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This guide is to walk you how to configure Travel Service Rules, and bring all of your site configuration together.
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Benefits and Need To Know
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Benefits and Need to Know
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Benefits
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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
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Need to Know
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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 you apply them to the appropriate Travel Service Rule/Group
Click link for further information about Lists, Sets and Rules
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Travel Service Rules move over when you clone your template site
Groups listed under Travel Service Rules, reflect those groups configured in the site.
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Click link for further information on Groups
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On this page:
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Overview
Service Rules enable or disable the services such as rail, travel policy, display configurations, and custom fields. You can specify to which services each user group has access, including but not limited to rail, travel policy, vendor preferences, hotel per diems, and display configuration.
Important: If you make any changes to your configuration, ensure that Service Rules are updated as well (for example, if new preferred hotels or reference points are uploaded).
Need to know
Service Rules clone over from your template site during the site creation process.
Service Rules reflect the groups configured on the site. Refer to Groups for more information.
Note: The Everyone group is treated as the default traveler group. If you have a VIP, Manager, and Default group
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, create the group for VIP and Manager
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; those who do not fall within those parameters will fall in the Everyone group.
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You do not need to create another group called Default.
The Everyone group
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cannot be removed from the site configuration, as it is hard coded into the system.
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You can deactivate the
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Service Rules if it is not needed in your
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Configuring Travel Service Rules
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Benefits and Need to Know
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configuration.
Access Service Rules
From the partner dashboard home page, select the Settings link for the site you want to modify.
From the top menu, select the Rules tab.
Select Service Rules.
The list of Groups and their associated priority display.
Group priority
Users are evaluated when they log 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 to be in the Everyone (default) group.
Each group is set
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priority level, you can change the priority by changing the
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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
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number in the Priority column. However, priority values are not typically changed.
Configure a Service Rule
The Service Rules page lists the existing groups, priority, and rules. For each rule, colors indicate whether or not it is active for a group.
The word Add and no color indicates the rule is not enabled.
The word Edit and yellow
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indicates the rule is inactive.
The word Edit and green
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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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Select the Add/Edit link in the Rule column.
To enable a group, select Activate Rule.
The Group name displays below in the IF section as a reminder of which rule you are updating.
Select Enable Travel in the THEN section.
For Travel mode, ensure Full Service is selected.
In the Train Travel section, select 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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Helpful Hint
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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.
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.
For each section, select a 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 when a set does not exist or if it is not needed for the traveler group.
If you need to add or edit a set, select the Add/Edit link to go to the set’s configuration page.
From the set page, you can add a new set or edit an existing set.
Select the Back to Travel Rule link to return to the rule configuration page.
The Compliance Codes section is required, even if a policy is not applied.
When all preferences are set, select Save.
Update each group as necessary, select Save Priority Changes.
Commit the changes.
Test each group to ensure they are working properly.