This is a NON PUBLISHED howto. Work in progress for Tour Locations which do no’t yet have a maintenance UI but WILL have Tour / Advanced options to use it. It will not be usable for any client except NPWS
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 Group Membership list is empty by default. The membership is a ‘type' and 'subtype’ concept. Types do not have to have a sub-type, but all sub-types must have a (parent) type.
Examples may include: Head-office and Branch offices, Region and Areas, Company and Brands, Brands and Products.
Group Memberships are associated to User Groups for the purpose of filtering out the Tour list so the Staff User see’s only what they can book or maintain.
An authorised Staff User can add new Groups Memberships and edit existing Group Memberships.
Instructions
Step-by-step guide to adding Tour Locations
Group Memberships (Quick Ref : Settings / Users & Groups / Lookups Tab / Add)
From the main menu, click Settings
Click the Users & Groups menu
Select the Lookups tab
Select the Group Types tab (on the 2nd row)
Click on the Add Group Type button
Add the Group Type Name (mandatory)
The new group type will be enabled by default
7. The List view of Group Types can be sorted or searched.
A Group type can be edited.
A Group type cannot be deleted if it is currently assigned to a User Group
8Select the Group Sub Types tab (on the 2nd row)
9. Click on the Add Group Sub Type button
10. Add the Group Sub Type Name (mandatory)
Add a Unique reference for the Sub Type (mandatory)
This can be the same as the name, or a GL code, or a global unique ID from a 3rd party system
The new group sub type will be enabled by default
11. Group Memberships can be applied to User Groups (see User Groups and Understanding Group Membership )
12. In User Groups, the Membership can be associated to:
All groups and all sub types, or
One group and all sub types, or
One group and one sub type, or
None
