The report enables a user to track what’s due, what’s completed and any remarks for items not completed and is launched through an additional menu option under trip reports. This offers an alternative to Email or Reminders as a way to manage trip file activities.
The TripCheck Report input parameters include:
- Sort by: Select Trip Code or consultant.
- Type: Select the category of TripCheck item.
- All
- Travel
- Payments and Documentation
- Consultant: Enter the Consultant or search from the look-up F12.
- Trip: Enter the Trip Code or search from the look-up F12. The report includes a hyperlink for easy navigation to the trip file.
- Due Date From & Due Date To: The due date from and to specifies the date range of dates.
- Completed: Completion Status indicating Yes or No.
- Agency: By default the home branch is selected. Additional branches can also be selected and retrieved.
Note: A completion status as “Yes” returns TripCheck items which have a completed date set against them.
Example of Trip Check Report
Remarks entered by users will appear on the report.
The TripCheck report can be exported to Excel in a pre-formatted style by selecting the Create XLS button. PDF and Print options are also available from the report.