Step-by-Step Procedure


Create a Request

Travel expenses may be paid or reimbursed provided the trip and reimbursement request are approved by authorized campus personnel. Creating a Request in Concur is the first step in the process and must be completed prior to purchasing airfare.
An approved Request is required to:
• Establish travel budget
• Populate Concur Locate for UO Safety and Risk’s duty of care requirements
• Book airfare either through the booking tool or the travel agency

Steps to Complete

1.) Log in to Concur at https://concur.uoregon.edu using your Duck ID and password.
2.) Navigate to Request, click Create New, New Request
3.) Request Header

Enter required fields, indicated by a red bar. Business purpose should be thorough and complete.


Provide Business Purpose for travel

Enough detail should be included so anyone unfamiliar with travelers department or program will be able to determine the benefit to the UO. Details should include who traveled, what they did, why they traveled, and any details deemed important to explain the circumstances. Spell out acronyms.


Travelers can provide documentation to explain the business purpose, e.g. email confirming appointment, conference or meeting agenda, grant abstract, etc. When documentation is not available, travelers should provide a daily log to document a business purpose for all days for which expenses are claimed. The log should include dates, name(s) of the organization(s) involved; names and positions of individuals visited/consulted; places, monuments, or institutions visited; or other descriptions as appropriate. A description of the activity should be specific and mention, for example, the research topic, paper title, etc., as appropriate.


1.) Inadequate Descriptions:

Attend Conference
Research Book
Collaboration
Meet with Colleagues
Site Visits
Give a lecture
Speaker

2.) Adequate business purpose descriptions with additional notes to offer supporting details:

Attend and present at the Gatlinburg Conference on Research and Theory in Intellectual Disability. The conference is March 5-7 at Hotel Allegro in Chicago, IL. This is in support of xxx grant objectives. Two personal days at end of the trip. Comparison airfare quote attached shows business only price is more than actual air expense.

Field trip to the Mojave Desert to study vertebrate fossil sites. Research agenda, grant abstract attached.

In state mileage for fall term to attend events, board meetings and town hall meetings, meet with alumni, conduct student recruitment, and meet with marketing representatives and UO colleagues to discuss recruitment efforts. Specific trip details outlined in the attached mileage log.

Warnings:
4.) Segments

Click on the Segments Tab. This is where you will enter the transportation and lodging portions of your trip.


Airfare segment

Click on the airplane icon to begin planning flights


1.) Click on Round Trip, One Way or Multi Segment

2.) Enter the approximate amount of airfare
3.) Enter Outbound information, include preferred departure time
4.) Enter Return information
5.) Click Save
Warnings:
Rental Car (Optional)

Click on the car icon to add a rental car for your trip. When booking air, you may choose to "Skip" this step and add it at a later time.


1.) Enter the Amount
2.) Enter the City where you will pick up the car
3.) Enter the city where you will drop off your car
4.) Add any comments that may be relevant, e.g. sharing car with multiple travelers from UO
5.) Click Save
Warnings:
Hotel segment (Optional)

Click the bed icon to add lodging to your trip. When booking air, you may choose to "Skip" this step and add it at a later time. Note when using a conference hotel, enter the budgeted amount. However reservations will be booked according to directions provided from your conference and not in the Concur booking tool.


1.) Enter amount
2.) Enter City
3.) Verify check in and check out dates
4.) Click Save
Warnings:
5.) Expenses

Click on the Expenses tab. Click on Expense Type, enter the required information.

Click Save.


6.) Submit Request

Once you are satisfied that everything is correct, click Submit Request.