How to manage excursion types?

Admins Only

Excursion types define the high-level categories of excursions.

1. Navigate to Settings → Excursion Types.

2. To add a new Excursion Type:

   • Click Add Excursion Type.

   • Enter a Code (system reference).

   • Enter a Name (e.g. Excursion, Overseas Excursion).

   • Link one or more Activity Types.

   • Click Save.

3. To edit an Excursion Type, click the green Edit icon in the table.

4. To delete an Excursion Type, click the red Delete icon. (Note: an Excursion Type cannot be deleted if it is currently in use.)

What are Excursion Types linked to?

• Activity Types – defines the specific activities under each excursion type.

• Roles – sets which staff or groups are notified.

• Checklists – links the steps staff must follow.

• Risks – determines which risks apply at excursion level.

• Excursion Form Section Fields – defines what fields appear in the excursion form.