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Travel Programs - CAP

Connor
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The Travel Programs section is where you can configure sets of rules that can be created and applied to your passengers & departments.

These rules and restrictions may be location-based, time-based or vehicle capability-based and you can even set up allowances for spending and the number of rides.

travel_programs_section.png

To access this section:

  1. Click on the Admin button in the bottom left-hand corner, and then click on Travel Programs.

    travel_programs_button.png

Note: You will first need to select an account and click on ‘Access Profile’ before you can see the 'Admin' button.

Adding Travel Programs

To add a new travel program:

  1. Click on the Add button.

    people-add-button.png

Details

This will then load the Add Travel Program popup and the Details tab. Here you can:

  • Enable or Disable the travel program.
  • Payment Method: Set the payment method that will be allowed for bookings using this travel program.
  • Name: The name of the travel program.
  • Description: The description of the travel program.
  • Start/End Date: Set when the program should start and end.

    travel_programs_add_details.png
  1. Next click on the Booking Limits tab.

Booking Limits

This is where you can set different types of booking limits for your travel program.

travel_programs_add_booking_limits.png

Locations

This booking limit allows you to restrict the locations where the travel program can be used.

travel_programs_booking_limits_locations.png

To add a location restriction:

  1. Click on the Add button.

    Accounts-add-button.png
  2. Then configure the location:

    Location Search: Enter an address to search for it and set it as the location (or click on the map to set it manually).
    Name: The name of the location.
    Address Text: Here you can add additional address details.
    Radius in Meters: The radius in which a travel program booking can be made within.
    From/To: This can be used to set if the passenger can book from or to, from and to, or either for the given location.

    travel_programs_location_restriction_popup.png
  3. Once configured simply click Confirm.

    travel_programs_location_restriction_added.png

Times

This booking limit allows you to restrict the timeframes in which the travel program can be used in.

travel_programs_booking_limits_times.png

To add a time restriction:

  1. Click on the Add button.

    Accounts-add-button.png
  2. Then configure the timeframe:

    Days: The days on which the travel program is available.
    Start/End Times: The timeframe in which this travel program can be used.

    travel_programs_time_restriction_popup.png
  3. Once configured simply click Confirm.

    travel_programs_time_restriction_added.png

Vehicles

This booking limit allows you to restrict the vehicle type with which the travel program can be used.

travel_programs_booking_limits_vehicles.png

To set a vehicle restriction:

  1. Simply select or deselect a vehicle type.

    travel_programs_vehicles_deselected.png

Note: You can also click the (i) icon to view the vehicle details.

Note: You can delete a booking limit by double-clicking on it and then clicking Delete.

travel_programs_vehicle_details.png

Allowance

This section allows you to set budgets and ride amounts for a travel program:

  • Approval Only: Set if this travel program requires approval by an approver when booking.
  • Require Manual Approval If Any Limit Is Surpassed: Set if approval is required if a passenger surpasses a limit.
  • Allowance Type: Set if the allowance type is for individual passengers or shared between them.
  • Spending Allowance: How much can be spent on this travel program.
    • Amount: The monetary value.
    • Type: The allowance reset frequency.
  • Number of Rides Allowance: How many rides can be booked on this travel program.
    • Rides: The number of rides.
    • Type: The allowance reset frequency.

travel_programs_add_allowance.png

Validation

This section allows you to set up questions and answers that are required for validation when passengers’ book using this travel program.

travel_programs_add_validation.png

To add a validation question:

  1. Click on the Add button.

    Accounts-add-button.png
  2. Configure your question and answers:

    Question Title: The question should be added here.
    Free Type: This allows a user to type the answer freely.
    Exact Match: This means the user’s answer must match exactly to the set answer.
    Select from list: This allows users to select answers from a list.
    Exact Match Hidden: This means the user’s answer must match exactly to the set answer, however, answers will be hidden.
    Regex Pattern: This allows you to set a custom regex pattern as the answer.
    New Answer: Here you will add the question-answer.
    Upload Answers: This allows you to upload answers, rather than typing them manually.

    travel_programs_validation_question_popup.png

    For example, here’s a question set to Exact Match with two answers.

    travel_programs_validation_question.png

    Note: You can remove an answer by clicking on the (x) button.

  3. Then click Confirm to save the question.

    travel_programs_validation_question_added.png

Note: Once you have set up your Travel Programs, you will then need to add them to your Passenger & Department profiles so they can be used.

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