Module Configuration - Foreign Travel

PROPRIETARY

REVN/PUBL DT 02/08/2025, v4.202501

TABLE OF CONTENTS

Overview
Drop-Down List Boxes by Tabs and the corresponding Profiles - Foreign Travel Module
Field Modification - Foreign Travel Module
Foreign Travel tab of the Insider Threat/CI Dashboard Permission
Permissions - Foreign Travel Module
Profiles - Foreign Travel Module
Reminder Fields - Foreign Travel Module
Rules when Personnel record being set to Inactive
System Parameters - Foreign Travel Module
User Defined Fields (UDFs) - Foreign Travel Module

Overview

Users must be a System Admin (SA) to be able to access the System Administrator landing page to make needed configuration changes to the module.

The following do not apply for the Foreign Travel module:

Cross Module Assignment Rules
Rules for Ignoring Special Access and Caveats for Assignments
Sequences

Drop-Down List Boxes by Tabs and the corresponding Profiles - Foreign Travel Module

Unless otherwise stated, the profiles for this module are located:

System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILE screen > Incident Management tab > Foreign Travel tab

Associated Documents Tab

Default Drop-Down Field Name	Corresponding System Profile
Type	Associated Document Type - Foreign Travel

Itinerary Tab

Default Drop-Down Field Name	Corresponding System Profile
FOREIGN TRAVEL ITINERARY screen
Transportation Type	Itinerary - Transportation Type
Transport In Country	Itinerary - In Country Transportation

Travel Information Tab

Default Drop-Down Field Name	Corresponding System Profile
Travel Reason	Reason for Travel
Travel Booked From	Source of Booking
Agency Reported To	Reportable Agency

Travelers Tab

Default Drop-Down Field Name	Corresponding System Profile
FOREIGN CONTACTS screen
Nationality	Nationality (Global profiles tab)
Contact Type	Contact Type (Incident Management profiles tab > Foreign Contacts tab)
Reason for Contact	Reason of Contact (Incident Management profiles tab > Foreign Contacts tab)
FOREIGN TRAVEL POST BRIEF screen
Questionnaire	Post Brief Questionnaire Type NOTE: Updating this profile is not applicable unless you have worked with the technical team to create a custom Post Brief Questionnaire.
FOREIGN TRAVEL TRAVELER - TRAVELING COMPANION screen
Citizenship	Citizenship Description (Personnel Security profiles tab > Personnel Management tab)
Relationship	Companion Relationship

Field Modification - Foreign Travel Module

System Administrator Mode landing page > System Setup menu > Field Labels submenu > SETUP SCREEN > Foreign Travel icon > SETUP SCREEN DETAIL screen:

> ITINERARY section

> TRAVEL INFORMATION section

The Field Labels module allows you to:

Hide a field
Hide a field except for users with Update permission
Designate a field as required
Rename a field
Change field formatting – Capitalize the entire field name, or capitalize the first character of each word

Foreign Travel tab of the Insider Threat/CI Dashboard Permission

System Administrator Mode landing page > User Setup menu > User Profile submenu > USER PROFILE MANAGEMENT screen > Permissions tab > Global Permissions tab > DASHBOARD section > Foreign Travel check box

Permissions - Foreign Travel Module

System Administrator Mode landing page > User Setup menu > User Profile submenu > USER PROFILE MANAGEMENT screen > Permissions tab > Global Permissions tab > FOREIGN TRAVEL section

Profiles - Foreign Travel Module

System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILES screen:

> Incident Management tab > Foreign Travel tab

> Incident Management tab > Foreign Contacts tab

> Personnel Security tab > Personnel Management tab

> Global tab

System Administrator Mode landing page > System Setup menu > System Profile submenu > Incident Management tab > Foreign Travel tab

Associated Document Type - Foreign Travel
Companion Relationship
Foreign Travel Itinerary - User Defined Drop Down 1
Foreign Travel Itinerary - User Defined Drop Down 2
Foreign Travel Itinerary - User Defined Drop Down 3
Foreign Travel Itinerary - User Defined Drop Down 4
Foreign Travel Itinerary - User Defined Drop Down 5
Foreign Travel System Parameters
Itinerary - In Country Transportation
Itinerary - Transportation Type
Post Brief Questionnaire Type
Reason for Travel
Source of Booking
Reportable Agency
User Defined Drop Down - 1
User Defined Drop Down - 2
User Defined Drop Down - 3
User Defined Drop Down - 4
User Defined Drop Down - 5
User Defined Drop Down - 6
User Defined Drop Down - 7
User Defined Drop Down - 8
User Defined Drop Down - 9
User Defined Drop Down - 10

System Administrator Mode landing page > System Setup menu > System Profile submenu > Incident Management tab > Foreign Contacts tab

Status

System Administrator Mode landing page > System Setup menu > System Profile submenu > Global tab

Clearance Classifications
Nationality

System Administrator Mode landing page > System Setup menu > System Profile submenu > Personnel Security tab > Personnel Management tab

Citizenship Description

Reminder Fields - Foreign Travel Module

System Administrator Mode landing page > Notification Setup menu > Reminder Events submenu > REMINDER SETTINGS screen > Foreign Travel section

Reminder Event Description	Submodule Name	Location in module	Field Name in module
Foreign Travel Start Date	N/A	Travel Information tab	Travel Date
Foreign Travel Post Brief Date NOTE: AC/PC customers should not activate this reminder because notifications for the Post Brief are already triggered from Portal Commander.	Travelers	FOREIGN TRAVEL POST BRIEF screen	Post Brief Date

Rules when Personnel record being set to Inactive

System Administrator Mode landing page > System Setup menu > System Profile submenu > Personnel Security tab > Personnel Management tab:

> Personnel System Parameters > Feature Configuration - Rules when Personnel record being set to Inactive system parameter > Value = Y

> Rules when Personnel record being set to Inactive profile

NOTE: The Rules when Personnel record being set to Inactive profile displays only when the Feature Configuration - Rules when Personnel record being set to Inactive system parameter Value is set to Y.

These rules allow for configuration of system behavior when an employee record is set to Inactive status in the Personnel Management module. The below rule in this profile applies to the Foreign Travel module:

Delete Upcoming Personal Foreign Travels

System Parameters - Foreign Travel Module

System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILE screen > Incident Management tab > Foreign Travel tab > Foreign Travel System Parameters section

Description	Value	Comments
Change Status to Inactive X Number of Days from Return Date	45	When Value = 45, the status of the travel record is automatically set to InActive 45 days after the Return Date. The maximum Value that functions is 365 and a value greater than that should not be entered. The status change(s) go into effect, as applicable, after a nightly refresh job has run.

User Defined Fields (UDFs) - Foreign Travel Module

System Administrator Mode landing page > System Setup menu > Field Labels submenu > SETUP SCREEN > Foreign Travel icon > Foreign Travel > SETUP SCREEN DETAIL screen:

> TRAVEL INFORMATION section > User Defined Fields section

> ITINERARY section

UDFs Available	SETUP SCREEN Location
5 UDF Flag fields (Yes/No) 5 Text Entry fields 5 Drop Down fields	ITINERARY section
10 Text Entry fields 10 Date fields 10 Drop Down fields	TRAVEL INFORMATION section > User Defined Fields section