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Overview
Travel Policy/Policies clone over from your template site, you may only need to make minor changes, based on client needs. This document will demonstrate how to clone, update, and configure a policy from end to end.
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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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Configure travel policy for one or more policy groups.
Configure multiple policies for an individual group or groups.
Example: Default Group - Domestic and International Policy.
See attached Wiki article.
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Need To Know
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Travel Policy clones over from your template, during the creation of your site.
Travel Policy List: Is a list of policy decisions.
In order to have different travel policies for users, you create or edit each policy list.
Travel Policy Set: Provides the ability to compartmentalize policies to be later added to a group.
Service Rules: Provides you with an area to file sets to the appropriate groups. Please click link, for further information around Travel Service Rules.
Steps to Edit Travel Policy
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Task
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Process and Helpful Hint
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Edit Travel Policy List
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The Travel Policy clones over from your template. which can be edited by taking the following steps.
On the Services tab, select Travel Policy.
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Select Policy List.
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Select the policy you would like to edit.
Travel Policy Configuration and Recommendations provided below.
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Once configuration is configured move to the bottom and select Save.
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Validate that the travel policy has been added to the travel policy set.
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Add To Set
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Now that you have updated your travel policy, you will need to validate that the policy list/lists have been added to the correct set. This will allow you to add the travel policy to the Service rules for each appropriate group.
On the Services tab, select Travel Policy link.
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Select Policy Set.
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Garbage can with a red X indicates the policy is added to a Service Rule.
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All of the sets look to be added to the Service Rules, but you will want to validate you have assigned them to the correct Service Rules.
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Validate Service Rules
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Added/validate all travel policy sets have been added to the Service Rules.
On the Rules tab, select Service Rules.
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Select Edit to the right of each rule, under the Travel column.
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Scroll down to Travel Policy and select travel policy for the group.
Note: If you have not also applied your Compliance Codes, you will be required to select the Compliance Codes in the next section.
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Scroll to the bottom of the screen and select Save.
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Confirmed updates have been made to each group.
Select Save Priority Changes.
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Select Changes not applied in the upper right-hand corner of the screen.
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Select Commit.
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Yay! Changes have been successfully committed
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As with any updates to the site, you will want to test to make sure everything is working properly.
Steps to Clone Travel Policy
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Task
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Process and Helpful Hint
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Creating new Travel Policy through cloning existing policy
While the policies are cloned over from your template, you can not only easily edit the travel policy (as demonstrated above), but you can also clone an existing policy to create another.
Example: Let’s say you have two policies on your temple (Default and VIP). Default being the most restrictive and VIP which is the least restrictive. You now need to configure a third policy that allows for business and first class when traveling internationally.
Select Clone to the far right of the group you would like to clone.
Change Policy Name: In this example changing to Manager Policy.
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Move down to First Class Policy and Business Class Policy.
Select Yes to the right of both.
Travelers are permitted to book first class: Select Yes.
Travelers are permitted to book business class: Select Yes.
Options for both will be expanded.
Limit first class to international flights: Select Yes.
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If these are the only changes move to the bottom of the screen and select Save.
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Add To Set
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Now that you have created your new travel policy list. You will need to add a set so that you can add it to the Service rules for the appropriate group.
On the Service tab, select Travel Policy.
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Select Policy Set.
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Select Add A New Policy Set.
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Enter Set Name: in this example I have entered Manager Policy.
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Select Add Policy.
Select radio button to the left of the policy you would like to add.
Select OK.
Note: if there is more than one policy to add such as if you have built a domestic and international policy.
Select radio button to the first policy you would like to add.
Select OK & Add Another Policy, you will then be brought back to the same screen to select the next policy for that set.
Select Ok to complete that policy set.
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Select Save.
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Add to Service Rules
Added/validate all travel policy sets have been added to the Service Rules
On the Rules tab, select Service Rules.
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Scroll down to Travel Policy and select travel policy for the group.
Note: If you have not also applied your Compliance Codes, you will be required to select the Compliance Codes in the next section.
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Scroll to the bottom of the screen and select Save.
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Once you have confirmed updates have been made to each group, select Save Priority Changes.
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Select Changes not applied in the upper right-hand corner of the screen.
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Select Commit.
