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Overview
Overview
The display configuration controls how the system displays policy information to a user.
You create or edit a list of display settings as a configuration. You. You can add the same configuration to more than one set. (refer to Adding or Editing a Travel Policy for details).
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Benefits and Need to Know
Benefits and Need to Know | |
Benefits |
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Example: Same display configuration used by the default group and manager group, where |
the VIP group has a separate display configuration. | |
Need To Know |
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Display Configuration List: Is a list of display decisions
In order to have different display configurations for users, you create or edit each display configuration list
Display Configuration Set: Provides the ability to compartmentalize display configuration to be later add to a group
Service Rules: Provides you to area to file sets to the appropriate groups
Please click link for further information about Lists, Sets and Rules
Steps to Edit Display Configuration
Task
Process and Helpful Hint
Edit Display Configuration List
Note: The Display Configuration clones over from your template. which can be edited by taking the following steps
Click Settings tab
Click Display Configuration
Click Display Configuration List
Select the policy you would like to edit
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Steps to Edit Display Configuration
Task | Process and Helpful Hint |
Edit Display Configuration List | Take the following steps to edit existing display configurations.
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Add To Set | Now that you have updated your display configuration, you will need to validate that the list has been added to |
appropriate group. |
Click Services tab
Click Display Configuration link
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Once you have confirmed the display configuration list has been added to the correct set, you want to validate the set has been added to the correct Service Rules. |
Validate Service Rules |
Added/validate all display configuration sets have been added to the Service Rules
Click Rules tab
Click Service Rules
Click 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 Save Priority Changes
Click Changes not applied in the upper right-hand corner of the screen
Click Commit
Yay changes have been successfully committed
Test to insure display configuration is working properly
Steps to Clone Display Configuration
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.
Click 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 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 Services tab
Click Display Configuration link
Click Display Configuration Set
Click 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 OK
Click Save
Add to Service Rules
Added/validate all display configuration sets have been added to the Service Rules
Click Rules tab
Click Service Rules
Click 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 Save
Once you have confirmed updates have been made to each group, click Save Priority Changes
Click Changes not applied in the upper right-hand corner of the screen
Click Commit
Yay changes have been successfully committed
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Commit Changes and Test |
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Steps to Clone Display Configuration
Task | Process and Helpful Hint |
Creating new Display Configuration through cloning existing display configuration | 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 limited restrictions). You now need to configure a third policy that allows for business and first class when traveling internationally.
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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.
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Add to Service Rules |
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Commit Changes and Test |
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Display Configuration
Task | Process and Helpful Hint |
Activate Display Config |
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Air Shopping Display Configuration |
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Note: The best practice is to *not* have any airline selected and let the system find the most appropriate flight options based on availability.
Note: |
Select the radio button to the left of the Use Custom to customize the label for each class of service, and update the filed provided. Example: In this example changing Coach to Economy.
Note: (Sabre only)
Note: Please review all custom field configurations regarding DSM, PTA and PNR Edits related to total air fare to ensure correct output. |
You can enter a support ticket if you are not familiar with Java Script. |
Please Note: This functionality is limited to Sabre users only and does not apply to multi-city trips. Please Note: Split ticket option will only be recommended when the savings is greater than $50 compared to the single ticket option. The threshold is not configurable and defined as a system default.
Note: By default, the air search time is set to be Morning (6am – 12pm) for departures and Evening (6pm – 12am) for return flights. The user can always select specific times from a dropdown menu. Choosing No does not change the default display times.
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Train Shopping Display Configuration |
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Hotel Shopping Display Configuration |
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Car Shopping Display Configuration |
Note: If more |
than one car size: Select the first car size, and then hold down Control (CTRL) and |
select subsequent car sizes |
or hold down the Shift key to select a range of car sizes. These sizes will not appear to users.
Note: Select the first car type (such as 4-5 Door), and then hold down Control (CTRL) and |
select subsequent car types |
or hold down the Shift key to select a range of car types.
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Booking, Change and Cancellation Configuration |
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Note: If the user declines an unused ticket, it is documented in the PNR XML file along with the exchange details for that ticket.
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Tentative Trips Configuration |
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Dynamic Site Messaging |
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Page Messages |
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WebFare Source Messages |
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