Miscellaneous. Other.

They are the words to catch all, include all and cover all in case the other options were do not fit.

The Locomote Corporate Travel Platform can be customised in thousands of different ways but even then, sometimes you just need an "Other" module and that's what the Additional Information (AI) module offers. You can customise the module to include all 'other' or 'additional' information that is relevant to the company's travel policy ie. Company-specific job references such as project numbers/order numbers/GL codes etc.

Remember

If you require the field(s) to be mandatory, tick the Mandatory checkbox; this will prevent users from submitting a trip request until all fields are completed.

Note

There are 2 types of fields that you can create; a free-text field that will be limited to parameters you set (eg. AA-NNNN = PO-1234) or a drop-down field with pre-filled values that the user selects one option from.

Requirements for Input Validation

If you require the user to enter in data in a predetermined format, enter in the example with the placeholder data:

  • A = Alpha (A-Z)

  • N = Numeric (0-9)

Characters must be entered as per example:

Validation Requirement: AA-NNN

The user would then input: MN-456

Create an AI entry

  1. To create an entry in the Additional Information module, click on the user Avatar and select Admin to access the Admin home page

  2. Click on the Workflows link in left-hand hand panel of the Admin home page

  3. Locate and select the workflow that contains the Additional Information module

  4. Under Modules click on the cog to the right of the Additional Information module

  5. The Additional Information module Settings menu will appear. Enter text into the Description of Application field ie. What the user needs to fill out or how to fill out

  6. Click 'Add another field' + icon; a drop-down menu will appear

  7. Enter a Label (the title) and a Code eg. payment_options. The Code field is not visible to the trip requester within the workflow

  8. You can add Input Validation or you can add Drop down values, or you can add both. If you add both, your drop-down values will need to be in the Input Validation format eg. AA-NNN or NN-AAAA

  9. Once either of the Input Validation or the Drop down values has been added, click Save to submit changes

  10. Once saved, you can add another field to the Additional Information module if required by clicking the 'Add another field' + icon.

Input Validation field Drop-down field

  • Add Input Validation eg. AA-NN (Optional)

  • Tick Export to PNR (Optional)

  • Tick Mandatory (Optional)

  • Enter Drop Down Values (click 'Add drop down value' + icon as many times as required)

  • Tick Export to PNR (Optional)

  • Tick Mandatory (Optional)

Edit an AI entry

  1. To change an Additional Information module entry, click on the user Avatar and select Admin to access the Admin home page

  2. Click on the Workflows link in left-hand hand panel of the Admin home page

  3. Locate and select the workflow that contains the Additional Information module

  4. Under Modules click on the cog to the right of the Additional Information module

  5. The Additional Information module Settings menu will appear with the existing entry

  6. Change the text in the Description of Application field if required

  7. Change the Label (the title) however the Code eg. payment_options cannot be changed once the entry has been saved.

  8. You can also change the Input Validation or you can add Drop down values, or you can change both

  9. Once all the relevant information has been edited to your liking, click Save.

Delete an AI entry

  1. To delete an existing Additional Information module entry, click on the user Avatar and select Admin to access the Admin home page

  2. Click on the Workflows link in left-hand hand panel of the Admin home page

  3. Locate and select the workflow that contains the Additional Information module

  4. Under Modules click on the cog to the right of the Additional Information module

  5. The Additional Information module Settings menu will appear with the existing entry

  6. Click the X located to the right-hand corner for the entry, beneath the Description of Application field. This will remove the filled out form(s)

  7. Remove the text in the Description of Application field

  8. Once all the relevant information has been removed, click Save to ensure the Additional Information module no longer appears in any trip request workflow.

Note

If you require the field data to be added to the online booking for reporting purposes, tick Export to PNR. Additional configuration is required in the File Finishing section in the Locomote booking module Agency Admin portal.

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