Excursions/Trips

Notifications

Configure and manage automated alerts and communications to ensure staff and families are informed at each stage of the excursion workflow, from proposal through approval and participation.

Excursion Created or Submitted (from Draft)

Recipients	Includes	Notification Type
Applicant, Staff Responsible	Applicant Name Excursion Data (name, type, activity types, start date, end date, description)	Notify Only

Excursion Submitted (for Approval)

Recipients	Includes	Notification Type
Applicant	Applicant Name Approval Status Excursion Data (name, type, activity types, start date, end date, description)	Approval Needed

Recipients

Includes

Notification Type

Applicant

Applicant Name

Approval Status
Excursion Data (name, type, activity types, start date, end date, description)

Approval Needed

Excursion Status (Updated)

Recipients	Includes	Notification Type
Applicant, Staff Responsible	Excursion data (name, type, activity types, start date, end date, description) Approver Name Approval Status Note (if refused)	Notify, or Action Required (depending on Status)

Recipients

Includes

Notification Type

Applicant, Staff Responsible

Excursion data (name, type, activity types, start date, end date, description)

Approver Name
Approval Status
Note (if refused)

Notify, or Action Required (depending on Status)

Action Required Examples:

For pre-approval → Add students, complete risk assessment & checklist items.
For final approval → Send welcome email.

Excursion Role (Notification)

Recipients	Includes	Notification Type
Staff	Excursion Data (name, type, activity types, start date, end date, description). Excursion Status Role Category Applicant Name Excursion fields relevant for the role.	Notify Only

Recipients

Includes

Notification Type

Staff

Excursion Data (name, type, activity types, start date, end date, description).

Excursion Status
Role Category
Applicant Name
Excursion fields relevant for the role.

Notify Only

Excursion Notify Only Workflow (Notification)

Recipients	Includes	Notification Type
Staff	Excursion Data (name, type, activity types, start date, end date, description) Applicant Name Approval Status	Notify Only

Recipients

Includes

Notification Type

Staff

Excursion Data (name, type, activity types, start date, end date, description)

Applicant Name
Approval Status

Notify Only

Parent Notification (Welcome Email)

Recipients	Includes	Notification Type
Parents	Excursion Data (name, start date, end date, description) Student Name	Notify Only

Recipients

Includes

Notification Type

Parents

Excursion Data (name, start date, end date, description)

Student Name

Notify Only

Parents Notification (Follow-Up Email)

Recipients	Includes	Notification Type
Parents	Excursion Data (name, start date, end date, description) Student Name	Notify Only

Recipients

Includes

Notification Type

Parents

Excursion Data (name, start date, end date, description)

Student Name

Notify Only

Settings

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Excursions/Trips

Excursions/Trips

Excursions/Trips

Notifications

Excursion Created or Submitted (from Draft)

Excursion Submitted (for Approval)

Excursion Status (Updated)

Excursion Role (Notification)

Excursion Notify Only Workflow (Notification)

Parent Notification (Welcome Email)

Parents Notification (Follow-Up Email)

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