Users with Travel Manager, Admin, or Pro permission can take action on a trip request pending the agent's confirmation. The options are to 'decline' the request or 'skip agent confirmation' and 'create the trip'.
Follow the steps below to either decline or approve a trip when it gets to the 'pending agent' step:
1. Log into the Mesh platform as a user with Travelr Manager permissions.
2. Navigate to Travel >> Trips >> Pending approval
3. Search the trip using the trip ID.
4. To decline, click the 'Decline' button, type a reason, and click the 'Decline' button again.
Notes:
- 'Travel Ticketed' refers to the step in which the process enters the phase where the outcome can either result in ticketing or not.
- The step is updated per the 'declined' action taken.
5. To approve and create the trip, click the 3 dots, then the 'Skip agent confirmation' link, and finally the 'Create trip button'.
Note: When the mentioned actions are taken, the platform sends relevant notifications to all parties involved.
Comments
0 comments
Please sign in to leave a comment.