Editing a Rule Class

Objective

After completing this lesson, you will be able to edit a Rule Class in the Legacy Experience for new Concur Travel.

Edit a Rule Class in the legacy Experience

To edit a rule class in the legacy experience and then return to new Concur Travel, follow these simple steps:

The graphic shows two screenshots of a software interface labeled 'Company Travel Classes.' The first screenshot shows a list of travel rule classes with a pencil icon for editing, and the second screenshot shows the editable fields for a selected travel class. To the right, there are four steps in blue bubbles: 1) 'Select the Pencil Icon to Edit,' 2) 'Complete Fields Appropriately,' 3) 'Select Save,' and 4) 'Select Back to Travel Admin.'.

Select the pencil icon.
Update the applicable fields.
Select Save.
Select Back to Travel Admin.

After returning to Travel Admin, select New Concur Travel to return to Rule Class Administration.

Screenshot of the Travel Policy Administration page. The navigation bar includes options like Travel Policy, Policy Violation Reasons, Travelfusion Suppliers, Vendor FolD Admin, Travel Vendor Exclusions, Custom Text, Regional Hotel Rates, and Travel Alternatives. A blue-highlighted notification says 'Rule creation and editing are now available on the New Concur Travel' with a highlight on New Concur Travel.

Summary

Select the pencil icon to start editing a rule class.
Update the Rule Class Name as needed.
Select Save to confirm your changes.
Return to the travel administration area using Back to Travel Admin.
Access the new Concur Travel to continue working.