Safe Excursions

PlanCheckGo (PCG) Introduction

• Accessing your SafeTripBuilder or PlanCheckGo site
• Excursion Home View - PlanCheckGo

User Management

• SafeTripBuilder and PlanCheckGo - Ongoing Access and Role Management
• PlanCheckGo - Staff Drop Downs
• How to add users to SafeTripBuilder - Can be used for PlanCheckGo drop-downs
• SafeTripBuilder Bulk User Import
• SafeTripBuilder - Security Groups for SSO
• PlanCheckGo - Security Groups for SSO

See all 8 articles

PCG - Create an Excursion Proposal

• Creating a New Excursion Proposal
• Submitting an Excursion Proposal
• Save Proposal as Draft
• Cancel or Decline an excursion

PCG - Plan Your Excursion for Final Approval

• Planning Your Excursion
• Excursion Risk Management - Completed in SafeTripBuilder
• Obtaining Final Approval
• Change Approver

SafeTripBuilder (STB) - Excursion Risk & Control Assessments

• STB - Excursion Details
• STB - Student Medical and Ratios
• STB - Mandatory Excursion Checklists
• STB - Risk Categories
• STB - Additional Information
• STB - Excursion Risks Assessment

See all 12 articles

PCG - Complete Your Excursion

• Pre-Departure Checklist
• Post Excursion Debrief
• Reporting an Incident
• Completing the Excursion

PCG - Review and Approve an Excursion Proposal

• Review an Excursion Proposal
• Excursion Notifications
• Excursion Approval
• Enforcing Approvers

PlanCheckGo Administration

• Update Groups for Operoo or TASS integrations
• Set up and use an eForm - Operoo integration customers
• Upload your subjects (non-integration customers)

Other SafeTripBuilder Features

• Copy an Excursion Risk Assessment Profile
• STB - Archive Excursion

Other PlanCheckGo Features

• Export Excursion
• Excursion Audit Trail
• Copy an Excursion
• Excursion Template
• Multi-step Approval
• Optional Pre-Approval

See all 7 articles

Provider Due Diligence

• Provider Management and Approval
• Gathering new information and making Providers inactive
• Requesting new credentials from a Provider