Instructions for Completing an SF-182 (Authorization, Agreement and Certification of Training)

Size: px
Start display at page:

Download "Instructions for Completing an SF-182 (Authorization, Agreement and Certification of Training)"

Transcription

1 Instructions for Completing an SF-182 (Authorization, Agreement and Certification of Training) The following instructions and screen captures are intended to assist you in completing your SF-182. They are not intended to override individual program or regional office guidance. Please check with your local training coordinator before preparing an SF-182. Some training coordinators may be able to prepare a group SF-182 for your region or office. Step 1: Log into Webforms at Step 2: Create a new SF-182 1

2 Step 3: Select the Author, either yourself or if you are preparing for someone else. Enter your supervisor, funding official and training officer and then select Save My Supervisor, Funding Official and Training Officer in my Profile. 2

3 Step 4: Choose a Routing Template. Select the routing template that matches your location and the number of supervisory approvals necessary and then select Apply Template. Step 5: Verify the Names in the Routing Template and Open the SF-182 Form. The names selected in your Profile will automatically populate in this section. Verify the names and then select Open Form. 3

4 Step 6: Complete Section A Trainee Information. All fields outlined in red must be completed. Field Description/Note Field Description/Note A Agency code agency sub-element and submitting 9. Work Address Enter employee s office number Prepopulated current EPA address or for Group B. Requests Status: Indicate whether this is a (1) Resubmission; (2) Correction; (3) Initial submission; or (4) Cancellation. 1. Applicant Name automatically prepopulated or enter GROUP TRAINING in the first red box (last name position) if preparing a Group SF-182, and enter the POC (preparers first initial and last name) in the second red box (first name position). 2. Employee ID automatically prepopulated or when preparing a Group Training request enter X. Training, add the POC s address 10. Position Title Enter employee s position of record or for Group Training enter X. 11. Special Need Accommodation Select Yes or No. If yes, you must describe. 12. Type of Appointment select current appropriate status or four Group Training select Career status 3. Date of Birth leave blank 13. Educational Level leave blank 4. Home Address leave blank 14. Pay Plan Indicate GS/SES/Other or for Group Training enter X 5. Home Telephone Number leave blank 15. Series Enter trainee occupational series number or for Group Training enter X 6. Position Level Select trainee position level or when preparing a Group Training request enter an X 7. Organization Mailing Address enter current business mailing address 8. Work Phone Number enter office telephone number 16. Grade Enter current grade level or for Group Training enter X 17. Step Enter current step within employee grade level or for Group Training enter X 4

5 Step 7: Complete Section B Trainee Course Data. The fields outlined in red must be completed. Box 1a: Office of Superfund Remediation and Technology Innovation (OSRTI) 1200 Pennsylvania Avenue, NW Mail Code 5203P Washington, DC Box 1b: Sheraton Denver Downtown Hotel, 1550 Court Place, Denver, CO Box 1c: Box 1d: trainex-replies@emsus.com Box 2a: 2017 National Association of Remedial Project Managers (NARPM) Training Program Box 2b: Enter X Box 3: Box 4: Box 5: 36 Box 6: 0 Box 7: 01-Program/Mission Box 8: 01-Training Program Area (Technical) Box 9: 09-Project Management Box 10: 01-Traditional Classroom Box 11: 03-Continuing Education Units (CEUs) Box 12: 4.0 (based on 36 hours of training converted to CEUs) Box 13: 03-Continuing Education Units (CEUs) Box 14: Check No Box 15: Check No Box 16: Leave blank Box 17: Box 18: 01-Government Internal NARPM Training Program to improve the project management performance of regional Remedial Project Managers (RPM). 5

6 Step 8: Complete Section C Costs and Billing Information. Enter the information for costs and billing specific to the 2017 NARPM Training Program. Box 1a: 0.00 Box 1b: 0.00 Box 1c: Will automatically populate Box 2a: Not applicable Box 2b: Must enter your actual/final per diem costs to attend the 2017 NARPM Training Program since training dollars are being requested to cover lodging and per diem costs while in travel status. For NARPM, per diem includes meals and incidental expenses. You must attach your approved SF- 182 to your TA in Concur. Box 2c: Will automatically populate Box 3: Not applicable Box 4: Will be completed by the Training Officer Box 5: Not applicable Box 6: Select No Cost Training since there are no attendance, book or material fees for NARPM 6

7 Step 9: Complete Section D Approvals. Fields outlined in red must be completed. Field # Description Note 1a Immediate Supervisor s Name Enter your Supervisor s Name 1b Immediate Supervisor Phone Number Enter your Supervisor s Phone Number 1c Immediate Supervisor s Address Enter your Supervisor s Address 2a Second-Line Supervisor s Name When required by organization 2b Second-Line Supervisor s Number When required by organization 2c Second-Line Supervisor s Address When required by organization 3a Name of the Headquarters Training Officer Currently Stephanie Wood 3b Headquarters Training Officer s Phone Number Currently c Headquarters Training Officer s Address Currently wood.stephanie@epa.gov 7

