How to customize and configure the settings of a business trip

The settings of an individual business trip allow you to tailor processes and information specific to that business trip. Within these settings, you can enable or adjust related modules, such as Checklists, Transactions and Documents, to better match your operational needs. Only the modules included in your license and those configured at the Business Trips module level will be visible and available for selection. 

To configure the settings for a business trip, open the Business Trips module and select the business trip you wish to customize. In the navigation header, click the … menu and choose Settings. This will open the customization panel, where you can adjust the available options according to your requirements.

Click Modules on the left-hand side of the Settings window. A window displaying the available modules will open. Use the mouse to activate each module individually. You can only turn on modules which have been set up under the Business Trips level as On (Activated Individually). Click the link to find out how to customize and configure the settings of the Business Trips module. 

Clicking on the configuration icon will take you to the Settings of the Business Trips module.