GALILEO Quick Reference Client File
Galileo Switzerland AG Training Administration, Case postale 776, 1215 Genève 15 Tel. 022 791 70 62 / Fax 022 791 70 60 Email :
[email protected]
Apr-09
www.galileo.ch
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
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Client File Quick Reference
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 customer’s 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 passenger’s 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
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Personal File
Business File
Personal File
Business File
Personal File
Personal File
-The Agency File
This record contains details about your agency Output of an Agency File: 1C8 /GALILEO TRAINING 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
22FEB06
-The Business File
This record contains details about a specific business account Output of Business File: 1C8 /GALILEO TRAINING/FIDREX 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
26OCT06
-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 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
26OCT06
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Client File Quick Reference
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
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- Transfer codes
The transfer codes are mandatory; they are stored just next to the line number and will generate the data transfer. Transfer
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)
code
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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Client File Quick Reference - Shortcuts
C*R C*B C*P
Redisplay the last active file Redisplay the last active Business File Redisplay the last active Personal File
- Printing
P-C*SHELL P-C*R
Print the Business File SHELL 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. Agency File
Business File
Personal File
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.
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- From a displayed Client File
1.
2.
Display the Personal File C*SHELL-DURAND
Display the Personal File “Durand” linked to the Business File “Shell”
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 Quick Reference
Client File modify - Update data in a Client File
1.
2.
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”
Number lines in a Client File (if not numbered) C@CNM To number C@CUN
3.
To un-number
Make the necessary modifications C@3 Delete line 3 C@4Y/NP.SWISS PSPT VALID UNTIL 31DEC2010 Change notepad stored on line 4
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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.
2.
3.
Display the Business File C*ATRAX
Display
Rename the Business File CRB/ATRAX:SOCOTEX
Change name “ATRAX” for “SOCOTEX”
the
Business
File
“ATRAX”
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
3.
Change name “DURAND” for “CRAPS”
Confirm name modification with “Y”
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Client File Quick Reference - 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
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- 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
3.
Delete the Business File “ATRAX”
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
3.
Delete the Personal File “DURAND” linked to the Business File “SHELL”
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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Client File Quick Reference
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 CLTP
Display a have not months. Display a have not months.
list of Transitional Business Files that been accessed in the past 6 to 13 list of Transitional Personal Files that been accessed in the past 6 to 13
To remove Client files from the Transitional list, simply display each of them with the usual inputs.
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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 Data stored in selected Personal File Personal File linked to the Business File
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Client File Quick Reference
Client File creation - Business File
1.
Click on
2.
Click on
3.
Add the necessary data in the usual Client File format (see page 4)
4.
Click on
5.
Complete the following mask with your Pseudo City Code and the File name
6.
Confirm operation with OK
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to open the Client File Editor to open a new Client File
to save your Client File to the host system
- Personal File
1.
Click on
to open Client File Editor
2.
Click on
3.
Add the necessary data in the usual Client File format (see page 4)
4.
Click on
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
to open a new Client File
to save your Client File to the host system
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Client File Quick Reference
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
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Client File creation from a Booking File 1.
Create a Booking File in Focalpoint with all passengers’ details
2.
Click on
3.
Select the data to be stored in the Client File by clicking on and on
4.
to capture the data to be stored in the Client File.
to select
to deselect
Chose the transfer code for each data by double clicking on the item
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Client File Quick Reference
to Build the Client File
5.
Click on
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)
7.
Confirm operation with OK
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
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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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Client File Quick Reference
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
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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.
Client File creation 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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Client File Quick Reference
Business File Before using this form a Business File has to exist. If it doesn’t exist, create it first in Galileo using a “CFB” input (see page 4)
Email Address Use – for underscore (_) and // for “at” sign (@)
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Meal Type S Snack D Dinner B Breakfast L Lunch C Lunch/Dinner M Meal Meal Code Find the meal code list on page H/MEAL in Galileo
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Client File Quick Reference
Car Type Find the car code list on page H/CART in Galileo
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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
Line Use line 90 to 99 5.
Once the fill in format completed, click on “create Now”
6.
Confirm operation with “OK”
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Client File Quick Reference
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.
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The following mask is displayed
Select the « move level » here
Information to be transferred can be selected here by clicking on it or by selecting it and using spacebar.
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Client File Quick Reference
© 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.
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