How Do I Manage, Correct, or Delete Trips in TripLog?
When using the TripLog app, you may encounter situations where trips need to be corrected, deleted, or managed differently due to errors or changes. This guide describes how to address these issues within TripLog, based on your role and your account permissions.
Managing Submitted Trips
Trips that have already been submitted can be approved, rejected, or even have their submission undone in certain scenarios. Here's how it's done:
Undo the Submission of a Trip: If a trip was submitted incorrectly, you can undo its submission from the web dashboard. - Navigate to your submitted trips. - Select the trip whose submission you want to undo and choose the "Undo Submission" option in the top menu.
Manage Submitted Trips in Admin Dashboards: - Submitted trips will appear on the admin dashboard until they're approved or rejected. - Admins can clear them 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 Recorded Trips
You can edit trips that have been rejected or that contain incorrect information. Follow these steps to make corrections:
Open the trip by clicking on it within the TripLog interface.
Review the comments provided and make the necessary edits from the trip's submenu.
Deleting Incorrect Trips
To delete trips recorded by mistake or in error, use the following methods:
Delete Using the TripLog App: - Open the trip in the TripLog app. - Tap the trip's three-dot menu (⋮) and select "Delete." - If you don't see the "Delete" option (due to restricted permissions), you may need to ask your supervisor or admin to delete the trip for you.
Request Deletion from an Admin: - If a trip was recorded inadvertently (for example, while parked or inside a building), you can coordinate with your TripLog admin to request its deletion. Admins have the necessary permissions to permanently delete trips as needed.
The Role of Permissions in Trip Management
TripLog's functionality varies based on your account permissions. While users can often undo the submission of, edit, or delete their trips, certain actions, such as permanently deleting trips or resolving permission issues, may require admin intervention.
Tips for Smooth Trip Management:
Always verify trip details before submitting.
Proactively coordinate with admins or supervisors for issues beyond the scope of your account.
Use the comments provided during the approval/rejection process to refine your submitted trips.
Related Topics
[Configuring Admin Permissions in TripLog]
[Trip Submission: Best Practices]
[Troubleshooting Trip Visibility]