Profile Traveller: Unterschied zwischen den Versionen

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** If "Itinerary" is activated:  RM*EMAIL: ,/-ARR
 
** If "Itinerary" is activated:  RM*EMAIL: ,/-ARR
 
** If "Itinerary" is deactivated:  RM*ARR*EMAIL:
 
** If "Itinerary" is deactivated:  RM*ARR*EMAIL:
−
| Assignement of the arranger (appointed travel arranger / principal travel arranger)||  
+
| Assignement of the arranger (appointed travel arranger / principal travel arranger)|| || Personal Preferences/Select Travel Arranger
 
|-
 
|-
 
|Approver  
 
|Approver  
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** If "Itinerary" is activated:  RM*EMAIL: ,/-AUT
 
** If "Itinerary" is activated:  RM*EMAIL: ,/-AUT
 
** If "Itinerary" is deactivated:  RM*AUT*EMAIL:
 
** If "Itinerary" is deactivated:  RM*AUT*EMAIL:
−
| Assignement of the approver (travel approver / fallback approver) ||  
+
| Assignement of the approver (travel approver / fallback approver) ||  ||
 
|-
 
|-
 
|Emergency
 
|Emergency
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|| Emergency Contact Name
 
|| Emergency Contact Name
 
Emergency Contact Number
 
Emergency Contact Number
−
||
+
|| || Emergency Contact Information/Name/Telephone
 
|-
 
|-
−
|Comments|| PN || ||
+
|Comments|| PN || || ||
 
|}
 
|}
  

Version vom 9. Oktober 2015, 12:43 Uhr

Overview

In this tab traveler profiles are managed.

Layout

Profil Reisende verwalten

User Interface

For User authorization levels and other features click here Administrator

Section 'Login'

In the 'Login' section, the login details for Umbrella Tenzing Faces are managed.

Field Description
User name Any user name can be chosen, but must be unique within a travel agency.
Password The password must contain at least 8 characters and contain at least one letter and one number.

If the traveler has no password, a password will be proposed.

Send access Here, the access to the traveler or to the associated travel arranger can be sent.

Section 'Publishing'

Field Description
Amadeus CSX, Profile number The result of the last transmission to CSX appears, together with the record locator of the profile.

Internet Explorer only: if the Tenzing Faces site is listed as "Trusted Site" the Profile can be opened directly in the Amadeus Selling Platform by clicking on the CSX record locator.

AeTM, User name The result of the last transmission to CSX appears, together with the AeTM Login name.
AeTM Role
Module: AeTM

For each AeTM community which is defined on the associated Company, the role of the traveler can be defined here. The traveler must have a Home Community mandatory.

A new traveler must first be saved before the communities can be edited. The reason for this is, that firstly the connection must be made to the company.

Section 'General'

Field Description
Company The company, to which the traveller is associated
Gender 'Mr' or 'Mrs'
Title As titles are currently available:
  • DR
  • PROF
First name The first name of the traveler as in the passport. This is a required field.
Middle name Here you can specify an optional middle name, according to the passport
Surname The last name of the traveler as in the passport. This is a required field
Date of birth The date of birth of the traveler. This is a required field for the traveler.
  • Company
    •

    For supporters, this field is 'no' required field.

    Citizenship Here the citizenship is registered by chosing the country of origin
    Language Here the language of the user interface can be selected
    Phone business Register the business phone number of the traveller
    Phone private Register the private phone number of the traveller
    Mobile Register the mobile phone of the traveller
    E-Mail Register the E-Mail address of the traveller
    Itinerary / e-ticket If this checkbox is disabled, a '* PAX' is entered in the CSX profile before the e-mail address to devalue the address (eg PAX*NAME@FIRMA.COM)
    Out of Office until The absence of the traveller (relevance for approvers)
    Traveller
  • Company
    •

    If this box is checked, the travellers profile is a traveller. Can only be assigned by the supporter or company administrator / profile manager.

    Arranger / Assistance
  • Company
    •

    If this box is checked, the travellers profile is an arranger. Can only be assigned by the supporter or company administrator / profile manager.

    Approver
  • Company
    •

    If this box is checked, the travellers profile is an approver. Can only be assigned by the supporter or company administrator / profile manager.

    Profile manager

    If this box is checked, the travellers profile is a profile manager. Can only be assigned by the supporter.

    Personal creditcard If a "Personal Credit Card" is allowed on the Company, the traveler may deposit its private credit card here.
    Creditcard no. Credit Card of the traveller
    Expiration The expiration date of the credit card
    Form of payment Selection of "-" none, personal credit card or invoice

    Declaration profile types "Arranger, Approver, Profile Manager"

    Various functions and privileges can be assigned by activating the checkmark of arranger, approver and profile manager.

    Profile Type Function/Rights
    Arranger can be selected as arranger in the section Administration

    With his access, the Arranger is allowed to manage the associated travellers. He can not delete profiles.

