On this page:
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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).
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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.
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.
At the bottom of the page, select Enable Car Service with the following options to allow car services.
If you have reference points loaded, you can select the reference points from the list of options.
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.
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