Policy Groups

The Policy Groups page allows you to create and configure policy groups. A policy must be assigned to a policy group before it can be applied to the travelers in that policy groups. Travelers are assigned to policy groups in the corporate booking tool (CBT) used with the Universal Policy Admin Portal.

After you sign in and, if applicable, select an agency or an account, the Policies tab is highlighted and the Policy Groups screen appears by default. You can also access this page anytime by clicking the Policy Groups navigation link.

You can take any of the following actions on this page:

  • To create a policy group, click the add policy group link above the Policy Groups list to open the Add Policy Group screen.
  • To edit an existing policy group, click the Edit button () for that policy on the Policy Groups screen to open the Edit Policy Group screen. Use this option to add or change which the policies assigned to that policy group.
  • To delete a policy group click the Delete button next to that policy group name.

Selecting Accounts

The initial display on the Policy Groups screen may differ slightly based on whether you are an agency policy administrator or an account policy administrator:

Note: As of release 17.3, the wildcard search functionality for accounts has been expanded to support multiple placements of the wildcard asterisk (*) character. You can place the asterisk at the beginning, end, beginning and end, or in the middle of a search term. For example, all of the following are valid wildcard placements if searching for Hollywood: *wood, holly*, *woo*, h*d.

  • Agency policy administrators can select from multiple accounts. Enter an account name or a partial name and the asterisk wildcard (*) and click the Search button.

  • Account policy administrators must also select an account, but the only account available is the account that the administrator is on.

Policy Groups List

After you select an account, the remaining options on the Policies menu become available and the Policy Groups List shows the policy groups for the selected account.

Note: As of release 17.3, all policy list grids - including policy groups, air policies, car policies, hotel policies, and reason codes - displays in alphabetical order. On the Policy Groups page, however, the list is sorted first by Account/Travel Group and then alphabetized by policy group name.

The following table lists guidelines for completing the Policy Groups screen when first opened.

In this field: Do this:

Please enter an Account name:

Enter an account name.

Note: This field appears only for agency policy administrators and only then if there are 200+ accounts.

Please select an Account:

Select account from dropdown list.

 

After you select an account or traveler group, the Policy Groups List shows the existing policy groups under that account or traveler group.

The following table lists the components of the Policy Groups List.

Component Description

add policy group

Link to add policy group within a corporate company. For example, directors may have different policy rules from employees. If there are differences in policy between groups of travelers, you must create a separate policy group for each group.

Policy Group

Policy group name

Policies

Policies for that group

Account/Traveler Group

Account or traveler group to which the policies apply

Start Date

Start date of policy application

End Date

End date of policy application

Actions

Edit, copy, and delete buttons () for each policy group.