- Overview of Oracle Travel Request Management Process Lifecycle
- Overview of Oracle Travel Request Management Process Lifecycle
- The employee begins by navigating to the
- Manage Travel Requests
- page.
- You have completed the
- Overview of Oracle Travel Request Management Process Lifecycle
- topic.
- The employee uses the
- Travel Request for
- Username
- (Request ID)
- page to create and submit a travel request.
- The employee completes all required fields pertaining to his travel.
- The employee clicks the
- Submit
- button. The
- Submit
- button saves and submits the travel request to his manager.
- The employee receives an email notification of the submitted travel request.
- This is a sample email notification.
- The manager can use the
- My Tasks
- page to disposition travel requests.
- The manager double-clicks on the
- Task
- to open the travel request.
- The manager reviews the travel request and clicks the
- Approve
- button to approve the travel request.
- The employee receives an email notification for the disposition of the travel request. The next approval manager in the process receives an actionable email to disposition the request.
- The employee continues navigating to the
- Travel Request for
- Username
- (Request ID)
- page.
- The manager receives an actionable email notification of the submitted travel request.
- There are two ways to disposition a travel request from the actionable email notification or the BPM Workspace.
- This is a sample actionable email notification.
- If there are multiple approvers for a travel request, the employee will receive an FYI email notification and task in his BPM Workspace stating the final status of his request.
- These are examples of a FYI email and task.
- Original Path
- Oracle Travel Request Management (TRM) Process Accelerator is a process solution that enables organizations to submit, approve, and track travel requests. Oracle TRM provides dashboards to view process analytic and travel request summary reports. Administrators can modify the business rule and the drop-down lists.
- Oracle TRM is a role-based solution; your role determines the tasks you can perform. Oracle TRM delivers the following roles:
- The employee submits new travel requests.
- The manager disposition the requests.
- The Travel Request Management Process is the main business process for Oracle TRM, and the focus of this topic. Because Travel Request Management Process is a top-level process, it consists of inline and callable subprocesses. The Travel Request Management Process diagram is depicted as follows, with an explanation of the process.
- Travel Request Management Process
- The Travel Request Management Process involves an employee or delegate creating and submitting a travel request. The travel request is routed to the manager to carry out the Approve travel request task. A manager can approve, reject, or request a change to a travel request. If multiple approval levels are required, the process cycles through them until the final disposition. The final Approve travel request task updates the travel request’s status and sends a notification to the employee indicating approval or rejection.
- Some actions of Oracle TRM are automated and are not depicted in the descriptive model shown previously. Business rules define whether a request is automatically approved, and how many levels of management are required to finalize approval.
- This topic walks through the Oracle Travel Request Management Process illustrating how an employee submits a travel request and a manager approves the travel request.