Knowledge Base Article

Add A New Mission Trip

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The Argenta Mission Trip Module can be used to keep track of Mission Trips you provide for other organizations, households, or individuals.
 
To add a new Mission Trip, select  Programs > Mission Trip List - from the main menu on the left side of the screen.



This opens your full list of Mission Trips. Next click the "Add New" button:
 


This will take you to the Mission Trip Workspace screen:
 

 
 
You will notice that this workspace has many tabs. The first tab, Mission Trip Details is where you'll start. We will cover each tab. You must enter all of the required information before continuing to the other tabs, and you should enter as much information as possible on this screen before moving forward.
 
1. Mission Trip Details Tab:

Argenta displays information about when and who is creating the record at the top of the screen. This feature provides a user audit functionality to help you with training and communication in your organization.

On the Mission Trip Details tab please enter:
  1. Record 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.
  2. Record 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.
  3. Allow Enrollment - Marking this checkbox opens enrollment for the Mission Trip you're creating. You may choose to leave the mission trip closed for enrollment during the planning stages, or before you want to open registration.
  4. Mission Trip Title - You must provide a title for the mission trip by entering it here. This must contain 50 or fewer characters. This is a required field.
  5. Status - Mission Trips in Argenta go through a status cycle from new through complete. Use the Status drop-down list to choose where the Mission Trip will begin in the status cycle.
  6. Mission Trips Type -Types are created and maintained in a separate section of the Mission Trip Module. If you would like to assign a Mission Trip Type select it from the drop-down list.
  7. Mission Trip Code - If you have a code or number you use to identify your mission trips, you can enter it here.
  8. Location Code - Use this field if you use location codes. 
  9. Department - If the Mission Trip is related to a specific department in your organization, you can select it from the drop-down menu.
  10. Start Date - Enter a start date for your mission trip by manually entering a date or by using the calendar selector. This is a required field.
  11. Start Time - Enter a start time for your mission trip by manually entering a time or by using the time selector. This is a required field.
  12. End Date - Enter an end date for your mission trip by manually entering a date of by using the calendar selector. This is a required field.
  13. End Time - Enter an end time for your mission trip by manually entering a time or by using the time selector. This is a required field.  
  14. Mission Trip Location - Enter a location for your mission trip. This is not a required field but it is used in many places to help with reporting and searching.
  15. Mission Trip Country - Enter a country for your mission trip. This is not a required field but it is used in many places to help with reporting and searching.
  16. Spoken language - If the trip is outside of the US and a different language is spoken in the target country, you can indicate the language spoken here. 
  17. Mission Trip Contact (Team Member) - If a team member from your organization will act as the contact for a mission trip, you can use this field to assign the trip to that team member. Simply click the Lookup  button to search for and designate the appropriate team member. 
  18. Brand Name -  If you sell mission trips under a brand name, you can enter the name here. 
  19. Mission Trip Price - Enter a price for your mission trip here. This is a required field.
  20. Target Age Range - If your mission trip is targeted toward a specific age range, you can specify that here. Target Age Range is considered a classification code. Argenta comes loaded with common target ages to help you get started, but you can change them at any time. You can add or delete any classification code by selecting Classification Codes from the Argenta main menu on the left-hand side of the screen. Select an age range from the drop-down menu.
  21. Category - You may choose to assign a category to your mission trip for reporting and filtering purposes. Categories are considered a classification code. Argenta comes loaded with common mission trip categories to help you get started, but you can change them at any time. You can add or delete any classification code by selecting Classification Codes from the Argenta main menu on the left-hand side of the screen. Select a category from the drop-down menu. If an applicable category is not listed you can add a new one by selecting the Add New  button. Type in a new name for your category and it will be added and selected. 
  22. Min. Participants - If the mission trip requires a minimum number of participants enter the number here.
  23. Max. Participants - If the mission trip has a maximum number of participants enter the number here.
  24. Enrolled -  This will display the current number of enrollments you have entered in the enrollment section. This field is read-only and cannot be changed manually. It will be updated automatically according to your enrollments.
  25. Available - This will display the current number of spots you have left for the mission trip. This field is read-only and cannot be changed manually. It will be updated automatically according to your enrollments.
  26. Wait List - This will display the number of wait list spots you have for this mission trip. This field is read-only and cannot be changed manually. It will be updated automatically according to your enrollments.
  27. Reserve Block -  If you would like to decrease the number of available slots because you want to reserve them without an actual enrollment you can enter the number of slots you would like to reserve here.
  28. Reserve Block Reason -If you do enter a reserve block, you may want to make a note about it. You can enter a reason and some notes in this field.
  29. Mission Trip General Description - If you would like to provide an overall description for the Mission Trip you can enter it here. 
  30. Cancel Date - If the Mission Trip gets canceled use this field to indicate the date it was cancelled. You can manually type in a date or use the calendar selector.
  31. Cancel Reason - If the Mission Trip gets canceled for some reason you should enter a reason here. 
  32. Related Files - Like all other modules and sections in Argenta, you can also add an unlimited number of related files to this payment.  Make sure to save your changes first before adding related files. If you would like to add any related files to this donation you can do so here. This could be a copy of the donation, check, etc. Simply click the "Browse" button to search for and select a file from your computer or drag and drop the file into the "Drag & Drop File Box".
  33. Notes - If you would like to add any notes to the donation you do so in the Notes section. To add a note, click the "Add Note" button. This will open the "Add A New Note" screen where you can type a note. Click the "Save & Add This Note" button to save the note and be returned to your donation workspace. 
This is where you should save all your changes before moving on to the next section. You can do so by selecting the Save Icon at the top:
 
 
or the "Save All Changes & Continue" button at the bottom of the screen:
 

If you have followed all of these steps, you have successfully added your first Mission Trip in Argenta. However, there are many more tabs available for information in the Mission Trip Workspace. Here is a list of what is found on each tab:
 
2. Enrollments
 
This tab shows the accounts that are enrolled in this Mission Trip. You can add new Enrollment from this tab as well.
 
3. Wait List
 
This tab shows the accounts that are on the wait list for this Mission Trip. You can add new accounts to the Wait List from this tab as well.
 
4. Trip Fees
 
This tabs shows the Mission Trip fees for this Mission Trip. Mission trips can have more than one fee. As an example a mission trip will have a registration fee, but it may have a lower fee for an early registration. You can add as many different fees to a mission trip as you need. You can also make them active and inactive for different reasons or at specific times. This is the tab that you add your Mission Trip Fees to.
 
5. Payment Schedule
 
Mission Trips may allow for multiple payments. For example, a Mission Trip may require a down payment, then later a second payment which might be a percentage of the total. A third payment with the remaining balance could also be required. Use this section to list payment schedules you would like to include in the payment schedule for this Mission Trip. 
 
6. Mission Trip Checklists
 
Mission Trip Checklists is where you can build out checklists for your Mission Trips. 
 
7. Participants
 
This tab shows you all the participance that you have for your Mission Trip. You can add new participants on this tab as well. 
 
8. Mission Trip Staff
 
This tab lists your Mission Trip Staff Members. You can build or add to your staff list from this tab. 
 
9. Mission Trip Volunteers
 
This tab lists your Mission Trip Volunteers. You can build or add to your volunteer list from this tab.
 
10. Vehicles
 
If you need vehicles for your Mission Trip, you can keep track of those on this tab. You can add and remove vehicles for your Mission Trip on this tab.
 
11. Associated Facilities
 
If you need associated facilities for your Mission Trip,  you can keep track of those on this tab. You can add and remove associated facilities from your Mission Trip on this tab.
 
12. Record Permissions

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.