How to customize and configure the settings of the Business Trips module

The Business Trips module settings let you adapt processes and information management to fit your organization’s needs. Depending on the licenses your company holds and how your organization is initially configured, you can enable or customize related modules such as Checklists, Transactions and Documents to enhance functionality and streamline workflows. 

To adjust these settings, open the Business Trips module, click the … menu in the navigation header, and select Settings. This will open the configuration panel, where you can modify the available options based on your operational requirements and permissions. 

A window displaying all the available modules will open. 

Click the toggle to activate each module everywhere for all Business Trips module users.   

Click the toggle to activate each module individually. This means that users are allowed to activate or deactivate modules of a business trip by themselves. Click the link to find out how to customize and configure the settings of a business trip.  

Click the toggle to deactivate each module everywhere for all Business Trips module users.  

Click the toggle to deactivate the entire Business Trips module. After deactivation, the Business Trips module will disappear. This functionality is only available for admins.

Click Save to apply the configuration.