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--- leon:multi-leg-requests-vm [2022/01/15 19:21]
marek [Show "Requests" column in OPS Table]
+++ — (current)
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-====== MULTI LEG REQUESTS ======
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-**MULTI LEG REQUESTS** panel has been created to allow quick & easy arranging of such services, as: __Handling, Catering, PAX Transport and Slot/PPR.__
-===== Basic configuration =====
-==== Add a mailbox ====
-It's not mandatory, but recommended to [[leon:mailboxes|add a mailbox]] to be used with that module. It will allow to use the following features:
-  * Send the requests from your mailbox
-  * Receive the replies to your e-mail directly to your mailbox, and see them in Leon
-  * Read all the messages related to the request in Leon
-  * Keep the correspondence in Leon even if you remove it from your mailbox
-If the mailbox is not configured, Leon is unable to send the requests from your mailbox, nor show you the replies or the history of the emails exchanged with the suppliers.
-==== Configure email templates ====
-[{{ :leon:settings:email-templates-reply-to.png?400|"Reply to" address in email template recipients settings}}]
-Configure [[leon:email-templates|email templates]] to be used with the module. Go to Settings -> Email Templates, and click {{:leon:icons:add-template.png?nolink|}} button to add new templates. There are 3 generic templates available:
-  * Multi Leg Request New
-  * Multi Leg Request Udpate
-  * Multi Leg Request Cancellation
-You can adjust them to your needs the same way you do it with [[leon:email-templates#documents-email-templates|documents email templates]].
-Please pay attention to "Reply to" address set in "Recipients" section. It should be the address of your OPS mailbox. It's required if you want the mailbox to be used for the multileg requests.
-==== Show "Requests" column in OPS Table ====
-Unlike the previous settings (mailbox and email templates), this one is user-specific.
-In OPS Table, go to [[leon:table#view-settings|view settings]] (three dots in the top-right corner), click "Columns" and enable "Requests" by ticking the corresponding checkbox.
-===== How to use it =====
-==== Select suppliers ====
-==== Create new requests group ====
-==== Send requests ====
-==== Update requests ====
-[{{ :leon:multilegs:selecting_suppl_window.png?200|Selecting suppliers in Multi Leg Requests panel}}]
-The **1st step** to use this functionality is right-clicking on the flight (or marking multiple flights) and selecting {{:leon:multilegs:select.png?nolink|}}
-In the new window Leon will show selected trip/trips with possibility of **selecting suppliers** (see screenshot on the right).
-Suppliers selected in the 'Airport Directory' as "favourite" (marked with the yellow star), will show automatically. The other ones can be selected manually, or by clicking the button {{:leon:multilegs:via_handler_button.png?nolink|}}
-Once suppliers selection is saved, the next step is to create a **New Request** - right-click on the selected legs and choose the option {{:leon:multilegs:new_request.png?nolink|}}
-In the pop-up window mark the chosen services and click 'SEND'. It is possible to split the request, select only some of the services and send the request, then mark the other ones later and send a separate request.
-{{:leon:multilegs:request_services_window.png?nolink|}}
-Once SEND button is selected, Leon will show a Multi leg request window for further actions with selected suppliers & email address/addresses on top and a workflow buttons underneath:
-{{:leon:multilegs:workflow_buttons.png?nolink|}}
-[{{ :leon:multilegs:multi_leg_requests_main_window.png?200|Sending multi leg request email}}]
-In the section below there are email details to be filled in with email addresses: From, CC, BCC and Reply to. They can show automatically if they have been inserted in the 'Multi Leg Request' email template in the **Admin panel**, section [[leon:email-templates|EMAIL TEMPLATES]].
-{{:leon:multilegs:email_template.png?nolink|}}
-The email body is editable and can be adjusted as needed. It is also possible to attach files to the request email.
-Once the email is sent out, Leon will change status from {{:leon:multilegs:new.png?nolink|}} to {{:leon:multilegs:req.png?nolink|}} and the checklist items displayed on the right will also have statuses changed from 'Untouched' to 'Requested'.
-{{:leon:multilegs:checklist.png?nolink|}}
-If there was any **update** made to the trip or **cancellation**, use available buttons and send required email.
-When the request is confirmed by the supplier, click {{:leon:multilegs:cnf.png?nolink|}} and the checklist items will also show as confirmed.
-----
-Once the request is created (by clicking the "Send" button in the "Request services" window), in the **Table** view of OPS section Leon will show a **Request groups** (depending on the number of requests sent) with random request ID and the assigned colour. Go to 3-dot filter > Columns to activate a column 'Requests'.
-{{:leon:multilegs:request_groups.png?nolink|}}
-Hover the mouse over the request ID and Leon will show a tooltip with the requested services for a particular trip. Next to the request ID Leon will show the number of **unread messages**.
-{{:leon:multilegs:req_group_tooltip.png?nolink|}}
-There is also a "burger" icon for quick adding a trip to the existing request.
-{{:leon:multilegs:burger.png?nolink|}}

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