Training

Approvals

The Approvals module is used by supervisors, PIs and other authorized individuals to officially approve Requests and expense Reports for °ÄÃÅÁùºÏ²Ê¿ª½±appbusiness travel.

The Concur mobile app enables approvers to quickly approve trips even when they are away from the office. Unfortunately, delegates cannot manage approvals for other users through the mobile app.

Resources

Topic Description Concur Video °ÄÃÅÁùºÏ²Ê¿ª½±appGuide
Required Approvals
  • What are the approver's responsibilities?
  • What travel processes require approval? 
  • Are there different levels of approval for different travel categories?
  • How are different approvers designated in Concur?
   PDF
Approvals Dashboard
  • How do we view Requests and Reports pending our approval?
  • How do we view Requests and Reports we previously approved?
   PDF
Approve a Request
  • What are the steps to reviewing and approving a Request in Concur?
  • How is a person notified when their approval is needed?
   PDF
Approve an Expense Report
  • What are the steps to reviewing and approving a Report in Concur?
  • How is a person notified when their approval is needed?
 PDF
Delegate Approvals
  • What is the role of an approval delegate?
  • How do we set up an approval delegate in Concur?
   PDF
Add Approvers
  • How do we add an additional approver to a Request?
  • How do we add an additional approver to a Report?
 PDF
Act as a Delegate
  • How do we approve as a delegate?
 PDF

The Concur videos illustrate the basics of using the Concur system but do not reflect differences in system configuration for UA.