UMass Lowell Online Travel Registry Directions for Registering Your Travel

Similar documents
UMass Lowell Online Travel Registry Student Domestic Travel Directions for Registering Your Travel

UMass Lowell Online Travel Registry Study Abroad & International Experiences Directions for Registering Your Travel

Registering Travel as a Proxy in the Travel Registry -Terra Dotta

Requesters can fill out the Travel Authorization for the Traveler and save it; but only Travelers can submit their own Travel Authorization.

- Direct your browser to This is the homepage for the IRB application.

Study Abroad Office Scholarship Terra Dotta Tutorial For both undergraduate and graduate students. Sections: Applicant View Recommender View

Expense Report Entry-Job Aid

Expense Report Entry-Job Aid

Non-Public Travel Requests Public User Documentation

Travel and Expense Module

First time registration: Go to and click on the "Register" button located in the blue log in box to the right of the homepage.

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

Contents Introduction to RezDesk... 3 Activating your Account... 4 Logging In... 5 Editing a New Travel Profile... 6 Contact Information...

Part-Time Faculty Guide View and Print Roster, Online Grading, and Notify Button

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.

Concur Request User Guide

Concur Travel & Expense CONCUR TRAINING - OVERVIEW

Revision Control Date By Action Pages 12/3/2018 Erica Escamilla Created 12

Instructions. Registration in RWTHonline

SEARCH & APPLY FOR TEMPORARY HIRE APPLICANT POOL

e-reimbursement Training SFS 9.2 Upgrade

FY17 Trip Request Form

Travel and Expense Module FAQs

CONCUR REQUEST GUIDE. For Delegates/Travelers

CSU Talent Management User Guide Search Committee Member How to Log In and View Applications

Conflict of Interest Web System

Concur Travel & Expense CAMPUS TRAINING GUIDE & LIVE DEMO

Travel and Expense System Delegate Instructions

Create Expense Report (Net-Card or Employee Paid)

PROTRAV TRIP CREATION DOCUMENT

Concur Travel & Expense TRAVEL REQUEST

Create Travel Authorization (Net-Card)

CONCUR REQUEST GUIDE. For Approvers/Travelers

IRBNet User Manual IACUC

Requesting an Independent Study

Updating your Profile in Concur for Non-Travelers who Have Procurement Cards

FUNDING FORM NAVIGATION INITIATOR S GUIDE

Concur Registration Create a new Account and Profile Tips

Travel and Expense Management Training Manual

RWANDA DEVELOPMENT BOARD TOURISM LICENSING SYSTEM

Terra Dotta Manual for Reviewers

icc.edu/library Films on Demand Guide for Faculty and Staff

Quick Guide: Profile Setup

Middlesex Community College

Jackson State University

Affinity Provider Portal Training Manual

Registering an iphone for Duo Two-Factor Authentication

Travel Authorization Procedure

Welcome to the easy step-by-step instructions on how to register for the Energy Generation Conference.

Concur Expense User Guide

Step 1 - Go to Step 2 - Login to your account. Step 3 - Click Register for a Test. Step 4 - Read the Requirements

CONCUR EXPENSE GUIDE. For Approvers/Travelers

Concur User Guide. Version 1.1

erequest How to apply guide

Blanket Travel Expense Report

WebCenter Employee User Guide

irb.unm.edu

INFORMATION TECHNOLOGIES & SERVICES

PIMS Getting Started. Click Here to open the PIMS website. Step 1 Click Create Account

FREQUENTLY ASKED QUESTIONS FOR E-TRAVEL

Banner Travel and Expense Management Delegate and Traveler s User Guide. Revised 10/04/2016

AHC IE Data Shelter User Guide

The website can be accessed at:

Quick Reference Guide Changing W2 Delivery Preference in Employee Self Service In MyUNIverse

A Step-by-Step Guide for E-Travel

This guide will assist staff who will be approving PCard Statements in Concur.

Blanket Travel Expense Report

Create a Travel Authorization from a Blank Form. A Travel Authorization must be created in order to receive a cash advance.

Quick Reference Guide How to Register with the new MN PMP

Use this guide to set up your own mobile phone to capture receipts, submit expense reports, and address approvals.

CCAC Central for Faculty

FUNDING FORM NAVIGATION APPROVER S GUIDE

Introduction... 4 Login... 5 Concur Login... 5 Login Warning UWA Terms of Use... 6 Concur Homepage... 7

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

Accessing GeorgiaFIRST Financials

Quick Guide: Profile Setup

Travel & Expense Guidelines

Quick Guide: Booking

Create a Travel Request (replaces paper pre travel worksheet)

CREATING YOUR EXPENSE REPORT (REIMBURSEMENTS AND DIRECT PAYMENTS TO VENDORS)

Quick-Guide WaveNet Update: Staff View

Concur Travel User Guide

Santa Ana Unified School District (SAUSD)

Instructions to complete CITI Human Subjects Training - New User

Travel Management Locomote user Cheat Sheet. Contents

This document details the steps required to Create a Request for Travel /Trip in the web based application -

P E O P L E S O F T 9. 2 P A Y M E N T R E Q U E S T A P P R O V A L

City of Knoxville s Career User Manual

Travis Dealer Services Back Office Updates:

Registering an ipad for Duo Two-Factor Authentication

Sponsored Candidate Application Guide Voucher

Table of Contents. Page 1 of 17

Registering an Android Tablet for Duo Two-Factor Authentication

Once an account is created, a vendor can also update contact information, view orders, and submit electronic invoices.

