Creating a New Travel Request
Creating a New Travel Request
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Creating a New Travel Request
Test Results
Creating a New Travel Request

Begin by navigating to the Travel Request for Username (Request ID) page.

You can either search for an airport code or manually enter an airport code. In this example, search for San Francisco's airport code.

In this example, the search criteria have been completed for you.

Date fields require entering the current or a future date. You can manually enter dates or use the Calendar button.

Scroll to the bottom of the page.

Use the Add another segment link to add additional travel details.

We must edit the existing segment end date before adding the second trip to Seattle.

The start and end dates for all segments must be within the trip start and end dates.

Add a segment for the Seattle trip.

Use the Show more details link to add organization and customer details.

Scroll to the top of the page.

Use the Submit button to save and submit the travel request to your manager for approval.

Use the Travel Request for Username (Request ID) page to create and submit a travel request.

The Employee ID field automatically populates with your login credentials.

The Employee ID field can be edited in the event you delegate someone else to create a travel request for you.

Note: All fields with an Asterisk (*) are required.

The Late Justification field is required when a travel request is submitted within 10 days from the start date. This timeframe can be modified by an administrator.

In this example, a late justification is not required.

Enter your hotel and rental car details. In this example, they have been completed for you.

Use the New Travel Request Segment dialog box to add vendor and cost details to your travel request.

The cost estimates from all segments automatically update with the total cost.

The end date field has been adjusted for you.

The details for the Seattle trip have been completed for you.

Complete the Sponsoring Exec, Customer, Reference ID, and Cost Center fields as necessary.

The Submitted By, Traveler, Title, Email, and Organization fields automatically populate when the Travel Request... page opens.

Use the Save button to save this travel request to edit later.

After you submit a travel request, you return to the Manage Travel Requests page where you can view your pending and previous requests.

After you submit a travel request, you and your manager receive an email notification.

You also receive an email notification after your manager dispositions your travel request.

This is an example of an email notification.

If there are multiple approvers for a travel request, you will receive an FYI email notification and task in your BPM Workspace stating the final status of your request.

These are examples of a FYI email and task.

All your travel costs are totaled in the Total field.

At this point, you can click Submit to submit this travel request, if you have no more travel segments.

If you have multiple travel segments, as in this example, you must enter them. The following steps explain how to enter additional travel segments, if needed.

Creating a New Travel Request

You have completed the Creating a New Travel Request topic.

Click the Links link.
Click the Manage Travel Requests link.
Click the Create Travel Request link.
Click the Travel Type list.
Click the Domestic list item.
Click the Search button.
Click the OK button.
Click in the Destination field.
Enter the desired information into the Destination field. Enter
a valid value
e.g.
"LAX"
.
Click in the Trip Start Date field.
Enter the desired information into the Trip Start Date field. Enter
a valid value
e.g.
"5/13/2013"
.
Click in the Trip End Date field.
Enter the desired information into the Trip End Date field. Enter
a valid value
e.g.
"5/17/2013"
.
Click the Travel Purpose list.
Click the Customer Visit list item.
Click in the Travel Justification field.
Enter the desired information into the Travel Justification field. Enter
a valid value
e.g.
"Help customer with issues."
.
Click in the Airline field.
Enter the desired information into the Airline field. Enter
a valid value
e.g.
"American"
.
Click the Service Class list.
Click the Economy list item.
Click in the Airline field.
Enter the desired information into the Airline field. Enter
a valid value
e.g.
"349"
.
Click the vertical scrollbar.
Click the Add another segment link.
Click the Edit button.
Click the Add button.
Click the Show more details link.
Click the vertical scrollbar.
Click the Submit button.
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