Create a Trip

Create a Trip

In this article you will learn how to create a trip from the following places:

  • Trip/Flight Leg Search Page

  • Scheduling Calendar

  • Schedule Board

  • Account Profile

CREATE FROM OPERATIONS

First, access the Trip or Flight Leg search pages from the Operations with the main navigation.


Next, click Create and all applicable details for your trip.



Create from Schedule Board

Start by accessing the Schedule Board from the main navigation


Then right click where you want to create the trip and select Create Trip from the right click menu.


Enter the details of the trip then click Save & Edit to be directed to the newly created trip or Save & Close to save the trip.

Info
The create request screen defaults to Trip Only from the Schedule Board). 

Create from Account

Access the Account from the main navigation. Once in the Accounts profile select Trips from the activity tab and click "Create".


When you click create, it takes you to the new trip creation page. Trip Only is selected and the account is auto-populated in the account dropdown. Then, fill in the information for the trip, then click Create

Ref: O-T02


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