Sending Notifications for Travel Authorizations

   Overview   

If there is a need to send an email to another employee or approver regarding a travel authorization, the Initiator can do this via the Send Notifications options within the actions menu for any travel authorization. This option is available no matter the stage of approval process.

This article will walk you through the actions you can take on Travel Authorizations throughout the approval process.

1. Step 1

Employee Self service homepage displayed with the Travel Authorizations tile highlighted

First, log into the Financial Management System

Click the Travel Authorizations tile.

2. Step 2

Travel Authorizations Search page displayed with the Pending link highlighted

The Travel Authorizations Search page is displayed. This page allows you to view and add travel authorizations. To view all pending travel authorizations, click the Pending link.

 

3. Step 3

Travel Authorizations Search page displayed with the Actions button highlighted

To view the performable actions, click the green  Actions  button next to any travel authorization.

Example shown here: Actions button next to the travel authorization titled " Copying Example ".

4. Step 4

Travel Authorizations Search page displayed with the Send Notifications menu item highlighted

For a pending travel authorization, you can choose between Delete Travel Authorization and Send Notification .

To send an email to another employee or supervisor concerning the selected travel authorization, click the Send Notification menu item.

6. Step 6

Send Email window displayed with the To field highlighted

The Send Email window is displayed. This window is structured to reflect an email with a To field, CC and BCC options, Subject line, and Message box.

Enter the email of who you wish to notify into the To field.

Example shown here: " onesource@uga.edu ".

 

8. Step 8

Send Email window displayed with the Message field highlighted

The Message field is where you would enter the context or body of your notification.

9. Step 9

Send Email window displayed with the Send Email button highlighted

To send the email, click the Send Email button.

Or, click the [X] Close button to exit. 

The recipient will receive an email from: onesource-do-not-reply@uga.edu

 

11. Step 11

Travel Authorizations Search page displayed with the Actions button highlighted

Click the Actions button next to the appropriate travel authorizations to open the menu.

Example shown: Authorization ID 0100067316

12. Step 12

Travel Authorizations Search page displayed with the Delete Authorizations menu item highlighted

If you have NOT submitted your travel authorization yet, you have the ability to delete it.

Click the Delete Travel Authorization menu item.

13. Step 13

Travel Authorizations Search page displayed with the Yes button highlighted

A window will appear to ask if you are sure you want to delete the selected travel authorization.

Click the Yes button.

14. Step 14

Travel Authorizations Search page displayed with a confirmation message highlighted

A confirmation message will appear across the top of the screen when the deletion is complete.

15. Step 15

Travel Authorizations Search page displayed with the Submitted lnk highlighted

To view all the submitted travel authorizations, click the Submitted link.

16. Step 16

Travel Authorizations Search page displayed with the Actions button highlighted

To view the performable actions, click the green  Actions  button next to any travel authorization.

Example shown here: Actions button next to the travel authorization titled " MCH Department Review ".

17. Step 17

Travel Authorizations Search page displayed with the Send Notification menu item highlighted

Once a travel authorization is submitted, you lose the ability to delete a travel authorization. You still have the option to send a notification.

Click the Send Notification menu item.

18. Step 18

Send Email window displayed with the Close button highlighted

The Send Email window is displayed. You would fill this out same as you would an email.

Click the Close button.

19. Step 19

Travel Authorizations Search page displayed with the Approved link highlighted

To view all of the approved travel authorizations, click the Approved link.

20. Step 20

Travel Authorizations Search page displayed with the Action button highlighted

To view the performable actions, click the green  Actions  button next to any travel authorization.

Example shown here: Actions button next to the travel authorization titled " Out-of-State Travel 2127214 ".

21. Step 21

Travel Authorizations Search page displayed with the Cancel Travel Authorization menu item highlighted

For an approved travel authorization, you have two options: Send Notification (same as before) and Cancel Travel Authorization.

To cancel the TA, click  Cancel Travel Authorization.

22. Step 22

Travel Authorizations Search page displayed with the Yes button highlighted

A confirmation popup is displayed.  

Click the Yes button. 

23. Step 23

Travel Authorizations Search page displayed with a confirmation message highlighted

A confirmation message is displayed for the cancelation of the TA.