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Adding a Lookup List to the Policy Tree

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For a new Lookup List to be enabled, it must be attached to a branch of the Policy Tree and Compiled.

Lookup List rule items are inclusive. The rule item can be added multiple times to the same Policy Tree Branch without conflict, and a Policy Tree Branch can support multiple Lookup Lists. However, you should not add more than one type of lookup list to the same policy branch, such as two Restricted Fare Families lists. If there is a need to use a different Lookup List than the one being inherited from a parent policy branch, the Exclude Lookup List should be used for the inherited list and the Include Lookup List for the new list.

Lookup List attached to a Policy Tree Branch with the Include Lookup List rule cannot be deleted. To delete an attached Lookup List, first detach it from the Policy Tree Branch.

This article shows you, a TMC Administrator, how to add a lookup list to the policy tree.

Step 1: On the Certify Travel homepage, select the Admin menu. Then, select Policy Tree followed by Policy Tree Editor.

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Step 2: The Policy Tree Editor opens. Select Edit for the Core Permissions policy branch.

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Step 3: Scroll down to the Lookup List section and click Add New Rule to Lookup List Section.

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Step 4: The Policy Rule Search Results section displays. Mark the checkbox for Include Lookup List and click Next.

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Step 5: The Policy Rule Values section appears. Select your preferred Lookup List previously created, and then select Save.

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Step 6: On the Edit Policy Tree Branch screen, click Compile for Core Permissions.

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The Lookup List now appears in the Lookup List section of the Policy Tree.

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