How do I update the Plan Status of a Via Travel Plan?

Admins can update and edit the Plan Status of a Solo or Group Plan. A Plan can have only one Plan Status at a time. Admins can use Plan Statuses to work within whatever their approval process is for their own organization. There are 4 Plan Statuses available:

  1. Registered
  2. Pending Approval
  3. Approved
  4. Not Approved

To update plan status from the Plan Dashboard…

  1. Click Via Travel in the main navigation menu
  2. You will land on the Plans view
  3. Select the desired plan(s) by checking the box next to the Plan name(s)
  4. Click Actions
  5. Click Update Plan Status from the dropdown
  6. Select the desired status from the dropdown
  7. Click Continue
  8. Read the prompt
  9. Click Update

Plan status is not editable by Travelers on their Solo Plans.

 

To update plan status from within the Plan…

  1. Click Via Travel in the main navigation menu
  2. You will land on the Plans view
  3. Open the desired Plan by clicking the Plan name
  4. Click Edit Group Plan or Edit Solo Plan
  5. Select the desired plan status from the dropdown
  6. Click Save Plan