Introduction to upgraded version of uts t pax
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Introduction to Upgraded Version of UTS(T-Pax) PowerPoint PPT Presentation

Introduction to Upgraded Version of UTS(T-Pax). PSC Travel Branch. UTS (Tpax) Index Page. Initial Logon & Profile Information Request for Travel Authorization Request for Travel Advance Request for Travel Settlement Request for Travel Voucher Summary (TVS) Request for Supplemental

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Introduction to Upgraded Version of UTS(T-Pax)

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Introduction to upgraded version of uts t pax

Introduction to Upgraded Version of UTS(T-Pax)

PSC Travel Branch


Uts tpax index page

UTS (Tpax) Index Page

Initial Logon & Profile Information

Request for Travel Authorization

Request for Travel Advance

Request for Travel Settlement

Request for Travel Voucher Summary (TVS)

Request for Supplemental

Retrieve Claim Request

Questions?

To return to Index Page…


Welcome to uts version 6 05

Welcome to UTS Version 6.05

  • Upgraded Version

  • More user friendly

  • Easier to navigate

  • Additional features

    • Print TVS

    • Status of UTS & Manual claims

    • Retrieve Request

    • Est. Cost/Reimbursement


Initial logon profile information

Initial Logon & Profile Information

  • First Initial Log on

    • Required Information on Address & Information tabs

  • Update profile as changes occur


Initial logon profile information1

Initial Logon & Profile Information

  • First Initial Log on

    • Required Fields

    • Authentication Information used for Forgotten Password feature

    • Default AO is not a required field

    • Passwords are to be 8 alpha/numeric characters


Request for travel authorization

Request for Travel Authorization

  • From the main traveler’s screen

    • Click the Fill Out button for options of forms

    • Travel Authorization is electronic orders


Request for travel authorization1

Request for Travel Authorization

  • Type in the TONO, Type of Order, and complete the Description of orders, dates

    • Organization fields will prefill from profile when tabbed passed

    • Select appropriate Fund Type

    • End date will auto fill if number of days is completed & vice versa

  • Click the “What’s Authorized” tab


Request for travel authorization2

Request for Travel Authorization

  • Entitlements authorized on orders.

    • This screen will change including more specific entitlements

  • Check appropriate blocks

  • Click OK


Request for travel authorization3

Request for Travel Authorization

  • When reaching this screen, click the Add Itinerary button on the Entitlement tab to enter the itinerary

  • If modifying an existing order or settlement, highlight the leg to be changed and click the View/Modify button


Request for travel authorization4

Request for Travel Authorization

  • What’s Authorized tab is where you indicate what major mode of travel is authorized.

  • Verify information and click on Itinerary tab


Request for travel authorization5

Request for Travel Authorization

  • When entering in the itinerary and reach the location, a separate screen appears (Location traveler departed from or arrived to)

  • Enter two character code for the state or type full name of state/country

  • Enter City if Conus – pay close attention to county codes (or type in zip codes if known) make sure county designation is correct

  • Enter Locality if Oconus


Request for travel authorization6

Request for Travel Authorization

  • This is a completed itinerary

  • Note the lodging taxes have been added to the itinerary – this is the nightly rate for taxes same as the nightly lodging rate

  • System is now connected to DTOD and mileage will pre-fill when in conus IAW JFTR

  • When completed, click reimbursables tab


Request for travel authorization7

Request for Travel Authorization

  • Click the Reimbursable tab to enter in expenses

  • When completed, click OK


Request for travel authorization8

Request for Travel Authorization

  • When you return to this screen, click the Next button or click on the Calculations tab to view Estimated Cost of Orders or Estimated reimbursement


Request for travel authorization9

Request for Travel Authorization

  • After verifying the calculations on this screen, click the Next button or click on the Financial tab to enter in the accounting information


Request for travel authorization10

Request for Travel Authorization

  • On the Financial tab verify the estimated obligation and then click on the Modify Accounting button


Request for travel authorization11

Request for Travel Authorization

  • Enter the assigned accounting string, hit tab button into the amount field and it will pre-fill with the estimated amount when you tab to the field

  • Click the OK button


Request for travel authorization12

Request for Travel Authorization

  • If remarks are required click the Remarks tab.


