Administrative Systems (AFIT)Concur ChecklistsApproving Blanket Travel Request Checklist

Approving Blanket Travel Request Checklist

A Blanket Travel Request will be required if the traveler requests to go on a business trip less than 24 hours in California, within a fiscal year (July 1st – June 30th). Blanket Travel estimated expenses will only apply to parking, mileage, tolls, and approved business meals with official University guest.

Checklist

  • Appropriate options were selected in the following fields: 
    • Request Policy‐ selected State Approve then Book
    • Request/Trip Name— correct naming convention 
      • Blanket Travel FY [Year‐Year]
      • Example: Blanket Travel FY 2017‐2018 
    • How will you book your travel? — selected Request for Offline/CTP  Booking  
    • Will the hotel cost exceed $275 per night? — selected No
    • Trip Type— selected In‐State
    • Start Date— selected July 1st, 2017 (use appropriate fiscal year)   
    • End Date— selected June 30th, 2018 (use appropriate fiscal year)
    • Report/Trip Purpose— selected Blanket Travel (Mileage/Parking/Tolls)
    • Traveler/User Type 
    • Purpose— entered Blanket Travel within California for FYX17‐FY18 (use  appropriate fiscal year)
    • Main Destination City— entered Fullerton, California
    • State— entered California 
    • Main Destination Country— entered United States
    • Regions Traveling To 
    • Division 
    • Department ID 
    • Fund 
  • Estimated amount was selected appropriately 
  • The estimated amount is within the department’s budget 
  • Confirmed expense allocations are appropriate (if applicable)

If an expense needs to be allocated, send the request back to the traveler and have the traveler refer to the Allocating Expenses Travel Request Instructions for more information

Selected applicable travel expenses:

Need more help?

Contact Concur Support at concur@fullerton.edu or at 657-278-3600.

You are done. Great job!