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User Guide: Executive Travel — Executive Protection

Overview

The Executive Travel process has been enhanced to support structured travel planning and Executive Protection (EP) operations: a single travel request can now generate Travel and Travel Leg operations, manage hotels and venues as Protected Assets, track expenses, and assign EP contacts.

What's New

  • Travel Legs — the Executive Travel flow now creates a Physical Security Operation ticket for each leg of the travel, under new PSO classes.
  • Hotels and venues as Protected Assets — locations connected to the travel are created/connected as Protected Assets (with Hotel and Event Venue building types available).
  • EP information subtask — a subtask is created to fill out Executive Protection information for the travel.
  • EP contact assignment — assign an Executive Protection contact to each travel leg.
  • Financial information — record expense/financial details on the travel operation and its legs.
  • EP Contractor & Agent Roster tables — new tables to manage EP contractors and the agent roster, so EP contacts can be selected from managed rosters.
  • Cleaned-up 'Person' Protected Asset form — simplified form for person-type protected assets used in EP scenarios.

                For End Users: Requesting Executive Travel

                1. Open the Executive Travel catalog item on the portal.
                2. Complete the extended form — departure/return details, destination, executive traveling, purpose, transportation and accommodation details.
                3. Submit. The request generates the travel operation and one operation per travel leg.
                4. Open the generated Travel operation and review each Travel Leg operation.
                5. Complete the EP information subtask.
                6. Assign an EP contact to each leg (from the contractor / agent roster tables).
                7. Confirm hotels and venues are represented as (temporary) Protected Assets.
                8. Record financial information on the operation and legs as needed.

                      For SOC / EP Teams: Planning the Travel

                      1. Open the generated Travel operation and review each Travel Leg operation.
                      2. Complete the EP information subtask.
                      3. Assign an EP contact to each leg (from the contractor / agent roster tables).
                      4. Confirm hotels and venues are represented as (temporary) Protected Assets.
                      5. Record financial information on the operation and legs as needed.