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Single Trip

Overview​

Single Trip lets you view Trip Details for one trip in the Trips module. In this view, you work with the trip’s Base Information, Cost, Notes, and related tabs such as Approval History, File Uploads, and Related Trips.

How to access​

  1. In the Compass sidebar, open Trips.
  2. Click Dashboard.
  3. In the Trips Table, select a trip to open Trip Details.

Key features​

  • View Trip Details in the Trip Details view.
  • Review trip information in these sections (in order):
    • Base Information
    • Cost
    • Notes
    • Tabs
  • Use these Trip detail tabs:
    • Related Project
    • Approval History
    • File Uploads
    • Related Trips
  • Manage trip files from File Uploads, including:
    • Upload Document
    • Delete file
  • Manage related projects from Related Project, including:
    • Remove project
    • Delete related project
  • Add actual costs using Add Actual Costs.
  • Change trip status using available status actions shown in the module.
  • Delete a trip using Delete trip.

Field descriptions​

Base Information fields​

  • Start Date: The trip start date.
  • End Date: The trip end date.
  • Traveller: The user travelling.
  • Category: The trip category.
  • Sub Category: The trip sub category.
  • Project Related: Indicates whether the trip is project related.
  • Travel Method: The travel method for the trip.
  • Accommodation: The accommodation information for the trip.
  • Purpose of Travel: The purpose of travel for the trip.
  • Notes: Notes for the trip.

Cost fields​

Cost is shown in two groups:

  • Cost of Transportation
    • Estimated Transportation Cost
    • Actual Transportation Cost
  • Cost of Stay
    • Estimated Stay Cost
    • Actual Stay Cost

In the Related Project tab, the table includes:

  • Project
  • Preparation Days
  • In Person Meeting Days
  • Service Fee
  • Cost Share

In the Related Trips tab, the table includes:

  • Traveller
  • Destination
  • Travel Method
  • Start Date
  • End Date
  • Est. Cost of Transportation
  • Est. Cost of Stay
  • Actual Cost of Transportation
  • Actual Cost of Stay
  • Purpose
  • Project Related

Trip Files table columns​

In the File Uploads tab, the table includes:

  • Name
  • Date Created
  • Uploaded By

Trip status values​

A trip can have these statuses:

  • Draft
  • Waiting For Approval
  • Ready For Trip
  • Declined
  • Archived
  • Closed