Create New TDY Voucher

Transcription

1 Trigger Business Process Procedure Overview This process is to show travelers how to create travel authorization from residence to TDY location for annual training. Any local travel, as defined by travel regulations, is travel where a flight or train is not needed. Input - Required Fields Home Locations Travel Location Dates of Travel Budget Address Field Value / Comments Your home duty location Where your duty has been assigned Calendar days of your travel A budget label representing where the authorization will be expensed Output - Results Travel Authorization Request Comments This will be routed via workflow to your supervisor or approving officer. Tips and Tricks ODTA for your Organization is typical found in the S8, J8 or finance office. Enter any information that could be pertinent to the task Access Transaction: Via Menu Path File Name: -BPP.docx Last changed by: Roosevelt Page: 1 of 17

2 Procedure: m - DTS 1. Click the Login to DTS hyperlink. You will be prompted for your CAC certificate. 2. Click hyperlink. Choose when creating new authorization 3. Click the Create New Authorization/Order hyperlink. You may also choose edit if one is already created or started File Name: -BPP.docx Last changed by: Roosevelt Page: 2 of 17

3 - D 4. Select RESIDENCE in the Starting locations in profile: list box. Starting point may be different, for example it is labeled as residence and information is stored on profile see job aid to create/update user profile 5. Click the Calendar item. 6. Click hyperlink. 7. Click the Trip Purpose: dropdown. Select the value that best maps to the reason for your trip. Later you will have a chance to describe in a free text the exact purpose for your trip. File Name: -BPP.docx Last changed by: Roosevelt Page: 3 of 17

4 8. Select AA-ROUTINE TDY/TAD in the list box. 9. Select TRAINING ATTENDANCE in the list box. Free Text 10. Complete the following fields: Field Name Description Values Trip Description Use appropriate language to describe trip Enter value in Trip Description. Example: Type the reason for your travel. This will be reviewed during travel authorization approvals. 11. Click. File Name: -BPP.docx Last changed by: Roosevelt Page: 4 of 17

5 12. Select 01:00 PM in the list box. Select time of departure 13. Click the Location button. Select location of TDY - Per diem Lookup 14. Complete the following fields: Field Name Description Values File Name: -BPP.docx Last changed by: Roosevelt Page: 5 of 17

6 Field Name Description Values (TDY/TAD Location) Enter value in (TDY/TAD Location). Example: McEntire ANG m - DTS 15. Click. 16. Click the State / Country: dropdown. File Name: -BPP.docx Last changed by: Roosevelt Page: 6 of 17

7 17. Select SOUTH CAROLINA in the list box. 18. Click the MCENTIRE AGS radio button. 19. Click the MCENTIRE AIR NATIONAL GUARD radio button. File Name: -BPP.docx Last changed by: Roosevelt Page: 7 of 17

8 20. Select. 21. Select - Internet Explorer in the Task Switcher list box. 22. Click hyperlink. 23. Click the 15 item. 24. Click the No button. 25. Click the Maximize button. 26. Click the Not Applicable checkbox. 27. Click the Save and Proceed button. File Name: -BPP.docx Last changed by: Roosevelt Page: 8 of 17

9 Message from webpage 28. Click the OK button. 29. Select 01:00 PM in the list box. 30. Click. File Name: -BPP.docx Last changed by: Roosevelt Page: 9 of 17

10 31. Select RESIDENCE in the Starting locations in profile: list box. 32. Select RESIDENCE in the Starting locations in profile: list box. 33. Click the Save and Proceed button. 34. Click the No button. File Name: -BPP.docx Last changed by: Roosevelt Page: 10 of 17

11 35. Click. 36. Click the Continue button. 37. Click the Select Expense Type: dropdown. File Name: -BPP.docx Last changed by: Roosevelt Page: 11 of 17

12 38. Select Commercial Auto-TDY/TAD in the list box. 39. Click the Method of Reimbursement: dropdown. You can choose personal of government credit card 40. Complete the following fields: Field Name Description Values Cost: $ Enter anticipated amount Enter value in Cost: $. Example: Click the MM/dd/yyyy item. 42. Click the Continue button. 43. Click the Expense Type: dropdown. File Name: -BPP.docx Last changed by: Roosevelt Page: 12 of 17

13 44. Select Pvt Auto-TDY/TAD in the list box. Choose appropriate mode of transporation 45. Click the DoD Table of Distances hyperlink. System will automatically calculate distance between selections 46. Complete the following fields: Field Name Description Values City Enter value in City. Example: west columbia State/Country Enter value in State/Country. Example: sc City Enter value in City. Example: eastover State/Country Enter value in State/Country. Example: s State/Country Enter value in State/Country. Example: sc 47. Click the Search button. 48. Click the Search button. 49. Click the select hyperlink. 50. Click the Search button. 51. Click the select hyperlink. File Name: -BPP.docx Last changed by: Roosevelt Page: 13 of 17

14 52. Click the Continue button. 53. Click the Accounting Label: dropdown. Choose appropriate LOA from you FDTA 54. Select 16 AT in the list box. 55. Click the Continue button. File Name: -BPP.docx Last changed by: Roosevelt Page: 14 of 17

15 56. Click the Continue button. 57. Complete the following fields: Field Name Description Values You must provide justification A transportation mode of other than Commercial Air or Government Transportation may require a constructed travel cost-comparison worksheet to be completed and included with the document via fax or scanning. MCENTIRE AIR NATIONAL GUARD,SC: No lodging reservations exist from 11/12/2015 to 11/15/ Click the Continue button. You must provide justification Enter value in A transportation mode of other than Commercial Air or Government Transportation may require a constructed travel cost-comparison worksheet to be completed and included with the document via fax or scanning.. Example: Attached Enter value in MCENTIRE AIR NATIONAL GUARD,SC: No lodging reservations exist from 11/12/2015 to 11/15/ Example: preferred hotel not listed File Name: -BPP.docx Last changed by: Roosevelt Page: 15 of 17

16 Message from webpage 59. Click the OK button. 60. Click the Continue button. Message from webpage 61. Click the OK button. File Name: -BPP.docx Last changed by: Roosevelt Page: 16 of 17

17 62. Click the Reason Codes hyperlink. 63. Click the Save button. 64. Click the Continue button. 65. Click the Untitled - Microsoft Word button. File Name: -BPP.docx Last changed by: Roosevelt Page: 17 of 17