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Yay changes have been successfully committed.
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Test to ensure everything is working as you expect.
Travel Policy Configuration
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Task
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Process and Helpful Hint
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Using Amount or Percentage to Trigger "Out-of-Policy"
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Enter the maximum allowable difference between the lowest policy compliant airfare and the user's selection:
Enter the maximum allowable difference between the lowest policy compliant airfare and the user's selection:
Note: When $ and % are both set to pick the lesser or higher of the two for compliance. Select which should be used if both percentage and currency parameters apply : Greater or Lesser of the two.
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Applying Unused Tickets and Entering Fee and Purchase Limits
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Enter the maximum Apply lowest policy compliant airfare to unused ticket add collect: Select Yes or No.
Yes - Applies the new ticket additional collect amount to the original ticket’s value for policy compliance. The system provides the estimated cost of changing the trip for each available flight option and applies minimum cost savings to the lowest available price based on the ticket exchange. In the event the system recommends a new ticket be issued, policy will be based on the cost of the new ticket as compared to other similar options where the original unused ticket is not part of the exchange solution.
Enter the maximum allowable airfare change fee: In addition to the possible ticket price increase, enter the maximum change fee allowed and select the currency for the fee.
Enter the maximum allowable airfare cancellation fee: Enter the maximum cancellation fee allowed and select the currency for the fee.
Enter the minimum advance purchase time range (in days): Enter the minimum number days before a departure ticket purchase is allowed. This is usually set to between 7 and 14 days. The trip would be out of policy if it were booked less than 7 or 14 days before departure date.
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Apply policy window to users search window?: Yes or No
Yes - Policy is applied to the search parameters the user selects on the Trip Planner page.
No - This is referred to as dynamic air policy. Policy applies to the flights selected rather than the times searched.
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Select the earliest limit of the time range that will be used to evaluate policy compliance for itineraries with flights: Select time range from menu
Options: 1-24 hours.
Recommendation: 2 hours.
Select the latest limit of the time range that will be used to evaluate policy compliance for itineraries with flights: Select time range from menu.
Options: 1-24 hours.
Recommendation: 2 hours.
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Setting Seating Class of Service Policies
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First Class Policy:
Select Yes or No. If Yes is selected the following will appear
Limit first class to international flights: Select Yes or No
Minimum flight time for first class: Select the hours and minutes of flight time before a first class ticket would be allowed.
Apply minimum flight time per flight segment: Select Yes or No.
Yes - Applies to each flight segment.
No - Minimum is applied to the total flight time for connecting flights.
Minimum flight distance for first class: Enter the flight distance before a first class ticket would be allowed and select the unit of distance measurement.
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Business Class Policy:
Select Yes or No. If Yes, select the following will appear.
Limit Business class to international flights: Select Yes or No.
Minimum flight time for first class: Select the hours and minutes of flight time before a first class ticket would be allowed.
Apply minimum flight time per flight segment: Select Yes or No.
Yes - Applies to each flight segment.
No - Minimum is applied to the total flight time for connecting flights.
Minimum flight distance for business class: Enter the flight distance before a first class ticket would be allowed and select the unit of distance measurement.
Premium Class Policy:
Select Yes or No. If Yes, select the following.
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Limit premium class to international flights: Select Yes or No.
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Travel policies clone from your template site. You can edit any cloned policy, create a new policy by cloning from an existing policy, or create a new policy without cloning. This page details how to edit and create travel policies, assign them to a travel policy set, and then assign that travel policy set to one or more user groups.
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Benefits and Need to Know
Travel policies are configured rules around travel criteria, such as cost, vendors, locations, etc., that a user-selected itinerary must meet to be considered “in policy.” You can configure travel policies to prevent users from booking trips that are not in policy, or allow users to book out-of-policy trips if they select a compliance code or provide reasons for booking the trip.
To apply a travel policy to users, it must be assigned to a travel policy set, which you then assign to one or more user groups.
Deem uses the following terms in creating and assigning travel policies:
Policy List: A list of individual policy criteria.
Travel Policy Set: A group of travel policies, allowing you to assign multiple policies to user group/s.
Service Rules: A set of rules configured elsewhere in Deem, including travel policy sets, that you assign to one or more groups.
