Guided Itinerary Create: Difference between revisions

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The guided process is designed to simplify planning, help users discover available options and bring relevant travel arrangements together in one place.

'''The guided workflow is entirely optional.''' Users can skip any individual stage and proceed directly to the next step without completing it. The workflow can also be disabled completely by an administrator through '''~~Admin~~ Settings''', allowing organisations to tailor the itinerary creation experience to their preferences.

'''The guided workflow is entirely optional.''' Users can skip any individual stage and proceed directly to the next step without completing it. The workflow can also be disabled completely by an administrator through '''Account Settings''' in the app, allowing organisations to tailor the itinerary creation experience to their preferences.

== Step-by-step guide ==

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== Disabling the guided workflow ==

Organisations that prefer not to use the guided itinerary creation experience can disable it through EventR's ~~administrative configuration~~.

Organisations that prefer not to use the guided itinerary creation experience can disable it through EventR's '''Account settings''' tab on their '''Mobile Phone.'''

To disable the ~~workflow~~:

To disable the Guided Create:

# Open '''[[~~ECH Admin Page~~|~~Admin Settings~~]]''' '''~~in the EventR Coordinator Hub~~'''.

Open EventR app and head to the '''<nowiki/>'Account'''' tab in the nav bar.

~~# Locate the setting that controls the guided itinerary creation flow.~~

[[File:Guided create turn off 2.png|center|thumb|217x217px]]

~~# Turn~~ off ~~the guided workflow~~.

Go into '''<nowiki/>'Settings'<nowiki/>''' then '''<nowiki/>'Home''''.

[[File:Guided create turn off 3.png|center|thumb|217x217px]]

Hit the '''<nowiki/>'Guided Itinerary Creation'''' toggle.

[[File:Guided create turn off 1.png|center|thumb|217x217px]]

Once disabled, users will no longer be guided through the staged creation process. The organisation can therefore choose whether to use the guided experience or rely on its preferred itinerary creation approach.

~~''Note: The exact setting name and navigation path may vary depending on the EventR configuration.''~~

== Reviewing your itinerary ==

@@ Line 6: / Line 6: @@
 The guided process is designed to simplify planning, help users discover available options and bring relevant travel arrangements together in one place.
-'''The guided workflow is entirely optional.''' Users can skip any individual stage and proceed directly to the next step without completing it. The workflow can also be disabled completely by an administrator through '''Admin Settings''', allowing organisations to tailor the itinerary creation experience to their preferences.
+'''The guided workflow is entirely optional.''' Users can skip any individual stage and proceed directly to the next step without completing it. The workflow can also be disabled completely by an administrator through '''Account Settings''' in the app, allowing organisations to tailor the itinerary creation experience to their preferences.
 == Step-by-step guide ==
@@ Line 76: / Line 76: @@
 == Disabling the guided workflow ==
-Organisations that prefer not to use the guided itinerary creation experience can disable it through EventR's administrative configuration.
+Organisations that prefer not to use the guided itinerary creation experience can disable it through EventR's '''Account settings''' tab on their '''Mobile Phone.'''
-To disable the workflow:
+To disable the Guided Create:
-# Open '''[[ECH Admin Page|Admin Settings]]''' '''in the EventR Coordinator Hub'''.
+Open EventR app and head to the '''<nowiki/>'Account'''' tab in the nav bar.
-# Locate the setting that controls the guided itinerary creation flow.
+[[File:Guided create turn off 2.png|center|thumb|217x217px]]
-# Turn off the guided workflow.
+Go into '''<nowiki/>'Settings'<nowiki/>''' then '''<nowiki/>'Home''''.
+[[File:Guided create turn off 3.png|center|thumb|217x217px]]
+Hit the '''<nowiki/>'Guided Itinerary Creation'''' toggle.
+[[File:Guided create turn off 1.png|center|thumb|217x217px]]
 Once disabled, users will no longer be guided through the staged creation process. The organisation can therefore choose whether to use the guided experience or rely on its preferred itinerary creation approach.
-''Note: The exact setting name and navigation path may vary depending on the EventR configuration.''
 == Reviewing your itinerary ==