STEP | WHAT'S HAPPENING | WHO'S DOING IT? |
---|---|---|
1 |
Decides there’s a need to travel:
|
Traveler |
2 |
Often the travel needs pre-approval:
|
Traveler works with appropriate authority to authorize the trip |
3 |
Makes the travel plans:
|
Traveler may do this themselves or work with an ‘arranger’ in their department |
4 |
|
Traveler |
5 | Recognizes need to report expenses and get reimbursed for anything that was paid out-of-pocket:
|
Traveler |
6 |
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 |
7 | Signs the form to certify expenses are accurate | Traveler |
8 |
|
This action is performed by various roles depending upon who has been delegated the authority based on: Funding Source
Circumstance The approver may not directly or indirectly report to the traveler |
9 | Processes transaction for final review and payment | Accounts Payable |
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: