Adding visits and applying for initial approval
Note that some sites may not have 'Initial Approval' configured - in these cases, this section does not apply
To add a new visit, the first step is to apply for Initial Approval by filling in a simple form with brief details of why, who, when and where. Once the form is completed, clicking the 'Apply for Initial Approval' button will notify the EVC of the visit, and allow them to check that there are no timetabling clashes or any other reasons that the visit cannot go ahead. The EVC will either grant Initial Approval, or reject it. The visit leader will receive a notification message either way, which will contain reasons for rejection or may contain things to bear in mind when completing full details of the visit.
If Initial Approval is rejected, it may be possible to address the EVCs concerns by modifying the application (e.g. changing the date) and resubmitting. If the EVCs rejection notes say that the visit can't go ahead under any circumstances, then the sensible thing to do is to delete the visit.
If Initial Approval is granted, then the visit leader may go on to enter full details of the visit.
Recent articles
Documentation
Contents page for documentation sectionCreating/registering users
Information on how to register as a user, how to create and manage users as an administrator.User roles
Information on the various user roles, who to assign them to, and what each rold allows the user to do.Creating and editing establishments
Information on adding and managing establishments in ExeantAdding visits and applying for initial approval
Information on entering a brief visit outline in order to apply for initial approval for the visit to go aheadCompleting visit details and submitting for approval
Information on entering complete details of your visit and applying for formal visit approvalApproving visits
Information for EVCs, heads and employers on granting or rejecting approval for visits to go ahead.Introduction
An overview of the Exeant workflowExeant
Exeant is a proven system for the management of successful school visit planning. It has an attractive, clear and easy to use responsive web interface that prompts and ensures that leaders and managers complete everything demanded by their policy, procedures and national guidance. This system works in any web browser on any type of computer. It is fully functional on mobile phones and similar devices for immediate access to the system in the field. It can completely remove the need for paperwork from the planning and recording process. Approval confirmation can be set to reflect the various categories of visit and delegated approval specified by the employer policy.
