Policy Management Admin Guide

This guide covers how to create, configure, and manage travel policies in the Rahal Corporate dashboard.

What You'll Learn

Prerequisites

Before managing policies, you need:

• Admin role in your company
• Read Policies and Manage Policies permissions
• Understanding of your company's travel requirements

Dashboard Navigation

Access policy management from the dashboard:

1. Log in to the Rahal Corporate Dashboard
2. Navigate to Policies in the sidebar
3. You'll see:
   • Policies - List of all policies
   • Assignments - Manage policy assignments
   • Violations - View all policy violations across your company
   • Reason Codes - Manage violation reason codes

Policy Detail Page

When you open a policy, you'll see five tabs:

Overview Tab

The Overview tab provides a summary of the policy including:

• Policy Settings - Booking mode, default action, status, and default policy flag
• Rules Summary - Count of flight and hotel rules
• Assignments Summary - Count of role and user assignments with quick manage link
• Policy Effectiveness - Violation analytics showing trends and top violated rules

Quick Start

Create Your First Policy

1. Go to Policies
2. Click Create Policy
3. Enter:
   • Policy name (e.g., "Standard Travel Policy")
   • Booking mode: Hybrid
   • Default action: Require Approval
4. Toggle Set as Default Policy to Yes
5. Click Create

Add a Flight Rule

1. Open your policy
2. Go to Flight Rules tab
3. Click Add Rule
4. Configure:
   • Route: All flights
   • Budget: 500 USD
   • Cabin: Economy, Premium Economy
5. Click Save

Add a Hotel Rule

1. Go to Hotel Rules tab
2. Click Add Rule
3. Configure:
   • Location: All hotels
   • Price: 150 USD per night
   • Stars: 3, 4 stars
4. Click Save

Assign the Policy

1. Go to Assignments tab
2. Click Assign to Role
3. Select Member role
4. Click Assign

Your policy is now active for all Member users.

Next Steps

Continue with detailed guides:

• Creating Policies - Full policy creation walkthrough
• Configuring Flight Rules - Advanced flight rule configuration
• Policy Assignments - Role and user assignments