8 Step 10: Attach the OHR memo to your SF-182 by scrolling to the top of the form, and clicking the drop down menu in the upper right corner. Select the option to View/Add Attachments. Browse through your files to find and upload the OHR memo to your form. Then click Save & Return to Authorization, Agree at the very top of the Comments and Attachments page. 8

9 Step 11: After completing the Approvals section and uploading the OHR memo, save the SF-182 and route the form to the appropriate reviewer (which should include the Immediate Supervisor listed in Section D, Box 1a.) in your program office or region. Return to the top right of Page 1, open the Select the Option drop down menu and choose Submit. An notification will be sent to your Supervisor notifying him/her the form is awaiting signature. 9

Quick Reference Card Completing an Expense Report in Concur Travel and Expense

Quick Reference Card Completing an Expense Report in Concur Travel and Expense Use this QRC when completing an expense report from an approved travel request in Concur Travel and Expense. Log In To Concur Go to the Employee Portal at www.purdue.edu/employeeportal. Choose Travel System

More information

Quick Reference Card Booking Travel in Concur Travel and Expense

Quick Reference Card Booking Travel in Concur Travel and Expense This QRC provides the steps for travelers and/or their delegates to book travel and complete the Request Header in Concur Travel and Expense. Log In To Concur Go to the Employee Portal page. www.purdue.edu/employeeportal

More information

Concur Expense QuickStart Guide. SAP Concur Technologies Version 1.7

Concur Expense QuickStart Guide. SAP Concur Technologies Version 1.7 Concur Expense QuickStart Guide SAP Concur Technologies Version 1.7 July 18, 2018 2004 2018 SAP Concur. All rights reserved. 1 Document Revision History Date Description Version Author 08/22/2014 Concur

More information

Concur Expense User Guide

Concur Expense User Guide Concur Expense User Guide Table of Contents What is Concur?... 2 What Can You Use it For?... 2 Logging onto Concur... 3 Exploring the Home Page... 4 Reviewing and Updating Your Expense Profile... 5 Expense

More information

Concur Expense QuickStart Guide

Concur Expense QuickStart Guide Concur Expense QuickStart Guide Concur Technologies Version 1.3 As of: May 2016 Contact Us Procurement Card and Travel Services Office pcardandtravelsvcs@southalabama.edu http://www.southalabama.edu/departments/financialaffairs/travelandprocurement/

More information

Concur Creating a New Expense Report QRG

Concur Creating a New Expense Report QRG A. Start a new report 1. On the home page click Start a Report: 2. Complete all required fields (marked with red bars) and the optional fields as needed. Required fields: a. Report name Recommended format

More information

Concur Travel Request Training Manual 10/11/17

Concur Travel Request Training Manual 10/11/17 Request Module (Travel Authorization): 1. Sign into your Concur profile (you should see something similar below): 2. For 1 st time users click on +Start a Request. 3. For returning users click on the +New

More information

Concur Expense User Guide

Concur Expense User Guide Concur Expense User Guide Table of Contents What is Concur?... 3 Concur Modules... 3 Logging on to Concur 4 Exploring the Sign In Page. 5 Exploring the Home Page.. 6 Review and Updating Your Expense Profile..

More information

Jackson State University

Jackson State University Jackson State University WWW.JSUMS.EDU/BANNER Travel and Expense EDIT EDIT Click the Profile tab. Click the Edit ( ) icon for the E-Mail Click any item in the list to select that item. Click the Select

More information

Concur Travel QuickStart Guide

Concur Travel QuickStart Guide Concur Travel QuickStart Guide Concur Technologies Version 1.3 As of: June 2016 Contact Us Procurement Card and Travel Services Office pcardandtravelsvcs@southalabama.edu http://www.southalabama.edu/departments/financialaffairs/travelandprocurement/

More information

Concur Expense QuickStart Guide for CRC. Concur Technologies Version 1.2

Concur Expense QuickStart Guide for CRC. Concur Technologies Version 1.2 Concur Expense QuickStart Guide for CRC Concur Technologies Version 1.2 June 29 th, 2015 2004 2015 Concur. All rights reserved. 1 Document Revision History Date Description Version Author(s) 06/29/2015

More information

Concur Expense QuickStart Guide. Concur Technologies Version 1.6

Concur Expense QuickStart Guide. Concur Technologies Version 1.6 Concur Expense QuickStart Guide Concur Technologies Version 1.6 November 30, 2016 2004 2016 Concur. All rights reserved. 1 Document Revision History Date Description Version Author 08/22/2014 Concur Expense

More information

How to Complete Your Travel Authorization

How to Complete Your Travel Authorization How to Complete Your Travel Authorization IMPORTANT INFORMATION FOR EPA ATTENDEES All EPA staff are responsible for covering all travel costs, including lodging. There is no Master Account with the hotel.

