travelnews: Concur Round Table Tomorrow 2/22 at 11:00!

BAO news for travel administrators travelnews at lists.uoregon.edu
Tue Feb 21 16:30:03 PST 2023


Hello Travelers and Travel Delegates,

We have a couple of travel training opportunities this month. Please see below for information on

*       Concur Roundtable scheduled for Wednesday, February 22          11:00-12:00

*       Three Steps to Concur/Travel Success, Thursday February 23               10:00-12:30


___________________________________________________________________________________________________________________________

Monthly Concur Roundtable

The UO Travel Office hosts a monthly Concur Roundtable for Concur travel delegates and travelers on the last Wednesday of each month. It's an opportunity to meet your peers and share best practices, stay informed about changes and updates, and provide feedback related to Concur and UO travel.

Date: Wednesday, February 22, 2023  **  Time: 11:00 AM to Noon

Topic:  Don't Let Your Trip Unravel, Think Safety When You Travel! There are a variety of risks involved when traveling. The best way to avoid risk is to plan ahead and be prepared for emergencies that may arise. Thankfully, UO's Safety and Risk Services is here to guide travelers to resources to help them anticipate possible risks and prepare travelers to safely venture out into the world!  Please join the Travel Office in welcoming Deb Donning, Director for Risk Management and Insurance to our monthly discussion. This will be a great opportunity to learn about university safety resources, get tips for safer business travel, and learn steps to follow when emergencies or accidents happen while traveling. Travel Office Staff will also provide a brief demonstration in Concur to show when and how to add Foreign Travel Insurance to Expense Reports in Concur.

Topics include:

*       International Travel Registration and Insurance
*       Smart Traveler Enrollment Program (STEP)
*       Travel Safety Tips and Check List
*       Emergencies While Traveling-How Concur and Healix Work Together to Assist Travelers
*       Vehicle Use For Business Travel
*       Demonstration in Concur: Adding the Foreign Travel Insurance (a quick review to avoid red exclamation points  << OLE Object: Picture (Device Independent Bitmap) >> )
*       Q&A

Microsoft Teams meeting
Join on your computer, mobile app or room device
Click here to join the meeting<https://urldefense.com/v3/__https://teams.microsoft.com/l/meetup-join/19*3ameeting_NjgzYWE4YjEtZDk2Ni00MmIzLWJlOTItMGUwNzIyMmIzYThm*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__;JSUlJSUlJSUlJSUlJSUl!!C5qS4YX3!GRoqU5nFTns3rTZwmygfSVBf_VLVpA4OKpVlRFqREZa4_ZEmlOk-QRx0wUxOWwl5nr9m7kp_SVTgnFv5oHt7lHe6Q8CiKss$>
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Or call in (audio only)
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<< OLE Object: Picture (Device Independent Bitmap) >>
Learn More<https://urldefense.com/v3/__https://aka.ms/JoinTeamsMeeting__;!!C5qS4YX3!GRoqU5nFTns3rTZwmygfSVBf_VLVpA4OKpVlRFqREZa4_ZEmlOk-QRx0wUxOWwl5nr9m7kp_SVTgnFv5oHt7lHe6kWd50EY$> | Help<https://service.uoregon.edu/TDClient/Requests/ServiceDet?ID=32268> | Meeting options<https://urldefense.com/v3/__https://teams.microsoft.com/meetingOptions/?organizerId=94745019-d160-4da0-943d-ef161144da5e&tenantId=8f0b198f-f447-4cfe-ba03-526b46c661f8&threadId=19_meeting_NjgzYWE4YjEtZDk2Ni00MmIzLWJlOTItMGUwNzIyMmIzYThm@thread.v2&messageId=0&language=en-US__;!!C5qS4YX3!GRoqU5nFTns3rTZwmygfSVBf_VLVpA4OKpVlRFqREZa4_ZEmlOk-QRx0wUxOWwl5nr9m7kp_SVTgnFv5oHt7lHe6z3aZDAM$>
_______________________________________________________________________________________________________________________________________________________________________________________________
"Three Steps to Concur/Travel Success"    Thursday, February 23, 2023 10:00 AM-12:30 PM
This monthly workshop provides UO business travelers, delegates, and travel planners with some simple keys to success so users can easily create Concur Requests, Book Travel, and file their Expense reports.
Teams session:  https://uomytrack.pageuppeople.com/learning/3314<https://urldefense.com/v3/__https://uomytrack.pageuppeople.com/learning/3314__;!!C5qS4YX3!GRoqU5nFTns3rTZwmygfSVBf_VLVpA4OKpVlRFqREZa4_ZEmlOk-QRx0wUxOWwl5nr9m7kp_SVTgnFv5oHt7lHe6BPl9HkY$>
Topics include:
*       Brief overview of UO travel website and travel policy: IRS Accountable Plan, Business Purpose, basic UO Travel Policy requirements, how to find UO travel information
*       Tips for Travel Planning
*       Concur:
*       Completing your Concur profile, verifying your email, how to set up the Concur mobile app and your free TripIt Pro account
*       Step 1:  Obtaining pre travel approval in Request
*       Step 2:  Booking Travel:  Booking Tool versus TMC (travel agent assist)
*       Step 3:  Expense Report
*       Resources and Help

Hope to see you there!


Brooke Millett Montgomery
Travel Manager
University of Oregon Travel Office
Direct Line (541) 346-3445, Travel Office Main Line (541) 346-3100
travel at uoregon.edu<mailto:travel at uoregon.edu>
https://ba.uoregon.edu/travel/

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



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