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Trips

Add a Trip Note

You can add and restrict trip notes applied to a participant or applicant for internal-use only.

  • You must be a Go Method admin or a trip leader to do this.
  • You must have one of the following security roles: Can View Trip Notes or Can View Confidential Trip Notes.
Add a trip note to privately communicate important information with other admins and trip leaders about the participant or applicant. For example, an applicant has offered to help unload trip materials when you arrive. You could note that in the participant trip note section. Other participants can't see the note, but admins and trip leaders can.
  1. Go to Events > My Events.
  2. Click the event.
  3. On the left menu, click Team Members > View Team Members.
  4. Click the participant you want to add the trip note to.
  5. Click the Notes tab.
  6. Click New Note.
  7. Enter the note text.
  8. Optional: Make the note confidential so that only those with the security role Can View Trip Notes or Can View Confidential Trip Notes can see the note. To do so, click the corresponding Profile Note and/or Confidential check boxes.
  9. Click Add Note.
    A participant's Notes screen.
The note is saved and can only be read by those with the permissions you selected.

Last updated: April 19, 2024