Job Aid. Tvl Admin - Add a new event in the Umoja Travel System

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2 Table of Contents Overview... 3 Objectives... 3 Pre-requisites... 3 Request a New Event in the Umoja Travel System... 4 Access the Form to add a new event... 4 Complete the Travel Data Maintenance Request Form... 6 Umoja Training 2/8

3 Overview This Job documents how to add a new Event in the Umoja Travel Portal. Objectives This Job will walk the Travel Administrator or a staff member through the process of requesting the addition of a new event in Umoja Travel Portal. Pre-requisites Access to iseek MS InfoPath Software Application. If it is not installed on your computer, follow the link below or contact your local help desk o Umoja Training 3/8

4 Request a New Event in the Umoja Travel System Access the Form to add a new event 1. Log into iseek and click Toolkit hyperlink. 2. Click on Umoja hyperlink 3. Use Quicklinks functionality to locate Master Data Maintenance link and select it from the dropdown menu Umoja Training 4/8

5 4. Master Data Maintenance area On the page below you will find a link to download MS InfoPath Application onto your computer if you have not already done so. 5. Scroll down to find MDM InfoPath Forms and click to open the Travel Data Maintenance Form Umoja Training 5/8

6 Complete the Travel Data Maintenance Request Form 6. Open the form as described in step 5 Header Section contains the address where to send the form and the Instructions button for your reference. The completed form will be sent from your regular Lotus/Outlook account. General Data Section contains general information about the requestor and the reason for the request Umoja Training 6/8

7 Field Business/Duty Station Requestor Name Functional Title Phone Number Date requested Request for Requestor must fill in with below: It is the Duty Station of the Staff Member, for example: MINUSTAH (Required) Name of the Person submitting the request (Required) Functional Title of the requestor, for example: Travel and Shipment Approver (Required) Phone number of the person submitting the request (Required) Date on which the change is requested (Optional) Either Addition or Modification or Deletion needs to be selected from the radio buttons. Below is the selection for adding a new event: Change Required in The form is multi purpose and Change required in field is defaulted to City. In order to ask for an event use drop down list and select Events Events Section The following information is requested to be filled in by the user: Field Event Name Start of the Event Date End of the Event Date Country of the Event City of the Event Event organized by Requestor must fill in with below: Name of the Event (Example SAP training in Vienna ). (Required) Starting date of the event. Will be used for reporting only. (Required) End date of the even. Will be used for reporting only. (Required) The country in which it take place (Country list). (Required) The city in which it take place. (Required) Office which the event is getting organized by (Required) Umoja Training 7/8

8 Complete all the information requested, save the form on your local drive and it to the following address: NOTE: Please allow at least two (2) business days for processing of the request. Once it is completed, an automatic notification will be sent to the requestor. Umoja Training 8/8