d want to access.

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  1. Filters – provides a wide variety of ways to filter students flexibly
  2. Schools – filter students by school(s)
  3. Grades – filter students by grade(s)
  4. Vehicles – filter students by vehicle(s)
  5. Operations – provides many student-related functions
  6. Reports – generate reports containing specific student information for a vast array of different needs
  7. Search bar – Search student by typing name, ID, contact phone number, or address

Student Record Page

After you open one student record by clicking on the pencil icon, you will be given a wide variety of fields that you can view and/or edit.

General

The first of these is general, where general student information can be viewed and edited, including the student's name, ID, grade, school, and any special modifications the student requires, such as an IEP or a bus aide.

Address

The next menu available is ‘addresses. This enables you to view the student’s primary, mailing, and/or secondary address. Each address can be given a nickname, and the walking distance from this address to the student’s school is displayed.

Transportation Plans

Next is the ‘transportation plans’ menu, which enables the user to choose the pickup and drop-off stops a student “should” have, along with an estimated time of when the student should be picked up. These transportation plans enable users to be flexible in how often the plan repeats (weekly, monthly, etc.) and provide a date range for when the transportation should take place.

Bus Schedules

The ‘bus schedules’ menu shows what trips the student will actually take on any given day. These trips are color-coded in a provided calendar with details below, like this:

adress-dot-representation.png
On the map, orange dots are stops. Blue dots are students’ addresses. Pink dots are the students attending school.

If a student does not currently have a bus schedule, you can click ‘search and add bus schedule’, which will provide a set of options for the student’s bus schedule. If no routes are found for the student, you can click on ‘add a planned stop to a route’ to add the student’s stop to an existing route that doesn’t currently stop at this stop. These routes will be listed with an estimated duration increase in the overall trip. Once you have selected the trips you would like the student to take, simply click ‘accept’.

Contacts

The ‘contacts’ menu provides both a student’s primary contact and other contacts listed with the student. From here, it is easily seen if the phone number a contact has on file is a cell phone and if it can receive text messages. It is also easily viewed if an email address is on file for the student.

Student Info

In the ‘Student Info’ section, you can add comments and critical alerts for students. You can also create medical and equipment needs for a student that will be selectable.

Ridership History

This section is integrated with the SafeDriver360 App.

This section provides actual data on what bus or buses the student has ridden. This can be viewed in calendar view (by default) or by list view by clicking the ‘list view’ button.

User-Defined Fields

Clients have the option to add additional fields they would like to track. In this section, client-created UDFs are available for review or modification. UDFs can take the form of a checkbox, dropdown menu, text field, date field, or numeric field. When you are done modifying a student’s UDF menu, click ‘save’.

Attachments

This section is provided so that schools can attach important and relevant documentation about students to their student profiles. These can be attached by clicking the ‘file’ button, and comments for the upload can be added. You can then click ‘upload’ to add the attachment to the student’s profile.

Additionally, you may view attachments by clicking on their name, edit attachments by clicking on the pencil icon, and delete attachments by clicking on the trash can.

Change Request History

The change request history is provided to see when students have required an update to their transportation plan and/or bus schedule. The history includes several pieces of information, such as who requested the change, when it was requested, whether this is a new student, and the current status of the request.

For more details on the change request, click the ‘View’ button on the right.

Communication History

The communication history is provided to see all forms of communication that have been sent from our system to a student’s parent(s) and/or guardian(s). In this tab, you can see the type of message (text or email), where and when the message was sent, and the contents of the message.

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