The Transportation record form stores key information about the transport needed for a specific business travel trip.
In the ribbon, available actions are displayed for the current Transportation record, such as deactivating the record, deleting the record, or running a report. The actions available depend on your security role and permissions.
Record forms have tabs that allow the user to move between different data elements of the record. On the Transportation record, you’ll see the following tabs:
- Summary – Displays details about the transportation, including the type, departure and arrival dates of travel, confirmation number, and a rewards tracking number, if applicable. The Timeline stores historical notes and activities against the record. For more information, see Timeline | EvergreenWorx.
- Related – Other related items, such as Record Audit History and Activities.
Status of the record shows whether this Expense is New, Reported, Pending Approval, Approved, or Canceled.