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View file
nameService Rules_25AUG2320Sept23.pdf

To download above documents:

  • Click on desired document to open it. Then, click on the cloud symbol in the top right corner of your screen to download, save, or print.

This guide is to walk you how to configure Travel Service Rules, and bring all of your site configuration togetherOverview

Service rules enable or disable the services such as rail, travel policy, display configurations, custom fields.

Table of Contents
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Benefits and Need to Know

Benefits and Need to Know

Benefits

  • Allows you to specify what each user group can/cannot see or do online within Deem. Including but not limited to rail, travel policy, vendor preferences,

car services apply them to the appropriate

  • Hotel Per Diems, display configuration 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, which allows you

  • Service

Rule/Group.Click link for further information about Lists, Sets and

  • Rules

.Service Rules

  • clone over from your template site during the site creation process.

  • Service Rules

,

  • reflect the groups configured

in

  • on 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 Service Rules if it is not needed in your configurations.

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Configuring Service Rules

Benefits and Need to Know

Group Priority

  • Users are evaluated at they come into the system, if they do not meet the qualifications of the first group, they are evaluated by the next group and so on. If they do not meet any of the group qualifications they are considered the everyone/default group.

  • Each group is set priority level, 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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  • But keep in mind this is not typically changed.

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Enabling Service Rules for Each Group

Services Rules is where it all comes together, you will now apply the sets you have configured throughout the configuration process.

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

Example: uploading new preferred hotels or reference points.

  • On the Rules tab, select Service Rules.

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  • To activate Travel Service Rule, you will

the 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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  • Select box to the left of Activate Rule.

  • Group name will appear just below Activate Rule, as a reminder

to

  • of what rule you are updating.

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  • Select box to the left of Enable Travel.

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

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

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  • Within each section

assign the appropriate set

  • on this page, select the preconfigured set from the drop-down list. Keep in mind you there may be many sections where it does not apply to the group you are configuring.

    • Select None

 if the section does not apply to the group.

Note: Service Rules clone over from your template, therefore you may need to make minor changes to each group.It is critical to validate all service rules have been updated properly.

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    • when a set does not exist or if it is not needed for the traveler group. If a new configuration is needed or to review contents of an existing set, click the add/edit link to go to the configuration page.

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Special areas to Note:

  • Select Compliance Codes set from list of options. (Required, even if policy is not applied).

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  • Select the checkbox to the left of Enable Car Service with the following options

,

  • if Car Services are allowed.

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

  • Once you have completed all of your update, select Save.

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  • Select Save Priority Changes.

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  • Commit changes.

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  • Test each group to insure they are functioning properly.

Helpful Hint

Helpful Hints

  • If you are in the process of configuring the 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

  • it to the set.

    • Select Add/Edit Airline Set.

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  • Deem will bring you to the Air Preference Set.

  • Select Add a New Airline Set.

  • Once created Select 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.