Add, Edit, or Clone a Travel Policy
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.
Flight Policy
This section allows you to set options around airfare cost, class of service, unused tickets, and change fees.
Airfare cost
Enter the maximum allowable difference between the lowest policy compliant airfare and the user's selection:Use this to set a numeric amount parameter around airfare cost: Enter the maximum amount over the lowest compliant airfare that users can select for the trip to be considered in-policy; also select a currency from the dropdown.
Enter the maximum allowable percentage difference between the lowest policy compliant airfare and the user's selection: Use this to set a percentage parameter around airfare cost: Enter the maximum percentage over the lowest compliant airfare that users can select for the trip to be considered in-policy.
Note: If you enter numbers for both options, also select whether to apply the greater or lesser of the two to determine policy compliance.
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Unused tickets and change fees
Set the following options for policy around unused tickets and change fees.
Apply lowest policy compliant airfare to unused ticket add collect: Select Yes to apply policy criteria to add collect fees if charged when a user exchanges tickets. Yes applies the new ticket additional collect amount to the original ticket’s value for policy compliance. The system provides the estimated cost of changing the trip for each available flight option and applies minimum cost savings to the lowest available price based on the ticket exchange. In the event the system recommends a new ticket be issued, policy will be based on the cost of the new ticket as compared to other similar options where the original unused ticket is not part of the exchange solution.
Enter the maximum allowable airfare change fee: In addition to the possible ticket price increase, enter the maximum change fee allowed for policy compliance and select the currency.
Enter the maximum allowable airfare cancellation fee: Enter the maximum cancellation fee allowed and select the currency.
Enter the minimum advance purchase time range: Enter the minimum number of days before departure that a ticket purchase is allowed. For example, if set to 7 days, a trip would be out of policy if booked less than 7 before the departure date.
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Apply policy window to users search window?:
Yes: Policy is applied to the search parameters the user selects on the Trip Planner page.
No: This is referred to as dynamic air policy. Policy applies to the flights selected rather than the times searched.
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Select the earliest limit of the time range that will be used to evaluate policy compliance for itineraries with flights: Select between 1 and 24 hours. 2 hours recommended
Select the latest limit of the time range that will be used to evaluate policy compliance for itineraries with flights: Select between 1 and 24 hours. 2 hours recommended
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Class of Service
For each type of airline class of service (first, business, and premium), if you want to allow users to book tickets in that class, select Yes for Travelers are permitted to book type of class. The following options are displayed for any Yes selection:
Limit type of class to international flights: Select Yes to apply limit to international flights; select No to apply only domestically.
Minimum flight time for type of class: Select the hours and minutes of flight time required before a
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user can book a policy-compliant ticket in this class.
Apply minimum flight time per flight segment:
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Yes
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: Flight time applies to each flight segment.
No
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: Minimum is applied to the total flight time
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including connecting flights.
Minimum flight distance for
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first class: Enter
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flight distance required before a
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user is allowed to book a compliant ticket in this class, and select the unit of
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measurement.
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Cost Reduction Options
The following cost reduction options are available.
Must travelers always search for lowest available fare?
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:
Yes
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: The traveler must always search by fare. Any trip displayed as the result of another search method (refundable or non-restricted tickets) will be
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out of policy.
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Recommended option is Yes.
Note:
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Optoin applies only applies to single fare search
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. Multi-fare search utilizes the fare tier for policy enforcement. In multi-fare search flow, the fare selection on trip planner is only used for defaulting the tab to the desired fare tier.
Are connecting flights allowed when non-stops are available? Select one of the following
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:
No
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:If both connecting and non-stop flights are returned, a traveler must select a non-stop flight regardless of the savings of a connecting flight.
Yes
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, but not required:
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If both connecting and non-stop flights are returned,
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users may select either connecting or non-stop flights and remain in policy regardless of any price difference.
Yes
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, required when cheaper and when journey time not significantly increased:
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Select to set policy to select connecting flights when available and cheaper than non-stop, subject to the following parameters:
Minimum savings required to accept connecting flights: Enter the amount
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lower that the connecting flight would save over the nonstop flight to be in policy. Select the currency.
Maximum time a connecting flight could add to a trip: Enter the allowed number of
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hours and minutes that the connecting flight can add to this leg of the trip over a nonstop flight to be in policy.
