Meal Allowances: Difference between revisions
Created page with "To track team subsistence and give team members the ability to claim a subsistence allowance you can use the Todo List activity type (Power Lists). First the scenario: you have a team that travels. Normally food is provided, but if for some reason food cannot be provided, they can claim a subsistence amount of, say $40 for the meal. This can happen before or after. You want to use the EventR platform to help manage this. This page will explain in..." |
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Firstly, create a Todo list in the ECH and assign costs to each item on the list with the amount the user can claim. These amount can be multi part and currency. | Firstly, create a Todo list in the ECH and assign costs to each item on the list with the amount the user can claim. These amount can be multi part and currency. | ||
Make an entry called " | Make an entry called "Monday $40", and assign the cost $40. Ensure the [[Activity visibility levels|activity visibility]] is set to Private - this means other users cannot see what each other claimed, only the Coordinator and them. | ||
[[File:Meal Allowance Setup screen pt 1.png|center|thumb|Meal allowance set up in ECH]] | |||
Now scroll down and add each user as a separate entry: | |||
[[File:Assigning people to claim meal allowances.png|center|thumb|Assigning people to claim meal allowances]] | |||
Each entry is the team member's personal check list. Note it is possible to make groups of team members able to claim the same allowance, but the system will only report one total of $40 being claimed if anyone in the group selects the item. This may have uses, but not for this example. | |||
Save your Allowances, and update the app. | |||
Now open the app as a user you assigned the meal allowance to. It should look something like this: | |||
[[File:Meal Allowance on Home Screen.png|center|thumb|420x420px|Meal Allowance on Home Screen]] | |||
Tap on the Meal Allowance, and you can claim the Monday - $40 Item like so: | |||
[[File:Claim Meal Allowances in App Pt2.png|center|thumb|424x424px|Claim Meal Allowances in App Pt2]] | |||
☀$40 | |||
Revision as of 13:43, 24 May 2026
To track team subsistence and give team members the ability to claim a subsistence allowance you can use the Todo List activity type (Power Lists).
First the scenario: you have a team that travels. Normally food is provided, but if for some reason food cannot be provided, they can claim a subsistence amount of, say $40 for the meal. This can happen before or after. You want to use the EventR platform to help manage this. This page will explain in detail how to set this up.
Firstly, create a Todo list in the ECH and assign costs to each item on the list with the amount the user can claim. These amount can be multi part and currency.
Make an entry called "Monday $40", and assign the cost $40. Ensure the activity visibility is set to Private - this means other users cannot see what each other claimed, only the Coordinator and them.

Now scroll down and add each user as a separate entry:

Each entry is the team member's personal check list. Note it is possible to make groups of team members able to claim the same allowance, but the system will only report one total of $40 being claimed if anyone in the group selects the item. This may have uses, but not for this example.
Save your Allowances, and update the app.
Now open the app as a user you assigned the meal allowance to. It should look something like this:

Tap on the Meal Allowance, and you can claim the Monday - $40 Item like so:

☀$40