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
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You will get the following information from each participant on the trip. Cut and paste this information into the formatted iNext spreadsheet and email it to Accountsreceivable@unwsp.edu.
First Name | Last Name | Date of Birth | Policy Start Date | Policy End Date | Destination | Traveler's Citizenship |
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All Trips: can search all data for any trip
Risk Management Dash: used by risk management office to download trip information to send to insurance carrier. Allows the ability to check off trips that have already been downloaded to track if new trips have been added later. This shows international trips only.
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Use this icon to download the information needed for submitting trip info for insurance purposes.
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Create New Trip: add a new trip (only approved trip coordinators can create a new trip)
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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)
Cabinet Admin is notified if international trip is Level 3 or 4. Any VP can approve a trip on behalf of Cabinet.
Director for Advancement Operations is notified on any trips that have fundraising as an option, once the trip has been approved
Gift Processing Manager 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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