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IDigBio Travel Guidelines: Difference between revisions
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# Click '''Save'''. | # Click '''Save'''. | ||
# After the header information has been saved, '''add David Jennings as a User-Added Approver to the Approval Workflow''' if he is not already in the workflow. Go to '''Request Details''', select '''Request Timeline''', then click '''Edit Approval Flow''' and then the first '''+Add Step''', and search by '''Jennings'''. | # After the header information has been saved, '''add David Jennings as a User-Added Approver to the Approval Workflow''' if he is not already in the workflow. Go to '''Request Details''', select '''Request Timeline''', then click '''Edit Approval Flow''' and then the first '''+Add Step''', and search by '''Jennings'''. | ||
# | # Estimate your travel expenses. | ||
#* You can add trip expenses, including airfare, lodging, rental vehicle, and other anticipated expenses. A Travel Request is considered an estimate, and the expense types available are at a high level; users will have granular expenses in the trip’s expense report. Provide exact costs if you already have firm travel plans for all fields in this part of the Travel Request. Otherwise, provide an informed estimate by looking up specific flights, ground transit, and lodging options. | #* You can add trip expenses, including airfare, lodging, rental vehicle, and other anticipated expenses. A Travel Request is considered an estimate, and the expense types available are at a high level; users will have granular expenses in the trip’s expense report. Provide exact costs if you already have firm travel plans for all fields in this part of the Travel Request. Otherwise, provide an informed estimate by looking up specific flights, ground transit, and lodging options. | ||
#* For each expected expense, click '''Add''' under the ''Expected Expenses'' section. The following are some guidlines for the various expense types. | #* For each expected expense, click '''Add''' under the ''Expected Expenses'' section. The following are some guidlines for the various expense types. | ||
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== Expense Report Instructions == | == Expense Report Instructions == | ||
'''If you are working with a delegate from the iDigBio Travel Team, please complete the [https://docs.google.com/document/d/10__ST4SjT_RP20FAbTCCzZukXcOTM19yNHcfmiUrQ3Q/copy iDigBio Travel Expense Report Form] to enable your delegate to create an Expense Report (ER).''' | |||
'''Expense Reports can be ''created'' by a delegate, but they can only be ''submitted'' by the traveler.''' | |||
</div> | </div> | ||