Logging in to grantsera

Instructions on Applying to the AQB Certified USPAP Instructor Program

Using the OPT Field Trip Application

FlexiPurchase. Staff Reimbursements User Guide

Tutorial. Project submission on unige-cofunds.ch

Concur - Create an Expense Report Last Updated: June 2017

Transcription:

UMass Lowell Online Travel Registry Directions for Registering Your Travel Questions? Please contact Rebecca Spanos, Payment Card & Travel Specialist, at rebecca_spanos@uml.edu 1. Navigate to https://travelregistry.umasscs.net and click on Lowell on the left: 2. Select the Register Now button for Domestic Travel if you are traveling within the U.S. or the Register Now button for International Travel if you are traveling outside the U.S.

3. At the login screen, select the first option: I have a UMass username and password (all students, faculty and staff) and then click Submit. 4. Enter your UMass Lowell email as your Username, your corresponding password and select your campus (Lowell) from the drop down list. Then click Login.

5. The FIRST TIME you log in to the registry, you will be asked to create your profile. Please select Yes then click Submit. 6. Enter your Date of Birth, then click Save. 7. Enter your profile information. These are editable and you only have to enter them the first you log in to the registry: a. For Campus Affiliation: please select UMass Lowell b. For Department: please type L- to navigate to the UMass Lowell list of Departments c. For Employee ID Number: this is your HR Employee ID which may be found on your paycheck

8. Once your profile information is submitted, you will be taken to the Travel Registration page. a. Select the appropriate year (the year in which the travel is taking place) under Available Terms b. Build your itinerary by entering the departure to and from the specific location, selecting the location and clicking the Add to Itinerary button for each leg of your trip i. Please note: you can start typing a location s name in the Find Location box for quicker searching ii. If you cannot find your destination on the list, enter the city name only in the Find Location box and hit enter. The registry will search the database and pull up the location. If the location is still not found, email rebecca_spanos@uml.edu and ask for the location to be added to the list. 9. When all dates and locations of your itinerary have been entered, please click the Register button at the bottom of the page.

10. You will be directed to your trip registration homepage. For Domestic Travel, please take the following actions (please skip to Step 11 for International Travel): a. First, all travelers MUST complete the Lowell Pre-Travel Authorization Domestic located under Registration Questionnaire(s). i. To complete the Questionnaire, please click on the title, answer the following questions and click Submit. 1. Purpose of Trip 2. Trip Details (i.e. Conference name, research description, etc ) 3. Speed Type and/or Funding Source 4. Estimated Cost 5. Employee Status 6. Contact Number While Traveling 7. How many approvals are needed for this trip? (at least one approval is required) b. Second, all FACULTY must complete the Lowell Request for Professional Absence located under Registration Questionnaire(s). i. To complete the Questionnaire, please click on the title, answer the following questions and click Submit. 1. The following arrangements have been made to fulfill my teaching commitments 2. Class coverage arrangements not detailed above 3. Schedule detail arrangements 4. Compensatory time

c. Once the Questionnaires are complete, from the registration homepage under Approvals, click on Request Approval. i. Select Lowell as your campus under Campus Filter, type your approver s name or email in the Keywords field and click Search

ii. Select the appropriate person and then click Next iii. The person whom you have selected will receive an email notification requesting approval for your trip. From this email, they will be able to review your trip details and submit their approval. Travelers may enter optional comments on the screen below and then click Save. iv. If you have indicated that you require more than one approval for this trip, please repeat the steps above to request approval from each appropriate person. v. You will be notified via email each time that you receive an approval.

11. For International Travel, please take the following actions: a. First, all travelers MUST complete the Lowell Pre-Travel Authorization International located under Registration Questionnaire(s). i. To complete the Questionnaire, please click on the title, answer the following questions and click Submit. 1. Purpose of Trip 2. Trip Details (i.e. Conference name, research description, etc ) 3. UMass Lowell Business (i.e. specific individuals/organizations you intend to visit) 4. Speed Type and/or Funding Source 5. Estimated Cost 6. Employee Status 7. Contact Number While Traveling 8. International Travel with University-Issued Electronic Equipment 9. International Travel with University equipment or materials 10. How many approvals are needed for this trip? (at least two approvals are required as all International Travel MUST be approved by the Office of Institutional Compliance) b. Second, all FACULTY must complete the Lowell Request for Professional Absence located under Registration Questionnaire(s).

i. To complete the Questionnaire, please click on the title, answer the following questions and click Submit. 1. The following arrangements have been made to fulfill my teaching commitments 2. Class coverage arrangements not detailed above 3. Schedule detail arrangements 4. Compensatory time c. If you will be traveling with University-Issued Electronic Equipment or you are Requesting to Ship/Carry Equipment or Materials outside of the U.S., these forms are located under Material Submissions. i. To complete these forms, please click on the title of the appropriate form(s). This will generate a pop-up message with additional information and a link to complete the form outside of the registry. ii. By clicking on the link, you will be directed to an AdobeSign document. Upon completion, the form will be sent electronically to the Office of Institutional Compliance (OIC) iii. Questions regarding these forms should be directed to the OIC at international_travel@uml.edu.

d. Once the Questionnaires and Material Submissions are complete, from the registration homepage under Approvals, click on Request Approval. i. Steps to request approval for International Travel are the same as detailed above for Domestic Travel (step #10.c). ii. Please Note: International Travel requires at least TWO approvals as all registrations MUST be sent to the Office of Institutional Compliance. When requesting approval, please type Travel into the Directory Search and select International_Travel@uml.edu. 12. Once your approvals are received, your registration is complete!

13. Copies of Pre-Travel Authorizations are no longer required for submission with Travel Expense Reports. All Registrations are assigned a 5-digit Registration ID which may be found on your registration homepage: a. When submitting your expense report in PeopleSoft, please enter the Registration ID in the Terra Dotta ID Field 14. Bon Voyage!