Require connecting flight on same day travel: Select Yes
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to require user to select a connecting flight for policy compliance even when the departure and return dates are the same.
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Recommended to select No.
Maximum connecting time required when no non-stops are available:
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Recommended to set to 2 hours.
If no flights are available within the maximum connecting time window, what is the next time window (if no flights are available within this time window, then all flights are considered for policy evaluation)?
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: Recommended to set to 4 hours.
Are double connecting flights required to reduce cost
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? Recommended to select No.
Are interline flights required to reduce cost?
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Recommendation: No.
Recommended to select No
Must travelers select an airline for which there are wholly unused e-tickets: Select Yes
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to require user to select an airline on which they can use any unused tickets, when unused tickets are available.
Must travelers select an alternate airport to reduce
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travel costs? With any Yes selection, specify the following
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(recommended to select No):
If yes, what is the minimum savings to require alternate airport: Enter the amount of savings and select the
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currency.
Apply policy to alternate airports for: Select Departure, Arrival, or Both.
Recommendation: No.
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Preferred Airlines Options
Require selection of preferred airlines: Select No, "Yes, for all flight legs" or "Yes, for at least one flight leg". With either Yes answer, specify the following:
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The following options apply to preferred and/or restricted vendors (see Preferred and Restricted Vendors for more details):
Require selection of preferred airlines: With any Yes selection, specify the following; recommended to select No:
If yes, lowest required airlines preference ranking: Select All, or one of the following to weight preferences: First (most preferred), Second (highly preferred), or Third (preferred)
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.
Are travelers allowed
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to fly direct flights on other airlines? Select Yes to allow users to book non-stop flights on non-preferred airlines.
Are travelers allowed to fly other lower cost airlines?
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Select Yes or No; lower cost airlines
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refers to non-preferred airlines
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:
If you select Yes, enter minimum savings for this option: If Yes, enter the minimum savings required to permit selection of other airlines
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.
If you select No, choose Yes or No for Restricted vendors, if any, are flagged as out of policy
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?.Select Yes
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to mark any restricted airlines as out of policy. Recommended to select No.
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Flight Payment Card Options
In this section, you can restrict the type of card a traveler may use for payment.
Only the following options can be selected by the user as a valid form of airline payment:
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Select No payment card restrictions for no restrictions.
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Select from the list as appropriate; also see Site Payment Cards.
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Web Fare Options
Note: Applies to TravelFusion carriers only.
If WebFare options (such as VMI Baby, Ryan Air, and EasyJet) are enabled in the display configuration (
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see Display Configuration for details), you can set this additional option.
Require
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selection of Web Fare airlines: Select No, or one of the following:
Yes, It is allowed only if the web fare is cheaper: With this choice you must also enter the amount of savings allowed and select its currency.
Yes, it is required if the web fare is cheaper: With this choice you must also enter the amount of savings required and select its currency.
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Note: Applies to TraveFusion carriers only.
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Train Policy
Set options about train policy here.
First Class Policy:
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Select Yes to allow travelers to book first class train travel.
Business Class Policy:
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Select Yes to allow travelers to book business class train travel.
Recommendation
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is to set to Yes because Acela rail services, which provides the fastest service available on the
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eastern corridor of the US, are available only in business and first class.
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Rental Car
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Policy
Set options about car rental policy here (see Preferred and Restricted Vendors for more details).
Require car rentals for trips with flights: Select Yes or No.
Maximum Car Size Allowed:
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Select max car size. If no car size is
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selected, the default is
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Intermediate.
Maximum daily Rental Car rate allowed: Enter the maximum amount for a daily rental car charge to be considered in-policy, and select the currency for that amount
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. Note:
A weekly rate will be divided by 7 to compare the rate to the maximum allowed daily rate.
The value entered here applies to the base rate + estimated taxes.
Require selection of preferred car vendor: Select Yes to require
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users to select a preferred car vendor for the rental to be considered in policy.
Restricted vendors, if any, are flagged as out of policy? Select Yes to flag
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any restricted vendor as out of policy.
Out of policy car types: Select
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one or more car types to mark as out of policy (CTRL-click to make multiple selections).
