Levels

Owned by support_howto
Last updated: 04 Oct, 2024
2 min read

Overview

Lookups are lists created and maintained by a Staff User. Once created, they can be used as type-ahead and dropdown lists throughout ResPax booking forms and maintenance screens.

 

  • The Level Lookup is a custom list that comes empty by default.

  • Common uses include Cert I, Cert II, Cert III, Professional, Intermediate, Novice

  • A Staff User can add custom data to the list and then select this field to be collected per Traveller. (optional or mandatory)

Instructions

  1. From the Main Menu click on Settings > Lookups > Levels > Add Level

image-20241004-021456.png

2. Add a Description and Save

image-20241004-021602.png

 

Enforce Level selection to be mandatory for bookings

  1. Navigate to Tour Maintenance > Passenger Type Settings. Under the passenger types, you can enable ‘Collect Level’ and ‘Require Level’ to make it mandatory for the person booking to select an option from the dropdown list on the booking page.

If the ‘Collect’ option is enabled, this displays the Level on the form. If the 'Required' option is enabled this makes the Level a mandatory requirement per passenger type, and will alert if not selected

  1. On the OBE (Online Booking Page) under the Guests menu Levels will generate as a dropdown list with the levels that was added available to choose from the list.

  1. To delete an existing Level Lookup, Click the delete (trash bin) icon

A user cannot delete a Lookup if it has already been applied to a booking.

The staff user will be presented with a toast message as follows