How do I make a new travel request?

If you have an upcoming trip and need to create a new travel request to start the process, follow these steps:

• Select the Request tab and select "New Request"

  

• Fill out the Request Header, entering all info related to your planned trip.

  

  • Fill out all required fields, marked with a red bar, and enter your FOPA.

  • If you need a Cash Advance, enter the amount and leave a comment describing how the Cash Advance will be used.

    

• Select the Segments tab. Enter estimates for any planned accommodations and transportation.

  • Select the plane icon to add Airfare to your Request. If you don't have a flight, skip this.

    

    • Fill out Arrival, Departure, and the estimated Total Airfare Cost then select "Save"

      

  • If you have a car rental,select the Car icon.

    

    • Enter city of Pick up and Drop off and Total Car Rental Cost and select "Save"

      

  • For Hotel, select the Bed icon.

    

    • Fill out Check in, Check out, and Total Hotel Cost and select "Save"

      

  • If you need a Railway Ticket, select the last icon. Note:This only applies to those that are traveling inside The United States (AmTrack)

    

    • Fill out From, To, and Total Rail Cost and select "Save"

      

• Select the Expense Tab. This is where you will add any other planned expenses (i.e. Add Car Rental, rental fuel, Meal Per Diem and/or Group Meals, mileage, Parking, Conference Fees, etc.)

  

  • Select the expense type that is appropriate for your Trip:

    

  • Complete the required boxes (any with the red bar on the left hand side) and select "Save"

    

  • Continue to add the appropriate expenses for your Trip.

• After all the expenses have been added, select Submit Request

  

• Your request will be sent to the FOAP approver. When the request is approved, it will be sent to the Travel Office. Once it is approved by the Travel Office, then your Travel Card will be set and you will be prepared for your upcoming trip.

• The Approval Flow and Audit Trail tabs allow you to see where your submitted Request is at in the approval process.