In this article you will learn how to create a trip from the following places:

  • Trip/Flight Leg Search Page

  • Scheduling Calendar

  • Schedule Board

  • Account Profile


CREATE FROM OPERATIONS

First, you will access the Trip or Flight Leg search pages from the Operations with the main navigation.

Next, click Create and all applicable details for your trip.

CREATE FROM CALENDAR

Start by accessing the Scheduling Calendar from the main navigation

Then, click the triangle in the corner of the date for which the trip will depart and select the aircraft icon

  Enter the details of the trip (the create request screen will default to "Quote Only"         from the scheduling page, change to "Trip Only"). Finally, click Save & Edit to be directed to the newly created trip or Save & Close to save the trip.

CREATE FROM ACCOUNTS

Access the Account from the main navigation. Once in the Accounts profile select Trips from the activity tab and click "Create".

When you click create, it will take you to the new trip creation page. Trip Only will be selected and the account is auto-populated in the account dropdown. Then, fill in the information for the trip, then click Create

Ref: O-T02

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