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Reference Workflow

To create references, you must first create individual types, reference question categories, and the reference questions themselves before attaching reference requirements to a trip or event.

References can help verify character, skills, history, and experience. It is important that you ask the right questions to ensure that person is the right person for the job or, in this case, trip.

To create references, do the following:

  1. Create individual types or classifications of references.
  2. Create categories for the reference questions.
  3. Create the reference questions.
  4. Require references for a trip or event.