In this training document you will learn how too:
- Create a Travel Request
- Generate Travel Reports
Create a Travel Record
- Navigate to the Travel header on the main menu bar.
- Select Create Travel record.
(Coaches can Access this page from the main dashboard under the My Team Header)
(Coach View)
a) Set Up Competition
- Select the Traveling Team or Club
- Select Departure Date
- Enter Competition Name
- Enter the number of competitions (games)
- Identify whether it is a home, away or neutral site game
- Identify the type of competition
- Select Create Competition
b) Select View Details
c) Competition Details
1. Trip detailed request
On this page you will identify (Only Answer what is Relevant to the Trip):
- The coach or trip lead (Main Contact Info)
- Return Date and Trip Destinations
- Off-Campus Activity Safety Policy
- Hotel Details
- Any Bus/Transportation (Plane, Rental Vehicle
- Itinerary
- Cash Advances
2. Party List
In this section you will be able to identify all members of the team (Including Coach’s and Staff) as well as view who has been cleared by your trackable Metrics.
Once this is complete select “Save travel party list
Once the travel list has been saved, you will be able to export it into a csv download from the Competition Details page.
3. Rooming list
Once the Travel list has been set you can begin to assign team members to a hotel rooming list.
Once complete, select Save rooming assignments. Upon return to the details page a rooming list PDF for hotel will be available for download.
4. Form Uploads
To import an authorization, travel, or report forms, navigate to the bottom of the competition detail page and select the drop-down menu on the “Upload new file” (Line 13).
Select the desired form type from the dropdown menu and use the file picker function to import the desired file.
5. Approval
Once all relevant travel information has been submitted, select approve at the top of the page to finalize the travel process.
Travel Reports
Travel Search by Dates
Under the travel header, select “Travel-Search by Date”. Once the page loads, you must enter a travel start date and optionally a travel end date.
The report will show all trips during the selected date period and give you the option to edit travel details.
Travel by Sport
Under the travel header, select “Travel-Search by Sport”. This page will display a dropdown menu that will allow you to select a specific sport and view each scheduled trip for the sport.
This report also has a button linked directly to the Request Summary Page where each sports trip requests can be viewed at once.
Travel Request Summary
The travel request summary page can be found by navigating to the travel header and selecting “Travel Request Summary”
This page will give an overview of each teams travel requests and the status of approval. You can view the specific details of each trip by selecting the “View” button next to the desired sport.
