This is a view only screen which lists all registered CrossCheck Travel Enterprise users. The Consultants classified as Active (Active box ticked) are listed first and any inactive consultants are listed at the end of the display.
A separate Consultant Input screen is used to add, delete, or modify details for each user. This input screen is displayed by pressing CTRL+N.
Note: For more information on any of these tabs please refer to CCTE Accounts Management Guide, Answer 27134 in Ask Travelport
Modifying User Information
Double click on the Consultant record to be modified. Make the required changes by overtyping or adding the new information. Click OK to save changes and exit.
To delete a consultant, display the consultant’s record and click on the Delete button. A prompt will be displayed asking for confirmation. Select Yes to delete the user and exit.
A user cannot be deleted if the User Id code has been used anywhere in the system. In such cases a warning prompt will be displayed upon attempting to save the deletion.
Deactivating a Consultant
To deactivate a consultant, display the consultant’s record and untick the Active box.
If the Active box is not ticked the consultant is unable to login into CCTE and their name is removed from the Workflow Action Items folder.
The consultant’s record is then moved to the bottom of the consultant list under the Consultant tab.
A consultant can also be disabled by changing the Expiry date for the password to a past date in this screen.
More information can be located in CCTE Accounts Management Guide, Answer 27134 in Ask Travelport for the tabs mentioned below:
Documents
Canned Remarks
Comments
Access Overview
Auto Reminders
The Agency Supervisor can configure settings at a branch level, please refer to CCTE AccountsManagement Guide, Answer 27134in Ask Travelport for more information.
Note: The Automated Reminders will be a system schedule job that is automatically generated each day at 0200 Server time. If the automated reminder setting in the home branch is set to ‘Email’ then CCTE will send the reminder email from the Consultant profile and copy email IDs, as well as from the branch email ID if available or if not, from a dummy ID noreply@branchname.com
A consultant can potentially expect 2 emails (if the reminder option chosen is email) - one for trip on a daily basis and another for client to be generated on a daily or weekly basis depending on the data.
Trip
- Due for Invoicing
- Out of Balance
- Travel Completed
- Trip Check
Client
- Passport Expiry
- Visa Expiry
- Client Credit Card Expiry
- Membership Expiry
- Birthdays
Quote Payments
- Deposit Due
- Finals Due
TripCheck Reminder Configuration
TripCheck configuration is a two step process:
- Customise TripCheck Reminders
- Activate email or CCTE reminders
Users will receive a reminder to set up the reminders when enabling the functionality from the TripCheck button the front of a Trip.
Note: Changes to this screen must be saved before setting up the Auto Reminders.
A message is also shown from the Auto Reminders tab to ensure that both items are configured correctly.
Branch Tab > Auto Reminders: Navigate to Branch > Setup > TripCheck to set the reminder method. Users should select the required reminder method.
From this screen standard reminders can be selected from the Travel and Payments & Documentation tabs.
Additional customised reminders can be added from this screen.
TripCheck must be enabled prior to selecting the method of reminder. If this has not been done, on selection of the TripCheck option, the system notifies with a message: “TripCheck must be enabled for all selected branches before TripCheck reminders can be set”.
TripCheck can be enabled without the reminders and can then be tracked via the TripCheck Report. Retrieval is a manual process.
Client Reminders
Client reminders/emails can be configured to send one client email reminder on a daily/weekly basis including all the individual reminders for each of the categories – expiry of passport, visa, credit card and membership as well as birthdays.
Monday is the day set aside for weekly reminders for the following week if weekly reminder option chosen as the frequency for client files reminders.
- By default reminder categories (passport expiry, visa expiry, credit card expiry, membership expiry and birthdays) are un-selected.
- The reminder frequency option for client files is set to weekly by default.
- The default option of Client Type combo in Client reminders is for all options to be selected.
Client email reminders will be generated once as per the configuration. There will not be multiple client email reminders against the same item
Quote Payments
These reminders will be triggered by the deposit and final payment fields on the Quote screen and will allow users to monitor when payments are due from clients and to Suppliers.
- ‘Deposit Due Date not paid’ means there is no tick on the ‘Deposit Paid box’ in the quotes screen
- ‘Final Due Date not paid’ means there is no tick on the ‘Final Paid box.’ In the quotes screen
- The reminders will be generated for all active and chargeable quotes. It is therefore possible to have a trip with multiple reminders for the deposit and final payments associated with all the active and chargeable quotes.
The reminders generated automatically reflect on the trip workflow action items . The default setting of auto-reminders for Quote Payments will be that the Deposit and Final payment options will be deselected.
The CCTE supervisor has the ability to configure automated reminders to generate a daily Email or Reminder to up to 3 email addresses and the Consultants for Quote Deposit and Final Due Dates and amount.