travelnews: November Travel Training and Concur Resources

Thu Oct 28 12:13:05 PDT 2021

Hello Travel Delegates and Travelers,

The beginning of the academic year has been busy, travel has increased, and new faculty and staff have joined the UO. This is an opportune time to brush up on your Concur and Travel Policy knowledge.

ACTION:  See attachments for Concur Mobile App and TripIt Pro.  All UO travelers should attend to both tasks and complete their Concur profile personal information before beginning business travel.

For Business Travelers and their Delegates:

Three Steps to Concur Success

Wednesday, November 10th  10:30 AM-12:00 PM
Please register via MyTrack https://uomytrack.pageuppeople.com/learning/3277

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.  Let us help you feel more comfortable in the system.
Topics include:

  *   Completing your profile, verifying your email and setting up your Trip It account
  *   Navigating the Request Process
  *   Understanding the Booking Tool
  *   Completing the Expense Report
  *   Tips and tools to help from the planning process all the way through to the Expense Report

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TripIt Demonstration and Workshop
Wednesday, November 17th, two time options are available:

  *   11:00-11:30 AM
Microsoft Teams meeting
Join on your computer or mobile app
Click here to join the meeting<https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjI2MTNkYzItMjRjNy00YzE3LWE2NDUtZTIzYjM1ZTgzYmQw%40thread.v2/0?context=%7b%22Tid%22%3a%228f0b198f-f447-4cfe-ba03-526b46c661f8%22%2c%22Oid%22%3a%2294745019-d160-4da0-943d-ef161144da5e%22%7d>
Or call in (audio only)
+1 971-323-0058,,793972562#<tel:+19713230058,,793972562#>   United States, Portland
Phone Conference ID: 793 972 562#

  *   3:00-3:30 PM
Microsoft Teams meeting
Join on your computer or mobile app
Click here to join the meeting<https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTA0Mzg4YTgtMGVhMi00OWE1LTk0MWQtMWEzNjQ0OGQ0OTIw%40thread.v2/0?context=%7b%22Tid%22%3a%228f0b198f-f447-4cfe-ba03-526b46c661f8%22%2c%22Oid%22%3a%2294745019-d160-4da0-943d-ef161144da5e%22%7d>
Or call in (audio only)
+1 971-323-0058,,417510735#<tel:+19713230058,,417510735#>   United States, Portland
Phone Conference ID: 417 510 735#

     *   In this brief session Travel Office staff will demonstrate how to create a TripIt account, link the TripIt account to your Concur account, and how to send travel itineraries to plans at tripit.com<mailto:plans at tripit.com>
     *   Please note this important change:  Plans at concur.com<mailto:Plans at concur.com> has been retired and has been replaced by plans at tripit.com<mailto:plans at tripit.com> Users who submit travel plans to plans at concur.com<mailto:plans at concur.com> will receive an automatic e-mail reply with instructions to manually add future trips or create a TripIt account and forward plans to plans at tripit.com<mailto:plans at tripit.com> instead.
     *   All Travelers/Concur Users will need to take a one-time action to connect a new or existing TripIt account to SAP Concur Solutions for itineraries to flow to the Upcoming Trips tab.  TripIt Pro is free for all UO employees and should take just a few minutes to set up or to link an account.
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For Concur Delegates and Travel Planners:
Travel Policy and Concur Overview
Thursday, November 18th  8:30 AM-3:00 PM
Please register via My Track https://uomytrack.pageuppeople.com/learning/2109
This course is designed for those processing UO business travel reimbursements.  This course offers an overview of UO Travel Policy, IRS travel guidelines,  plus an orientation to the Concur Travel and Expense Tool.  Areas of focus will include:

  *   IRS Accountable Plan
  *   UO Travel Policy
  *   Persons eligible for travel expense reimbursement
  *   BAO and Travel website overview
  *   Online travel resources
  *   Travel Account codes
  *   Concur for Travel Expense orientation
  *   Course is required for travel administrator certification

Brooke Millett Montgomery
Travel Program Technician
University of Oregon Travel Office
(541) 346-3445
bmillett at uoregon.edu<mailto:bmillett at uoregon.edu>

Concur Users: TripIt Pro is available FREE for all UO employees. Log into concur.uoregon.edu and go to App Center, TripIt and Connect.  Forward all reservations confirmations and itineraries to plans at tripit.com<mailto:plans at tripit.com> to experience stress free business and personal travel.

**  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.**<http://rcs.uoregon.edu/content/regulations-and-uo-policy.%E2%80%8B**>

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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