    Module: AeTMAdditionally the role of "appointed travel arranger" and "principal travel arranger" will be listed
    Approver can be selected as approver in the section Administration

    With his access, the Approver is allowed to manage the associated travellers. He can not delete profiles.

    Module: AeTMAdditionally the role of "travel approver" and "fallback approver" will be listed.
    Profile Manager has the same functions and rights as Administrator.
    Module: AeTMThe Profile type Profile Manager replaces the role of the Profile mangager in AeTM.

    One or more types can be assigned to a Profile. Whereas the rule for a profile manager applies, that it must be assigned to at least one other type.

    Section 'Preferences'

    Field Description
    Seat request Choose between window and aisle seat (the seating preference is taken into account when booking, but it is not guaranteed and subject to change).
    Meal request Enter food preferences of travelers (eg: Gluten Intolerance).
    Smoker Check, if the traveller is a smoker.
    Web-card Enter your credit card here, if in the company or traveler profile a web-card is available (web-booking).
    Airline Company program
    Airline Enter your airline / alliance frequent flyer program here.
    Number Register the loyalty program number of the traveler of the airline / alliance here.
    PIN Register the PIN number of your loyalty program here.
    Hotel Travel guidelines
    Hotel guarantee Select the credit card to guarantee the hotel if available in the company or traveler profile.
    Hotel chain Enter the Hotel chain here.
    Number Register the hotel loyalty program number of the traveller here.
    Customer request Enter specific customer requests manually.
    Guarantee Depending on the settings on the Company a credit Card can be selected here or there is a default card stored in the background.
    Rental Car guidelines
    Rental car company Select the Rental car company here.
    Number Register the car loyalty program number of the traveler here.
    Customer request Enter specific customer requests manually.

    Section 'Travel documents'

    Field Description
    Passport data
    Nationality Enter the nationality of the traveller here.
    Passport number Enter the passport number here.
    Date of issue Enter the date of issue of the passport.
    Place of issue Enter the place of issue of the passport.
    Expiration date Enter the date of expiration of the passport.
    Visa Information
    Country Register the country for which the visa is valid.
    Number Enter the visa number here.
    Date of issue Enter the date of issue here.
    Expiration date Enter the date of expiration here.
    Identification cards
    Country Enter the nationality here.
    Number Register the number of the identification Card.

    Section 'Administration'

    The following fields shall apply to the arranger as well as approver and emergency contact

    Field Description
    First name First name of the arranger/approver/emergency contact
    Surname Surname of the arranger/approver/emergency contact
    E-Mail E-Mail address of the arranger/approver/emergency contact
    Phone Phone number of the arranger/approver/emergency contact
    Itinerary / e-ticket If this checkbox is disabled, a '* PAX' is entered in the CSX profile before the e-mail address to devalue the address (eg PAX*NAME@COMPANY.COM)

    Section 'Comment'

    Any text can be inserted in the 'Comment' field.

    Module: CSX

    Comments are published as profiles Notes to the CSX.


    Section 'Log'

    The log is a history of recent changes. Date, time, user and the status "saved profiles" is displayed

    AeTM Integration

    If Tenzing Faces is configured as "profiles exit point" in AeTM, the profile of the traveler will appear in Tenzing Faces

    AeTM Profil Tab

    • The Tenzing Faces Login-Data will be hidden
    • The publishing-status will only be shown for AeTM

    Workflows / Processes

    Create and edit Travellers

    Reisende anlegen

  • company
  • agency
  • admin
    •  Create a new traveller by clicking on "Manage travelers" and then click the plus icon on the right hand side. This opens a new travellers mask.


    Following fields are mandatory in order to create a new profile: User Name, company, gender, first name, surname, email address, birth date

    Birth date is not mandatory for a supporter

    Search travellers

    Following terms can be used when searching for a traveller:

    • First name
    • Last Name
    • CSX profile number
    • AeTM Username
    • Company Name

    Send access

    By clicking on "send access" the login information will be sent to the traveller via email. This function always generates a new, temporary password. When you first login, the traveler must set a new password and accept the Privacy Policy.

