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Getting Started

This guide will help you get up and running with the Fare Adjustment Tool.

Logging In​

The Fare Adjustment Tool uses single sign-on (SSO) authentication.

  1. Navigate to the Fare Adjustment Tool URL provided by your administrator
  2. You will be redirected to the login page
  3. Click the login button to authenticate with your organization credentials
  4. Once authenticated, you will be redirected to the Overview dashboard

Overview Dashboard

The main navigation menu is located on the left side of the screen:

Menu ItemDescription
OverviewDashboard with transaction trends and summary statistics
TransactionsView and filter all transit transactions
CustomersSearch and view customer information
RefundsView refund history and track refund status
ReportsGenerate and download reports

The navigation sidebar can be collapsed to provide more screen space for viewing data tables. Click the Toggle Sidebar button (the icon in the top-left corner of the main content area) to show or hide the sidebar.

  • Sidebar visible: Shows the full navigation menu with icons and labels
  • Sidebar hidden: Maximizes the content area for better viewing of tables and data

The sidebar state is remembered as you navigate between pages during your session.

Common Workflows​

Finding a Customer's Transactions​

  1. Navigate to Customers in the left menu
  2. Use the search box to find a customer by name, email, or funding source ID
  3. Click View next to the customer
  4. Select the Transactions tab to see their transaction history

Reviewing Incomplete Transactions​

  1. Navigate to Transactions in the left menu
  2. Use the filter dropdown to select Incomplete Transactions
  3. Adjust the date range as needed
  4. Review transactions that are missing tap-off events

Processing a Refund​

  1. Find the transaction via Transactions or through the Customers page
  2. Click View to open the Transaction Detail page
  3. Click Issue Refund in the Charges and Refunds card
  4. Complete the refund form (type, reason, amount, notes)
  5. Review and confirm the refund

See Issuing Refunds for detailed instructions.

Generating a Refund Report​

  1. Navigate to Reports in the left menu
  2. Select the desired Year and Month
  3. Click Download CSV Report to export the data

Next Steps​