Contribute to business travel account management
URN: PPLTT25
Business Sectors (Suites): Travel and Tourism
Developed by: People 1st
Approved on:
30 Jun 2021
Overview
This standard is about tracking and supplying business travel information relating to usage and costs against agreed travel policies.
It also includes assisting the individual business traveller to keep within budget, achieve best value for money and make advantageous travel arrangements.
This standard for those working with business customers.
When you have completed this standard, you will be able to demonstrate your knowledge of and ability to:
• Contribute to business travel account management
Performance criteria
You must be able to:
1. Gather travel-related information for business travel accounts in line with organisational procedures
2. Record, track and analyse travel arrangements and costs against customers’ business travel policies in line with contractual agreements for each business travel account
3. Supply information and advice to colleagues when contributing to the updating of customers’ business travel policies
4. Supply business travel usage information to the customer’s business travel account holder and colleagues in line with organisational procedures and contractual agreements
5. Confirm the profile of the business traveller with the travel booker or customer’s business travel account holder
6. Compare the requested travel arrangements against the business traveller's profile and business travel policy before making any travel arrangements
7. Identify any deviations from the business travel policy and either guide the travel booker to gain the required authorisation or recommend alternatives to enable them to keep within it
8. Inform travel bookers of any incentives that would enable them to keep within budget and /or enhance services in line with their business travel policy
9. Report any infringements of the business travel policy to the travel booker or customer’s business travel account holder and colleagues following your organisation's procedures
Knowledge and Understanding
You need to know and understand:
1. Your customers’ business travel policies and how and where to access them
2. The sources of suitable travel-related information and how to access them
3. Your organisation’s procedures for recording, tracking and analysing travel arrangements and costs against customers’ business travel policies
4. The purpose of business traveller profiles, how they are used when arranging travel and where to access them
5. How to identify the business traveller’s main requirements, the importance of confirming the profile of the traveller with the travel booker and the actions to take if the requested travel arrangements are not in line with the traveller’s profile and business travel policy
6. Your organisation's procedures relating to the sale of travel products and services and the importance of following them
7. Where to find information on the modes of travel, the availability of accommodation and additional travel-related products and services in different countries
8. The official grading schemes operating within countries worldwide and the differences between them
9. The 3-letter airport codes, 2-letter airline codes and how to encode and decode them
10. The British Citizen Passport and British Subject Passport requirements for UK departures
11. The Visa types and where to find information on visa and passport entry requirements
12. Where to find information on relevant travel-related health and security precautions and what information to give travel bookers/business travellers
13. How to question travel bookers/business travellers about passports and visas
14. How to calculate local times, distances and elapsed journey times, and cost travel, accommodation and additional travel-related products and services, and the importance of doing so
15. How to present costs and information on booking conditions to travel bookers/business traveller
16. The relevant parts of the disability discrimination legislation and its implications when giving advice and information to travel bookers/business travellers
17. How to use your organisation’s Global Distribution System (GDS)
18. The importance of maintaining confidentiality and the implications of the data protection legislation
19. When and where to obtain authorisation for travel arrangements outside the travel policy and in emergency situations
20. The organisational, legal and industry codes of practice to which your agreements with customers and records must conform
21. Your organisation and contract holders procedure for reporting infringements of travel policy
Scope/range
Sources of travel-related information includes:
a) Supplier updatesb) Global Distribution System (GDS)c) Trade pressd) Internete) Intranetf) Organisation’s or consortia’s briefingsMode of travel includes:a) Airb) Coachc) Busd) Raile) Tramf) Taxig) Ferryh) Sustainable travel optionsAdditional travel-related products and services include:a) Airport services and facilities
b) Car hire / rental
c) VIP lounges
d) Car parking
e) Transport to and from departure point
f) Accommodation
g) Insurance
h) Upgrades e.g. cabin, drinks, meal
i) Other transport
j) Meetings, incentives, conferences and exhibitions (MICE)
k) Passports
l) Visas
m) Airline extras
n) Foreign exchangeo) Pre-bookable excursions and tickets
Scope Performance
Scope Knowledge
Values
Behaviours
1. Identify useful sources of information
2. Build positive relationships to aid information collection
3. Record information accurately and maintain confidentiality
4. Deal sensitively with situations where infringements of travel policy have to be reported
Skills
Glossary
Links To Other NOS
External Links
Version Number
2
Indicative Review Date
30 Jun 2026
Validity
Current
Status
Original
Originating Organisation
People 1st
Original URN
PPLTT25
Relevant Occupations
Business Travel Consultant, Senior Travel Adviser
SOC Code
6212
Keywords
business travel, account management, business travel policy, contractual agreement, acount holder