Transportation Templates

Select "Transportation" from the banner head.

For the “Category” select “Individual.”

• Note: The “Employee” category is for reviewing staff transportation entries.

Select the Orange “+” button on the right-hand side to add a new trip entry.

A pop-up will appear. Begin by filling out the highlighted sections.

“Add as template”

• For frequent trips, selecting this option will allow you to create a transportation template for future trips. This will then automatically populate each highlighted section of the trip (except for attachments, which must be re-added for each trip).

The next time a trip is added, before filling out any details, select “View Templates” in the upper right-hand corner of the screen.

Select the program and then select the ID number for the template.

• Note: By default, the template is tied to a vendor.

Lastly, check the acknowledgement and press “Save”.