Dev:LH MOC Admin-Travel partner

The Travel Partner Administration module allows administrators to manage external agencies and operational partners that interact with the system.

Travel Partners can:

•Request services on behalf of passengers

•Receive automated tasks

•Act as operational or medical intermediaries

•Be linked to B-Op digital workflows

This module ensures:

•Proper identification of partner organizations

•Clear contact structure via assistants

•Traceable communication and responsibility

•Integration into automated task and service flows

Travel Partner Overview Page

Purpose

Provides a searchable list of all registered Travel Partners.

This page enables administrators to:

•View existing partners

•Add new partners

•Edit partner details

•Remove partners

•Monitor digital connection status

➕ Add New

Creates a new Travel Partner entry.

🔍 Search (Search icon)

Filters the list by:

•Travel Partner Name

•Internal Code

•Country

📋 Table Columns

Column Description

Name Official name of the Travel Partner

Entity of Indicates which carrier or organization the partner belongs to (if applicable)

B-Op Connection / Linked Digital Shows digital connection status

✏ Edit Icon (per row)

Opens the Travel Partner details page.

🗑 Delete Icon (per row)

Removes the Travel Partner from the system.

A confirmation popup must appear before deletion.

Deletion restrictions:

•Cannot delete if partner is used in active service requests

•Cannot delete if partner is referenced in task automation

Travel Partner – General Page

Purpose

Defines the core identity of the Travel Partner and enables its operational activation within the system.

Base Data Section

Travel Partner Name (Required)

Official name of the organization.

Used for:

•Task assignment

•Notifications

•Service requests

•Operational visibility

Internal Code (Required)

Unique internal system identifier.

Used for:

•Backend logic

•API communication

•Reporting

•Filtering and segmentation

Must be unique.

Country (Required)

Defines:

•Operational jurisdiction

•Time zone logic (if needed)

•Regulatory considerations

Label (Status Indicator)

Shows lifecycle status:

•🟢 Active

•🟡 Pending

•🔴 Inactive

This reflects:

•Whether the partner is fully configured

•Whether required data is missing

•Whether digital connection is established

Actions

💾 Save

Stores changes.

Validation:

•All required fields must be completed.

•Internal code must be unique.

❌ Cancel

Returns to overview page.

Confirmation popup required if unsaved changes exist.

Travel Assistants Overview Panel

🔍 Search

Filters assistants by:

•Name

•Email

•Job position

➕ Add New

Creates a new assistant entry.

✏ Edit

Edit selected assistant.

🗑 Delete

Remove assistant.

Confirmation popup required.

Deletion restrictions:

•Cannot delete assistant if assigned to open tasks.

Travel Assistant Details Page

Fields

First Name (Required)

Last Name (Required)

Used for:

•Task assignment

•Notification display

Job Position at the Agency (Required)

Defines role within the Travel Partner organization.

Used for:

•Task routing logic

•Filtering in automation rules

•Hierarchical responsibility

This field may:

•Allow selection from predefined positions

•Allow creation of new positions (depending on role management settings)

Email (Required)

Primary communication channel.

Used for:

•Automated task notifications

•Service updates

Must be valid email format.

Phone (Required)

Used for:

•Urgent operational contact

•Medical coordination

Actions

💾 Save

Stores assistant.

Validation:

•All required fields must be filled

•Email must be valid

•No duplicate email under same Travel Partner

❌ Cancel

Returns to Travel Partner page.

Confirmation popup if unsaved changes exist.

B-Op Digital Integration

If B-Op digital connection is enabled:

Travel Partner may:

•Receive automated tasks

•Send digital service requests

•Synchronize case updates

•Be assigned as service delivery partner

Connection states:

•Connected

•Not Connected

•Pending

•Error

System must:

•Show connection indicator

•Provide connection validation

•Show error message if connection fails

Related articles

Translations