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Approval Process for Online Travel Transactions
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Summary: Find out how the approval process works for online travel requests. |
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When you use TravelLink, each transaction goes through an approval process driven by an approval template. To ensure that each transaction is moved forward for appropriate review and approval, you must:
- Complete and approve a transaction to make it available to the approver at the next level
- Select the appropriate approval template, if you have more than one, so it can be routed to the correct approver in your department
Your Department Security Administrator (DSA) will assist you in setting up appropriate approval templates following established guidelines.
When you preauthorize travel by completing the Going on a Trip feature in TravelLink, an approval template type called TRP is used. This is an example of the approval process:
When you request a prepayment or cash advance, the TIV or ADV (respectively) approval template is used. This is an example of the approval process:
The following table shows travel approval template types, with links to template setup guidelines (for DSAs):
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TravelLink Transaction
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Approval Template |
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Preauthorize travel |
TRP
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Prepay a travel expense |
TIV
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Request a cash advance |
ADV
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More information on access, approval templates, and training is available. For template setup, contact your DSA.
When you use MyTravel to report travel expenses online, the TRP template is used to route for approval.
Note: If you are a traveler reporting your own expenses via MyTravel, you do not need template setup. As a traveler, you need a TRP template only if you also preauthorize your own travel events in TravelLink.
Questions?
- If you have a question about how to use TravelLink:
- If you have a question about approval template setup, contact your DSA or department administrator.
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Notice: UCSD travel policy, as published in Blink, is decisive. It has been adapted to UCSD's organization, delegation of authority, terminology, chart of accounts, and processing applications. The source for UCSD travel policy is UC Travel Policy and Regulations. |
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