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Adding Booking and Workflow Travel Policy Details

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Within Certify Travel, you'll find several settings to enforce your approval workflow and manage booking notifications. This article shows you, an administrator, how to edit booking and workflow management and explain the options.  

Step 1: From the Certify homepage, select Travel, and select then Search & Book Travel.

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Step 2: Select Travel Policy from the left panel. 

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Step 3: Select the applicable policy to edit. 

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Step 4: Scroll to the Booking Management section and enter your settings.booking_4.jpg

Flag policy violations at booking time: whether to notify travelers of policy violations prior to booking.

Send Notifications for: if an email notification should be sent to someone at your company at the time booking; for out of policy bookings only; or for no bookings. For example, sending notifications to a secretary who keeps track of all travel.

Require Approval for: if trip approval should be required for all bookings; out of policy bookings only; or for no bookings.

Auto-Approve for Authorized Approvers: if someone with approval rights should be able to approve their own bookings. 

Step 5: Scroll to Notification and Approval Emails to designate your approver, or someone who should simply receive email notifications when a booking takes place. Select Add New Email Notification.

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Step 6: Enter the designated approver (or person who should receive an email notifying them that a booking took place) for the travelers in this specific policy, and which notifications they should receive. Click Add

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Step 7: The person(s) designated in the Notification and Approval Emails section will now receive approval requests based on your requirements for trip approval. 

Please Note: Approval within Certify Travel is one-level. If you enter more than one approver, the trip will still only need to be approved by just one person. Trips must be approved within 24 hours of booking.

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