Travel Service Rules

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This guide is to walk you how to configure Travel Service Rules, and bring all of your site configuration together.

Benefits and Need To Know

	Benefits and Need to Know
Benefits	Allows you to specify what each user group can do or see online in Deem Rail Travel Policy Vendor Preferences Car Services Agency Config And much more
Need to Know	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 Travel Service Rule/Group Click link for further information about Lists, Sets and Rules Travel Service Rules move over when you clone your template site Groups listed under Travel Service Rules, reflect those groups configured in the site. Click link for further information on Groups Note: The Everyone Group will be treated as your default traveler group. If you have a VIP, Manager and Default group you will create the group for VIP and Manager, those who do not fall within those parameters will fall in the Everyone group. You do not need to create another group called Default. The Everyone group is a group that cannot be removed from the site configuration, as it is hard coded into the system. But you can deactivate the Travel Service Rules if it is not needed in your configurations.

Configuring Travel Service Rules

Benefits and Need to Know

Group Priority

Each group is set in a priority, you can change the priority by changing the numbers under the priority list.
- This is typically not changed, but can be changed if needed

Enabling Travel Service Rules for Each Group

This is where you will apply the sets you created throughout the configuration process.

Note: If you make any changes to your configuration, you will need to ensure Travel Service Rules are updated as well
- Example: uploading new preferred hotels or reference points

To activate Travel Service Rule you will click the link to the right of each rule
- Add and no color - Indicates the rule is not enabled
- Edit and yellow - Indicates the rule is inactive
- Edit and green - Indicates the rule is enabled and active

Click on box to the left of Activate Rule
Group name will appear just below Activate Rule, as a reminder to what rule you are updating

Click on box to the left of Enable Travel
Ensure Full Service has been selected to the right of Travel Mode

Click the box to the left of Enable Train, to enable the ability to book rail

Select Preferred Vendor set from options list

Select Restricted Countries set from options list

Select Travel Policy set from options list

Select Compliance Codes set from options list

Select Agency Configuration set from options list

Select Alternate Airport set from options list

Select Display Configuration set from options list

Select Corporate Payment Card Restrictions set from options list

Select Corporate Site Payment Card set from options list

Select Virtual Payment Provider set from options list

Select Hotel Per Diems set from options list

Select Reference Points set from options list

Select Private Negotiated Rate set from options list

Select Company Information set from options list

Click on the box to the left of Enable Car Service with the following options, if Car Services are allowed for this group
- If you have reference points loaded, you can select the reference points from the list
Click on Save

Update all needed Travel Service Rules
Click on Save Priority Changes

Click on Changes not applied

Click on Commit

Test

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