Profile Traveller
Inhaltsverzeichnis
Overview
In this tab traveler profiles are managed.
Layout
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:
|
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.
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 |
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 |
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 |
If this box is checked, the travellers profile is an arranger. Can only be assigned by the supporter or company administrator / profile manager. |
Approver |
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 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.
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
- The Tenzing Faces Login-Data will be hidden
- The publishing-status will only be shown for AeTM
Workflows / Processes
Create and edit Travellers
Following fields are mandatory in order to create a new profile: User Name, company, gender, first name, surname, email address, birth date
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 |
Depending on the "dispatch e-mail" in the Company Profile:
|
E-Mail 1 | 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 | |||
Rail information | ||||
Card | RM*DB:BC: | Rail Discount Card | ||
Number | RM*DB:BC: | Rail Discount Card | ||
Experation | RM*DB:BC: | Rail Discount Card | ||
Collect points | RM*DB:BC: | Rail Discount Card | ||
Class | RM*DB:BC: and RM*DB:RW | Rail Discount Card | ||
Delivery | RM*DB:RW: | Rail Discount Card | ||
Wagontype | RM*DB:RW: | Rail Discount Card | ||
Wagon extra | RM*DB:RW: | Rail Discount Card | ||
Seat | RM*DB:RW: | Rail Discount Card | ||
Identification | RM*DB:OLT | Rail Discount Card | ||
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:
|
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:
|
Assignement of the approver (travel approver / fallback approver) | ||
Emergency | Depending on the "dispatch e-mail" of the Company:
|
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
Main Travel Group (Description)
homeCommunityDescription
AeTM
Travellers will be transferred to AeTM (via ProfileLink) - if enabled