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nameAssign Approver and Role Template_27JUL23.xlsDeem_Approvers.csv
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nameAssign Approver Templatedeem_27JUL23.xls
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nameApprover Role Template_27JUL23.xlsappassociation.csv
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namePre-Trip Approval_PTA_FAQ.pdf

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Enabling PTA - Who to Contact

Contact Deem Channel Sales Director

Contact Channel Sales Director for initial Pre-Trip Approval set up:

Statement of Work (SOW)

  1. Submit a Statement of Work (SOW)

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  1. .

  2. Deem assists with implementation of PTA for your first site.

    • Once you have Pre-Trip Approval set up on your Deem company domain, you will have the ability to program PTA on each of your clients’ sites as needed.

Enable PTA on additional domains

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  1. Download the approvers template from this webpage (Deem_Approvers.csv) and complete the spreadsheet with the approver’s externalID.

  2. Download the travelers template from this webpage (deem_appassociation.csv) and complete the spreadsheet with the traveler’s externalID and the associated approvers. The TravelApproverID also needs to be the approvers externalID.

  3. As an admin, log into the console and navigate to the Profiles tab.

  4. Select Schedule Profile Upload.

    image-20240125-030427.png
  5. Navigate to the File Options and select:

    • File Source: Upload from local file

    • File Format: CSV

  6. Click Choose File and select your Deem_Approvers.csv file.

  7. Navigate to Load Options and select Update Only (ignore new users) and Ignore empty double quotes. Do not select any other boxes.

    image-20240125-035029.png

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Setting up Permissions

Designating  Approver Status Manually

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  • siteid_upload.csv

    • Example: malissademo-acme_deem_upload.csv (malissademo-acme_deem is the SiteID of my demo site)

  • csv (comma delimited)

See HR Feed with Pre-trip Approval for more information.

Pre-trip Offline booked PNRs

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