Overview
The following information explains the different features of the Travel Application and how to use it.
/wiki/spaces/CR/pages/144573721 - review prior to creating a new trip
Table of Contents maxLevel 2 minLevel 2
Creating a new trip trip
Trip Name: Use this naming convention: Department - Course Code (if applicable) - Purpose of trip
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To remove a participant from a trip, go to their Status page and click the button to Cancel Application.
iNext Insurance Insurance
On the Trip screen, when viewing the participants, you have a button to use for downloading info for the iNext spreadsheet process.
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All Participants: can search by participant on any trip
Notifications Notifications
Automated email notifications are sent from webmaster@unwsp.edu as certain actions happen in the app.
- Financial Manager (FM) is notified when a trip is submitted for approval
- VP is notified after FM has approved trip (international trips only)
- President is notified after VP has approved trip (international trips only)
- SLT Admin is notified if international trip is Level 3 or 4. Any VP can approve a trip on behalf of SLT.
- Director for Advancement Operations is notified on any trips that have fundraising as an option, once the trip has been approved
- Gift Receipting supervisor is notified on any trips that have fundraising as an option, once the trip has been approved
- Controller is notified on any trips that have fundraising as an option, once the AVP has approved
- Participants are notified if they are added to a trip by someone else
- Participants, trips leaders, and trip coordinators are notified if something on the trip changes after it has been approved
- Trip Leader and Trip Coordinator are notified when all approvals for trip are complete. Trips cannot be open to participants until all approvals are done (excluding fundraising approvals)
- HR is notified when someone other than a student or employee is a participant on the trip so a background check can be done.
This is fired off when you add participants to a trip using the "Lookup (Other)" option. That option filters for people who are not students and not employees, and when you add them through that interface, it fires off the background check email to everyone added that way.
- Student Life/DE is notified when a trip is CLOSED to participants signing up so they can review and sign off on all student participants
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