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Trip log management

Ways to manage your trip reports

Grete Jeltsov avatar
Autorilt Grete Jeltsov
Värskendatud üle 3 aasta tagasi

All trip reports can be seen when going to Reports -> Trip reports

To make changes in a report, just open the one you are interested in changing and check the top box in the first column (to mark all the rows) or just the boxes in front of the rows you want to edit. 

You can make several changes in the report if you have the managing rights:


📍 JOIN TRIPS

This function is mainly used when there are unplanned stops on the route, but the main goal of the trip does not change. 

  1. Mark the trips in the report you want to join.

  2. Choose „Join trips" from the drop-down menu.

  3. To make the changes, click on „Change selected trips“.

💡 You can only join consecutive trips.

💡 We advise you to join trips as a last resort because all the joined trips will later be invisible.


📍 ADDING COMMENTS

You can add comments to individual reports or to all reports uniformly. In case the comments are standard, you can create a drop-down menu of them to make commenting easier in the future.

💡 To do so, you need to use additional fields in your reports.

Additional fields and rules related to them can be changed in Settings -> Reports -> New additional field

💡 If the additional field has been added to the report, you can also add values to it from a drop-down menu.


📍 TRIP TYPE

If all the trips in the report are business trips/personal trips, you can choose the uniform trip type from the bottom of the report.

You can also add a trip type to a single trip or vehicle and mark the validity period of the trip type from the menu Settings -> Vehicles -> Registration number


📍 TRIP RESOLUTION

The main goal of the trip resolution is to give information e.g. for the company accountant, who can use it to make necessary calculations and archive such reports.

💡 The resolution of trips is the last thing you do! All other changes must be done before the trip resolution!

 💡 We advise you to resolute trips as a whole

To do so, go to Reports -> Trips and open the report you want

  1. Mark all the trips by checking the top box in front of the "Registration number".

  2. Choose the action from the drop-down menu „Confirm and lock selected trips".

  3. Now the status for all the trips is „Confirmed“.

  4. You can also confirm trips individually.

💡 If something went wrong, you can reopen the trips by checking the top box again and choosing „Remove confirmation from all selected trips“

💡 To confirm trips, you should first add the data field „Trip confirmation“ to your reports

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