|WHO'S DOING IT?
Decides there’s a need to travel:
Often the travel needs pre-approval:
|Traveler works with appropriate authority to authorize the trip
Makes the travel plans:
|Traveler may do this themselves or work with an ‘arranger’ in their department
|Recognizes need to report expenses and get reimbursed for anything that was paid out-of-pocket:
Enters information into a form so that details are recorded and a request for reimbursement can be submitted:
|Traveler may do this themselves or work with a ‘preparer’ in their department
|Signs the form to certify expenses are accurate
This action is performed by various roles depending upon who has been delegated the authority based on:
The approver may not directly or indirectly report to the traveler
|Processes transaction for final review and payment
|A traveler may be faculty, staff, student, or hosted guest who travels on official, university-related business.
When following the process of planning a trip and then paying for it, there are several steps along the way. The current process on campus is: