Describe your travel policy and approval path. Makeform creates a travel risk assessment form for itineraries, hazards, controls, emergency arrangements, and a decision before departure.
Route travel reviews to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a prompt, adapt it to your policy, or send it to the Makeform builder.
Audience
Employees and managers reviewing overseas travel
Format
Pre-travel assessment with scored hazards and approval
Prompt size
284 chars
Example form structure
Pre-travel assessment with scored hazards and approval
Traveler, manager, purpose, and itinerary
Destination hazards and travel segments
Likelihood and impact for each hazard
Mitigation action, owner, and due date
Reviewer decision and comments
Suggested routing tags
Standard review
Elevated review
Needs information
Pair every hazard with a control, owner, and review date so approvers can act on it.
Step 1
Describe
traveler, destination, itinerary, and purpose
Step 2
Assess
hazards rated by likelihood and impact
Step 3
Control
actions assigned with owners and dates
Step 4
Decide
reviewer records conditions and outcome
A decision-ready record
Bring itinerary details, risks, controls, and open actions together for a consistent review.
Capture destinations, connections, transfers, hotels, visits, and the return leg.
Ask for likelihood, impact, control, owner, and completion status.
Record requested changes, conditions, and the final decision.
Useful across travel programs
Adjust hazards, thresholds, reviewers, and follow-ups for each trip type.
Review documents, locations, transport, accommodation, communications, and contingencies.
Flag solo arrivals, support needs, equipment, and individual follow-up.
Cover driving, weather, remote access, lone work, contacts, and check-ins.
Add local support, escalation triggers, conditions, and multiple reviewers.
Build the workflow
Generate the structure, add your policy language, and prepare it for reviewers.
Specify travelers, covered trips, usual hazards, and approvers.
Add rating scales, controls, sources, privacy text, and decision definitions.
Reveal follow-ups for international, solo, driving, remote, or elevated-risk trips.
Notify reviewers and track pending actions, conditions, and outcomes.
Choose the right intake
A risk assessment connects hazards to controls and a named outcome.
Field guide
These six sections turn a destination checklist into a reviewable travel record. Adapt the questions and risk definitions to your own policy and available information.
Traveler and purpose
Collect the employee, manager, purpose, host, and booking contact. Request only necessary personal considerations and offer private follow-up.
Complete itinerary
Capture dates, locations, carriers, accommodation, ground transport, and site contacts so reviewers can follow the entire trip.
Hazard identification
Cover transport, security, weather, service access, communications, remote work, and disruption, plus an open field for other concerns.
Risk rating
Define likelihood and impact choices, then record initial and residual ratings separately.
Controls and readiness
For every control, name the action, owner, deadline, and status so reviewers see what remains open.
Emergency and decision
Capture contacts, check-ins, escalation, contingencies, reviewer, conditions, outcome, and reassessment triggers.
Related tools
Use these live Makeform tools for the surrounding travel workflow, from initial request and checklist to emergency contacts and incident follow-up.
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Open toolMaintain the employee contact details needed for an internal response process.
Open toolDocument what happened, where, who was involved, and the immediate response after an event.
Open toolCollect transport, accommodation, passenger, and scheduling details for booking coordination.
Open toolFAQ
Practical answers for travel, safety, security, and operations teams setting up a pre-trip review.
It records an employee trip, hazards, ratings, controls, emergency arrangements, and a review decision. The organization defines its policy, thresholds, and reviewer responsibilities.
Include traveler and manager details, purpose, every itinerary segment, accommodation and local transport, destination and journey hazards, information sources, initial and residual ratings, controls with owners and due dates, emergency contacts, check-ins, contingencies, reviewer comments, conditions, decision, and reassessment triggers.
Define likelihood and impact choices in your policy. Record initial risk, controls, and residual risk separately; a score supports rather than replaces reviewer judgment.
Yes. Create a common itinerary and traveler section, then use conditional paths to reveal international document, border, communications, and destination questions only when relevant. Driving, lone travel, remote sites, or elevated-risk answers can open their own follow-ups.
For each elevated concern, require a specific action, named owner, due date, and status. Add a reviewer field for evidence or comments, plus decision options such as needs information, approved with conditions, deferred, or not approved. Define those labels in your policy.
Collect only information your organization has decided is necessary for planning, explain its purpose, and provide a suitable private process for sensitive details. A general risk form can ask whether confidential follow-up is needed without asking the traveler to describe personal information in an open field.
Yes. Makeform is unlimited free for generating, editing, publishing, and collecting responses to your form. The paid tier removes the Makeform badge; it does not unlock extra submissions or continued use.
Set triggers that fit your policy, such as a destination or date change, a new travel segment, a different traveler, a material change in current information, an unresolved control, or a disruption that changes the itinerary. Record the revision date and reviewer so the latest decision is clear.
Make the review happen before departure.
