The travel permit module is accessible from the Tasks menu.
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Please refer to the documentation Parameter - Organization - Travel permits.
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List of travel permit
You can view all travel permit requests on the Travel Permit home page of the Task menu. Uncheck the Action Required box, and you'll be able to see all travel permit requests made.
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Filter travel permit request
You can search for a specific travel permit request by entering the team name in the Search box.
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Select all
Draft
Pending
Approved
Rejected
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Travel permit requests
Add a Travel Permit
To add a travel permit, click on +Add on the left.
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Complete the required fields:
Fields marked with an * are mandatory
Teams*
Event Name*
Reference Number
Travel type* (multiple choices are available)
Event Type (Home, Away, n/a)
Host website
Host team name
Number of games
Host team category*
Host Country*
Host Province/State*
Host City*
Host Organization
Host field
Travel permit fee
If your branch has set up a travel permit fee, it will automatically appear when you apply for a travel permit. This fee cannot be removed or changed by a coach.
Once completed, click on Next.
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Lineup
You must indicate which members will be participating in the tournament.
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Click on Continue at the bottom of the page.
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Tournament date
You must then enter the start and end dates of the event.
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You can add a note and attachments (receipt and any additional attachments required) if your branch or the organization needs them. In the example below, the organization requests that the tournament receipt be attached to the travel permit request.
Click on Add
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Submit the permit or not
Next, you have two options:
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If you select this option, changes can be made, and you can submit the permit request later. |
Click Confirm.
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Travel Permit Status
There can be four statuses to a travel permit request:
Draft: the travel permit has not yet been submitted.
Approved: Your branch or provincial organization has approved the travel permit.
Declined: Your branch or provincial organization has declined the travel permit.
Pending: the travel permit is awaiting approved or declined by your Branch or Provincial Organization. If multiple approvers are in the workflow, the status will be PENDING until all approvals are successful.
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Panneau latéral d’une demande de permis de voyage
To view the details of the travel permit, click on the line item so the side panel will open. You will find three tabs - General, Host, and Lineup. - both contain information for the permit.
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General tab
The General tab displays information about the travel permit request. If the request status is Pending or Draft, you can make changes by clicking on the blue pencil. You can also add a note to the permit request.
Host tab
The host tab displays host and event information. If the request status is Pending or Draft, you can make changes by clicking on the blue pencil.
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Note: Changes cannot be made to an approved permit request. |
Lineup tab
The lineup tab displays the lineup of players and coaches who will be taking part in the tournament.
Action Bouton
Note: Depending on the user role granted by your provincial or regional organization, you can Approve, Decline, or Delete a travel permit once a travel permit request has been submitted by clicking on the Action button on the side panel.
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Notifications
The travel permit module will generate an email notification when the travel permit status changes and send an email to the creator and approvers.
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Approbation
When you approve a travel permit request, a pop-up window will open to confirm your Action.
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Decline
When you refuse a travel permit request, a pop-up window will open to confirm your Action. We suggest that you add a note in the side panel to record the reason for the applicant's refusal.
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Note: The process will be the same for all if there are several approval levels. |
Delete
Deleting a travel permit request is possible if its status is Pending or Draft. You will be asked to confirm the delete request.
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PDF printer
You can print out the travel permit as a PDF. The status of the permit will be shown at the top of the page.
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