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Benefits and Need To Know

Benefits and Need to Know

Benefits

  • Allows you to specify what each user group can do or see online in Etta

    • Rail

    • Travel Policy

    • Vendor Preferences

    • Car Services

    • Agency Config

    • And much more

Need to Know

  • This is where Lists and Sets come into play

    • You have created your lists such as VIP Policy and Default Policy, then added them to a set

so that

    • , which allows you apply them to the appropriate Travel Service Rule/Group

  • Travel Service Rules move over when you clone your template site

  • Groups listed under Travel Service Rules, reflect those groups configured in the site.

    • Click link for further information on Groups

    • Note: The Everyone Group will be treated as your default traveler group. If you have a VIP, Manager and Default group you will create the group for VIP and Manager, those who do not fall within those parameters will fall in the Everyone group.  You do not need to create another group called Default.

      • The Everyone group is a group that cannot be removed from the site configuration, as it is hard coded into the system.  But you can deactivate the Travel Service Rules if it is not needed in your configurations.

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Configuring Travel Service Rules

Benefits and Need to Know

Group Priority

  • Each group is set in a priority, you can change the priority by changing the numbers under the priority list.

    • This is typically not changed, but can be changed if needed

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Enabling Travel Service Rules for Each Group

This is where you will apply the sets you created throughout the configuration process.

  • Note: If you make any changes to your configuration, you will need to ensure Travel Service Rules are updated as well 

    • Example: uploading new preferred hotels or reference points

  • To activate Travel Service Rule you will click the link to the right of each rule

    • Add and no color - Indicates the rule is not enabled

    • Edit and yellow - Indicates the rule is inactive

    • Edit and green - Indicates the rule is enabled and active

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  • Click on box to the left of Activate Rule

  • Group name will appear just below Activate Rule, as a reminder to what rule you are updating 

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  • Click on box to the left of Enable Travel

  • Ensure Full Service has been selected to the right of Travel Mode

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  • Click the box to the left of Enable Train, to enable the ability to book rail

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  • Select Preferred Vendor set from options list

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  • Select Restricted Countries set from options list

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  • Select Travel Policy set from options list

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  • Select Compliance Codes set from options list

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  • Select Agency Configuration set from options list

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  • Select Alternate Airport set from options list

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  • Select Display Configuration set from options list

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  • Select Corporate Payment Card Restrictions set from options list

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  • Select Corporate Site Payment Card set from options list

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  • Select Virtual Payment Provider set from options list

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  • Select Hotel Per Diems set from options list

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  • Select Reference Points set from options list

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  • Select Private Negotiated Rate set from options list

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  • Select Company Information set from options list

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  • Click on the box to the left of Enable Car Service with the following options, if Car Services are allowed for this group

    • If you have reference points loaded, you can select the reference points from the list

  • Click on Save

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  • Update all needed Travel Service Rules

  • Click on Save Priority Changes

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  • Click on Changes not applied

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  • Click on Commit

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  • Test

Helpful Hint

Benefits and Need to Know

  • If you are in the process of configuring the Travel Service Rules but forgot to create the set for a particular area, do not worry. There is a link next to each section, which will bring you to the specific configuration in the site, for you to add or update.

    • Example: Vendor Preferences

      • If you had created the list but forgot to add is to the set

        • Click on Add/Edit Airline Set

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  • Deem will bring you to the Air Preference Set

  • Click on Add a New Airline Set

  • Once created click on Back to Travel Rules

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  • You will be brought back to the Travel Service Rule you were configuring.

  • Select the new set and move on to the next section