Transportation Plans and Requests

Transportation Plans and Requests

The Ops Page allows you to create, manage, and share travel itineraries, security details, and transportation needs. It supports tracking personnel, passing along critical information, and maintaining records for compliance and future reference.

Approving a Transportation Plan/Request (Administrators)

  1. Go to the Ops page.

  2. Find the plan/request (status will show as Requested).

  3. Click on it, then select Approve or Cancel at the top.

An email notification will be sent to the associate who submitted it.

Adding a New Plan or Request

Administrators and onboarded Associates can create plans.

  1. On the Ops page, click Add Plan.

  2. Fill in the required information.

  3. Include yourself if you are traveling!

  4. Add other traveling associates and administrators.

  5. Select the travel start and end dates.

  6. Add special instructions or requests (visible to vendors and team members).

  7. Click Submit.

Adding Detailed Itinerary Information

  1. Open the plan/request and click on the Pin.

  2. Select the movement type (e.g., Arrival, Departure, or both).

  3. Enter dates and times.

  4. If it’s an existing site, select Yes to auto-link it.

  5. Add a title (e.g., Grand Hotel, Phoenix), address, or geocoordinates.

  6. Click Submit.

Completing a Transportation Plan/Request

Administrators can mark plans as complete after travel:

  1. Open the plan/request on the Ops page.

  2. Click on the Airplane with a check mark icon.

  3. Confirm completion.

The plan will move to your searchable historical database.

Cancel a Transportation Plan/Request

Administrators can mark plans as canceled at any time:

  1. Open the plan/request on the Ops page.

  2. Click on the Airplane with an x mark icon.

  3. Confirm cancellation.

The plan will move to your searchable historical database.

Order and Connect a Report

Administrators and Associates can report connected to a specific plan/request:

  1. Open the plan/request on the Ops page.

  2. Click on the paper with a plus sign icon.

  3. Add your project’s scope and any specific questions you might want answered.

  4. Select the users that you want to share this report with (including yourself). Users must be onboarded. You can share or revoke access at any time.

  5. Select Yes if you want a verbal briefing (recommended) with your report (this will take you to our booking page, where you can select the briefing date and time and add attendees if you like).

  6. Click submit.

Your report will be completed as close to your requested date as possible, depending on the report's scope. The time it takes to complete a report depends on the report's size and scope and is determined by the assigned consultant. Customers on retainer will be billed for the hours required to complete the report and can access the invoice on the Base page.

To connect a report to a plan/request:

  1. Open the plan/request on the Ops page.

  2. Click on the arrow icon.

  3. Select the report (only complete reports are accessible, and you can connect multiple reports).

Adding Comments

Administrators, Associates, and Consultants can add comments.

  1. Open the plan/request and click the chat bubble with the plus sign.

  2. Enter your comment (max 750 characters).

  3. Click Submit.

Comments are visible only within Predictions, while notifications alert team members.

This feature streamlines secure travel coordination and record-keeping. For assistance, contact info@predictprotection.com.