Request for travel authorization13

Request for Travel Authorization

  • Enter in Remarks necessary (limit 10 lines)

  • Note – these remarks will appear on documentation/forms

    • Orders

    • Settlements

    • Advances

    • Supplementals

  • Click OK


Request for travel authorization14

Request for Travel Authorization

  • When all tabs are completed, you may click the Daily Calcs button to see what is being obligated to each day or to make daily changes to lodging or meals

  • Click OK when finished


Request for travel authorization15

Request for Travel Authorization

  • You will return to main traveler view

  • Highlightthe appropriate document by clicking on the desired line once

  • Click the Send to AO button

  • The Default AO will auto fill – or you may type in a different AO as needed

  • Click enter to complete the name field (drop down menu should disappear)

  • Click the OK button


Request for travel authorization16

Request for Travel Authorization

  • Enter in Secondary Password and click the OK button

  • Status on that line will change from Entered to Awaiting Authorization


Request for advance

Request for Advance

  • Member may request advance of funds on an authorization already in the system

  • Click the Fill Out button and click Request for Advance


Request for advance1

Request for Advance

  • Type in appropriate Tono or click on the order number itself

  • Click the OK button


Request for advance2

Request for Advance

  • Once the tono is selected, click the calculations tab to see entitlement information that was entered on the authorization

    • If an authorization was not done in the UTS system, member will need to complete the entitlement section of the advance to get the information on the calculations tab

  • Max. amount of advance is located in the Total row under the Total column (example: $172.50) or at the bottom of the screen

  • Enter advance amount requested in the advance authorized field

  • Click Financial Tab


Request for advance3

Request for Advance

  • On the Financial tab, click the Modify Accounting button to enter appropriate advance amount in the accounting string


Request for advance4

Request for Advance

  • If Amount field is incorrect, tab over and system should enter amount requested.

  • Click OK button


Request for advance5

Request for Advance

  • At this screen, the member can print the advance request, then click OK to complete the request


Request for advance6

Request for Advance

  • Highlight the Advance request by clicking on the line once

  • Click Send to AO button

  • Default AO will pre-fill or member can type a different AO into the field

  • Click OK

  • Enter in secondary password and click OK

  • Advance is now in an Awaiting Authorization Status


Request for settlement

Request for Settlement

  • Click the Fill Out button and Request for Settlement


Request for settlement1

Request for Settlement

  • Member can select an existing tono by highlighting it or a new tono by typing it into the tono field.


Request for settlement2

Request for Settlement

  • Most fields are auto filled from the authorization if the authorization was input into system

  • Input settlement information just as you would fill these fields out in the authorization section


Request for settlement3

Request for Settlement

  • If entitlements need to be entered, click on the Entitlement tab (or if changes need to be made from original authorization)

  • Click Add Itinerary if it is not there or click View/Modify to make changes to existing Itinerary


Request for settlement4

Request for Settlement

  • Verify the major mode of transportation on the What’s Authorized tab

  • Click the Next button or click on the Actual Itinerary tab


Request for settlement5

Request for Settlement

  • Enter the Itinerary or make the necessary changes from the authorization form

  • Note: Lodging and taxes are based on a per night rate…Do not use total amounts

  • Miles are filled based on the DTOD tables


Request for settlement6

Request for Settlement

  • Click on the Reimbursable tab

  • Make the necessary adjustments from the authorization or input any other reimbursable expense on this screen

  • Note: IBOP is a field for “Where did you spend US currency for this item” and it defaults to US

  • Click the OK button


Request for settlement7

Request for Settlement

  • Click the Calculations tab to verify estimated amount of travel reimbursement (Due member)

