Planning a Trip
Create and manage business trips in Compass.
Creating a Trip
Note: The trip creation form is currently under development. Contact your administrator for the current process of creating trips.
Managing Trips
Viewing Trips
- Go to Trips.
- Browse the list of trips on the Dashboard.
- Click on a trip to open the detail drawer.
Editing Trips
- Open a trip from the Dashboard.
- Modify the trip details in the detail drawer.
- Save changes.
Trip Fields
When creating or editing a trip, the following information is captured:
Base Information
| Field | Description | Required |
|---|---|---|
| Traveller | User taking the trip | Yes |
| Category | Trip category | Yes |
| Sub Category | Specific sub-category | No |
| Purpose of Travel | Reason for the trip | Configurable |
| Start Date | Departure date | Yes |
| End Date | Return date | Yes |
| Destination | Trip destination | Yes |
| Travel Method | Transportation mode | Yes |
| Accommodation | Lodging details | Yes |
| Project Related | Toggle to link to projects | No |
| Notes | Additional context | No |
Costs
| Field | Description |
|---|---|
| Est. Cost of Transportation | Projected travel cost |
| Est. Cost of Stay | Projected accommodation cost |
Related:
- Trips Overview - Module overview
- Trip Expenses - Track actual costs
- Single Trip View - Trip detail sections