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Pre-trip approval (PTA)

Emails

Traveler

Emails a Traveler can expect to receive, based on actions taken

  • Trip Pending Approval

View file
namePending Approval_Traveler Email.pdf

  • Trip Declined - Confirming Trip Auto Canceled

View file
nameApproval Declined Auto Cancel_Traveler Email.pdf

  • Trip Approved - Sent to Ticketing

View file
nameTrip Approved_Traveler.pdf

  • Manager Notifications Setup - Trip Confirmation Email

View file
nameNotifications Setup_Traveler Email.docx.pdf

Manager/Static Approver

Emails a Manager/Static Approver can expect to receive, based on actions taken

  • Accept or Decline Approval Email

    • Note: The example email based on all trips requiring approval. If PTA has a specific policy such as: If fare is $150 over the lowest logical fare, the policy break will appear on the email, along with what flights the traveler declined.

View file
nameManager Approval Email.docx

  • Trip Declined

View file
nameTrip Declined_Approver Email.pdf

  • Trip Decline and Auto Cancel Confirmation

View file
nameTrip Decline and Auto Cancel Confirmation_Approver Email.pdf

  • Trip Approved

View file
nameTrip Approved_Approver Email.pdf

  • Manager Notifications Setup

View file
nameNotification Email_Recieved by Approver.pdf

Hold Trip

Task

Process and Helpful Hint

Traveler

Emails a traveler can expect to receive if they place a trip on hold

  • Hold Trip Confirmation Email - Confirmation once trip is successfully pleased on hold

View file
nameHold Trip Confirmation_Traveler Email.pdf

  • Hold Trip Reminder - Reminder email to go back on line to purchase or cancel trip

View file
nameHold Trip Reminder_Traveler Email.pdf

  • Hold Trip Auto Cancel - Email send if traveler does not go online or call an agent to purchase or cancel their trip

View file
nameHold Trip Cancelation_Traveler Email.pdf

Delegate Booked trip

Task

Process and Helpful Hint

Traveler

Traveler will receive the below email regardless if they book the trip or their Delegate books the trip

  • Purchase Confirmation

View file
namePurchase Confirmation_Traveler.pdf

  • Trip Canceled

View file
nameCancelation Email_Traveler.docx.pdf

Delegate

Delegates will only receive these emails if they book the reservation for their traveler. If the traveler books the reservation themself, you will not receive the email notification. 

Note: Delegate will see the trip if they log into Deem

  • Purchase Confirmation

View file
namePurchase Confirmation_Delegate.pdf

  • Trip Canceled

View file
nameTrip Cancelation Email_Delegate.docx

Delegate Access to Profile

Task

Process and Helpful Hint

Traveler

Traveler can anticipate to receive if someone becomes a delegate or is removed as a delegate from their account

  • Delegate access established

View file
nameTraveler_A Delegate Has Been Added to Your Account.pdf

  • Delegate access removed

View file
nameTraveler_A Delegate Has Been Removed to Your Account.pdf

Delegate

Delegate can anticipate to receive if they become a delegate or is removed as a delegate from another individual’s account

  • Delegate access established

View file
nameDelegate_Confirmation_ Delegate Access.pdf

  • Delegate access removed

View file
nameDelegate_Delegate Access Removed.pdf

Open Enrollment

Task

Process and Helpful Hint

Traveler

Email generated to individuals will receive once they initiate Open Enrollment online.  They will need to click on the link within the confirmation email to complete the registration process. 

  • Email after registering/creating account through Open Enrollment

View file
nameOpen Enrollment_Sent to Traveler after they register.msg.docx

New User/Password reset

Task

Process and Helpful Hint

Traveler

Email generated to individuals when a new user or password reset email requested 

  • New User or Password Reset

View file
nameNew User_Password Reset Email.pdf