Travel Registry makes it possible to cancel trips, rather than deleting them, opening up a range of reporting options.
- Canceling a Trip
- Viewing Canceled Trips
- Canceled Trip Workflows
- Reporting on Canceled Trips through Analytics
To change the status of a trip to canceled, in Trip Search > [trip name], tap on the three-dot kebob menu and choose the option "Cancel Trip".
This opens a confirmation modal window, asking the user to select the reason for the trip cancelation. Users can either click "Cancel" to retain the status of the trip, or "Cancel Trip" to change the status to Canceled.
Note: Cancelling a trip is irreversible. A trip's canceled status cannot be revoked. Additionally, a canceled trip cannot be restored if it is deleted.
On Trip Search, the canceled status of a trip is indicated in the Type column by a circle with a line through it.
In the expanded filters, there is an option to filter by trip status, including filtering to see canceled trips.
When viewing the trip details, hovering over the cancelled icon in the upper right corner of the page triggers more information about the status, including the reason that was selected for the cancelation. From the three-dot menu, admins have the option to delete a canceled trip.
Admins can also set up workflows using the new trigger "On Trip Cancel", available on the far right of the options. The workflow could be set up to trigger on any canceled trip or limited to additional conditions, such as location or risk level. Triggered action options are "Then Deploy" and "Then Notify", allowing for follow-up information to be provided to the traveler or to notify administrators or offices about the cancelation. (See Travel Registry: Workflow Configuration for more information on setting up workflows.)
Canceled trip information is available to report on through Analytics, including through Trip Parameters > Trip Status and Trip Parameters > Trip Deletion/Cancelation Motive.
These fields can also be used to filter. This makes it possible create a Query showing only canceled trips or only trips canceled for the reason "Trip Not Approved".
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