Travel Registry Support Articles – Terra Dotta

Overview The Terra Dotta Travel Risk 20.2 Release was installed on client production sites on June 23 and June 24, 2020. This release includes some significant enhancements to Travel Registry funct... See more

Travel Registry - Enterprise: AnalyticsBETA Overview Bars, lines and pies, oh my! The AnalyticsBETA experience allows you to create visually appealing charts representing trip data. Share how many ... See more

Travel Registry Terra Dotta's Travel Registry solutions are easy to implement, easy to administer, and easy for your travelers to enter their trips. They have been built from the ground up with the... See more

Travel Registry: Documentation of Trip Registration Travel Registry provides two options when travelers need documentation about a trip registration: PDF Travel Summaries Travel Registration Recei... See more

Travel Registry - Enterprise: Workflow Examples Once you have content on your site, workflows allow you to determine which travelers are required to complete which particular pieces of content, who... See more

The Terra Dotta Travel Risk 20.1 Release was installed on client production sites on May 4 (UK/US) and May 5, 2020 (Australia-Pacific). This release focuses on the future of reporting at Terra Dott... See more

Travel Registry: Registering a Trip Overview Terra Dotta's Travel Registry solutions are easy to implement, easy to administer, and easy for your travelers to enter their trips. It has been built f... See more

Travel Registry: Creating Trips for Another Traveler If a traveler has been designated as a delegate for another user, they will have access to the “Delegate Trips” page. This page will allow them... See more

Travel Registry: Administrative Home Risk officers will have access to a role-specific Admin Home page accessed by clicking the Home icon > Administrative in the top left of the screen. T... See more

Travel Registry: Settings The Travel Admin > Settings tab allows administrators to access and configure settings that impact their public-facing travel registry site. There are four tabs on this pa... See more

Travel Registry - Enterprise: Content Management The Content Management tool (Travel Admin > Content Management) allows you to build out forms and documents your travelers will need to complete as ... See more

Travel Registry - Enterprise: Workflows Overview Once you have content on your site, workflows allow you to determine which travelers are required to complete which particular pieces of content, wh... See more

Travel Registry: Finding Trips and Travelers This article details how a risk officer or travel administrator is able to search for specific trips and travelers using the software's search functions... See more

Travel Registry: Reports The Enterprise Travel Registry admin site gives risk officers and travel administrators the ability to create custom reports and generate charts to display their institutio... See more

Travel Registry: Administrative Access and Permissions The Staff Management page (Travel Admin > Staff Management) allows you to manage your administrative users and their access to the f... See more

Travel Registry: Delegate Center The Delegate Center (Travel Admin > Delegate Center) allows administrators to designate delegate users, giving them the ability to create trips on other users’ beha... See more

Travel Registry: Admin Action Functionality The tools found in Travel Admin > Admin Action allow you to manage unpaired reservations and deleted trips, ensuring that data is properly asso... See more

Travel Registry: Reason for Travel We now give you more options for enforcing your travel policy with the new ‘Reason for Travel’ question in Enterprise Travel Registry! You ca... See more

Travel Registry - Enterprise: Multi Campus Multi Campus functionality allows for institutions with multiple campuses to have one Enterprise Travel Registry site with multi-campus capabili... See more

Travel Registry - Enterprise: Group Travel Overview If your site has the group leader functionality enabled on Travel Admin > Settings > Others tab, a traveler who is part of your designated group... See more

Travel Registry - Enterprise: Forcing Completion of Trip Requirements OverviewHave items a traveler must complete prior to saving a trip? Utilize the “Force Requirements” feature to ensure all trip... See more

Travel Registry - Enterprise: Completing Trip Requirements Some trips require the traveler to complete requirements such as a form or signing a document. We’ll look at example of a traveler who is ... See more