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New Coordinator Training. Session One PREPARING FOR TRAVEL. Introduction . Travel Authorization Creation Making Travel Arrangements Completing Travel Authorization. Travel Authorization Creation. Getting Started JList Requirements Getting a Trip Number.

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Presentation Transcript
new coordinator training

New Coordinator Training

Session One

PREPARING FOR TRAVEL

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introduction
Introduction
  • Travel Authorization Creation
  • Making Travel Arrangements
  • Completing Travel Authorization

Travel-cko

travel authorization creation
Travel Authorization Creation
  • Getting Started
  • JList Requirements
  • Getting a Trip Number

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jlist requirements
JList Requirements
  • Traveler must be in JList
    • Active with current dates on site
  • To add traveler JList info.
    • Contact Sue Ewing at ext. 7687
  • To change traveler info in JList
    • Send email to jris@jlab.org

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getting trip number
GETTING TRIP NUMBER
  • Choose Traveler’s Name
  • Enter Purpose
  • Enter Dates of Travel
  • Enter destination
  • Trip Number will be issued
  • Enter estimated costs –
    • For domestic, single destination airfare; hotel or car go to https://jlab.reardencommerce.com
    • All other domestic & all foreign, contact travel agent.

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submit ta to travel
SUBMIT TA TO TRAVEL
  • Complete TA and click SUBMIT
  • Authorized Proj/Org approvers notified ‘TA awaiting approval is in their queue’
  • Once approved – status changes to SUBMITTED
  • You and Travels@jlab.org receives notification
  • You can now commit funds and make travel arrangements.

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make travel arrangements
MAKE TRAVEL ARRANGEMENTS
  • Contact CI TRAVEL
    • CITravel.com
      • Under Corporate – Create Travel Request
    • Trip Manager
      • https://jlab.reardencommerce.com
    • Email Lisa at lgelhaar@citravel.com

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summary
Summary
  • Created a Travel Authorization
  • Got a Trip Number
  • Submitted TA for approvals
  • Make Travel Arrangements

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where to get more information
Where to Get More Information
  • Second Training session
    • Expense Report Preparation
  • Review Admin Manual & FTR
    • Links from travel webpage
  • Ask other Travel Coordinators for help
  • Call: Carol (x7519)

Gloria (x7437),

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