Select Tables from the Menu bar and then the Narrative table. This window will initially be blank so that the System Administrator can enter Narratives suitable to their business. Once Narratives have been created they will be displayed in this table in alphabetical order.
Narratives, Trip Text, Segment text and Prefix/Suffix can all be added to many documents by clicking on check boxes when producing documents. It is also possible to use various formatting options like Bold, Italic, text colour, underline and alignment (right, left and centre) while setting up Prefix/Suffixes, See Prefix/Suffix.
Trip Text screen enables the user to print from the Trip Text screen, See CCTE Consultant User Guide.
If a service type is selected, this narrative will only display if that particular service type is present in the itinerary. e.g. A Narrative for Virgin flight conditions could have the Service Type of Flight and Sales Code of Domestic attached.
To create a New Narrative, click on the New Button. The Sales Code will now appear as an option within this screen.
Code
The Code is the name given to the Narrative that is being created, this can be set to display as a heading or footer on a document dependant on configuration. See Heading and Header/Footer below.
Service Type
A Service Type can be selected to apply the Narrative, or if left as any this depending on other criteria configured the Narrative may apply to any Service Types.
Sales Code
When Sales Code is selected the applicable Narrative will only be retrieved for that Sales Code.
For example : Trans Tasman
Required
Select the relevant category by clicking on one of the following radio buttons:
Required Narratives: this text will display in the Prepare Itinerary screen along with an asterisk (*) meaning that the user cannot be deselected.
Recommended Narratives: this text will display on Prepare Itinerary screen labelled as recommended for the user to select.
Optional Narratives: this text will display on Prepare Itinerary screen for user to select if they wish.
Type or paste the Narrative required into the box below the radio buttons
Document Type
Displays a drop down list with values “All”, “Itinerary”, “Quotes” and “SOA”, etc. A user will be able to link a narrative to the listed document type or to all by selecting the values from the dropdown. eg. If a narrative is created for “Quotes”, then that narrative will only be attached to a Quote document. Multiple selections will be allowed. By default narrative will be created for SOA, Quotes and Itineraries.
Branch
Contains a drop down list of "All Branches" within the database (e.g. All Branches, Branch1 (pseudo city), Branch2 (pseudo city, etc). A user will be able to link a narrative to a particular Branch or to all branches by selecting the values from the dropdown, eg. If a narrative is created for a document in "Branch1 (XA1 pseudo city)" the narrative will be attached to the document when generated from Branch 1.
Multiple selections will be allowed. By default, narratives will be created for a user's home branch.
See CCTE Accounts Management Multi Branch Guise, Answer 42425 in Ask Travelport.
Heading
Is able to be switched ”On‘ and ”Off‘ from a drop down. The CODE field will then be enabled or disabled for the Narrative.
Where the header is "ON" the narrative would appear as follows:
TERMS AND CONDITIONS
Your deposit is non-refundable, etc.
With the header “OFF” only the text will appear without the heading.
Header/Footer
This allows a user to select where the narrative should appear.
- If Header is selected then this Narrative will appear in the header.
- If Footer is selected then this narrative will appear in the footer.
Note: “Header/Footer” is available for Itinerary, Statement of Account (SOA) and Quote documents. All other documents will position the Narrative as a Footer.
Setting up Narratives
- From Tools\Tables\Narratives can be set up Narratives, using the fields mentioned above, as required.
Format
- Narratives can be formatted using the options of bold, italic, underline, text colour and alignment.
- Set the narrative as “Required” if it must appear on the documents or create as “Recommended” or “Optional” to allow selection.
- Link the narrative to the documents from the “Document Type” list.
- Link the narrative to the desired branch(es) from the “Branch” list.
- Add a heading to the narrative by selecting ON in the “Heading” If ON the Narrative Code will appear above the Narrative Text on a document. Example:
Terms & Conditions (heading taken from the Code field)
Your deposit is non-refundable etc. (Narrative)
- Define the positioning of the Narrative in documents as either “Header/Footer”.
Note: “Header/Footer” is available for Itinerary, Statement of Account (SOA) and Quote documents. All other documents will position the Narrative as a Footer.
Amend\Copy or Delete
After a Narrative is created, it can be updated by using the New/Edit Narrative screen. To access this screen, double click on the Narrative to be amended or deleted. It is possible to:
- Create new narratives and update/delete/copy an existing narrative.
- Delete – will delete the Narrative.
- Copy – will copy to update and create a New Narrative.
- If amending, when finished updating Save and Close.
Deleting a Narrative
To delete a Narrative, double click on the code the user wishes to delete then press the Delete button.
Click YES at the confirmation to delete prompt, or NO if the user wishes to retain this Narrative.
Printing Narratives
- A “Required” Narrative will be automatically attached to a document and cannot be unchecked.
- To populate the “Recommended” or “Optional” narratives select the “Add Recommended/Optional Narratives” option which is now available on the individual document’s screen.
- Select the Checkbox or Add Recommended/Optional Narratives and then click the Generate button the Narratives screen will open to enable selection of the Recommended or Optional Narratives.
In the above screen:
- Required, Recommended will be checked by default and Optional narratives will be unchecked. The user can check/uncheck the Recommended and Optional narratives as required for the document.
- Double clicking a narrative will open the New/Edit Narrative screen.
- The user should click the Generate button on the screen to generate the document.