  • Click the Next button or the Financial tab


Request for settlement8

Request for Settlement

  • Amount due traveler

  • Click Modify Accounting even if only making changes to authorization

  • Note: split payments are not available at this time


Request for settlement9

Request for Settlement

  • Enter accounting string if needed

  • Tab through to the amount field and verify auto entry

  • Click the OK button


Request for settlement10

Request for Settlement

  • Click on the Remarks tab to enter any comments or justifications

  • Note: these comments will appear on all documents/forms

  • Click the OK button


Request for settlement11

Request for Settlement

  • Once you have completed your settlement request and clicked on the OK button, you will be returned to the Main Traveler View screen

  • Click the Send to AO button, highlight the AO’s name and double click to fill the field

  • Click OK and enter password


Request tvs

Request TVS

  • Once any settlement is in a COMPLETED status, the member can request a TVS (Travel Voucher Summary) on that tono regardless if it was a UTS(T-Pax) originated claim or a manual claim processed by PSC Tvl Branch


Request tvs1

Request TVS

  • Scroll using the right arrow key to find the status of the settlement you are wanting a TVS on

  • If it is in a completed status, highlight it by clicking the line once

  • Click the Print button


Request tvs2

Request TVS

  • If the claim in fact is in a completed status, two options for printing will appear

  • Click the Print Travel Voucher to print the document to local printer


Request tvs3

Request TVS

  • Member’s printers will be listed, select the appropriate printer and click print


Request for supplemental claim

Request for Supplemental Claim

  • When it has been determined that there was an error on a previously completed claim, a supplemental claim may be done

  • From the main Traveler View screen, click the fill out button and click Request for Settlement.


Request for supplemental claim1

Request for Supplemental Claim

  • Select the appropriate tono from the Travel Order Selection screen by clicking it once to highlight and then click OK.


Request for supplemental claim2

Request for Supplemental Claim

  • The main Settlement Against an Order screen will appear with the type of settlement indicating it is a supplemental

  • Click on the appropriate tab/button and only add or delete the missing or incorrect information


Request for supplemental claim3

Request for Supplemental Claim

  • Click on the Entitlement tab to see each leg of the trip, highlight the one to be changed

  • Click on View Modify button to go to the itinerary or click on Add Itinerary to add an additional leg


Request for supplemental claim4

Request for Supplemental Claim

  • Click on the tab that needs to be changed

  • Enter in the appropriate changes

    • In this case we are adding parking to reimbursables

  • Click the OK button


Request for supplemental claim5

Request for Supplemental Claim

  • Click on the Calculations button to verify the changes

  • Verify final total amount

    • Due Member

    • Due US

  • Click Next or Financial tab


Request for supplemental claim6

Request for Supplemental Claim

  • Verify amount Due Traveler/US

  • Click Modify Accounting button even though accounting string is present


Request for supplemental claim7

Request for Supplemental Claim

  • Verify the accounting string is correct

  • Scroll to the right using the right arrow to ensure the proper amount (positive or negative) is in the amount field

  • Click the OK button


Request for supplemental claim8

Request for Supplemental Claim

  • Click on the Remarks tab to enter comments or justification for supplemental

  • Note: remarks will appear on the documentation/forms

  • Click the OK button

  • Continue to process supplemental by sending the claim to the AO


Retrieve claim request

Retrieve Claim Request

  • Retrieve Request feature is for two specific cases

    • Retrieving document from AO prior to approval

    • Taking control of document after PSC Travel returns it to member

  • Highlight appropriate claim by clicking once on line

  • Click File and Retrieve Request

  • Document is now back in the control of the member for any necessary actions

  • It is important to read Remarks for any additional comments made


If you have any questions

If you have any questions:

  • Contact PSC Customer Care Branch at: 1-866-PSC-USCG (772-8724)

    or

    you may email them at: "[email protected]"


  • Login