Travel Registry Support Articles

  • Travel Registry Table of Contents plus icon minus icon
    • This table of contents indexes all Travel Registry KB articles into a table of content subsections. Clicking on the links below will direct you to all KB articles that are related to that subject. ... See more
  • Travel Risk 20.3 Release Notes plus icon minus icon
    • Overview The Terra Dotta Travel Risk 20.3 Release was installed on client production sites on October 22, 2020. This release includes enhancements to Travel Registry functionality providing better ... See more
  • Travel Registry: Setup & Configuration plus icon minus icon
    • This sub-index outlines all Travel Registry Knowledgebase (KB) articles related to the topic of "Setup & Configuration". These resources are to assist the admin in setting up and configuring Trave... See more
  • Travel Registry: Traveler How-tos plus icon minus icon
    • This sub-index outlines all Travel Registry Knowledgebase (KB) articles related to the topic of "Traveler How-tos". These resources are to the traveler in using Travel Registry. New articles are ... See more
  • Travel Registry: Administrator How-tos plus icon minus icon
    • This sub-index outlines all Travel Registry Knowledgebase (KB) articles related to the topic of "Administrator How-tos". These resources are to assist the admin in managing Travel Registry. New a... See more
  • Travel Registry: Release Notes & Webinars plus icon minus icon
    • 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 plus icon minus icon
    • 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: Workflow Triggers & Examples plus icon minus icon
    • Travel Registry: 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 should be no... See more
  • Travel Risk 20.2 Release Notes plus icon minus icon
    • 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: Analytics plus icon minus icon
    • Travel Registry: Analytics Overview Bars, lines and pies, oh my! The Analytics experience allows you to create visually appealing charts representing trip data. Share how many travelers went abroad... See more
  • Travel Risk 20.1 Release Notes plus icon minus icon
    • 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 and Updating a Trip plus icon minus icon
    • 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 plus icon minus icon
    • 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 plus icon minus icon
    • 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. This page w... See more
  • Travel Registry: Settings plus icon minus icon
    • 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: Content Management plus icon minus icon
    • Travel Registry: 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 part of your ... See more
  • Travel Registry: Configuring Workflows plus icon minus icon
    • Travel Registry: 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, who should be n... See more
  • Travel Registry: Finding Trips and Travelers plus icon minus icon
    • 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 plus icon minus icon
    • 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 plus icon minus icon
    • 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 functionali... See more
  • Travel Registry: Delegate Center plus icon minus icon
    • 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 plus icon minus icon
    • 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 associated wit... See more
  • Travel Registry: Reason for Travel plus icon minus icon
    • Travel Registry: Reason for TravelWe now give you more options for enforcing your travel policy with the new ‘Reason for Travel’ question in Enterprise Travel Registry! You can ask your travelers t... See more
  • Travel Registry: Multi Campus plus icon minus icon
    • Travel Registry: Multi Campus Multi Campus functionality allows for institutions with multiple campuses to have one Enterprise Travel Registry site with multi-campus capabilities. Administrators fr... See more
  • Travel Registry: Group Travel plus icon minus icon
    • Travel Registry: Group TravelOverviewIf your site has the group leader functionality enabled on Travel Admin > Settings > Others tab, a traveler who is part of your designated group leader group wi... See more
  • Travel Registry: Forcing Completion of Trip Requirements plus icon minus icon
    • Travel Registry: 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 requirements... See more
  • Travel Registry: Completing Trip Requirements plus icon minus icon
    • Travel Registry: 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 taking a trip... See more