    Technical / Functional Details

    Field-Mapping

    Faces CSX AeTM umbrella.net cytric
    Company PCN Company
    Username Login Name User Name
    Main travel group Community Codes Travel Policy Group
    Add. travel group Community Codes
    Role Role
    Gender NM (MR / MRS) Gender Title Personal Data/Greeting
    Titel NM Title of Passenger Personal Data/Title
    First name NM First name First names Personal Data/First name
    Middle name NM Middle name
    Surname NM Surname Name Personal Data/Last name
    Date of birth PBD Date of birth Date of birth Personal Data/Date of birth
    Nationality PCZ Personal Data/Country of Citizenship
    Language Preferred Language Language Personal Preference/Language Selection
    Phone business AP -B Business Phone Telephone 1 Personal Data/Telephone
    Phone private AP -H Telephone 2
    Mobile phone selectively AP -M or APM Mobile Phone 1 Mobile Personal Data/Mobile Telephone
    E-Mail Depending on the "dispatch e-mail" in the Company Profile:
    • Amadeus Mail:
      • If "Itinerary" is activated: APE-
      • If "Itinerary" is deactivated: APE-PAX*
    • Amadeus Fax Email Plus
      • If "Itinerary" is activated: RM*EMAIL
      • If "Itinerary" is deactivated: RM*PAX*EMAIL
    		 E-Mail 1 E-Mail Personal Data/eMail
    Personal Creditcard Credit Cards
    Form of paymnet (personal creditcard) FP Credit card (Index is adjustable CC1, CC2, CC3) Credit Cards (Main or Lodge) Credit Card and Payment Card Information
    Seat request ST/A oder ST/W Seat Preference Booking data-Preferences-Seat Personal Preference/My Air Travel Preferences/Seat
    Meal request SR* Meal Preference Booking data-Preferences-Food Personal Preference/My Air Travel Preferences/Special Meal Request
    Smoker PSH/Y, PSH/N Smoking Preference Booking data-Preferences-Smoker
    Airline Company program
    Airline + Number FFN Frequent Flyer Booking data-Memberships-Type (Flight) Frequent Traveler Numbers for Airlines
    PIN RX
    Hotel travel policy
    Hotel guarantee PHI/G
    Hotel chain PHI/CO Frequent Hotel Guest/Hotel Chain Booking data-Memberships-Type (Hotel) Frequent Traveler Numbers for Hotel Chains
    Number PHI/ID Frequent Hotel Guest/Loyalty Number Booking data-Memberships-Type (Hotel) Frequent Traveler Numbers for Hotel Chains
    Customer request PHI/SI
    Rental car travel policy
    Rental car Company PCI/CO Frequent Renter Membership/Car Renter Chain Booking data-Memberships-Type (Rentalcar) Frequent Traveler Numbers for Rental Car Vendors
    Number PCI/ID Frequent Renter Membership/Loyalty Number Booking data-Memberships-Type (Rentalcar) Frequent Traveler Numbers for Rental Car Vendors
    Customer request PCI/SI
    Passport data Choice between 'PAS' and/or SR DOCS Passport 1/Passport 2 Government ID and Visa Data
    Nationality PAS/CO Country of Citizenship Booking Data-Passport-Nationality Government ID and Visa Data/Issuing Country
    Passport number PAS/NR Passport number Booking Data-Passport-Number Government ID and Visa Data/Government ID Number
    Issue date PAS/IS Booking Data-Passport-Date of issue
    Expiration date PAS/EX Expiration date Booking Data-Passport-Expiry Date Government ID and Visa Data/Government ID Expiry Date:
    Visa Information
    Country PIV/CO Government ID and Visa Data/Visa Country
    Number PIV/NR Government ID and Visa Data/Visa Number
    Issue date PIV/IS Government ID and Visa Data/Visa Issue Date
    Expiration date PIV/EX Government ID and Visa Data/Visa Expiration Date
    Identification cards
    Country PID/CO
    Number PID/NR
    Arranger Depending on the "dispatch e-mail" of the Company:
    • Amadeus Mail:
      • If "Itinerary" is activated: AP ,/-ARR
      • If "Itinerary" is deactivated: AP ARR*
    • Amadeus Fax Email Plus
      • If "Itinerary" is activated: RM*EMAIL: ,/-ARR
      • If "Itinerary" is deactivated: RM*ARR*EMAIL:
    		 Assignement of the arranger (appointed travel arranger / principal travel arranger) Personal Preferences/Select Travel Arranger
    Approver Depending on the "dispatch e-mail" of the Company:
    • Amadeus Mail:
      • If "Itinerary" is activated: AP ,/-AUT
      • If "Itinerary" is deactivated: AP AUT*
    • Amadeus Fax Email Plus
      • If "Itinerary" is activated: RM*EMAIL: ,/-AUT
      • If "Itinerary" is deactivated: RM*AUT*EMAIL:
    		 Assignement of the approver (travel approver / fallback approver)
    Emergency Depending on the "dispatch e-mail" of the Company:
    • Amadeus Mail:
      • If "Itinerary" is activated: AP ,/-ECT
      • If "Itinerary" is deactivated: AP ECT*
    • Amadeus Fax Email Plus
      • If "Itinerary" is activated: RM*EMAIL: ,/-ECT
      • If "Itinerary" is deactivated: RM*ECT*EMAIL:
    		 Emergency Contact Name