More information

E-Reimbursement Manual

E-Reimbursement Manual E-Reimbursement Manual Logging into E-Reimbursement To log into E-Reimbursement: 1. Go to UW Travel Wise [https://uw.foxworldtravel.com/]. 2. Hover over Reimbursement at the top. 3. Click on E-Reimbursement

More information

Florida Statewide Travel Management System (STMS) Train-the-Trainer Instructor Notes

Florida Statewide Travel Management System (STMS) Train-the-Trainer Instructor Notes Florida Statewide Travel Management System (STMS) Train-the-Trainer s March 2019 Page 1 Table of Contents Navigating in STMS... 5 Learning Objectives... 5 Creating Trip Forms... 15 Learning Objectives...

More information

CONCUR REQUEST GUIDE. For Delegates/Travelers

CONCUR REQUEST GUIDE. For Delegates/Travelers CONCUR REQUEST GUIDE For Delegates/Travelers A comprehensive guide for the delegate and traveler users of Arkansas State University s Concur Request System Nikki Turner Created 01/15/2018 Contents INTRODUCTION...

More information

Non-Public Travel Requests Public User Documentation

Non-Public Travel Requests Public User Documentation Public User Documentation Created May 27, 2016 Revised: December 6, 2016 Version: 1 Mission Statement To equip our students to achieve success in a global society by implementing an effective and rigorous

More information

Sunland Construction Concur Expense QuickStart Guide. Concur Technologies Version 1.8

Sunland Construction Concur Expense QuickStart Guide. Concur Technologies Version 1.8 Sunland Construction Concur Expense QuickStart Guide Concur Technologies Version 1.8 September 7, 2017 2004 2017 Concur. All rights reserved. 1 Proprietary Statement This document and any attached materials

More information

Creating and Submitting an Expense Report

Creating and Submitting an Expense Report Creating and Submitting an Expense Report How to Create and Submit an Expense Report This job aid shows users how to create and submit an expense report. If you need to withdraw, modify, view, print, and

More information

e-reimbursement Training SFS 9.2 Upgrade

e-reimbursement Training SFS 9.2 Upgrade e-reimbursement Training SFS 9.2 Upgrade Login Open an internet browser (Firefox seems to be most compatible) Go to the UWL Website Homepage Click on A-Z directory Scroll down and click on Business Services

More information

CJA evoucher. Attorney User Manual Release 5.2 October 2018

CJA evoucher. Attorney User Manual Release 5.2 October 2018 CJA evoucher Attorney User Manual Release 5. October 08 CJA evoucher for Attorneys i Contents Nota Bene: Edit before using!... Introduction... Panel Management... Voucher & Authorization Request Submission...

More information

Concur Expense QuickStart Guide. Concur Technologies Version 1.8

Concur Expense QuickStart Guide. Concur Technologies Version 1.8 Concur Expense QuickStart Guide Concur Technologies Version 1.8 September 7, 2017 2004 2017 Concur. All rights reserved. 1 Document Revision History Date Description Version Author 08/22/2014 Concur Expense

More information

CONCUR EXPENSE GUIDE. For Approvers/Travelers

CONCUR EXPENSE GUIDE. For Approvers/Travelers CONCUR EXPENSE GUIDE For Approvers/Travelers A comprehensive guide for the approver and traveler users of Arkansas State University s Concur Expense System Nikki Turner Created 01/15/2018 Contents INTRODUCTION...

More information

FREQUENTLY ASKED QUESTIONS FOR E-TRAVEL

FREQUENTLY ASKED QUESTIONS FOR E-TRAVEL FREQUENTLY ASKED QUESTIONS FOR E-TRAVEL Quick Links: How do I create an authorization? -Adding lodging -Adding meals -Adding transportation -Routing the authorization for approval How do I create an advance

More information

Concur Expense Reporting- Step by Step User

Concur Expense Reporting- Step by Step User Concur Expense Reporting- Step by Step User To log into your Concur account, in your internet browser type in https://www.concursolutions.com/signin.asp and press enter. The Concur Sign in page will appear.

More information

Apply for Benefits & Manage My Account

Apply for Benefits & Manage My Account Apply for Benefits & Manage My Account Electronic Document Upload Electronic document uploading provides additional capabilities for managing benefits online. Applicants and clients who have a PEAK account

More information

Concur Request User Guide

Concur Request User Guide Concur Request User Guide Table of Contents What is Concur?... 2 What Can You Use it For?... 2 Request... 2 Travel... 2 Expense... 2 Who Can Use it?... 2 Logging on to Concur... 3 Exploring the Home Page...

