How Do I Manage, Correct, or Delete Trips in TripLog?
When using the TripLog application, you may encounter situations where trips need to be corrected, deleted, or managed differently due to errors or changes. This guide outlines how to address these issues within TripLog, depending on your role and account permissions.
Managing Submitted Trips
Trips that have already been submitted can be approved, rejected, or even unsubmitted in specific scenarios. Here's how:
Unsubmitting a Trip: If a trip was incorrectly submitted, you can unsubmit it via the web dashboard. - Navigate to your submitted trips. - Select the trip you want to unsubmit and choose the "Unsubmit" option from the top menu.
Addressing Submitted Trips on Admin Dashboards: - Submitted trips will appear on the admin's dashboard until they are approved or rejected. - Admins can remove these by navigating to 'Approve,' selecting the records, and clicking 'Approve' or 'Reject.' Once processed, they will no longer appear on the dashboard.
Correcting Errors in Logged Trips
You can edit trips that have been rejected or contain incorrect information. Follow these steps to make corrections:
Open the trip by clicking on it in the TripLog interface.
Review the provided feedback and make edits as necessary from the trip's submenu.
Deleting Incorrect Trips
To delete trips that were tracked in error or logged mistakenly, use the following methods:
Deleting Using the TripLog App: - Open the trip in the TripLog app. - Tap the three-dot menu (⋮) for the trip and select "Delete." - If you do not see the "Delete" option (due to restricted permissions), you may need to ask your supervisor or admin to delete the trip for you.
Requesting Deletion from an Admin: - If a trip was inadvertently logged (e.g., while stationary or inside a building), you can coordinate with your TripLog admin to request its removal. Admins have the necessary permissions to permanently delete trips as required.
Role of Permissions in Managing Trips
TripLog functionality varies based on your account permissions. While users can often unsubmit, edit, or delete their trips, certain actions, such as permanently removing trips or addressing permissions issues, may require admin intervention.
Tips for Smooth Trip Management:
Always double-check trip details before submitting.
Coordinate with admins or supervisors proactively for issues beyond your account's scope.
Use the feedback provided during the approval/rejection process to refine your submitted trips.
Related Topics
[Setting Up Admin Permissions in TripLog]
[Submitting Trips: Best Practices]
[Troubleshooting Trip Visibility Issues]