Query and Approve a Booking Order (Planner)

1. Querying a Booking

When a user clicks Query, the booking section currently being viewed will be highlighted with a blue border.

• Clicking on any component inside the booking section will:
• Change its color to blue.
• Open the Activity Log on the right-hand side of the screen.

 Activity Log Overview

The Activity Log records all actions performed on a booking since its creation.

• Each activity is displayed as:
• The user’s initials in blue
• Followed by the action performed

Adding Queries

At the bottom of the Activity Log page:

• The queried component will appear inside a blue header in the comment box.
• A text box will be available for entering queries.
• Clicking Next will:
• Open the next component selected for querying.
• Save the previous query.
• Clicking Submit will:
• Save all queries entered.
• Display them in the Activity Log as text with the user’s initials in blue.

Replying to Queries

On hovering over a queried component:

• A Reply button will appear.
• Clicking Reply opens that component in the query section for further input.
• Replies are displayed under the original query in the Activity Log.
• A maximum of two replies are shown initially.
• If more replies exist, a See More button appears, which expands the thread.

Closing the Activity Log

The Activity Log can be closed by:

• Clicking anywhere outside the Activity Log, or
• Clicking the cross icon (X) at the top of the Activity Log.
• Closing the Activity Log takes the user back to the Booking Details page.

Handling Updates in Queries

Numeric Values:

• Updated values are displayed in blue.
• On hover:
• Previous value appears in grey.
• Difference between new and old value appears in red.
• Non-Numeric Values:
• Updated values are displayed in blue.
• On hover, the previous value appears in red.

Notifications

An email notification is sent to:

• The creator of the booking.
• Any other CC’ed users linked to the booking.
• Notifications are triggered when:
• A booking is queried.
• Any queries are performed or updated.

2. Approve/Cancel (Approver Actions – BP 2.0)

2.1Cancel Booking

When the user clicks Cancel, a prompt message will appear asking for confirmation:

• “Do you want to cancel the booking?”
• On clicking Yes:
• The selected booking will be cancelled.
• A confirmation pop-up message will appear on the top-right corner:
• “Booking cancelled successfully.”
• The status of the booking in the list will be updated to Cancelled.
• An email notification will be sent to:
• The creator of the booking.
• Any agency users linked to the booking.

2.2 Approve Booking

When the user clicks Approve, a pop-up window will open containing:

• CC (Agency Planners):
• A dropdown list of all available agency planners.
• Multiple agency planners can be selected.

Comments:

• A text field where the approver can enter any additional comments is displayed.

On clicking Approve:

• The booking will be approved.
• Any selected agency planners will receive an email notification regarding the approval.

On clicking Cancel within the approval window:

• The pop-up will close.
• The user will be taken back to the Booking Summary page.