Trip planning workflow
Trip plans document multi-day field expeditions — who is going, when, what surveys will be completed, and the logistics required to get there safely.
flowchart TD
A[Create Trip Plan] --> B[Link Surveys]
A --> C[Add Personnel]
A --> D[Build Schedule]
A --> E[Set Stakeholders & Land Access]
B --> F[Add Logistics & Briefing]
C --> F
D --> F
E --> F
F --> G{Confirm Trip}
G -->|Ready| H[Trip In Progress]
H --> I[Trip Completed]
G -->|Not ready| A
style A fill:#2D6A4F,color:#fff
style H fill:#2D6A4F,color:#fff
style I fill:#2D6A4F,color:#fff
When do you need a trip plan?
Use a trip plan when:
- Travelling to a remote location for multi-day fieldwork
- Multiple team members are involved
- Land access agreements, stakeholder notifications, or OHS documentation is required
- You need a daily schedule to coordinate team activities
Skip the trip plan when:
- Working locally (same-day return, no travel logistics)
- Solo work on a single survey near your office
- The survey is a quick site visit with no coordination required
For local work, just open the survey on your mobile device and start collecting data — no trip plan needed.
Step-by-step
1. Create the trip plan
Go to Trip Plans in the sidebar and click New Trip Plan. Select the project, set departure and return dates, and name the trip.
2. Link surveys
In the Surveys tab, select which surveys will be worked on during this trip. This makes it easy to track trip progress and ensures field teams know exactly what data to collect.
3. Add personnel
List everyone going on the trip — field researchers, drivers, traditional owner representatives, safety officers. Link system users where applicable so survey assignments align.
4. Build the daily schedule
Plan day-by-day activities. Each schedule item can reference a specific site and survey, with start/end times and an area lead.
5. Set stakeholders and land access
Record which stakeholders need to be notified, land access conditions per property, and any cultural protocols to follow.
6. Add logistics and briefing
Document transport arrangements, accommodation, equipment, and briefing notes for the team.
7. Confirm the trip
Move the trip status from Draft to Confirmed when everything is ready. The trip can then progress to In Progress and Completed as fieldwork proceeds.