Managing Request Assistant

Objective

After completing this lesson, you will be able to manage Request Assistant in the Standard Edition of Concur Request.

Activating and Deactivating Request Assistant

The Request Assistant feature is activated and deactivated by country wihtin the configuration.

This enables you to have some control over which users can and cannot use the feature. For example, you might activate the feature for your UK users, but not your U.S. users.

To activate or deactivate the feature, simply select or clear the Request Cost Estimate Assistant checkbox on the Compliance Controls - Compliance Rules page when editing the settings for a country.

Screenshot showing the Request Cost Estimate Assistant checkbox selected and highlighted.

How to Activate and Deactivate Request Assistant

In this example, your company would like to activate Request Assistant for the UK users, but not for anyone else.

Steps

Select the Request Compliance tile from the list Request Administration tools.
Select UNITED KINGDOM from the dropdown.
Select the Request Cost Estimate Assistant checkbox and then select the Save button.

Result

The Request Assistant feature is now available for the UK users.

Key Points

The Request Assistant feature:

Is activated on the Compliance Controls - Compliance Rules page
Is activated by country.
Is not connected to Concur Travel prices and customer-negotiated fares.
Does not take configured travel policies into account.

Summary

Activate or deactivate Request Assistant for specific countries in Compliance Controls – Compliance Rules.
The feature is enabled by country, not by individual user.
Request Assistant does not use Concur Travel prices or customer-negotiated fares.
Configured travel policies do not affect Request Assistant recommendations.

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