Approvals

The Approvals module is used by supervisors, PIs and other authorized individuals to officially approve Requests and expense Reports for UA business travel.

The Concur mobile app enables approvers to quickly approve trips even when they are away from the office. Unfortunately, delegates cannot manage approvals for other users through the mobile app.

Resources


Topic	Description	Concur Video	UA Guide
Required Approvals	What are the approver's responsibilities? What travel processes require approval? Are there different levels of approval for different travel categories? How are different approvers designated in Concur?		PDF
Approvals Dashboard	How do we view Requests and Reports pending our approval? How do we view Requests and Reports we previously approved?		PDF
Approve a Request	What are the steps to reviewing and approving a Request in Concur? How is a person notified when their approval is needed?		PDF
Approve an Expense Report	What are the steps to reviewing and approving a Report in Concur? How is a person notified when their approval is needed?	Video	PDF
Delegate Approvals	What is the role of an approval delegate? How do we set up an approval delegate in Concur?		PDF
Add Approvers	How do we add an additional approver to a Request? How do we add an additional approver to a Report?	Video	PDF
Act as a Delegate	How do we approve as a delegate?	Video	PDF

The Concur videos illustrate the basics of using the Concur system but do not reflect differences in system configuration for UA.

Training

Approvals

Resources