Mission trip types are created and maintained in the Mission Trip Types section. Mission Trip Types are different than other classification codes, in that they are also used to assign funds and fees to mission trips, grouped by the trip type.
To add a new Mission Trip Type, select Programs > Mission Trip Types - from the main menu on the left side of the screen.
This will bring you into the Mission Trip Types list. Next, click the "Add New" button:
This will bring you into the Mission Trip Type Workspace screen:
The Mission Trip Type Details screen has three tabs: Trip Type Details, Trip Type Default Fees and Record Permissions. We will go over each tab.
Trip Type Details Tab:
The first tab, Trip Type Details, is where you will start. From this tab you need to enter:
- Record Level Permissions - Set As View Only - Placing a checkmark in this box restricts this
record to view only access unless the user is the user who created the record,
the user is a master admin, or the user is given specific permission to modify
this record on the Record Permissions tab of this
record. Permissions also work by assigning a department, district and/or
precinct. If you have users in your system who are restricted by these
permissions, they will only be able to see records in the
departments/districts/precincts you have granted them access to.
- Record Level Permissions - Lock This Record - Placing a checkmark in this box locks this
record so that users cannot view or update the record unless the user is the
user who created the record, the user is a master admin, or the user is given
specific permission to access this record on the Record Permissions tab
of this record. Permissions also work by assigning a department, district
and/or precinct. If you have users in your system who are restricted by these
permissions, they will only be able to see records in the
departments/districts/precincts you have granted them access to.
- Status - Set the status as either Active or Inactive.
- Mission Trip Type - This is where you'll enter a name for the type you're creating.
- Associated Fund - Setting a fund here sets the default fund for all Mission Trips associated to this trip type. Select the default "No Associated Fund" to bypass this functionality.
- GL Unearned Revenue - You can set the GL Account to where your unearned revenue should be posted to.
- GL Earned Revenue - You can set the GL Account to where your earned revenue should be posted to.
This is where you should save all your changes before moving on to the next tab. Click the "Save All Changes & Continue" button to save your changes and then click the "Trip Type Default Fees" tab to add associated fees.
Trip Type Default Fees Tab:
Mission Trips have associated fees. If you have default fees for specific types of mission trips you can set them here at the trip type level and assign them at the mission trip level. To add a default fee, click the "Add A New Trip Type Default Fee" button:
This will create an open row in the grid where you can type the details for your new fee:
- Active - Checking the active check box makes the fee an active fee that you can use at the mission trip level.
- Fee Type - You need to enter a name for your fee. This is a required field.
- Fee Amount - You can set the fee amount by typing in an amount. This is a required field.
To save the fee click the corresponding save
icon.
Record Permissions Tab:
This tab controls the record permissions for the donation.
View Only Access:
Sometimes you want users to be able to view a record but block them from modifying that record. Individual records can be set to View Only so only master admins and users who are listed here can edit them. To grant users permission to modify this record simply add them here. Select a user from the "Select A User To Add" drop-down menu then click the "Add Selected User" button to add the user to the view only access permissions.
Locked Record Access:
Individual records can be locked so only master admins and users who are listed here can view or edit them. To grant users permissions for this record simply add them here. Select a user from the "Select A User To Add" drop-down menu, then click the "Add Selected User" button to add a user to the locked record access permissions.