travelnews: Concur Tips: Concur Timesavers #2 - EVENT MANAGER

[BAO news for travel administrators]

Good Morning Concur users:

Concur Travel and Expense has a number of time saving features. Last week we explored the Copy feature.  Today's tip explains "Event Manager", which allows you to make one Request for many employees going on the same trip.

Contact the travel office to turn on Event Manager permissions in your Concur profile.

Once you have Event Manager turned on in your profile, go to the black navigation bar at the top of the Concur homepage working in your own profile, click on Request, Create New and see that you now have a "New Event Request" option.  Click on New Event Request and create a travel Request, adding trip details in the Header tab, Segments tab:  Air, Car, Hotel as needed,  and any additional expenses on the Expenses tab.  Go to the bottom right and click Generate & Notify.  Type in additional traveler's name to generate a Request that will sync up in their profile.

[cid:image004.jpg at 01D53D33.BEE67B60]




Continue to add your Travelers by typing in their name into Generate & Notify and selecting from the resulting name list:  Once your name list is complete, click Generate & Notify button again to send the Request to each traveler's Concur profile.  Travelers will receive an email notification to log into Concur, review their Request and Submit for approval.


[cid:image003.png at 01D53D33.5C198360]
Call if you have any questions.  Have a nice weekend,

[cid:D409AF7E-A065-4B03-9E7F-72A60DB7E5EF]
Laurie Jacoby
Travel Manager
Business Affairs Office
University of Oregon
lajacoby at uoregon.edu<mailto:lajacoby at uoregon.edu>
541-346-3158
**  If your travel involves human subjects research, please do not disclose any information that is protected under UO Policy and other Regulations http://rcs.uoregon.edu/content/regulations-and-uo-policy

Travel Office/Concur Help Desk:     Phone:  6-3100 ***  Email:  travel at uoregon.edu<mailto:travel at uoregon.edu>

TravelNews Opt In for Travel and Concur tips:   https://lists-prod.uoregon.edu/mailman/listinfo/travelnews






-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists-prod.uoregon.edu/pipermail/travelnews/attachments/20190719/a2868de1/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image003.png
Type: image/png
Size: 96010 bytes
Desc: image003.png
URL: <http://lists-prod.uoregon.edu/pipermail/travelnews/attachments/20190719/a2868de1/attachment.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image004.jpg
Type: image/jpeg
Size: 146542 bytes
Desc: image004.jpg
URL: <http://lists-prod.uoregon.edu/pipermail/travelnews/attachments/20190719/a2868de1/attachment.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.png
Type: image/png
Size: 2636 bytes
Desc: image001.png
URL: <http://lists-prod.uoregon.edu/pipermail/travelnews/attachments/20190719/a2868de1/attachment-0001.png>