Make sure approver can turn around the approval quickly, since flight is held for 24 hours after selected.
If you want travel agent to book flight:
- Find desired flight (outside of Concur).
- Create New Request in Concur and enter information. How will you book your trip = TMC.
- Segments: Flight icon. Enter information. Choose an amount for the flight that leaves plenty of buffer (say, $1K for a $700 flight).
- Submit.
- Leeann Ford approves.
- Once approved, send travel agent an email with approval: Go into request, and click on Print/Email at top right hand of screen (blue button). Email Linda Cockman-Lawson LCockmanLawson@DT.com the approval and let her know which flight you'd like.
- Travel agent will book the flight for you and sends you final itinerary.
If you want to book flight yourself in Concur:
- Search for flights on your home screen, left hand column, under Trip Search.
- Trip Booking Information – don’t enter anything here.
- Find the flight you want and reserve it.
- Method of Payment = UO DT credit card
- Approval request goes to Leeann Ford.
- Once flight is reserved, Request is automatically made for it.
- Fill in Request information.
- How will you book your trip = 3-Already used Concur.
- No need to enter any other expenses besides flight.
- Submit, then Leeann approves.
- After approval, Direct Travel emails you final itinerary.
Personal time included in trip?
Have travel agent (Linda Cockman-Lawson) do the booking, since they can do the comparison for you.
- Email Linda C-L with details on what you would like to do. Copy Patti McVay (Fiscal Services) and ask Linda to copy Patti with final reservation once determined.
- Travel agent will hold flight and get comparison flight, and send those to you and Patti McVay.
- Patti McVay enters information into Concur for you.
- Once she’s done with that, go into Manage Requests. Click on trip request. Hit Submit.
- Leeann approves.
- Once approved, go into trip in Manage Requests. Go to Email/Print. Send to Linda as proof of approval.
- Linda then releases reservation, and flight is booked. You should get confirmation of booking via email.