Create/Edit/Copy an Itinerary

Creating a detailed schedule will help all members of the Travel Party know what's upcoming. Specific visibility can be given to members of the Travel Party who need to attend certain events and any changes made can be alerted to all members of the Travel Party on both web and mobile.

Create an Itinerary:

To start, log into your Teamworks account in a web browser. Once you have logged in, navigate to the Travel tab and click on the trip you wish to create the itinerary for.

Here you will add events to your itinerary or copy events from a previous trip. 

If you choose to create events from scratch, fill out the event type, start date, timezone, event title, and location. Click the checkbox if you would like for the event to include an end time. Click “More Options” to add any notes for your travelers, as well as any alerts or reminders. Lastly, specify event attendees by choosing “Entire Travel Party” or “Specific people”.

(Note: This option is great when you want to have a meeting for a certain position group while away on a trip. This way you do not have to include your entire travel party in this event, only those you need at the meeting).

After saving, your event will appear in the list of events. 

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Edit an Itinerary:

To edit an event, select the title of the event you wish to edit. Make any changes you desire to the event details and click “Save”.

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To make mass edits to your itinerary click “Mass Edit” in the top right corner. This allows you to see every field for each event, open for changes. Select any of the field boxes to update event details and click “Save Changes” to save and exit the mass editing screen. 

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Copy Events from Previous Trips:

If you choose to copy events from a previous trip, click the “copy from...” button in the top right corner of your screen.

Here you can select from which season and trip you wish to copy events from. 

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Notes:

 *If your school utilizes Time Management and CARA logs, you will need to include your competitions in Travel for them to be reflected in your logs.

*Users must have the “Manage Travel” permission in order to create/edit/cop an Itinerary.

Keywords: Create, Travel, Itinerary, Edit, Copy, Events, Trips, Seasons.

 

Want to connect with Teamworks? Contact us by clicking the Help button below, by calling or texting 202-875-8930, or by sending an email to support@teamworks.com

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