    Emergency Contact Number

    		Emergency Contact Information/Name/Telephone
    Comments PN

    Profile actions

    Amadeus CSX

    FILTER

    Filter Emergency contact for "Amadeus Fax und Email plus"

    • For RM*EMAIL:MY@EMERGENCY.COM,/-ECT: 
    //remarkSection[miscellaneousRemark/miscellaneousRemarkInformation/type = 'RM' and contains(miscellaneousRemark/miscellaneousRemarkInformation/longFreeText, ',/ECT')]
    • For RM*ECT*EMAIL:MY@EMERGENCY.COM: 
    //remarkSection[miscellaneousRemark/miscellaneousRemarkInformation/type = 'RM' and contains(miscellaneousRemark/miscellaneousRemarkInformation/longFreeText, '*ECT*')]

    Filter Emergency contact for "Amadeus Email"

    • For APE MY@EMERGENCY.COM,/-ECT: 
    //pnrElements[pnrElementInformation/pnrElementIdentification/informationType = 'P02' and contains(pnrElementInformation/longFreeTextData, ',/-ECT')]
    • For APE ECT*MY@EMERGENCY.COM: 
    //pnrElements[pnrElementInformation/pnrElementIdentification/informationType = 'P02' and contains(pnrElementInformation/longFreeTextData, 'ECT*')]

    Filter Emergency contact "Name" 

    //pnrElements[pnrElementInformation/pnrElementIdentification/textSubjectQualifier = '3' and contains(pnrElementInformation/longFreeTextData, ',/-ECT')]

    Filter Arranger "Name" 

    //pnrElements[pnrElementInformation/pnrElementIdentification/textSubjectQualifier = '3' and pnrElementInformation/pnrElementIdentification/informationType != 'P02' and contains(pnrElementInformation/longFreeTextData, ',/-ARR')]

    Arranger Email (E-Ticket/Itinerary = true) 

    //pnrElements[pnrElementInformation/pnrElementIdentification/informationType = 'P02' and contains(pnrElementInformation/longFreeTextData, ',/-ARR')]

    Arranger Email (E-Ticket/Itinerary = false) 

    //pnrElements[pnrElementInformation/pnrElementIdentification/informationType = 'P02' and contains(pnrElementInformation/longFreeTextData, 'ARR*')]

    Filter Approver "Name" 

    //pnrElements[pnrElementInformation/pnrElementIdentification/textSubjectQualifier = '3' and pnrElementInformation/pnrElementIdentification/informationType != 'P02' and contains(pnrElementInformation/longFreeTextData, ',/-AUT')]

    Approver Email (E-Ticket/Itinerary = true) 

    //pnrElements[pnrElementInformation/pnrElementIdentification/informationType = 'P02' and contains(pnrElementInformation/longFreeTextData, 'ARR*')]

    Approver Email (E-Ticket/Itinerary = false) 

    //pnrElements[pnrElementInformation/pnrElementIdentification/informationType = 'P02' and contains(pnrElementInformation/longFreeTextData, 'AUT*')]

    Filter Phone private 

    //pnrElements[pnrElementInformation/pnrElementIdentification/textSubjectQualifier = '3' and pnrElementInformation/pnrElementIdentification/informationType = '4']

    Filter Mobile phone 

    //pnrElements[pnrElementInformation/pnrElementIdentification/textSubjectQualifier = '3' and pnrElementInformation/pnrElementIdentification/informationType = 'P25']

    Filter Seat request 

    //seatAndServiceRequests[seatAndServiceRequestInformation/seatRequestInformation/seatCharacteristic]

    Filter Phone Business 

    //pnrElements[pnrElementInformation/pnrElementIdentification/textSubjectQualifier = '3' and pnrElementInformation/pnrElementIdentification/informationType = '3']

    Filter Meal request (SR*Mealcode) 

    //seatAndServiceRequests[substring(seatAndServiceRequestInformation/serviceRequestType/ssrCode, string-length(seatAndServiceRequestInformation/serviceRequestType/ssrCode) - string-length('ML') +1) = 'ML']

    Filter Citizenship 

    //generalTravellerInformation/personalTravellerInformation/citizenship

    Filter Birthday 

    //generalTravellerInformation/personalTravellerInformation/birthDate

    Filter Hotel Travelpolicy 

    //hotelCustomerInformation

    Filter Car Travelpolicy 

    //carCustomerInformation

    COPY

    Company assignement 

    company.name

    Personal credit card (Amadeus CSX) 

    creditcardCsx

    Personal credit Card (Galileo WS) 

    creditcardGws

    Form of payment (Amadeus CSX) 

    fop

    Form of payment (Galileo WS) 

    fopGws

    Web-card 

    webcard

    AeTM

    Module: AeTM

    Travellers will be transferred to AeTM (via ProfileLink) - if enabled

    Von «http://doc.umbrella.ch/tzdoc/index.php?title=Profile_Traveller&oldid=983»