With the exception of After the Fact Travel, which follows a President’s Council approval workflow in Concur, the Controller is responsible for interpreting and approving exceptions to the UCAR Procedure 5-7: Travel.
Submit an Exception to Procedure
When a procedure was not followed and an exception is needed:
Complete the Exception to Procedure Form
To complete the form, enter the traveler’s name, travel request ID, select the exception type, then enter the reason the procedure was not followed and what steps will be taken on future trips to avoid another exception.
Attach the Completed Form in Concur
- For an After the Fact travel exception: Attach to the travel request.
- For all other exceptions: Attach to the expense report using the Exception to Travel Procedure expense type.
Exception is Reviewed for Approval
When submitted, the travel request/expense report automatically routes to the appropriate approver for the exception. No additional routing is needed by the traveler or Travel Coordinator.
- For an After the Fact travel exception: The travel request will automatically route to the appropriate President Council member for approval.
- For all other exceptions: Once the expense report is received in the Travel Office, the Controller will review/approve the exception request.