Travel requests first route to the traveler’s supervisor for approval (for UCAR employees). Then, they route to the budget approver for each account key to be encumbered. If a travel request is for a trip that has already occurred – and therefore doesn’t comply with policy – it will also route to President’s Council or a designated delegate for approval. Concur will automatically add these approval steps to each travel request as part of the approval flow and automatically skip steps that don’t apply. (The approver’s name will automatically fill in – or the step skipped – once the prior approval step is done.)
You may receive a system-generated email when a travel request is pending your approval.
Visit the Approvals page to learn how to add additional ad-hoc approvers to travel requests.
Approving Travel Requests
Access Concur. If accessing remotely, you may need to use your CIT credentials to log in. (You may want to bookmark this link for quick access to Concur next time – see the Creating Bookmarks to Concur guide for details.)
Act as a delegate if approving this travel request on the approver’s behalf. See the Acting as a Delegate guide for details.
Locate the travel request in your approval queue. There are a couple of ways to do this. One of the more common is to use the task buttons along the top of your Concur home page. Click the Required Approvals button, then click the Requests tab.
The number represents how many items are pending your approval.
Click the name of the travel request.
The travel request appears.
Review the request details, as well as any exceptions that appear. Click the Request Header and Expense Summary tabs to navigate within the travel request. Exceptions noted by a yellow triangle highlight things that need your attention.
Review any attached documentation. Use the Attachments dropdown, in the upper right of your screen, to select Check Documents. Note: As an approver, you can attach documentation to this request. To do so, select Attach Documents.
Take action on this request. Use the buttons in the upper right of your screen:
- To approve this request as is, click the Approve button.
- To deny this request as is, click the Send Back Request button and describe why in the comment area that appears. This will allow the request to be updated and resubmitted or deleted, whichever is appropriate.
- To approve this request and add an additional approver, click the Approve & Forward button and then select the next approver.
You are returned to your approval queue. Repeat the process for each travel request pending your approval.