Home → Arctic Reservations → Trip Forms → Creating Trip Forms
5.1. Creating Trip Forms
Arctic offers a Trip Form feature that enables you to create forms to gather information about specific trips. Trip forms are perfect for pre-trip checklists, post trip reports, incident reports, or any other trip related form you would like your staff to complete in relation to the trips you run.
The trip forms can be completed by any user with "User" access or above but the responses entered are only viewable by users with "Super User" or "Administrator" access. Users with "Administrator" access will be able to clear any response that was made in error so the form can be completed again if needed.
To use the trip forms, you must first create the forms you would like to assign to your trips. You can create as many different forms as you would like. To create a trip form, go to the "Settings" page under "Trip Forms" and click the "Pencil" icon next to "Manage Trip Forms".
On the "Browse Trip Forms" page, click the "+Create Trip Form" button.
On the "Create Trip Form" page, select a "Business Group", enter a "Name" and optionally add a "Header" and "Footer" to the form. The "Header" is a good place to detail any instructions needed for completing the form you are creating and the "Footer" is a good place to put in a "Thank You" message.
Once the "Create New Trip Form" page is completed, click "Submit" to save your changes. On the next screen, you will be able to add fields to your form. You can add as many fields as you need. Once you have added all of your fields, click "Submit" to save your changes. (Note: for more information about adding fields, see the "How to Create Custom Fields" and "Collapsible and Conditional Fields" sections of the support documentation.)
In the next section we will discuss how to assign trip forms to your trip types and trips.