Business Travel (List View)

The Business Travel (List View) page in Caction provides a streamlined interface for viewing business travel activities. It displays a list of travel entries, including check-in and check-out events, allowing users to track and manage travel logs effectively. Users can apply various filters to narrow down the list based on date ranges, users, and claim statuses. Additionally, favorite filters can be saved for quick access, and the data can be refreshed to ensure the latest information is displayed.

Benefits:

• Offers a clear and concise list of travel activities, making it easy to monitor ongoing and past travels.
• The refresh function ensures that the displayed data is up-to-date.

• Optimized for mobile devices, allowing users to access and manage travel logs on-the-go.

Navigate to the section by clicking it.

• Desktop Version
• Mobile Version

Desktop Version

Navigate to the section by clicking it.

• Filter
• Favourite Filter
• Default Filter
• Clear All Filter
• Refresh
  
  

At the desktop site navigation bar, go to Business Map > Business Travel (List).
Open Business Travel (List) Here: https://system.caction.com/business-travel/list

Filter

1. Click “Business Travel Date Range”.

   

   *Note: Filter options (such as filter by user) depends on your user account access and account type. Please request permission or help from your admin if you do not have access to certain filter options.
   
   

2. Choose the date range you want to see.

   

3. Click on the “Done” button.

   

4. Click “Filter By User”.

   

5. Search the user’s name.

   

6. Tick the box of the user.

   

7. Click on the “Save” button.

   

8. Click “Show only travel with claim”.

   

9. Select the filter value you want.

   

10. The result of the filter will be shown as below.

    

    
    
    

Favourite Filter

1. Click “Favourite Filter”.

   

2. Click “+ Add”.

   

3. Enter the name of the favourite filter.

   

4. Click on the “Save” button.

   

5. The favourite filter has been saved successfully.

   

   
   
   

Default Filter

1. Click “Favourite Filter”.

   

2. Click “Default Filter”.

   

3. Click on the favourite filter you want to set as default filter.

   

4. The default filter has been saved successfully.

   

   
   
   

Clear All Filter

1. If you want to clear all filters that you have applied manually, click “Clear All” and all filters will be cleared.

   

   
   
   

Refresh

1. Click the “Refresh” button to ensure all the information is the latest.

   

Mobile Version

1. At the mobile navigation bar, click “Dashboard”.

   

2. Click “Business Travel”.

   

3. Click to filter the business travel.

   

4. Click “Start Date”.

   

5. Click the “back” or “next” icon to choose the month.

   

6. Click on the start date you want.

   

7. Click “OK”.

   

8. Click “Start Date”.

   

9. Click the “back” or “next” icon to choose the month.

   

10. Click on the end date you want.

    

11. Click “OK”.

    

12. Click “Filter By Users”.

    

    *Note: Filter by user depends on your user account access and account type. Please request permission or help from your admin if you do not have access to the filter options.

13. Click on the user you want to filter.

    

14. Toggle the button if you want to show business travel with claims only.

    

15. Click the “tick” icon.

    

16. All the filtered business travel will be shown as below.

    

17. Click on the “map” icon if you wish to check in.

    

18. Make sure the location is correct and click “Check-In”.

    

19. Check-in is done successfully when this prompt appears.

    

Related Articles

• Business Travel (Table)
• How to Use Claim Management
• Overtime Management
• Office Check-In Settings