More information

March 18, 2019 SUBMITTING TRAVEL PLANS USING CONCUR

March 18, 2019 SUBMITTING TRAVEL PLANS USING CONCUR March 18, 2019 SUBMITTING TRAVEL PLANS USING CONCUR 1 Contents Logging into Concur... 3 Concur Home Page... 4 Updating Profile (Personal Information)... 5 Travel Tab (Getting estimates for air, hotel,

More information

TE Travel Connector Expense Quick Start Guide. TE Connectivity Version 1.0

TE Travel Connector Expense Quick Start Guide. TE Connectivity Version 1.0 TE Travel Connector Expense Quick Start Guide TE Connectivity Version 1.0 February 16 2015 1 Document Revision History Date Description Version Author 2/16/15 TE Travel Connector Expense Quick Start Guide

More information

Concur Travel & Expense Frequently Asked Questions

Concur Travel & Expense Frequently Asked Questions What is Concur Travel & Expense? How do I log in to Concur Travel & Expense? What should I do the first time I log into Concur Travel & Expense? What are the required fields on the profile page? What if

More information

Concur Travel Training California State University, Stanislaus Financial Services

Concur Travel Training California State University, Stanislaus Financial Services Concur Travel Training California State University, Stanislaus Financial Services Traveler and Delegate Handbook Accounts Payable- Travel 1 Table of Contents Getting Started... 3 Use Concur... 5 Set up

More information

Travel Authorization Procedure

Travel Authorization Procedure Travel Authorization Procedure The purpose of a Travel Authorization (TA) is to estimate the total expense of a trip by specific expense categories (such as airfare, hotel, etc.), and identify the funding

More information

Expense Report Entry-Job Aid

Expense Report Entry-Job Aid Expense Report Entry-Job Aid Contents Creating an Expense Report (ER)... 1 Select employee for whom ER is being entered... 1 Enter Header Information... 3 Enter Expense Line information... 5 Default Accounting...

More information

Step-by-Step Guide: Logging into Concur for the First Time

Step-by-Step Guide: Logging into Concur for the First Time Step-by-Step Guide: Logging into Concur for the First Time This document is will guide you through the necessary steps when accessing your Concur profile for the first time. Included are logging in, reviewing

More information

Apptricity Training & Travel Expense Management Department Guide - POLICE April 2017

Apptricity Training & Travel Expense Management Department Guide - POLICE April 2017 Apptricity Training & Travel Expense Management Department Guide - POLICE April 2017 Apptricity is the web-based training and travel expense management system used by the City of Roswell. This software

More information

EXPENSE REIMBURSEMENT

EXPENSE REIMBURSEMENT EXPENSE REIMBURSEMENT Temple employees must use Concur for ALL reimbursement requests: Travel. Non-Travel Food (seminar dinners, etc.). Miscellaneous purchases not made on P-Card or through TUMarketplace

More information

TDY Settlement With Prior Authorization

TDY Settlement With Prior Authorization TDY Settlement With Prior Authorization Introduction This guide provides the procedures for entering a TDY Settlement when a previous Authorization was entered in TPAX. Before you Begin After completing

More information

Create Expense Report (Net-Card or Employee Paid)

Create Expense Report (Net-Card or Employee Paid) Create Expense Report (Net-Card or Employee Paid) All employees are responsible for ensuring that their Expense Reports are complete, accurate and adhere to the expense reimbursement requirements of CUNY,

More information

CONCUR REQUEST GUIDE. For Approvers/Travelers

CONCUR REQUEST GUIDE. For Approvers/Travelers CONCUR REQUEST GUIDE For Approvers/Travelers A comprehensive guide for approver and traveler users in Arkansas State University s Concur Request System Nikki Turner Updated July 2018 Contents INTRODUCTION...

More information

Entering a Grants Travel Reimbursement Request

Entering a Grants Travel Reimbursement Request Entering a Grants Travel Reimbursement Request In this Quick Reference Guide we will give you the steps on how to enter an Expense report for Grants travel Reimbursement. 1. Logon to Oracle Applications

More information

TRAVEL INSTRUCTIONAL GUIDE (8/11/15)

TRAVEL INSTRUCTIONAL GUIDE (8/11/15) How to complete a Request for Authorization to Travel form (Domestic Travel) 1. Complete a Travel Authorization form Link to Request for Authorization to Travel form: http://www2.humboldt.edu/forms/node/316

More information

SEARCH & APPLY FOR TEMPORARY HIRE APPLICANT POOL

SEARCH & APPLY FOR TEMPORARY HIRE APPLICANT POOL SEARCH & APPLY FOR TEMPORARY HIRE APPLICANT POOL Overview This step-by-step guide demonstrates how to apply for the Temporary Hire Applicant Pool as an external applicant. External Applicants are individuals

More information

Steps to Create an Expense Report (ER) in CUNYfirst:

