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Booking references and participant identity for a group

Example: A group booking has one reference but contains six adults. One person's change must not affect everyone.

Use the booking for transaction context. Use individual identity for limited changes within the group.

This article is from Righthand. The story and result are illustrative.

Two records with different meanings

A booking reference identifies a transaction.

Participant identity identifies the people associated with the service.

The customer's situation

A group booking has one reference but contains six adults. One person's change must not affect everyone.

The owner gives the Righthand the identified source material and relevant contacts. A Righthand is an assistant with email, text, phone, and Slack communication. Introduction.

The request to the Righthand

Read the supplied booking and individual request.

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Identify the affected participant.

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Send the limited change to the organizer.

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Send the owner the result in this conversation.

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Get approval before you change an accepted commitment.

The assistant reads the sources for their different meanings. It compares the relevant facts and sends the difference to the owner.

If the request permits contact, the assistant sends the identified question to the supplied recipient. Send the reply to the person responsible for the decision.

An illustrative result

One participant wants a transfer. Five others remain on the accepted session.

The organizer gives a decision about the individual transfer without changing the complete group.

Set access and authority for the actual task

Supplied source material can be sufficient for the first procedure. For direct account access, a connection with the applicable operation and Righthand access is necessary. Connections.

For an external action, identify the recipient and task. Ask uses an explicit instruction or approval. Connection tool permissions are another required control. Communications Policy.

Try the difference with one case

  1. Give the assistant one example of each source.
  2. Include a difference that affects the task.
  3. Compare the returned difference with both sources.
  4. Make sure that the test recipient receives a permitted message.
  5. Examine the work in Activity.

A satisfactory result must keep the difference and identify the next owner decision. It must not silently replace one source with the other.

When another approach is sufficient

A direct record or a human review can be sufficient when it gives the answer and no further conversation is necessary. A Righthand is an alternative when you want responsibility for the next information request and decision handoff.

Compare plans. Get a Righthand.