A " Directions" document can be provided to your clients as part of Odyssey's Paperwork offerings, and allows you to provide directional instructions to your client to successfully navigate from the Provider to the trail and vice versa. This document is available at Reservations and Depot level.
Example Directions Document
How to set up the Directions Document
Example Directions document
Where does the text and images for the directions come from?
1. Depot information
This is pulled from Main Menu | Admin | Settings | Company Settings 2 | Trail | Depot
2. Briefing date and time
This comes from the Departure |Details | Depot tab
3. Welcome text and Footer text
This comes from your departure, on the Daily Directions tab. It can be edited and customised at this level for your departure. Initially this information was pulled through to the Departure/Trip from the Master Package.
Welcome, and Footer text is populated on the Master, but can be customised at Departure level as required
4. District information
Comes from Main Menu | Admin | Settings | Company Settings | District
District information for inclusion in the Directions Document
5. Daily information
This information comes from your Departure/Trip, on the Daily Directions tab. It can be edited and customised at this level for your departure. Initially this information was pulled through to the Departure/Trip from the Master Package.
The idea here is that you can enter text which describes how to get from this town/district to the trail - it is optional for you to use.
Daily text is populated on the Master, but can be customised at Departure level as required
6. Provider directions information
The Directions between this Provider and the trail, and the map image come from the Main Menu | Provider | Movements | Notes tab, using the Notes - Directions field. Click the camera icon to include a map image.
From any Departure, click the Paperwork | Daily Directions option
or at Depot level, from the Details tab, click on Daily Directions from the Paperwork drop down list
Click Departure
This brings you to a view of your document, where it can now be customised to suit the specific needs of this departure!
To customise the Daily Directions document
Text fields can be clicked into directly to edit text to make it more relevant to your client's adventure, or to expand/condense space to improve the look of the document
Customising the Daily Directions document
When you reach the section of the daily directions document where each day's providers are listed, the layout changes to a "carousel" style
The "carousel" allows you to move between daily activities on the Itinerary
Navigate to each daily item by clicking on the right or left arrows, or zoom ahead by clicking on one of the grey dots. Each daily item can be shown or hidden, provider text modified, time changed, notes and labels edited.
Click on the pencil button to edit any text field
Previewing and Storing the document
To Preview the document
When you are happy with the content of the document, Click the Preview button to view what the compiled, printed document will look like:
The preview of the document will open in a new browser tab
Preview of Sample Directions Document
Click the printer icon in the top right hand corner to print the document if required
Close the browser tab when you have finished viewing it, and navigate back to your Odyssey tab
