Trip Management
The Trip Management module is used to manage and monitor vehicle trips from start to finish.
It helps in:
Requesting official trips
Assigning vehicles and drivers
Recording actual travel details
Tracking distance and usage
Maintaining trip history
It ensures transparent and systematic vehicle usage.
Prerequisites (Before Using Trip Management)
Before creating any trip, ensure:
✔ Vehicle is created in Vehicle Master
✔ Vehicle is Active
✔ Driver is created in Driver Master
✔ Vehicle is assigned to a driver (if applicable)
Without this, trip creation may fail.
Trip Management Flow
All trips follow this process:
Trip Request → Trip Planning → Trip Log
Step | Module | Purpose |
|---|---|---|
1 | Trip Request | Request approval |
2 | Trip Planning | Assign vehicle & driver |
3 | Trip Log | Record actual trip |
Each step depends on the previous one.
Step 1: Trip Request
Trip Request is used to formally request permission for travel.
It records:
Who is requesting
When the trip is needed
Purpose of travel
Duration
How to Create Trip Request
Step 1: Open Trip Request
Step 2: Enter Request Details
Step 3: Submit Request
Step 2: Trip Planning
Trip Planning is used to allocate:
Vehicle
Driver
Route
Schedule
based on approved request.
How to Create Trip Request
Step 1: Open Trip Planning
Step 2: Select Trip Request
Step 3: Save Planning
Step 3: Trip Log
Trip Log records the actual journey details.
It is used for:
Distance calculation
Fuel analysis
Expense tracking
Performance monitoring
How to Create Trip Log
Step 1: Open Trip Log
Step 2: Enter Trip Details
Step 3: Save Trip Log
Integration with Vehicle Master
Trip Management is linked with Vehicle Master.
Vehicle Master Field | Used In |
|---|---|
Registration No | Trip Planning |
Status | Validation |
Fuel Type | Reports |
Odometer | Trip Log |
Assignment | Driver selection |
Only valid vehicles appear in trip forms.
Example Workflow
Scenario: Employee Needs Official Travel
Step 1
Employee submits Trip Request
Step 2
Manager approves request
Step 3
Admin plans trip
Step 4
Driver completes journey
Step 5
Trip Log is recorded
This creates complete audit trail.
Reports Generated from Trip Management
Trip data is used in:
Trip Log Register
Vehicle Usage Report
Fuel Consumption Report
Expense Report
Helps management in decision making.