Within Certify Travel by Amtrav, administrators can create and manage travel policies. Travel policies define specific approval rules and booking limits for a group of travelers. For example, your company may have one policy for executives, another policy for basic travelers, and so on. There are no limits to how many policies a company can have, but it is recommended to keep it at a manageable number.
This article shows you, a Certify Travel Administrator, how to create a travel policy.
Step 1: From your Certify homepage, click the Travel tab. Then, click Search & Book Travel.
Step 2: Click Travel Policy.
Step 3: Existing policies can be seen here if you need to adjust the settings. To create a new policy, click Add New Travel Policy.
Step 4: Enter the name of the policy, and select if it should be the default policy for the company. Click Add.