Edit a Policy Group

To edit a policy group, on the Policy Groups screen, select an account if you haven't already done so, and click the Edit button () for that policy group on the Policy Groups screen. The Edit Policy Group screen opens. Note that not all summary information about a policy group can be edited.

The following table lists guidelines for editing an existing policy group.

In this field: Do this:

Policy Group name

Edit the name of the policy group.

Note: Field accepts only letters and numbers, no special characters, no spaces.

Policy Reference

Cannot be edited. This policy reference is used by Universal Policy Web Services and Universal API to identify the policy group.

Policy Group summary

Edit the policy group description.

Assign To Account or Traveler Group

Cannot be edited.

Mark as default policy group for account

Select checkbox to mark as default policy group for account.

Start Date

End Date

Open Ended

Enter start and end date to activate policy group in Universal Policy. Can use to control a go-live date for example. Can also use start date to keep group inactive on Universal Policy until configuration is complete. When end date is reached policy becomes inactive. The Open Ended checkbox should be selected so that group stays active until administrator intervenes.

Air Policy

Select an air policy for this policy group, if one applies. See Air Policies.

Car Policy

Select a car policy for this policy group, if one applies. See Car Policies.

Hotel Policy

Select a hotel policy for this policy group, if one applies. See Hotel Policies.

Reason Code

Select a reason code for this policy group, if one applies. If set on the Reason Codes screen, users are required to select a reason code before being allowed to book out-of-policy travel.

Domestic/International assignments

Optionally, designate one or more markets to be considered domestic for this policy group, so that rules apply to the correct country or region.

Select a country or region (regions are marked with an asterisk) in the box on the right, then click the << button to move the selection to the left box to mark it as domestic for that policy group. If needed, use the >> button to move a selection back to the International box. You can select multiple countries and/or regions by holding down the Ctrl key and selecting options. Usually only one domestic country or region is selected.

As needed, click select all and the appropriate button to clear any selections already made in the box.

Save/Cancel

Click Save to add these settings and update the policy group. Click Cancel to discard changes.