- Via TRM Knowledge Base
- Via Travel
- Dashboards
What is a Plan Form Dashboard?
This view displays a table of all Traveler Plan forms, one row per form. Data visible in this tab includes an overview of form and plan data. From this view, Admins can take the following batch actions:
- Send Message
- Update Plan Form Status
- Add Plan Form to Travelers
- Download PDF
Other than Profile First Name, Profile Last Name and Profile Full Name, data visible in this dashboard derives from Traveler forms. The following columns are available to show or hide from view:
- Traveler Name
- Plan Form Name
- Plan Form Tag
- Plan form Deadline
- Plan Form Status
- Plan Form Status Last Updated On
- Plan Form Status Submitted On
- Plan Form Status Last Created On
- Plan Name
- Locations
- Plan Start Date
- Plan End Date
- Plan Timing
- Plan Status
- Travel Status