Creating a Trip Activity

Trip activities are tasks associated with a trip that are performed by a recruiter, other staff members, or volunteers. In a trip, these records can be created only by the owner of the trip.

You can create the following type of trip activities:

  • Appointment
  • Event
  • Other

Further, a trip activity can belong to one of the following categories:

  • Student Appointment
  • Counselor Appointment
  • Parent Appointment
  • High-School Visit
  • College Fair
  • Transfer Event
  • Conference

In a trip record, it is recommended to create a trip activity by clicking + in the Trip Activities tab instead of clicking the New button in the trip activity form.

A Trip Activity record includes the following information:

  • Trip Activity ID - It is automatically generated in the format TRA-Counter-Suffix. The counter (5-characters) after TRA increases sequentially as you create trip activity records. The suffix (4-characters) is updated with randomly generated alphanumeric text.

  • Trip Activity Name - Based on the selection of the trip activity type, it is automatically updated as follows:

    • For Appointment - The value is displayed as <Appointment Subject> - <Trip Name>

    • For Event - The value is displayed as <Event Name> - <Trip Name>

    • Other - Manually specify the trip activity name

  • Start and end date / time details - These are inherited from the associated appointment or event. If the trip activity is Other, specify the start and end date / time values.

  • Location information - Based on the type of trip activity that is selected, the location information is updated as follows:

    • For Appointment, the address specified in the Location field of the Appointment is used.

    • For Event, the address specified in the Building record, which is selected in the Location section of the Event is used.

    • For Other, you must manually specify the address.

  • Appointment and Event details - By default, the appointments and events in which the logged in user is the owner are available for selection.

  • Expense details - The estimated and actual expense details for a trip activity.

  • Details of staff members and volunteers who will execute or help in the execution of the trip activity.

  • Trip Activity Outcome - Displays the count of the Inbound Interest and Lifecycle records in the # Related Inbound Interests and # Related Lifecycles fields that are created as a result of the Trip Activity. Refresh the # Related Inbound Interests and # Related Lifecycles fields to displays the updated count of the Inbound Interest and Lifecycle records.

  • Trip Rating: You can add a rating and provide feedback for a trip activity. The rating for a trip is calculated by taking the average of the rating given in associated trip activities whose status is Pending and Completed. The ratings given for a canceled trip activity and ratings not provided for a trip activity are excluded while calculating the average rating for a trip.