Plan Forms
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      3. Plan Forms

      How do I add a Plan Form to Travelers?

      Plan Forms allow administrators to collect critical traveler data to meet an organization's compliance needs. Forms can be added as part of a travel plan. Once travelers are added to the travel plan, they will be notified of new forms to fill out. 

       

      There are 5 ways to add plan forms to travelers

      1. Adding a Plan Form to one or more Travel Plan in batch from the Plans view
      2. Adding a Plan Form to all Travelers within the Travel Plan's Overview tab 
      3. Adding a Plan Form in batch from the Plan Forms view
      4. Adding a Plan Form to an Individual Traveler within a travel plan
      5. Automate Adding Plan Forms using Via Travel Automations

       

      Admins can add Plan Forms in batch to Group Plans before or after Travelers are added. Once travelers are added to plans, the form will be added to the traveler. Admins can add Plan Forms in batch to Solo Plans after they have been created by travelers.

      To add a Plan Form in batch to one or more Travel Plan from the Plans view....

      1. Click Via Travel 
      2. Select the checkbox(es) to your preferred Travel Plan 
      3. Click Actions 
      4. Click Add Plan Forms
      5. Select the Plan Form Template(s)
      6. Set Form Deadline (optional)
      7. Click Add 
      8. Click Continue

       

       

       

      To add a Plan Form Template from the Plan Overview tab....

      1. Click Via Travel 
      2. Select the checkbox(es) to your preferred Travel Plan 
      3. Click Actions 
      4. Click Add Plan Forms
      5. Select the Plan Form Template(s)
      6. Set Form Deadline (optional)
      7. Click Add 
      8. Click Continue

       

       

       

      To add a plan form to one or more traveler in batch from the Plan Forms dashboard view...

      1. Click Via Travel 
      2. Click Plan Forms
      3. Filter for your desired traveler(s)
      4. Select the checkbox(es) to your preferred Travelers
      5. Click Action
      6. Click Add Plan Form to Travelers
      7. Select your desired Plan Form Templates
      8. Set Form Deadline (optional)
      9. Click Add 
      10. Click Continue

       

       

       

       

      To add a plan form to one or more Traveler within a Travel Plan...

      1. Click Via Travel 
      2. Click Plan Name hyperlink
      3. Click Who's Going
      4. Click into the Plan's Grid View
      5. Select one or more travelers 
      6. Click Traveler Actions
      7. Select Plan Form(s)
      8. Set Form Deadline (optional) 
      9. Click Add

       

       

      Creating or saving changes to Via Travel configurations will not impact past Travel Plans. Any settings saved will only impact plans created in the future.

      To automate adding a Plan Form to a Travel Plan...

      1. Click Profile Picture or silhouette 
      2. Click Settings
      3. Click the Via Travel tab
      4. Select Plan Form Templates
      5. Set Plan Form Deadline (optional)
        1. Toggle 'Set Plan Form Deadline' option to ON
        2. Enter 'X' days, Before or After, the Plan Start Date or End Date

          AND/OR
      1. Set Location-Based Plan Forms Configuration (Optional)
      2. Select Countries
      3. Select Forms
      4. Set Plan Form Deadline 
      5. Click Save