Building a Rule Template

Objective

After completing this lesson, you will be able to build a rule template in Company Administration for Concur Travel.

Create a Travel Rule Template in the Travel Rule Builder

Image of an administrator asking the following question: I need to build a travel rule that requires approval for international trips, where do I start?

In the Travel Rule Builder, you can create a rule template for a travel rule. In this example, we will build a rule template to require manager approval any time a traveler books an international flight.

Review the step-by-step process to learn more about building a rule template in the Travel Rule Builder. This procedure will begin on the Travel Rule Builder page.

Steps

  1. Select Flight from the Rule Template Category drop-down list.

    Travel rule template view highlighting Flight category

  2. Select OK and then select Add.

    1. When you select OK, the system loads any rule templates that have already been created
    2. To create a new template, you select Add

    Note

    You must select OK before you select Add.
    Two connected UI panels for travel rule templates. The top panel is titled “Travel Rule Template View” showing the procedure for step A and the bottom panel shows the step B.

  3. Enter the Rule Name (required) and Violation Code.

    Note

    The Violation Code field is optional.
    Travel Rule Template View screenshot: a form with Rule Name and Violation Code fields, radio options for all/any checked conditions, a long list of checkbox rules (e.g., Flight Number, Air Fare, etc.), and Save and Cancel buttons at the bottom.

  4. Select one of the two radio buttons as applicable.

    Choose between the following options:

    • All of the checked conditions are true - This adds an "and" between conditions
    • Any of the checked conditions are true - This adds an "or" between conditions
    Travel Rule Template screenshot: a form with Rule Name (set to international flight rule) and Violation Code fields, radio options for all or any of the checked conditions, a long list of checkbox rules (Flight Number, Air Fare, etc.), and Save and Cancel buttons at the bottom.

  5. Select all applicable check boxes to apply conditions.

    In this example, the "Flights are international" checkbox is selected.

    Travel Rule Template View screen with a form: Rule Name input set to “international flight rule,” Violation Code field, radio options for all/any conditions, a long list of checkbox rule options (including a selected “Flights are international”)

  6. Select Save.

    Travel Rule Template View screen with a form: Rule Name input set to “international flight rule,” Violation Code field, radio options for all/any conditions, a long list of checkbox rule options (including a selected “Flights are international”) and highlighted the Save button.

Result

The rule template is created.

Travel Rule Template View screen: the international flight rule template is created with the options to Edit, Copy and Delete

To complete the process, you need to activate the rule on the Travel Policy tab in Travel Admin. For more information, visit the Working with Travel Policy unit.

Summary

  • To build a start in Travel Rule Builder; choose a rule category, select OK, then Add to create a new template
  • Enter Rule Name and optional Violation Code; set condition logic using "All" or "Any" radio buttons
  • Locate and select the relevant condition checkboxes
  • Save the template; then activate the rule on the Travel Policy tab in Travel Admin

Learning

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