Pax Portal Trip Request Approval

Pax Portal Trip Request Approval

Overview

BART allows you to assign approvers to individual trip request users. These approvers will approve or deny a trip before it is sent to the trip request contact for scheduling.
***This is a custom feature and may not be available to all clients and users***


Setup - Enable Setting

Navigate to Gear > All Settings > Programs - Copilot & Pax Portal > Pax Portal Tab

  Enable Request Approval Process
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Setup - Add Approver

***If Trip Request Approval is enabled, you must add an approver for each pax portal user***

1. Navigate to User > Trip Request user - Flight Security tab

2. Add in name of person who will approve this user's trip. The Approver must be a passenger already setup in the system, with a valid email address listed in their Passenger profile
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3. Save

 

Approval Process

1. Trip Request user submits a trip request from within paxportal.seagil.com

2. Approver receives an email with trip information
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and Trip Request user receives an email showing trip details, and stating trip is Pending Approval
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3. Approver clicks on Approve/Deny Request button from within email and is directed to Approval page. The approver is approving or denying the entire trip (not individual legs). 

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4. Approver can approve the trip or deny the trip. If trip is Denied, approver must fill in comments
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5. If trip is Approved, an email is sent to Trip Request user and Dispatch
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6. If trip is Denied, an email is sent to Trip Request user letting user know why the trip was denied
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