Group Travel & Tour Planning

Runsheet Attachments

Probably the most useful and powerful feature for group travel and tour planning within WorkZerk is the ability to attach Compliance requests to Work (Scheduled).

You can maintain a database of attachments relevant to your group travel or tour planning, including documents such as:

  • Travel insurance.

  • Hotel and acommodation bookings.

  • Flight, train and transit bookings and confirmations.

  • Supplemental document for planned Activities.

  • Any associated PDF documents, images or links to attach to the itinerary.

These attachments appear within the live runsheet in the Event Portal, allowing appropriate access to these files to the various Portal Guests (whether they be tour group members, assistants or internal staff).

Day Labels

Something as simple as being able to label a day is vitally important when planning a multi-day trip or itinerary. You can see at a glance what the focus of that day is (whether it’s the city name you are in, or the hotel name everyone is staying at).

Portal Guest Hats

Work (Scheduled) can also added in the context of a Guest Hat. For example, you can assign Work (Scheduled, Onboarding, Routine or Triggered) to a hat (role).

Portal guests can then put on different hats (assume different roles) within WorkZerk to see only the Work that is relevant to them.

One Offline Pdf with All Attachments

WorkZerk works best when paired with a stable internet connection like any 4G or 5G internet connection. Should the connection go down, WorkZerk will automatically refresh on reconnection.

While WorkZerk does not offer any offline support for data or attachments, these can be downloaded before or during the trip into one consolidated PDF file which includes attachments.

That means if your internet is down, or you are in the middle of nowhere… you can access the consolidated PDF and open any attachment on your device (mobile phone, tablet or computer) and get the information you need at your fingertips.

Work Task Assignments

When you assign Work to a portal guest, they are able to mark that task as completed. The Admin area updates immediately with that information. You will always know what tasks have been completed when they are assigned to any portal guest.

Multi-Admin User Support

WorkZerk supports an unlimited number of Admin users who have access to the Admin area.

This might be key managers such as the Tour Manager, Road Manager etc.

Space (Workspace) Support

Spaces are really a short name for ‘Workspaces’ and allow you to store all Work, Compliance & Attachments and Branding within one bucket or ‘Space’.

When planning group or tour travel, our customers use the Space branding feature to display the tour logos and branding to a point.