Trip approval workflow

Once you have created a trip plan and submitted it for Approval, the trip plan will enter an automated approval workflow dependent on the complexity of your trip. The approval process must be completed before you commence booking your trip. 

Approver workflows depend on the complexity of the trip and your organisations approval workflow, and could mean a single approver is required or multiple approval steps are required for trips which include travel to a DFAT level4 or 5 destination as an example.

At any stage you can see at what point your trip is in the approval process on your Trip Plan Summary page. 

As we can see in the example below, my trip Supervisor has received the request and is yet to action it.  If you need to hurry things along, you can always use the 'ADD NOTE' option in as highlighted to send a quick message to anyone related to the trip as a prompt to get things done.

Note:

An Approver will be able to see all the information you have entered into your trip plan and will review and approve dates, purpose and trip budgets. 

A High Risk Approver reviews trips to high risk destinations, ensuring each traveller has provided the information required to ensure best practice when travelling to high risk locations.

If you believe the approvers assigned to your trip plan need changing, get in touch with your travel team and they will assist.

Best Practice / Tip: an organisation typically has one High Risk Approver and the Trip Approvers are supervisors and budget holders.

For further support you can view the following video, Video - How to Approve a Trip Request