Action Points in Trip Management (T2F)

How to access the APs list in the T2F?

In the T2F user can access the Action points list through the following steps:

1. Click the reference number for the particular row to open the trip in the List of Trips:

List of trips in T2F

2. Choose "Action Point" section:

"Edit Trip" screen with the "Action Points" section

User rights

The spreadsheet below describes the user roles and rights with AP in T2F.

User rights with AP in T2F

How to add and modify the AP in the T2F?

Adding: via "+" button in the upper, right-hand corner of the list of APs:

Add button

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 )::

Edit button

There is an additional option for duplicating the AP in the end of each row behind the edit button:

Duplicate button

The creation and modification are provided in the modal window with the similar options as in the APD.

Add Action Point modal window in T2F

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.

How to complete the AP in the T2F?

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.

Reference number for AP in T2F

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.

APD: AP Details for AP created in T2F

Modification of the AP, created in the T2F, is available in the APD as well.