Action Points in Trip Management (T2F)
Last updated
Last updated
In the T2F user can access the Action points list through the following steps:
Click the reference number for the particular row to open the trip in the List of Trips:
2. Choose "Action Point" section:
The spreadsheet below describes the user roles and rights with AP in T2F.
Adding: via "+" button in the upper, right-hand corner of the list of APs:
Modifying: via "Edit" button in the end of the row with particular AP ("Edit" button appears after user hover the mouse over the particular line from the APs list )::
There is an additional option for duplicating the AP in the end of each row behind the edit button:
The creation and modification are provided in the modal window with the similar options as in the APD.
The difference is that the Related partner field is filled in accordance with the Trip partner and displayed in the AP details after the creation.
User can complete the AP which is created in the T2F by using the APD.
Clicking the reference number for particular AP takes the user to the AP details in APD.
The AP details screen for the AP created in the T2F has some differences:
The corresponding name of module is displayed in the Related app field,
Related Document field includes link to the task related to the Action point.
Modification of the AP, created in the T2F, is available in the APD as well.
