This article details the functionality available on the Trip Search page of Travel Registry. The Trip Search functionality (Search > Trip Search) allows a user (travel admin, risk officer, etc) to search for travelers based on their trip details, including the destinations of the trip and the start and end dates.
- Trip Search Filters
- Accessing Traveler Profiles
- Accessing Trips
- Trip Search: Batch Action Options
- Retrigger Workflow(s)
A user can filter the results shown on this screen by
- Date (including date range)
- Risk Rating (based on the AlertTraveler® Country Intelligence risk rating for the country/city, DOS, and CDC)
- Risk Rating Change (learn more here)
- Reason for Travel
- Approval status
- Trip Type (single/group)
- Export Status (if the system is integrated with CISI)
- Requirement completion status
- Keyword search
By default, the traveler’s name, role, destination(s), start and end dates, current risk rating, reason for travel, and emergency contact information are shown on this page. More columns can be added or disabled using the “Hide/Show” dropdown menu. The "open" eye denotes the column is visible in the table while the "closed" eye (with the diagonal line through it) denotes that the column is hidden in the table.
Clicking the name of a traveler will open their profile in a pop-up window. Their profile will also display their preferred name:
From the Trip Search page, clicking a trip name or destination will open the traveler’s Trip View modal:
From this modal, Admins with access to the Trip Search page can view the following:
- Trip Itinerary Details
- Traveler responses to deployed Forms,
- Traveler responses to essential content, which include:
- Required Info
- Approval History
- Trip History
The trip history log serves as a record of specific actions travelers or admins take within the Trip View modal. Each recorded action will display information regarding the date and time, as well as the name of the user that took the action. This feature is in its beginning stages; the Travel Registry team looks forward to logging more actions in future releases.
Currently, the following actions are recorded in the Trip History log:
- Trip Creation
- Itinerary Change
- Deployed Requirements
- Trip Canceled
- Trip Deleted
- Trip Submission
- Updated Reason for Travel
- Group Trip Leader Change
- Group Trip Member Change
Note: Actions taken on trips outside of the Trip View modal, such as batch options taken from the Options menu on the Trip Search page, are not recorded in the Trip History log at this time. Actions taken on group leader trips will only appear on the group leader's trip history log; these actions do not cascade to the group trip member's trip history.
The “Options” menu provides tools for creating an AlertTraveler alert for a group of selected travelers, sending an email to travelers, retriggering On-Trip-Save workflows for selected trips, and creating an Excel export of the information displayed.
Create Alert: Create an AlertTraveler® alert for the traveler(s) of your choice.
Send Email: Send a custom email to the traveler(s) of your choice.
Excel Export: Export trip details for all trips based on the search criteria.
Edit Export Status: Edit the CISI insurance export status of trips. This is only available for those with the CISI configured.
Export Trips: Export trips that are ready to be sent to CISI.
Cancel Trips: Cancel selected trips.
Delete Trips: Delete the selected trips. All deleted trips will be found in Travel Admin > Admin Action > Deleted Trips.
Requirement Reminder email: Using the 'Requirements' filter, send an email to travelers who have outstanding trip requirements.
Approval Reminder email: Using the 'Approval' filter, send a reminder email to all approvers who have yet to submit a decision.
Merge Trips: Merge duplicate trips into one. Note: this will remove the trip ID from the merged trip. If the merged trip was created using an integration (such as Concur), any updates pushed to Travel Registry will be submitted as a new trip and will need to be merged again.
Retrigger Workflow(s): Retrigger On Trip Save workflows for selected current and future trips that have not begun the approval process. Travelers must have a status of No Approval Needed, Approval Needed, or Denied in order to be reprocessed. Retriggering a trip's workflows will apply any applicable content that has been configured to deploy via an On Trip Save workflow since the last time the selected trip(s) was/were saved. Once deployed to a trip, requirements cannot be removed from a trip.
Here are other resources that may interest you: