By enabling the policy, you may achieve two main goals:
To INFORM the booking person about the cheapest available fare - the fare is marked with an indicator on the search result’s screen, user can decide not to pick such fare without providing an explanation
To FORCE the booking person to select the cheapest available fare - the fare is marked with an indicator on the search result’s screen, user can decide not to pick such fare but must provide an explanation by picking one of the available reason codes on the personal form before completing the booking
To achieve goal #1, you just need to mark the checkbox ‘Lowest fare policy’ while creating a corporation.
To achieve goal #2, you need to:
Mark the checkbox ‘Lowest fare policy’ while creating a corporation
Mark the checkbox ‘Lowest or Acceptable fare required’ while creating a travel policy rule
Define reason codes as per the description below
Depending on the customer’s requirements, you may need one or more following features.
Before you start creating user profiles, it is the best practice, to begin with below-given features first.
Grades break down the organizational structure, typical for a corporation. Grades are assigned to corporate employees and define the level of an employee in the structure.
Grade examples:
Board of Directors
Mid-level management
Junio management
Guest
External partner
To create grade:
Open Grades tab
Hit the + button in the upper right-hand corner to create a new grade
Enter the name which is the only mandatory field
You may define the rest of the information (optional)
Save
Description serves for additional information, the information provided here is for your reference only and does not appear anywhere else.
Grades can be used in travel policy settings and will help you to accommodate better the policy requirements.
Travel policies define the travel rules of the corporation. Travel policy may be assigned either to:
User
Cost Centre
Corporation
The system always checks and assess policies in the following order:
User: if the user has no policy assigned than the system skips to >
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 >
Corporation
If there is no policy assigned on any level, the trip is considered to be IN POLICY.
To create policy:
Open Policies tab
Hit the + button in the upper right-hand corner to create a new policy
Enter the policy name
Save
Add a new rule by hitting the + button in the same line as the policy name
Define the rule parameters
Save
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
We are still improving this feature and therefore if you need to create a more complex structure of regions, feel free to get in touch with us over the help desk and we’ll help you accommodate the requirements.
This feature helps you to create regions exactly as the corporation understands them (i.e EMEA or CEE differs from company to company). There are no limits while creating a region. A region is defined by individual IATA airport codes.
To create region:
Open Regions tab
Hit the + button in the upper right-hand corner to create a new region
Enter the region name
Enter IATA codes of every airport which shall be included in the region
Save
Regions can be used in travel policy settings and will help you to accommodate better the policy requirements.