Using Travel Planner

Using Travel Planner
Travel Planner provides the ability to group travel events into a “Trip”. Users can view Trip records, individually or in aggregate, by staff, location, and date. Directors or Deans can view all trips for a year, month, by location, and easily identify who is where and for how long.

 

 

  • Travel Planner Overview
    Overview of the Travel Planner feature.
  • Configuring Travel Planner
    Creating the Travel Planner tab and configuring staff members to display in Travel Planner.
  • Creating a Trip
    How to create a trip in Travel Planner, adding or viewing notes about a trip, and adding and Event Contact to a trip.
  • Managing Trips
    Entering travel details for Events, viewing trips for your team or staff member, sending an email to an Event contact, and viewing your upcoming trips.
  • Travel Planner FAQ
    Why can’t I find the Event I need to add to my trip?, Can I create New Events from Travel Planner?, What happens if I change the Dates of the Trip after Events are added?