Reviewing the Status of a Travel Authorization

Summary

In this article, you will learn the steps to review the status of your Travel Authorizations.

Body

   Overview   

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

 

1. Step 1

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First, log into the Financial Management System

Click the Travel Authorizations tile.

2. Step 2

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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

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To open a travel authorization, click the appropriate link.

Example shown here: Spring Conference 2024  0100070519 option.

4. Step 4

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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

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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

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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

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

8. Step 8

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Click the Done button.

9. Step 9

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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

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

11. Step 11

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

12. Step 12

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

Example shown here: AES Invited Lecturer link.

13. Step 13

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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

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The Travel Authorization Notes are displayed.

When finished reviewing, click the Done button. 

15. Step 15

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

16. Step 16

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

17. Step 17

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

Example shown here: Florida Travel option.

18. Step 18

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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

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

20. Step 20

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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

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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

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

Click the [X] Close button. 

23. Step 23

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

24. Step 24

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

25. Step 25

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

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

26. Step 26

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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

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

 

Details

Details

Article ID: 150203
Created
Sat 9/24/22 11:37 PM
Modified
Fri 3/8/24 12:44 PM