From the main dashboard, there are a variety of filtering options. All filters will work in conjunction. Once the filters have been set click search to activate the filters.
1. The CY filter dropdown filters Travel requests by travel dates of the attendance request. Therefore, filtering by FY 2023 will show only events where travel dates occur between 1/1/2023 - 12/31/2023
2. The second time frame filter further distinguishes the date range of the previous FY filter. For example, if the YTD option is changed to a specific month, for example, NOV, the filter would limit the travel requests to the events occurring during 11/1/2023 - 11/30/2023.
2a. To see all events, and overall FYs, select ALL from the drop-down
2b. To create a custom date range select the blank option and use the date filters to customize
3. The date range filter will typically always be pre-set. For example, if the previous filter dropdown selection were set to QTR2, then the date range filter would be prefilled to 4/1/2023 - 6/30/2023.
4. The filter for event, division, or name allows users to search for a specific travel event by the Event name, the Division or admin code, or by the name of an approver.
4a. If searching for an event by event name, you can use any part of the event title. For example, if searching for the event Cybersecurity Conference 2023, you can search by the word cyber or security or conference.
4b. If searching for events by division, enter the HN admin code and click search.
4c. If searching for all events sent to a reviewer or approver or to look for all events sent to you for review, enter the approver's last name and click search.
5. The last check box, Display Completed? defaults to uncheck-marked, and therefore, the results default to excluding all events that were previously approved by the EO. If you are searching for a past event that has been approved by the EO, remember to checkmark the Display Completed? checkbox.