Mark hybrids as out of policy: Select Yes to
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mark hybrid vehicles as out of policy.
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Hotel Policy
Set the following options around hotel policies (see Preferred and Restricted Vendors for more details).
Require hotel reservations for all overnight trips: Select Yes or No.
Require user to select properties with private rates: Select Yes or No
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. Private rate hotels are specific properties with pre-established discounted rates. They appear above any preferred hotel chain on the results page.
Require user to select properties with preferred hotel chains: Select Yes or No.
For private rate hotels, limit room rate to private rate rooms only: Select Yes or No.
Limit room price to company per diem, if available: Select Yes or No.
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Company per diem room prices are defined by location
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; see
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Diems. If Yes, the
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trip is considered out of policy if the selected rate is higher than the per diem. If No, the rule is
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not enforced.
Maximum Room Rate when company per diem is not available or available but not enforced: Enter the maximum room rate allowed if the per diem is not available or not enforced, and select the rate's currency.
Select one or more restricted room types:
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Select one ore more room types to restrict; CTRL-click to select multiple.
Restricted vendors, if any, are flagged as out of policy? Select Yes or No
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. Recommended is No.
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Itinerary Parameters (optional)
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Itinerary parameters are optional
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, and allow you
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to apply
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this policy list for only a specified time period, or for airline trips originating from certain locations.
Tip: You can set up international flight policy or travel to a convention by selecting originating or terminating countries in the Itinerary Parameters section.
Select the start and end dates to which this policy applies:
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Optional. Select a Start Date and End Date from the dropdown menus if the policy should be
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in effect for only
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a specific time period. You can leave the end time blank to apply the policy until you change or remove it.
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Enter one or more airport codes separated by semicolons or select one or more state or country to which this policy will be applied
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The policy will apply to all itineraries originating from the entered/selected locations.
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To apply the policy to a trip originating from one or more specific locations (or to anywhere), select the radio button for one of the following.
By airport code
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Select the radio button and enter origination airport/airports to apply this policy, separated by semicolons
You can select the airport code link to look up an airport code.
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The 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:
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
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By states
Select this radio button to specify the originating states. Select one or more states (hold down the CTRL key to select more than one) in the selection box that appears below this option.
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By countries
Select this radio button to specify the originating countries. Select one or more countries (hold down the CTRL key to select more than one) in the selection box that appears below this option.
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Anywhere
Select this radio button to apply these policy settings to any trip originating location.
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Enter one or more airport code separated by semicolons or select one or more state or country to which this policy will be applied.
The policy will apply to all itineraries terminating in the entered/selected locations.
To apply the policy to a trip terminating in one or more specific locations.
By airport code.
Select the radio button and enter origination airport/airports to apply this policy, separated by semicolons
Note: You can select the airport code link to look up an airport code.
For example: SFO;SJC;OAK applies these policy settings for trips originating from the San Francisco, San Jose, and Oakland, California, airports.
By states.
Select this radio button to specify the terminating states. Select one or more states (hold down the CTRL key to select more than one) in the selection box that appears below this option.
By countries.
Select this radio button to specify the terminating countries. Select one or more countries (hold down the CTRL key to select more than one) in the selection box that appears below this option.
Anywhere
Select this radio button to apply these policy settings to any trip terminating location.
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Bi-Directional: Select Yes or No.
Yes - Applies the policy in both directions (originating and terminating)
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Enter one or more airport code separated by semicolons or select one or more state or country to which this policy will be applied.
Applies the policy to a trip that connects through one or more specific locations.
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By airport code
Select the radio button and enter connection airport/airports to apply this policy, separated by semicolons.
Note: You can select the airport code link to look up an airport code.
For example: SFO;SJC;OAK applies these policy settings for trips originating from the San Francisco, San Jose, and Oakland, California, airports.
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By states.
Select radio button to specify the connection states. Select one or more states (hold down the CTRL key to select more than one) in the selection box that appears below this option.
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By countries.
Select radio button to specify the connection countries. Select one or more countries (hold down the CTRL key to select more than one) in the selection box that appears below this option.
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Anywhere.
Select radio button to apply these policy settings to any trip connection location.
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Policy Messaging
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Non Compliant message displayed to the traveler:
This message will appear on the Trip Review page if the trip selections are not compliant with these policy settings.
