travelnews: Concur Roundtable tomorrow ** Other Travel Educational opportunities

[BAO news for travel administrators]

Concur Monthly Roundtable, Location:  Thompson University Center, BAO Conference Room 201E
 Wednesday, November 27th
11:00am - 12:00pm
No registration required.   Topic: “Optimizing your Concur Travel Request - Best Practices”.  Facilitator:  Brooke Millett-Montgomery - Travel Technician, Lead Concur Request Reviewer
Thompson University Center, BAO Conference Room, Room 201E  ** Drop In – no registration
The UO Travel Office will host a monthly Concur Roundtable for Concur travel delegates on the last Wednesday of each month.
Agenda:  Monthly Topic,  Concur Updates/Announcements, Q&A, networking, sharing best business practices
If you can't make it in person, you can join by phone –
Dial-in Number: +1-971-323-0058
Conference ID: 18002089
We will be using Microsoft Teams to share the screen remotely.
To view the presentation screen – email Brooke Millett Montgomery bmillett at uoregon.edu<mailto:bmillett at uoregon.edu> to be added to the session.
December 25  ** Concur Roundtable is cancelled
**********************************************************************************************************************************

Travel Policy and Concur Overview, Location: Thompson University Center, Employee Education Lab, Room 305
Monday, December 9
8:30am - 3:00pm

Bi-monthly training for new Travel Delegates or delegates wanting a refresher.  If you are booking and processing travel reimbursements for UO business travel, please attend this important training to learn UO Travel Policy, IRS Accountable Plan guidelines and for an overview of the Concur Travel and Expense system.

Please register on My Tracks:  https://uomytrack.pageuppeople.com/learning/2109


Concur Departmental Workshop:   Three Steps to Concur Success

The UO Travel Office offers a one hour workshop for your staff on "The Three Steps to Concur Success".   This session will provide UO business travelers or their support staff with some simple keys to success so users can easily create their Concur Request, Book Travel and file their Expense report.   Consider this useful workshop for a staff meeting or an Office Hours session.  Let us help you feel more comfortable in the system.   We can also provide custom sessions for your specific needs.   Here are training/discussion topic for ideas:
·         UO Managed Travel Program:  How to book UO business travel - TMC (UO travel agency) or Concur booking tool, UO Lodge Cards, One Card corporate travel card
·         Concur booking tool:  How to use search filters, booking hotel and cars, how to find your current and past travel itineraries
·         Concur Request/Duty of Care: the purpose and features of Reqest
·         Expense/Reimbursement:  Check out the features: Travel Allowance /per diem tables, Mileage Calculator, allocating funds, hotel itemization, print/summary report
·         Guest/ Student travel: Acting as a host to book guest travel with Concur.
·         Mobile tools:  Life savers for your road warriors - Concur Mobile App and Tripit Pro: Itinerary and schedule organizers, ExpenseIt enhancement - receipt capture for smart phone users.
·         Reporting tools:  Analyze your travel spend, review trends, compliance issues
·         Concur Q&A:  Your questions answered, review of your current projects
·         Workflow analysis:  Streamlining your approval, analyzing if you have too many touch points, is your process meeting your departmental needs
·         Concur Resources:  Where do I get help?  Tour of UO Travel office website for: ** Concur Step-by-Step manuals, FAQ, tips; ** UO Concur/Travel email and phone numbers; ** UO Travel Agency after hours emergency help

Call Laurie today to schedule your workshop!

[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



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