Xcursion

Xcursion Planner

Xcursion Training

Xcursion Support Team

FAQs

New to Xcursion Planner? Start here to get set up and write your first risk assessment.

Getting Started With Xcursion Planner

How to create a program and apply to run any sort of trip

Applying for a Trip

How the guided process works, from choosing a template to a finished risk assessment.

Risk Assessments

How to use the dynamic functions of the Xcursion Planner software including dynamic live weather alerts daily check-in's, incident reporting and other operational safety functions

On Program

How to set up your accounts and administer the software platform for your organisation.

Setup & Administration

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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