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New Coordinator Training

New Coordinator Training. Session One PREPARING FOR TRAVEL. Introduction. Create new Travel Authorization Reserve Travel Arrangements Completing Travel Authorization Complete Travel Arrangements. Travel Authorization Creation. Getting Started

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New Coordinator Training

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  1. New Coordinator Training Session One PREPARING FOR TRAVEL Travel-cko

  2. Introduction • Create new Travel Authorization • Reserve Travel Arrangements • Completing Travel Authorization • Complete Travel Arrangements Travel-cko

  3. Travel Authorization Creation • Getting Started • JList Requirements • Getting a Trip Number Travel-cko

  4. JList Requirements • Traveler must be active in JList • Visitors are added when they register in JRIS. • Employees are added by HR upon being hired. • Inquires about Jlist? • Contact Sue Ewing (ext 7687) • Send email to jris@jlab.org Travel-cko

  5. GETTING TRIP NUMBER • Choose Traveler’s Name • Enter Purpose • Enter Dates of Travel • Enter destination • Select a conference when purpose • Enter estimated costs – • For domestic, single destination airfare; hotel or car go to https://concursolutions.com • All other domestic & all foreign, contact travel agent at jlab-travel@ciazumano.com Note: Reservations in concur should be placed on hold until the TA is released. Travel-cko

  6. SUBMIT TA TO TRAVEL • Complete TA and click SUBMIT • Authorized Proj/Org approvers notified ‘TA awaiting approval is in their queue’ • Once approved – TA sent to TS for review and release • Once released– status changes to SUBMITTED • You (as preparer) receive notification • You can now commit funds and make travel arrangements. Travel-cko

  7. MAKE TRAVEL ARRANGEMENTS • Contact CI Azumano • Return to Concur (concursolutions.com) to • “Purchase” ticket on hold • Reserve a hotel (outside Newport News) • Reserve a rental car • Email Veronica at jlab-travel@ciazumano.com Travel-cko

  8. Summary • Created a Travel Authorization • Got a Trip Number • Submitted TA for approvals • Make Travel Arrangements Travel-cko

  9. Where to Get More Information • Second Training session • Expense Report Preparation • Review Admin Manual • Links from travel webpage • Ask other Travel Coordinators for help • Call: Carol (x7519) Sasi (x7437), Travel-cko

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