Steps to Create an Expense Report (ER) in CUNYfirst: Steps to Create an Expense Report (ER) in CUNYfirst: All CUNY, NY State and NY City guidelines/regulations pertaining to the use of tax levy funds are in effect and they must be strictly adhered to when

More information

My ASU Trip System GPSA Travel Instructions Updated: 07/2015 Compiled by GPSA VP IA, Jordan Hughes

My ASU Trip System GPSA Travel Instructions Updated: 07/2015 Compiled by GPSA VP IA, Jordan Hughes My ASU Trip System GPSA Travel Instructions Updated: 07/2015 Compiled by 2015-2016 GPSA VP IA, Jordan Hughes ASU s travel authorization system was updated in June of 2015. Applicants that applied on 7/7/2015

More information

Concur Training Guide & Troubleshooting

Concur Training Guide & Troubleshooting Concur Training Guide & Troubleshooting Table of Contents Section 1: Getting Started... 6 Section 2: Concur Navigation... 7 Section 3: Update Your Profile... 8 Step 1: Your Name and Airport Security -

More information

Concur Standard Basic End-User Guide. Concur Technologies Version 1.0

Concur Standard Basic End-User Guide. Concur Technologies Version 1.0 Concur Technologies Version 1.0 April 14, 2014 Document Revision History Date Description Version Author 04/14/2014 1.0 Concur Proprietary Statement This document contains proprietary information and data

More information

Long Term TDY Beginning Settlement

Long Term TDY Beginning Settlement Long Term TDY Beginning Settlement Introduction This guide provides the procedures for entering a Long Term TDY Beginning Settlement where no previous Authorization was entered in TPAX. Before you Begin

More information

Travelers User Guide. Table of Contents

Travelers User Guide. Table of Contents Travelers User Guide If your Travel Coordinator enters trip details on your behalf, you only need to focus on Chapter 8: Approving (or Rejecting) your Travel Expense Report. Table of Contents Click on

More information

TRAVEL RESPONSIBILITIES for Travel Services, Visa Services & Travel Coordinator

TRAVEL RESPONSIBILITIES for Travel Services, Visa Services & Travel Coordinator TRAVEL RESPONSIBILITIES for Travel Services, Visa Services & Travel Coordinator Importance? Work together for the benefit of our JLab staff traveler s and visitor s Minimize process flow time Back and

More information

Create Travel Authorization (Net-Card)

Create Travel Authorization (Net-Card) Create Travel Authorization (Net-Card) The employee or their proxy will create a Travel Authorization in CUNYfirst. All out-of-town travel requires an approved Travel Authorization in CUNYfirst prior to

More information

Institution Guide and Application Checklist

Institution Guide and Application Checklist Department of Defense (DoD) Voluntary Education Partnership Memorandum of Understanding (MOU) November 5, 05 Institution Guide and Application Checklist General Information Welcome The Under Secretary

More information

How to Submit Settlement Inquiry Remedy Tickets

How to Submit Settlement Inquiry Remedy Tickets How to Submit Settlement Inquiry Remedy Tickets Defense Finance and Accounting Service Integrity - Service - Innovation BMC REMEDY AR SYSTEM First log into Web Remedy: https://dcii-cat- web.dfas.mil/arsys/forms/fin-ss72z2/home-

More information

Concur Travel Expense Training Manual 10/11/17

Concur Travel Expense Training Manual 10/11/17 Expense Module (Reimbursement): 1. Click on the Request tab when logged into your profile. All approved TA s/request will have Expense (to the far right) available. Click on Expense and that will create

More information

Concur Travel Expense Training Manual 8/17/16

Concur Travel Expense Training Manual 8/17/16 Expense Module (Reimbursement): 1. Click on the Request tab when logged into your profile. All approved TA s/request will have Expense (to the far right) available. Click on Expense and that will create

More information

Expense Report Entry-Job Aid

Expense Report Entry-Job Aid Expense Report Entry-Job Aid Contents Creating an Expense Report (ER)... 1 Select employee for whom ER is being entered... 1 Copy from Travel Authorization (if applicable)... 3 Enter Header Information...

More information

Verify Credit Card Transactions

Verify Credit Card Transactions Credit card transactions will be loaded into Workday from the bank daily. Credit card transactions are verified in Workday by adding the required additional information to the transaction and attaching

More information

Travel Reimbursement -step by step-

Travel Reimbursement -step by step- Travel Reimbursement -step by step- When is Travel Reimbursement (TR) required? All travel that requires reimbursement or travel advance issued on TA. When is Travel Reimbursement not required? No Cost

More information

22 August CADET - Hire. The following procedure is for the HIRE process of Cadets.

22 August CADET - Hire. The following procedure is for the HIRE process of Cadets. CADET - Hire The following procedure is for the HIRE process of Cadets. The HIRE process is for new members who have NOT previously been issued an Employee ID (Emplid) number. If the member has an Emplid,

