Travel Planner

How to Create a Travel Request
Note that a parent travel event must first be created before an individual travel planning request can be created.  To create a travel planning request cli...
Mon, 15 May, 2023 at 5:29 PM
How to Create a Travel Request (Manage Travel Requests)
Travel Events are the parent data entry that links all future Travel Requests. When submitting a travel request the Conference information must first be ent...
Mon, 15 May, 2023 at 5:46 PM
Add Travelers
To Add travelers one at a time  After creating an attendance request event you will be navigated to an individual travel request dashboard page.  T...
Mon, 15 May, 2023 at 7:40 PM
Submit for Supervisor Approval
Once a Travel event has been created, a Travel Planner must submit the attendance request to the Supervisor for review and approval.  When the attendanc...
Mon, 15 May, 2023 at 8:04 PM
Change the Travel Planner
From the Travel request screen, the icon circled will open a pop-up window and allow you to change the Owner of the Travel event. Use the smart text ...
Mon, 15 May, 2023 at 7:44 PM
Status Updates
As the Travel Requests progress, the status will automatically update and progress with each approval. The name of the approver and the time of the appro...
Mon, 15 May, 2023 at 7:49 PM
Final Completion Email Notification
From the Combined Request by Event screen, when a request's status has been changed to approved by OFM a Notify Completion will appear next to the tr...
Mon, 15 May, 2023 at 7:53 PM