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The first step is to either edit or create a travel policy and select or edit the policy criteria.
From the Partner Dashboard home page, click the Settings link to the right of the site you want to update.
At the top of the partner dashboard, click the Services tab.
Click the Travel Policy link.
On the Travel Policy Management page, click the Policy List link.
Take one of the following steps as appropriate:
To create a new policy by cloning an existing policy, click the Copy link to the far-right of the name of the policy you want to clone.
To create a new policy without using an existing policy, click the Add A New Travel Policy link.
To edit an existing policy, click the name of that policy.
Any of the above actions open the Services | Edit (or Add) page. Remaining steps are the same for all above actions.
For easier references, the sections on this page are detailed separately below, including recommendations for best practices. Follow the steps below as applicable for the policy you want to create or edit.
After making all desired selections, click the Save button at the bottom of the page and move to the next section to add this policy to a policy set.
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Note: If you enter numbers for both options, also select whether to apply tohe the greater or lesser of the two to determine policy compliance.
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Select the start and end dates to which this policy applies: Optional. Select a Start Date and End Date from the dropdown menus if the policy should be in effect for only a specific time period. You can leave the end time blank to apply the policy until you change or remove it.
The remainng remaining options apply to airline travel locations, first the departing location (From Location), the arrival location (To Location), and any connecting location (Through Location). For any or all of these three locations, select on of the following options as follows:
by airport codes: Select and then enter one or more originating, arrival, or connecting airport/s where this policy applies, separated by semicolons. For example, SFO;SJC;OAK applies these policy settings for trips originating from the San Francisco, San Jose, and Oakland, California, airports. Click the Airport Code link if you need to look up an airport code.
by states: Select to specify originating, arrival, or connecting states from the dropdown that appears. CTRL-click to select multiple.
by countries: Select to specify originating, arrival, or connecting countries from the dropdown that appears. CTRL-click to select multiple.
anywhere : Select to apply these policy settings to any originating, arrival, or connecting location.
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