More information

[Submitting a Travel Authorization]

[Submitting a Travel Authorization] [] This guide is designed for those individuals responsible for submitting travel transactions for themselves (must have the role UF_EX_Traveler) or others (must have the role UF_EX_Originator). This is

More information

Quick Reference Card Create a Mileage Only Expense Report in Concur Travel and Expense for County Extension Offices

Quick Reference Card Create a Mileage Only Expense Report in Concur Travel and Expense for County Extension Offices Use this QRC when completing a mileage only expense report. Quick Reference Card LOG IN TO CONCUR Go to the Employee Portal at www.purdue.edu/employeeportal Choose Travel System (Concur). Log in using

More information

Concur Expense User Interface Updates

Concur Expense User Interface Updates Contents What s changing?...2 Report Library...2 Create Report...4 Travel Allowances...5 Create an Expense...6 Allocations... 13 Quick Report... 16 Manage Expenses... 17 Expense Report Menus... 18 Itemizations...

More information

11 September CADET - Rehire. The following procedures are used for the CADET Rehire process.

11 September CADET - Rehire. The following procedures are used for the CADET Rehire process. CADET - Rehire The following procedures are used for the CADET Rehire process. This process is used for accessing cadets that had previously been issued an Employee ID number. Only complete data entries

More information

Filing an OGE 450 Report

Filing an OGE 450 Report Filing an OGE 450 Report This guide covers the basic steps for filing, viewing and amending an OGE 450 report in FDM. Adding an OGE 450 Report 1. To create a new OGE 450 report, go to either: or a. The

More information

CHAPTER 10: DTS Trip Cancellation Procedures

CHAPTER 10: DTS Trip Cancellation Procedures CHAPTER 10: DTS Trip Cancellation Procedures The steps required in DTS for trip cancellation depend on the document status and whether or not the authorization contains expenses. The conditions are listed

More information

Travel Activities Creating an Expense Report From a T-Auth

Travel Activities Creating an Expense Report From a T-Auth Travel Activities Creating an Expense Report From a T-Auth Overview: Understanding How to Create an Expense Report from a Travel Authorization In this topic, you will learn the steps to create an Expense

More information

University of Houston Concur Instructions Creating an Expense Report from a Travel Request (Local Funds)

University of Houston Concur Instructions Creating an Expense Report from a Travel Request (Local Funds) Step 1: In your Concur main page, you can click on Authorization Requests in the header or in the My Tasks section. Then, look for a Travel Request for which you will be creating an Expense Report. Select

More information

Travel Training Creating a Travel Authorization

Travel Training Creating a Travel Authorization Creating a Travel Authorization Overview: Understanding the Creating a Travel Authorization Process All travel requires a Travel Authorization to be completed in OMNI prior to the date of travel. A Travel

More information

A Step-by-Step Guide for E-Travel

A Step-by-Step Guide for E-Travel 2013 A Step-by-Step Guide for E-Travel UNCW Travel Department Table of Contents A. Instructions for Creating an Authorization... 3 How to log into U-Business/E-travel link... 3 Select Travel Authorization

More information

Create and Submit an Expense Report

Create and Submit an Expense Report Expenses: Create and Submit an Expense Report For employees creating and submitting an expense report Purpose: How to Access: Create and submit an expense report. Log into the Bear Trax application. Select

More information

TEMPLATE-BASED HIRE INSTRUCTIONS - HR PREPARERS

TEMPLATE-BASED HIRE INSTRUCTIONS - HR PREPARERS Template-Based Hire (TBH) in the HCM system provides HR Preparers with an electronic way to submit information about a new hire to the HCM Unit, Academic Labor Relations, or directly to the HCM database

More information

HCM 8.9 Business Process Guide Enter Applicant Information. (Internal Applicant) Last Revised: 01/29/08, 04/04/2011 DRAFT

HCM 8.9 Business Process Guide Enter Applicant Information. (Internal Applicant) Last Revised: 01/29/08, 04/04/2011 DRAFT HCM 8.9 Business Process Guide Enter Applicant Information (Internal Applicant) Last Revised: 01/29/08, 04/04/2011 Table of Contents My Profile... 1 Apply Through Self-Service... 2 Page Careers... 2 Resume

More information

Association of Public Treasurers of the United States and Canada. Certified Public Finance Administrator (CPFA) New Applicant Information

Association of Public Treasurers of the United States and Canada. Certified Public Finance Administrator (CPFA) New Applicant Information Certified Public Finance Administrator (CPFA) New Applicant Information The CPFA designation means that an individual is committed to education and experience. This prestigious designation is administrated