HTML tags are not allowed.
Non Compliant message displayed on confirmation emails:
This message will appear in the trip confirmation email if the trip selections are not compliant with these policy settings.
HTML tags are not allowed.
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Policy Behavior
You can set the system behavior for trips that don't comply with these policy settings (out-of-policy or OOP).
Select a system behavior for non-compliant trips:
Require user to explain non-compliant trip
User will be asked to select from a list of Compliance Code
Require user to reselect compliant trip
User will be required to book a trip that is in policy.
Require user to provide purpose of trip? Select Yes or No.
Yes - allows user to further explain why they are out of policy.
Enter the label to appear for the Purpose of Trip field.
Example label: Further explain why out of policy.
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Host Agency
ou can enter queue information specifically for bookings that don't comply with these policy settings if you don't want to use the queue information (pseudo city code and queue designation) established in Setting Queue and Delivery Options.
Enter the pseudo city code where a non-compliant booking will be queued:
Enter the pseudo city code: (if the agency configuration PCC set in Setting Queue and Delivery Options will not be used).
The booking will not fall into the default pseudo city code queue.
Enter the queue designation where a non-compliant booking will be queued:
Enter the queue designation: (if the agency configuration queue set in Setting Queue and Delivery Options will not be used).
The booking will not fall into the default pseudo city code queue.
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, 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.
Bi-Directional: Select Yes if you want the policy to apply both ways of the specified originating and terminating locations.
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Policy Message
You can set up custom messages to display to users if their trip selections do not comply with policy. Enter text only; HTML is not supported here.
Non Compliant message displayed to the traveler: This message is displayed on the Trip Review page when selections are out of policy.
Non Compliant message displayed on confirmation emails: This message is displayed trip confirmation email when selections are out of policy.
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Policy Behavior
You can set system behavior for trips that do not comply with the policy criteria in this policy list.
Select a system behavior for non-compliant trips: Choose one of the following:
Require user to explain non-compliant trip:User will be asked to select from a list of Compliance Codes.
Require user to reselect compliant trip:User will not be allowed to book a non-compliant travel and must re-select travel that is in policy.
Require user to provide purpose of trip? Select Yes to require user to provide a purpose for the trip. If you select Yes, also enter a name for the label of this field in Label for Purpose of Trip Field.
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Host Agency (Queues)
If you don't want to use the default queue information (pseudo city code and queue designation as set up in Queue and Delivery Options), you can enter queue information specifically for out-of-policy bookings.
Enter the pseudo city code where a non-compliant booking will be queued: Enter the PCC to override the default PCC setting.
Enter the queue designation where a non-compliant booking will be queued: Enter the queue to override the default queue setting.
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After making all selections as needed, click the Save button at the bottom of the page.
Add a Policy to or Create a Travel Policy Set
After creating or editing a travel policy, you should add it to a travel policy set so you can apply it to user group/s as part of the group’s service rules per the next section below.
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 Sets link.
As needed, either add the policy to an existing set or create a new set:
To add a new set, click the Add a New Travel Policy Set link.
To edit a set, click the set name.
Provide or update a name for the set in Set Name as necessary.
To add a policy to this set, click the Add Policy link.
On the Policy List page, select the radio button next to the name of the policy to add to this set.
If you want to add another policy to this set, click OK & Add Another.
After adding all policies, click OK.
Click Save to save the policy set.
Add Travel Policy Set to Service Rules for a User Group
The last step is to assign a travel policy set to the service rules for a specific group, as follows:
At the top of the partner dashboard, click the Rules tab.
Click the Service Rules link.
On the Service Rules page, next the name of the group to which you want to assign a travel policy set, click the Edit or Add link as applicable.
Scroll to the Travel Policies section. From the Policy Set dropdown, select the policy set to assign to this user group.
If you have not also applied your Compliance Codes, also select the appropriate Compliance Codes in the section below.
At the bottom of the page, click the Save button.
Repeat the above steps if you want to apply the same or other travel policy sets to other groups.
After making all updates, click Save Priority Changes at the bottom of the page.
Commit all changes (click the # changes not applied link at the top-right and click Commit).
Test the site to ensure the travel policy is working correctly for each user group.