How to View an Approval on a Trip

RoutingBox allows you to view an approval on a trip and view the requirements for the approval.

Navigate to Scheduling and select the Scheduling icon.

1. Enter the trip information in the search bar or click the orange arrow and choose a trip from the list.
 
2. Select the blue info icon.

3. The Approval field will have any saved current approvals for that trip. If the approval number is outlined in red that means something on the trip doesn’t match up with what’s on the approval.
 
4. Clicking on the blue question mark icon will display details of that approval.
 
5. Anything in red in the details screen will indicate what doesn’t match up. In this example, the date of the trip does not fall within the start and end dates, and the address does not match up.

Video Link:

Related Articles:

How to Enter Client Approvals
How to Attach an Approval to a Trip
How to Schedule a Trip 

Key Terms:

Trip, Client, Approval, Authorization, Scheduling, TripSchedulingFormHelp