Reviewing the Status of a Travel Authorization

   Overview   

In this article you will learn the steps to review the status of a travel authorization.

 

1. Step 1

step image

First, log into the Financial Management System

Click the Travel Authorizations tile.

2. Step 2

step image

The Travel Authorization Search page is displayed. From this page you can check the status of your Travel Authorization.

Click the Returned link to see the Travel Authorizations that are pushed back to you for various reasons.

3. Step 3

step image

To open a travel authorization, click the appropriate link.

Example shown here: Spring Conference 2024  0100070519 option.

4. Step 4

step image

The Travel Authorization page displays with all the details regarding the travel request.

Click the Notes button to check the notes associated with the travel authorization.

5. Step 5

step image

The Travel Authorization Notes page displays all the notes associated with this travel authorization. You can delete the existing note and add a new one using Edit and Add Notes buttons.

6. Step 6

step image

You can Add/Edit notes on this page.

Click the Add Notes button to add a new note to the Travel Authorization.

7. Step 7

step image

Click the Done button when you are done adding the note.

8. Step 8

step image

Click the Done button.

9. Step 9

step image

Click the Save button to save your changes to the Travel Authorization.

Note: You can edit/add information to the Travel Authorization and resubmit it for approval by clicking on the Submit button.

10. Step 10

step image

Click the Back Arrow button to return to the Travel Authorization Search page.

11. Step 11

step image

Click the Denied link to display all the travel authorizations that were denied.

12. Step 12

step image

To open the denied travel authorization, click the appropriate link.

Example shown here: AES Invited Lecturer link.

13. Step 13

step image

The Travel Authorization page displays the details regarding the travel request including the Reimbursement status.

Click the Notes button to read details for the Travel Authorization's denial.

14. Step 14

step image

The Travel Authorization Notes are displayed.

When finished reviewing, click the Done button. 

15. Step 15

step image

Click the Back Arrow button to return to the previous page.

16. Step 16

step image

Click the Pending link to view all the travel authorizations that are pending submission.

17. Step 17

step image

To open the pending travel authorization, click the appropriate link.

Example shown here: Florida Travel option.

18. Step 18

step image

On the Travel Authorizations page, you can review the information on a pending, previously saved, travel authorizations.

If all information is now complete and updated, you can click the Submit button or the Back Arrow button to return. 

19. Step 19

step image

From the Travel Authorizations Search page, click the Submitted link. 

20. Step 20

step image

The Submitted Authorizations page is displayed.

To review a Travel Authorization, click the appropriate link.

Example shown here:  MCH Department Review 0100065408

21. Step 21

step image

On the Travel Authorization page, you can view the information on the travel request and the notes associated with the request, however you cannot edit information while it is still in the approval process.

To view more information on the workflow, click the Approvals button. 

22. Step 22

step image

The Approval Status page is displayed with each approver level and the current status.

Click the [X] Close button. 

23. Step 23

step image

Click the Back Arrow button to go back to the previous page.

24. Step 24

step image

Click the Approved link to display all the approved travel authorizations.

25. Step 25

step image

To open the approved travel authorization, click the appropriate link.

Example shown here: Out-of-State Travel 2125013 option.

26. Step 26

step image

The selected Travel Authorization details are displayed.  You can review Notes, Approvals, and Accounting Details, but no action can be taken on Approved Travel Authorizations. 

27. Step 27

step image

Click the Back Arrow button to go return to the previous page.