Violation of Corporate Policy

Besides, setting corporate policy rules, you can specify the cases when the violation of a corporate policy is allowed.

To set the condition for corporate policy violation.

1. Click Violation of corporate policy (Home > Corporate clients >Corporate policy) to expand the form.

2. Click Create. The New violation reason window appears:

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3. In the New violation reason window, specify the code, select the product for which the reason will apply and type the reason itself.

4. Click Save.

Then in case a user books a service that violates corporate policy, on the booking form, the following form will appear:

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The user is expected to select the one of the created reason from the drop-down or type the reason if it is not in the list.

Reports on Violation of Corporate Policy

To monitor the case of corporate policy violation you can run a report and obtain a list of all the cases for a certain period when the corporate policy was violated.

For that,

1. Go to the Reports menu.

2. In the Corporate services reports section, opposite the Corporate policy violation, click Run report.

3. The report is generated, where you can view the details on the cases of violation.