Blanket Travel Request (New Policy)

These instructions will cover how to create and submit a Blanket Travel Request in Concur with the new policy.  This policy is only available for the Fiscal Year 2020-2021. 

For blanket travel that is submitted for FY 2019-2020, please refer to the Blanket Travel Request for more information.

Click on any of the links below to skip ahead to that section.

If you need assistance with logging into Concur, please go to Logging into Concur.

Starting a Blanket Travel Request

Step 1: Log into Concur using the CSUF Portal. You will see your Concur dashboard.

Click on Requests.

Concur Portal. The Requests tab on the top left corner is highlighted, and there is a green arrow pointing towards it.

Step 2: Click on New Request.

Requests tab has been opened. The "New Request" option has been highlighted, and there is a green arrow pointing towards it.

Blanket Travel is for travel within California, travel dates within a fiscal year (July to June) and only to be used for the following expenses:

  • Mileage
  • Parking (reasonable charges for parking)

Request Header

Step 1: Change the Policy to State Blanket Travel.

Green highlight and arrow pointing towards State Blanket Travel Policy selection.

Step 2: Enter in the Blanket Travel Fiscal Year box: Blanket Travel FY Year – Year. 

Example: Blanket Travel FY 2020-2021

Blanket Travel Fiscal Year field. In the field, "Blanket Travel FY 2020-2021 has been inputted."

Step 3: Under How will you book your travel, leave it as Outside of Concur.

"How will you book your travel?" field. When clicked on, a drop-down emerges. In the drop-down, there is an option to select outside of concur.

Step 4: Under Trip Type, leave it as In-State. 

Under Trip Type Field, leave it as In-State.

Step 5: For Fiscal Year Start Date and Fiscal Year End Date select the Fiscal Year Dates.

Example: 

  • Fiscal Year Start Date: 07/01/2020
  • Fiscal Year End Date: 06/30/2021
For the Fiscal Year Start Date and End Date calendars, select the appropriate dates.

Report/Trip Purpose

Step 1: Under Report/Trip Purpose, leave it as Blanket Travel (Mileage and Parking). 

Report/Trip Purpose field. When clicked on, the "Blanket travel (mileage and parking)" field has been selected.

Step 2: Under Traveler/User Type, click on Staff or Faculty, as appropriate. 

Traveler/User Type field. When clicked on, the "staff" option was selected. This option was highlighted, and there was a green arrow pointing towards it.

Step 3: Under Purpose, enter Blanket Travel and designate the year as example shows in the comments box. 

Purpose field. Within this field, the following text has been typed out, "Blanket travel within California for FY 2017-2018."

Step 4: Under Main Destination City, enter Fullerton, California.

main destination city field. Within this field, "Fullerton, California" has been inputted.

This will cover various cities.

Step 5: Under State, leave it as California.

Under the State field, leave California as the selected option.

Step 6: Under Main Destination Country, leave it as the United States.

Main Destination Country. In the text box, the "United States" was inputted.

Step 7: In the Comments box, enter in Various cities in California.

Comment field. Within this field, the following text had been inputted, "Various cities in California."

Step 8: Ensure Division, Department ID, and Fund are listed correctly. 

Division, Department ID, and Fund fields.

Step 9: Then click Save

cancel, save, attachments, print/email, delete request, and submit request buttons. The save button is highlighted, and there is a green arrow pointing towards it.

Adding Expenses

For Blanket Travel, you are allowed to input the following expenses to your Blanket Travel Request:

  • Mileage
  • Parking (reasonable charges for parking)

For instructions on how to add these expenses to your Blanket Travel Request, go to Adding Expenses to your Blanket Travel Request.

Submitting Blanket Travel Request

Once you have filled out all required fields and added your expenses, click on Submit Request.

Attachments, print/email, delete request, and submit request buttons. The submit request button is highlighted, and there is a green arrow pointing towards it.

When it comes to completing your Blanket Travel Expense Report, please change the dates to the month you are claiming.

Blanket Travel Request Checklist

If you would like to use a checklist, please click on Blanket Travel Request Checklist.

Need more help?

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