Skip to main content

Trips Settings

Overview​

Trips Settings is where you manage configuration for the Trips module in your Compass workspace. This feature is permission required, so you only see and use it if you have access to Settings.

How to access​

  1. In the Trips module header navigation, click Settings.

Key features​

  • Trip Settings (permission required): open the Settings area for the Trips module.
  • Approval Rules Table: view and manage approval rules using the table columns Actions, Name, Notes, Conditions, First Approver, and Second Approver.
  • Delete approval rule: remove an approval rule.
  • Define Custom Fields: access the area labeled Define Custom Fields.

Field descriptions​

The Trips Settings feature includes the following fields and labels:

  • Approval Rules Table columns

    • Actions: the actions available for each approval rule.
    • Name: the approval rule name.
    • Notes: notes for the approval rule.
    • Conditions: the conditions listed for the approval rule.
    • First Approver: the first approver for the rule.
    • Second Approver: the second approver for the rule.

  • Approval rule fields and labels

    • Trip Approval Rule: the approval rule entity used in Trips Settings.
    • Rule Name: the rule name label.
    • Rule Condition List / Condition List: the list of conditions for a rule.
    • Rule Match / ECondition Match Type: the match type used for rule conditions.
    • Approver / First Approver / Second Approver: approver labels used in approval rules.
    • First Approval Required / Second Approval Required: labels indicating whether first and second approval are required.
    • First Approval Approver / Second Approval Approver: labels for the approvers tied to first and second approval.
    • Approval Overrides: label for approval override settings.
    • Approval Not Required By Default / Approval Required By Default: labels indicating the default approval requirement behavior.

  • Custom fields

    • Define Custom Fields: the settings area for defining custom fields for trips.