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Task

Process and Helpful Hint

Creating new Display Configuration through cloning existing policy

  • While the display configuration is cloned over from your template, you can not only easily edit the display configuration (as demonstrated above), but you can also clone an existing policy to create another.

    • Example: Let’s say you have two policies on your temple (Default and VIP).  Default being the most restrictive and VIP which is the least restrictive (typically very limited restrictions). You now need to configure a third policy that allows for business and first class when traveling internationally.

      • First configure the default policy

      • Click on Clone to the far right of the default policy group

      • Change Policy Name

        • In this example changing to Manager Policy

  • Enable shopping for First Class Cabin: click on radio button to enable

  • Enable shopping for Business Class Cabin: click on radio button to enable

  • If these are the only changes move to the bottom of the screen and click on Save

Add To Set

Now that you have updated your display configuration, you will need to validate that the list has been added to the correct set. This will allow you to add the display configuration to  the Service rules to each appropriate group.

  • Click on Services tab

  • Click on Display Configuration link

  • Click on Display Configuration Set

  • Click on Add A New Display Configuration Set

  • Enter Set Name:  in this example I have entered Manager Display Config

  • Click Add Config

  • Click radio button to the left of the policy you would like to add

  • Click on OK

    • Note: if there is more than one policy to add such as if you have built a domestic and international policy, click on the radio button to the first policy you would like to add and then click on OK & Add Another Policy, you will then be brought back to the same screen to select the next policy for that set.  You would then click on Ok to complete that policy set.

  • Click on Save

Add to Service Rules

Added/validate all display configuration sets have been added to the Service Rules

  • Click on Rules tab

  • Click on Service Rules

  • Click on Edit to the right of each rule, under the Travel column

  • Scroll down to Display Configuration and select configuration for the group

  • Scroll to the bottom of the screen and click on Save

  • Once you have confirmed updates have been made to each group, click on Save Priority Changes

  • Click on Changes not applied in the upper right-hand corner of the screen

  • Click on Commit

  • Yay changes have been successfully committed

  • Test

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