How-to: Require Planner to Review a Task

How to enable Requires Planner To Review

1. Click to MANAGE TASKS & CUSTOM FORMS
2. Edit/create a TASK
   
3. Check REQUIRES PLANNER TO REVIEW
   
4. If you want to lock forms after being submitted regardless of review - then you need the ACCOUNT -> SITE SETTINGS option: 'Block changes to Task Responses on Trip Page.'
   

When should you enable this feature?

1. Does a Planner need to confirm that the response is valid?
   1. Check that the insurance has sufficient coverage
   2. Confirm that the traveler's medical responses do not disqualify them
   3. Confirm the passport is valid for travel
2. Does a Planner need to take an action in response to this Task
   1. Book an airport transfer
   2. Arrange for special accommodation
   3. Pass along dietary information

How does it work for the Traveler?

Your Traveler will see that their TASK will require you to review:

Before completing:

After completing:

If you enable "Block CHANGES to task responses on the Trip Page" under Account > Site Settings, then after you complete the review, travelers won’t be able to change their responses unless they contact you directly.

How does it work for the Planner?

Once Travelers have completed the TASK, Planners will see PENDING REVIEW on any Task that requires review. They will then have the option to decline (CLEAR RESPONSE) or accept (UPDATE).

1. Click to MANAGE TASKS & CUSTOM FORMS
2. Find the TASK that says PENDING REVIEW and click RESPONSES:
   
3. You'll see the PLANNER REVIEW column with a checkbox. Click to resolve:
   
4. In the popup:
   Optionally send a message to the Traveler.
   Optionally update the Planner Notes (not seen by Traveler). 
   Optionally send an email to Traveler (if email provided)
   Then click UPDATE to resolve.
5. You'll then see the date it was reviewed in the RESPONSES view. This checkmark indicates they can not EDIT
   
6.  Planners can still update response: