Galileo Quick Reference Client File

transcript

Apr-09 www.galileo.ch

GALILEO

Quick Reference

Client File Galileo Switzerland AG Training Administration, Case postale 776, 1215 Genve 15 Tel. 022 791 70 62 / Fax 022 791 70 60 Email : swisstraining@travelport.com

SUMMARY

Client File Introduction.............................................................................................................. 2

What is a Client File ................................................................................................ 2 Client File hierarchy ................................................................................................ 2

-The Agency File ........................................................................................................................................ 3 -The Business File...................................................................................................................................... 3 -The Personal File ...................................................................................................................................... 3

Client File with Focalpoint ...................................................................................... 4 Client File creation .................................................................................................. 4

- Business File creation .............................................................................................................................. 4 - Personal File creation .............................................................................................................................. 4 - Transfer codes ......................................................................................................................................... 5

Client File Display ................................................................................................... 5 - Display inputs ........................................................................................................................................... 5 - Shortcuts .................................................................................................................................................. 6 - Printing ..................................................................................................................................................... 6

Client File transfer................................................................................................... 6 - From a displayed Client File..................................................................................................................... 7 - Directly without displaying a Client File.................................................................................................... 7

Client File modify .................................................................................................... 8 - Update data in a Client File...................................................................................................................... 8 - Rename a Business File .......................................................................................................................... 9 - Rename a Personal File........................................................................................................................... 9 - Copy a Business File ............................................................................................................................. 10 - Copy a Personal File .............................................................................................................................. 10 - Delete a Business File ........................................................................................................................... 11 - Delete a Personal File ............................................................................................................................ 11

Transitional Client Files ........................................................................................ 12 - Display Transitional Client Files inputs .................................................................................................. 12

Client File with Relay............................................................................................. 13 Client File creation ................................................................................................ 14

- Business File .......................................................................................................................................... 14 - Personal File .......................................................................................................................................... 15

Client File format verification ................................................................................ 16 Client File creation from a Booking File ................................................................ 17 Client File display.................................................................................................. 18 Client File modification.......................................................................................... 18 Client File deletion ................................................................................................ 19 Appendix ............................................................................................................... 20

Client File with Viewpoint ..................................................................................... 21 Client File creation ................................................................................................ 21 Client File transfer................................................................................................. 26

Client File Quick Reference

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Introduction

Client File Plus is an automated storage system that stores information regarding company and customer preferences in the Galileo system, rather than storing it in paper files. The stored information can then be referred to quickly and easily as required or transferred into a Booking File when making a customers reservation, saving both time and effort and ensuring accuracy. Client File information may be accessed and utilised by the agency that created it, and by associated branch offices linked by group coding or through Selective Access. With this brochure we provide you with the formats, which have been developed to support Client File Plus with Focalpoint, Relay and Viewpoint.

What is a Client File

Clients File allows you to store various information for your customer in the Galileo system, such as for example: its name, its telephone numbers, its credit cards, its frequent flyer membership data, its seat preferences, etc... As soon as the data is stored in a file, it will be at the disposal of the agency. At the time of a new reservation, the concerned client file can be called so that all of the passengers data are added automatically to the booking file.

Client File hierarchy

Client File Plus is organized in three levels:

Agency File

Business File

Personal File

Business File Business File

Personal File Personal File Personal File Personal File

The Agency File

This record contains details about your agency Output of an Agency File: 1C8 /GALILEO TRAINING 22FEB06

AGENCY FILE

1Y/P.GVAT*022 789 456 GALILEO TRAVEL GENEVA

2Y/T.T*

4Y/NP.---EMERGENCY PHONE NUMBER FOR OUT HOURS---

5Y/NP.---022 432 567 AND 022 987 654---

6Y/R.PSGR

-The Business File

This record contains details about a specific business account Output of Business File: 1C8 /GALILEO TRAINING/FIDREX 26OCT06

BUSINESS FILE

1N/N.FIDREX SA

4Y/P.GVAB/022 678 54 12 SECR MISS MEIER

17Y/F.AX375811111111115/D0212

80O/W.FIDREX SA

RUE DE LA TOUR 25

CAROUGE CH

P/1227

90Y/D.FIDREX SA

RUE DE LA GARE 12

GENEVE

CH

1201

-The Personal File

This record contains personal information of a person travelling for a company for which a Business File exists. At the time of creation, all Personal Files are linked to Business Files; therefore a Business File must exist before a Personal File can be built. Output of a Personal File: 1C8 /FIDREX-SMITH 26OCT06

PERSONAL FILE

1Y/N.1SMITH/JOHNMR

8Y/NP.PSPT GB ISSUED LON 20MAR2005 VALID 20MAR 2015

9Y/NP.AVML ON TRANSATLANTIC FLIGHTS

10Y/NP.BUSINESS CLASS IF MORE THAN 3 HOURS

20YA/M.AY123456778889

25YS/NP.S/SEATS-NA


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Client File with Focalpoint

Client File creation

- Business File creation

1. Create a Business File CFB/BUSINESS ACCOUNT NAME

2. Input the data relating to the Business account

1N/SHELL CORPORATION 2B 3Y/P.ZRHB*044 328 567 BUELER/CINDY SECR 4Y/W.SHELL CORPORATION*LIMMATSTRASSE 6*ZUERICH*P/8001 5Y/F.INVOICE

3. Save the Business File

CE

- Personal File creation

1. Create a Personal File CFP/BUSINESS ACCOUNT NAME - PASSENGER NAME

2. Input the data relating to the Business account

1Y/N.DURAND/GUILLAUMEMR 2Y/P.ZRHB*044 328 998 DIRECT LINE 3R/SI.AVML 4Y/NP.NSSA ON ALL FLIGHTS 5R/M.BA88997755

3. Save the Personal File

CE

Transfer codes

The transfer codes are mandatory; they are stored just next to the line number and will generate the data transfer.

Transfer

code

Translation Description

Y AlwaYs move The data will always automatically be moved into a booking File

N Never move The data is for information purpose, and will never be moved in a Booking File

O Optional move The data may optionally be moved into a Booking File

R Related move Related item fields are similar to optional fields and do not automatically move into a Booking File. The R transfer code must be used for the following Booking File fields where they are to be segment or passenger related:

Programmatic SSRs (SI.)

Mileage Membership numbers (M.)

Associated remarks (RI.S)

B Blank line This transfer code is used to store blank lines within a Client File (for clarity)

Client File Display

- Display inputs

C*SHELL Display the Business File SHELL C*SHELL-DURAND Display the Personal File DURAND linked to the

Business File SHELL C**-DURAND Display the list of all Personal Files named

DURAND CL*2 Select the File 2 from the displayed list C*SHELL-DU* Display the list of all Personal Files beginning with

DU linked to the Business File SHELL CLB Display the list of all Business Files CLP/SHELL Display the list of all Personal Files linked to the

Business File SHELL


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- Shortcuts

C*R Redisplay the last active file C*B Redisplay the last active Business File C*P Redisplay the last active Personal File

- Printing

P-C*SHELL Print the Business File SHELL P-C*R Print the last active file

Client File transfer

A multiple move moves all Y lines from the specified or displayed level of the Client File, plus lines from the level(s) above. A single move input, only moves lines from the level of the specified Client File, plus the agency phone number from the Agency File A selected move input, only moves lines of the Client File which are specified in the input. In this situation all Y, O, and R lines are considered as optional lines, and only those which are specified in the input, are moved into the Booking File. A related move input moves only the R lines in of the Personal Client Files. A name must be stored in the Booking File before moving R lines.

Agency File

Business File

Personal File

From a displayed Client File

1. Display the Personal File

C*SHELL-DURAND Display the Personal File Durand linked to the Business File Shell

2. Chose the input to move the necessary information in the Booking File

CM/ Move Y data stored in all levels (Personal, Business and Agency File)

CMP/ Move Y data stored in Personal File only CMP/S/+1+4 Move selected lines 1 and 4 only of

Personal File CMP/R Move related lines (R) of Personal File

(name must be first stored in the Booking File)

CM/+NP.TRAVEL INSURANCE DECLINED Move Y data stored in all levels plus

additional data

- Directly without displaying a Client File

CMT/SHELL-DURAND Move Y data stored in all levels without displaying first the Client File


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Client File modify

- Update data in a Client File

1. Display the Client File to be modified

C* Display the Agency File C*SHELL Display the Business File Shell C*SHELL-DURAND Display the Personal File Durand linked

to the Business File Shell 2. Number lines in a Client File (if not numbered)

C@CNM To number C@CUN To un-number

3. Make the necessary modifications

C@3 Delete line 3 C@4Y/NP.SWISS PSPT VALID UNTIL 31DEC2010 Change notepad stored on line 4 C@/2 Insert a new line after line 2 and...

C@3Y/P.LONB*849 83 90 20 Add new line as 3 C@7N/ Change the transfer code of line 7 no N C@/4L7 Move line 7 after line 4

Rename a Business File

1. Display the Business File C*ATRAX Display the Business File ATRAX

2. Rename the Business File

CRB/ATRAX:SOCOTEX Change name ATRAX for SOCOTEX

3. Confirm name modification with Y

- Rename a Personal File

1. Display the Personal File to be renamed C*SHELL-DURAND Display the Personal File DURAND linked

to the Business File SHELL 2. Rename the Personal File

CRP/DURAND:CRAPS Change name DURAND for CRAPS

3. Confirm name modification with Y


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- Copy a Business File

1. Display the Business File to be copied C*SHELL Display the Business File SHELL

2. Copy the Business File and give it a name

CFB/C/ESSO Copy the displayed Business File and give the copied Business File the name of ESSO

3. Store the new Business File

CE

- Copy a Personal File

1. Display the Personal File to be copied C*SHELL-DURAND Display the Personal File DURAND linked

to the Business File SHELL 2. Copy the Personal File and give it a name

CFP/C/ESSO-DUPONT Copy the displayed Personal File, link the new Personal File to the Business File ESSO and give it the name of DUPONT

3. Store the new Personal File

CE

Delete a Business File

1. Display the Business File to be deleted C*ATRAX Display the Business File ATRAX

2. Delete the Business File

CXB/ATRAX Delete the Business File ATRAX 3. Confirm the deletion process with Y

- Delete a Personal File

1. Display the Personal File to be deleted C*SHELL-DURAND Display the Personal File DURAND linked

to the Business File SHELL 2. Delete the Personal File

CXP/SHELL-DURAND Delete the Personal File DURAND linked to the Business File SHELL

3. Confirm the deletion process with Y Important to note A deleted Client File may be reactivated until 30 days after deletion date. 1. Reactivate a deleted Personal File

CXP@SHELL-DURAND Reactivate the Personal File DURAND linked to the Business File SHELL

More information to be found in ASK Travelport and in Focalpoint with the input: H/CFR


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Transitional Client Files

Business or Personal Client Files that have not been displayed or moved for a period of between 6 and 13 months are known as Transitional Client Files.

Once a Transitional Client File is 14 months old it will be purged from the Galileo system on the last Sunday of the month. It is not possible to reinstate a purged Client File.

If a Transitional Client File is displayed or moved during the 14 month period it will not be purged.

A Transitional Business File may only be purged from the system provided all attached Personal Files have also been transitional for a period of 13 months.

- Display Transitional Client Files inputs

CLTB Display a list of Transitional Business Files that have not been accessed in the past 6 to 13 months.

CLTP Display a list of Transitional Personal Files that have not been accessed in the past 6 to 13 months.

To remove Client files from the Transitional list, simply display each of them with the usual inputs.

Client File with Relay

Client File Editor provides the ability to create a Client File in a different editing program, read it into Client File Editor, format it and save it to the host system. Client File Editor allows you to:

Create new Client Files.

Retrieve a Client File that is already stored on the host system, download it to your workstation, edit it locally and then upload the updated file back to the host system.

Add line numbers to a Client File automatically.

Check automatically that the contents of the Client File conform to the format requirements of the host system.

Delete, reinstate and rename Client Files Client File Editor window

Business Files linked to the Agency File

Personal File linked to the Business File

Data stored in selected Personal File


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- Business File

1. Click on to open the Client File Editor

2. Click on to open a new Client File

3. Add the necessary data in the usual Client File format (see page 4)

4. Click on to save your Client File to the host system

5. Complete the following mask with your Pseudo City Code and the File name 6. Confirm operation with OK

Personal File

1. Click on to open Client File Editor

2. Click on to open a new Client File

3. Add the necessary data in the usual Client File format (see page 4)

4. Click on to save your Client File to the host system 5. Complete the following mask with your Pseudo City Code, the Business and Personal File name (The Business File must exist in the host system)

6. Confirm operation with OK


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Client File format verification

When creating a new Client File with Client File Editor and before submitting it to

the host system, you can use to check whether all formats are correct. If all formats are correct for a Client File, Client File Editor displays an alert box to say that the Client File is OK and completed in the host.

If there is a format problem with the Client File, Client File Editor displays an alert box where you can identify/correct the problem.

Chose one of the following action and finish with OK

Client File creation from a Booking File

1. Create a Booking File in Focalpoint with all passengers details

2. Click on to capture the data to be stored in the Client File.

3. Select the data to be stored in the Client File by clicking on to select

and on to deselect 4. Chose the transfer code for each data by double clicking on the item


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5. Click on to Build the Client File 6. Complete the following mask with your Pseudo City Code, the Business and Personal File name (The Business File must exist in the host system)


Client File display

1. Open Client File Editor with 2. Double click on the desired Business File 3. Double click on the desired Personal File

Client File modification

1. Open Client File Editor with 2. Double click on the desired Client File to modify (Business or Personal File) 3. Modify or add new information in the right part of the Client Editor window

4. Save modification to the host system with

Client File deletion

1. Open Client File Editor with 2. Double click on the desired Client File to delete (Business or Personal File)

3. Delete the selected Client File with 4. Confirm deletion with OK

Important to note When deleting a Business File, all linked Personal Files will be deleted at the same time.


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Appendix

Create a new Client File Paste

Open the selected File Go to Galileo

Save the selected File Help

Print

Find a Client file in the host system

Update and Save modifications in the host system

Refresh the display

Number the lines

Un-number the lines

Verify the Client File format

Delete a Client File

Reinstate a deleted Client File

Rename a Client File

Cut

Copy

Client File with Viewpoint

Viewpoint allows you to create and transfer Client Files. To open Viewpoint click on

or select Companions and Viewpoint from the menu bar.


1. Open Viewpoint 2. Go to menu View and select Custom Viewpoint to display the Custom Viewpoint window at the bottom of the screen 3. Click on Client File Services and Create Profile

4. Complete the fill in format with the necessary information


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Business File Before using this form a Business File has to exist. If it doesnt exist, create it first in Galileo using a CFB input (see page 4)

Email Address Use for underscore (_) and // for at sign (@)

Meal Code Find the meal code list on page H/MEAL in Galileo

Meal Type S Snack D Dinner B Breakfast L Lunch C Lunch/Dinner M Meal


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Car Type Find the car code list on page H/CART in Galileo

5. Once the fill in format completed, click on create Now


Line Use line 90 to 99

Freeform Enter your free text

Move N to store information in system Y to store information in system and move into a Booking File

Create Click here to create the Client File


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Client File transfer

1. From the File menu select Get Client File 2. Complete the following mask

3. Click on to transfer all levels of the Client File

to transfer the Personal File only

to display the Client File

to display the Client File list Point to note

When choosing you have the possibility to select the information to be transfer in the Booking File.

The following mask is displayed

Information to be transferred can be selected here by clicking on it or by selecting it and using spacebar.

Select the move level here


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2009 Galileo International. All rights reserved. All Travelport logos and marks as well as all other proprietary materials depicted herein are the

property of Travelport and/or its subsidiaries. Copyright 1999-2009. All rights reserved.

Galileo Quick Reference Client File

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