Get Started
Role Guides
Kaptio Platform Architecture
Global Platform Setup
Getting Started with Core Configuration
Managing Users, Roles & Access
Understanding Your Sample Data
PIM: Supplier Contracting
PIM: Tour & Package Design
CRM Module
Setup Trip & Itinerary Workflow
CONNECT: Land & Air Connectivity
Getting Started with Connectivity
Hotel Connectivity Setup & Usage
DOCS Module
Building Custom Content Components
Using the Document Starter Kit
Using the ATOL Certificate Starter Kit
Advanced Sample Email Template
Travel Agencies that operate flight within the UK are required to provide ATOL certificates to their customers in order to fulfil CAA regulations.
Kaptio has provided a starter kit that provides a generic PDF ATOL Certificate document and logic to generate a certificate for each combination of passengers needed within an Itinerary. Please see the example document below for a case of two couples sharing one flight but then having separate flights within one itinerary.
The starter kit is an unlocked package, which means you’ll have access to modify the code once installed.
| Version | Description | Published Date | Installation link |
|---|---|---|---|
| 1.0 | ATOL Certificate with sorting by passenger groups | November 15, 2022 | https://login.salesforce.com/packaging/installPackage.apexp?p0=04t7Q0000005eL0QAI |
Please note: Kaptio will never update the starter kit on a customer environment without a request from the customer. The kit will be continously updated but these updates will not be pushed out automatically. Due to this, the description in this document may differ from your version.
The current version of the ATOL Certificate Starter Kit does not come with any workflows out of the box to define when an ATOL document is to be generated or how it should be delivered.
The only pre-requisite for a ceritificate to be generated is that an Itinerary has flight. Within the code there are snippets available to narrow this scope but since this may be dependent on each customer’s setup, this is not applied by default.
It is assumed that when this starter kit has been installed, each customer will create their own process and business flows around when to generate a certificate and how to deliver it.
The starter kit provides a Custom Metadata Type (CMT) object called “KTATOL Settings” and a single record for default settings. These will need to be configured before certificates can be issued.
In KTATOL Settings you can define the Company name and ATOL Number that will appear on the document, as well as defining which Channels the current CMT record should apply to by adding a comma separated list of Channel codes.
For example, the value “B2CUS, B2BUS, GTUS” would define the record applying to three channels with the channel code B2CUS, B2BUS and GTUS.
Please note: Leaving the channel field empty will apply the values of that record to all channels which don’t have a record that include their channel code. This can be useful if you only need one record.
The simplest way to review a document is to set up a custom formula field with the following attributes and adding it to your Itinerary layouts where applicable:
Please note that this is an internal link, which customers cannot see without login access. If your process is to manually download and send these to your customers, this link will serve that purpose.