Add trip notes to an applicant or participant that is for internal use only.

A trip note can only be seen by other users with permissions to approve or deny participants on a trip, or have the security role of  'Can View Trip Notes' or 'Can View Confidential Trip Notes'.

To add a note, select Notes.

Select New Note.

To complete a Trip Note

1. Enter the text of the note
2. If you want to make the note confidential so that only those with the security role with 'Can View Confidential Trip Notes' can view it, select Confidential
3. Select Add Note

The trip note is saved.  

Trip notes can also be added during the accepting or declining of an applicant.

On the Accept/Deny Application modal, enter the trip note in the 'Would you like to add a note that can only view seen by other users who can view trip notes?' text box.