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Travel Policy

Travel policies define the travel rules of the corporation. Travel policy may be assigned either to:
  1. 1.
    User
  2. 2.
    Cost Centre
  3. 3.
    Corporation
The system always checks and assess policies in the following order:
  1. 1.
    User: if the user has no policy assigned than the system skips to >
  2. 2.
    Cost Centre: all cost centres assigned to users are checked for assigned travel policies and if there is no policy than the system skips to >
  3. 3.
    Corporation
If there is no policy assigned on any level, the trip is considered to be IN POLICY.
To create policy:
  1. 1.
    Open Policies tab
  2. 2.
    Hit the + button in the upper right-hand corner to create a new policy
  3. 3.
    Enter the policy name
  4. 4.
    Save
  5. 5.
    Add a new rule by hitting the + button in the same line as the policy name
  6. 6.
    Define the rule parameters
  7. 7.
    Save
  8. 8.
    Add more rules if required
You can create as many policies and rules as you need.
Examples and description of some of the available parameters:
Active - you may create a policy rule, keep it disabled and activate the rule at any time
Lowest or Acceptable fare required - check the feature description - Lowest fare policy
Origin / Destination - consist of individual IATA codes and/or offers a predefined list of regionsApproval method - it is possible to select different the approval method for each rule