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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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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,
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hotel per diems, and display configuration
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.
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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, which allows you apply them to the appropriate Service Rule/Group.
Click link for further information about Lists, Sets and Rules.
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
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reflect the groups configured
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on the site.
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Refer to Groups for more information.
Note: The Everyone
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group is treated as
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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
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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 Service Rules if it is not needed in your
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Configuring 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 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 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.
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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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Select
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the Add/Edit link in the Rule column.
To enable a group, select Activate Rule.
The Group name
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displays below in the IF section as a reminder
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of which rule you are updating.
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Select
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Enable Travel in the THEN section.
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For Travel mode, ensure Full Service
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is selected.
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In the Train Travel section, select Enable Train
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to enable the ability to book rail.
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For each section
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, 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
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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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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
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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 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.
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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.