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Travel Request

The Travel Request provides a general estimate or plan for a trip including anticipated costs to UA.

1. The approver receives an email notifying them of a Request pending their approval
2. Sign into Concur or click the link provided in the email
3. Access pending approvals from either
   1. My Tasks: Required Approvals on the homepage dashboard or
   2. The Approval module
4. Select "Requests" to access documents pending approval
5. Click on the Request Name to open the document

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Approve

1. Click on the trip name or select “Request Header” from the Request Details drop-down menu to view the trip purpose, dates, destination and funding source
2. View, edit and allocate the requested expenses and allocations under Expected Expenses
3. View additional information provided by the traveler or delegate
   1. Print/Share: UA-Copy of Request Printed Report – A summary report of the trip information, requested expenses and accounting information
   2. Attachments: View Documents – Documents attached to the Request (Reminder: A business-only cost comparison is required if there is personal time documented in the Request Header)
4. Once reviewed, select one of the following actions:
   1. Approve – Moves Request to the next step in the Approval Flow. If this is the final approval, Request is either given a status of “Pending on-line Booking” or “Approved.”
   2. Edit Approval Flow or Approve & Forward – Opens the Approval Flow to add an additional approver. Once added, select Save and then Approve.
   3. Send Back to Employee –If the Request needs corrections or is not approved, this sends it back to the traveler for correction and resubmission. Returning a Request requires a comment which is included in the email notification sent to the traveler and their delegate.

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Add an Approver

1. Select “Edit Approval Flow” or “Approve & Forward” from the More Actions drop-down menu which opens the Approval Flow
2. Select “+ Add Step” in the desired position of the Approval Flow
3. Under “User-Added Approver:” search for and select the additional approver
4. Added approver now appears in the step after your approval
   1. Add more approvers by selecting “+ Add Step”
   2. Click “Delete” to remove an added approver
5. Save changes and then Approve