application form for approval submitted Submitted To: TA 2. Email to application then TM TA, TM for informing review/action form submitted for review 3 Submitted Submitted To: Traveller Automatic on 1. Email to T for Referral application Traveller submits Submission confirming for referral application from web app form confirmed that requires submitted referral for to IA for approval referral App To: TA 2. Email to Submitted for then IA IA informing review/action form submitted for referral 4 Referred to Travel Ins To: TA Application TA sets status email to IT Insurers App has been and TM 'sent' to reason notifying referred to Insurance them that insurers team to an send to application insurers for has been review. submitted for referral 5 Awaiting None N/A Insurance IA sets status Response team have reason sent application to insurers and are awaiting response 6 Referral Referral - To: IA inform IA sets status to TA, – insurance Insurance is TA/TM TA/TM ins reason TM that – is available Available is available insurance is with details available when notification sent 7 Referral - Referral - To: IA inform IA sets status Email to TA, Insurance Insurance is TA/TM TA/TM ins reason TM that – Not Not Available is not insurance is Available available NOT available 8 Proceed to Proceed to To: Referral TA or TM set Email to T book travel Book Travel Traveller scenario status reason that ins is – TA/TM available notify T and to
application for approval form submitted Submitted application for review/action To: TA then TM 2. Email to TA, TM informing form submitted for review 3 Submitted for Referral Submitted application for referral confirmed To: Traveller Traveller submits application that requires referral for approval Automatic on Submission from web app 1. Email to T confirming form submitted to IA for referral App Submitted for review/action To: TA then IA 2. Email to IA informing form submitted for referral 4 Referred to Insurers Travel Ins App has been referred to insurers To: TA and TM Application 'sent' to Insurance team to send to insurers for review. TA sets status reason email to IT notifying them that an application has been submitted for referral 5 Awaiting Response None N/A Insurance team have sent application to insurers and are awaiting response IA sets status reason 6 Referral – insurance is available Referral - Insurance is Available To: TA/TM IA inform TA/TM – ins is available with details when notification sent IA sets status reason to TA, TM that insurance is available 7 Referral - Insurance Not Available Referral - Insurance is Not Available To: TA/TM IA inform TA/TM – ins is not available IA sets status reason Email to TA, TM that insurance is NOT available 8 Proceed to book travel Proceed to Book Travel To: Traveller Referral scenario – TA/TM notify T TA or TM set status reason Email to T that ins is available and to
TIRS_Workflow_and_Sending_Email_-_UG.docx