More information

Water Distribution Level 1 January 8 12, 2018

Water Distribution Level 1 January 8 12, 2018 Water Distribution Level 1 Operator Training and Certi ication Exam January 8 12, 2018 Hosted by: Lac Courte Oreilles Public Works Lac Courte Oreilles Ojibwa Community College Hayward, Wisconsin Includes:

More information

Creating and Submitting a Fluid Expense Report in PeopleSoft Financials

Creating and Submitting a Fluid Expense Report in PeopleSoft Financials Creating and Submitting a Fluid Expense Report in PeopleSoft Financials PeopleSoft Financials introduced a new Fluid user interface in Release 5.30. PeopleSoft fluid pages are designed to scale gracefully

More information

Travel Reimbursement Quick Help Guide

Travel Reimbursement Quick Help Guide Travel Reimbursement Quick Help Guide The Travel Reimbursement s main purpose is to reimburse travel expenses related to official University Business. Reimbursements can be issued before, during, and/or

More information

Updating your Profile in Concur for Travelers

Updating your Profile in Concur for Travelers Updating your Profile in Concur for Travelers Please follow these steps to update your Concur profile. Login to Concur 1. Navigate to http://mywings.unf.edu and login using your UNF ID and password. 2.

More information

FOR INTERNAL APPLICANTS ONLY. Current FSU Employees MUST USE Self Service, Recruiting Activities, Careers, to apply for FSU jobs.

FOR INTERNAL APPLICANTS ONLY. Current FSU Employees MUST USE Self Service, Recruiting Activities, Careers, to apply for FSU jobs. FOR INTERNAL APPLICANTS ONLY Current FSU Employees MUST USE Self Service, Recruiting Activities, Careers, to apply for FSU jobs. This job aid outlines the basic steps to apply for a job at Florida State

More information

Concur Getting Started QuickStart Guide. Concur Technologies Version 1.2

Concur Getting Started QuickStart Guide. Concur Technologies Version 1.2 Concur Technologies Version 1.2 May 12, 2016 Page 1 Document Revision History Date Description Version Author 05/12/2016 converted to new template 1.2 Concur Proprietary Statement These documents contain

More information

Long Term TDY Ending Settlement

Long Term TDY Ending Settlement Long Term TDY Ending Settlement Introduction This guide provides the procedures for entering a Long Term (LT) TDY Ending Settlement in TPAX. A Long Term TDY Ending Settlement is used for submitting the

More information

Chrome River Quick Guide: Expense Report

Chrome River Quick Guide: Expense Report Chrome River Quick Guide: Expense Report 1. In Bengal Web, click on the Chrome River travel channel link. 2. Log into Chrome River. 3. From the Dashboard, in the upper right corner, click the + NEW button.

More information

Engaged Management ReView Author Guidelines V.1.0. Friday, March 11, 2015

Engaged Management ReView Author Guidelines V.1.0. Friday, March 11, 2015 Engaged Management ReView Author Guidelines V.1.0 Friday, March 11, 2015 Table of Contents Engaged Management ReView (EMR) Guidelines for Authors... 3 SECTION 1: Author How to Submit an Article... 3 SECTION

More information

Governance guidance. 1 Introduction. Please read this user guide fully before attempting to update Get information about schools.

Governance guidance. 1 Introduction. Please read this user guide fully before attempting to update Get information about schools. Governance guidance Client Name: Department for Education Issue Date: 31/5/2017 Version: 1.0 Status: Draft Security Level: Public Contents 1 Introduction... 1 2 Access to update your governance information...

More information

Concur User Essentials With Thanks to Calleen Roper, FCRR Table of Contents

Concur User Essentials With Thanks to Calleen Roper, FCRR Table of Contents Concur User Essentials With Thanks to Calleen Roper, FCRR Table of Contents Title Page Accessing Concur & Home Page 2 Updating Your Profile 3 Concur Connected Apps (trip notifications & e-receipts) 7 Travel

More information

Locomote TMP Travel Request User Manual

Locomote TMP Travel Request User Manual Locomote TMP Travel Request User Manual Prepared by Barbara Hodge, Financial Services University of Southern Queensland Document title 1 Contents Contents... 1 Travel requests... 4 USQ Pool cars and shuttle

More information

Submitting an online T# request is simple and easy. I will go through the basics on how to enter a T# on the next slides.

Submitting an online T# request is simple and easy. I will go through the basics on how to enter a T# on the next slides. Submitting an online T# request is simple and easy. I will go through the basics on how to enter a T# on the next slides. 1 Everyone has access to the etravel system to submit Travel Requests for your

More information

WYDOT Traffic Control Supervisor Certification Program

WYDOT Traffic Control Supervisor Certification Program Page 1 of 5 WYDOT Traffic Control Supervisor Certification Program INTRODUCTION The purpose of this program is to certify personnel involved in the layout, inspection and design of traffic control plans.

More information

Uploading a Resume are individuals not currently employed in a regular full or part-time position at Fresno State University.

