Request

The Request module is used to plan, organize and request approvals for UA business travel. A Request provides a general estimate or plan for the trip including anticipated costs to UA.

A Request is required for all business travel including trips partially or wholly paid by a third party (even when self-funded). Travelers should have one Request per full time in travel status. A business justification in the Header is required if the Request is submitted after trip commencement.

Resources


Topic	Description	UA Guide
Request Dashboard	How do we navigate the Concur Request module? How do we view all of the traveler's Requests?	PDF
Look but Don't Book	How do we check airfare, car rental and/or lodging prices to build our estimated expenses? What tool do we use to capture a business only cost comparison?	PDF
Create & Submit a Request	How do we request business travel approval in Concur? How do we submit a new Request? What information is needed on the Request?	PDF
Request with Personal Travel	Is it necessary to indicate personal days planned during a business trip? What documentation is needed if a business trip will include personal days of travel? How do we enter the Request Segments for this type of trip? How do we capture a business only cost comparison?	PDF
Request a Travel Advance	How do we request a travel cash advance for the trip? What are the policies for a travel cash advance?	PDF
Request Header	What information is needed on the Request Header? How do we determine the best "Trip Purpose"?	PDF
Request Expected Expenses & Allocations	How do we enter estimated expenses for a trip? How do we enter airfare, lodging and car rental information to the Request? How do we allocate expenses to additional funding than the primary source indicated in the Header?	PDF
Request Timeline	How do we view the assigned approvers in the approval flow? How do we check the approval status of a Request? How do we view actions taken on a submitted Request?	PDF
Recall a Request	How do we make changes to a submitted Request?	PDF
Copy a Request	Can we duplicate an existing Request?	PDF
Close a Request	What do we do when the Request is no longer needed? Does Concur automatically close out a trip after the expense Report?	PDF
"Zero" Cost Travel	Is it necessary to submit a Request or expense Report for business travel with no cost to UA? How do we document that type of travel?	PDF

Training

Request

Resources