Uploading a Resume are individuals not currently employed in a regular full or part-time position at Fresno State University. SEARCH & APPLY FOR TEMPORARY HIRE APPLICANT POOL Overview This step-by-step guide demonstrates how to apply for the Temporary Hire Applicant Pool as an internal applicant. Internal Applicants are current

More information

DISTRICT WIDE APPLICATIONS. Travel Expenses. SDUSD PeopleSoft Training Financials

DISTRICT WIDE APPLICATIONS. Travel Expenses. SDUSD PeopleSoft Training Financials DISTRICT WIDE APPLICATIONS Travel Expenses SDUSD PeopleSoft Training Financials Spring 2010 Table of Contents CHAPTER 1 - TRAVEL EXPENSES OVERVIEW... 1 WHAT ARE ORACLE PEOPLESOFT TRAVEL EXPENSES?... 1

More information

Document overview: enter an explanation for the travel. Also, make a note of your Doc Nbr as this will be needed for the TR example.

Document overview: enter an explanation for the travel. Also, make a note of your Doc Nbr as this will be needed for the TR example. Travel Authorization Example 1: A person in your department is traveling to Saratoga, Wyoming to count cattle at the Beef Improvement Center (BIC) leaving March 15 th and returning March 17 th. Lodging

More information

EPA Research Programme EPA s Online Grant Application & Project Management Portal

EPA Research Programme EPA s Online Grant Application & Project Management Portal EPA Research Programme 2014-2020 EPA s Online Grant Application & Project Management Portal QUICK GUIDE TO MAKING AN APPLICATION April 2018 Version 3 Powered by SmartSimple The EPA Research Programme is

More information

King s Apply Guidance Notes Pre-University Summer School in Hong Kong 2019

King s Apply Guidance Notes Pre-University Summer School in Hong Kong 2019 Summer School Pre-University, Hong Kong 15 July 19 July 2019 King s Apply Guidance Notes Pre-University Summer School in Hong Kong 2019 REGISTERING To apply for a Summer School programme at King s you

More information

IT&R/DDL Travel Request Form Training Manual

IT&R/DDL Travel Request Form Training Manual IT&R/DDL Travel Request Form Training Manual Visit the IT&R Business Center website at www.bc.itr.ucf.edu, visit the travel section and click on to the IT&R/DDL Travel Request Form. This guide in general,

More information

1. Roles For the purpose of this SOP, the Travel Database POC refers to the OP Budget Lead or designee.

1. Roles For the purpose of this SOP, the Travel Database POC refers to the OP Budget Lead or designee. Page 1 of 8 Effective Contents 1. Roles... 1 2. References... 1 3. Procedures... 1 3.1. Identified Travel Needs... 1 3.2. Entering Travel... 2 3.3. Modifying Existing Travel Records... 4 3.4. Emergency

More information

Workshop Form (Required)

Workshop Form (Required) STEPHANIE S. COVINGTON, PhD, LCSW Institute for Relational Development / Center for Gender and Justice 7946 Ivanhoe Avenue, Suite 201 B, La Jolla, California 92037 Phone: (858) 454-8528 Fax: (858) 454-8598

More information

Creating a New Expense Report from My Concur Homepage

Creating a New Expense Report from My Concur Homepage Creating a New Expense Report from My Concur Homepage Expense Tab will take you to the Expense Module Active Work Pane where you can click on New Expense Report Log into Gibson Online to access your My

More information

Purpose of this Document

Purpose of this Document Active Data Calendar Directions for ORA Cert Program Participants Calendar URL: http://training.umd.edu Purpose of this Document This document provides information on the Training@Maryland site in regards

More information

USER GUIDE. Concur Expense Management System

USER GUIDE. Concur Expense Management System Concur Expense Management System DOCUMENT CONTROL Procedure Concur Expense Management System Procedure Number Date of Issue 22 July 2016 Last Reviewed 22 July 2016 Version 6.0 Next Review 22 July 2017

More information

Quick Guide: Profile Setup

Quick Guide: Profile Setup Guide This Guide will provide you instructions on how to setup your Profile in Concur. Upon initial access to Concur, setting up your Profile is the first step to take. Accessing Concur 1. Go to Travel.ouhsc.edu.

More information

Travel Activities Creating a Cash Advance

Travel Activities Creating a Cash Advance Travel Activities Creating a Cash Advance Overview: Understanding How to Create a Cash Advance In this topic, you will learn the steps to create a cash advance. OMNI Security Role Required: FSU_TE_TRAVEL_REP

More information

Insert your Common Access Card (CAC) in the CAC Reader.

Insert your Common Access Card (CAC) in the CAC Reader. Log on Procedures: Insert your Common Access Card (CAC) in the CAC Reader. Note: You must leave your CAC in the CAC Reader for the entire DTS session. The system will periodically read from the CAC Reader.

More information