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New Coordinator Training

New Coordinator Training. Session One PREPARING FOR TRAVEL. Introduction . Travel Authorization Creation Making Travel Arrangements Completing Travel Authorization. Travel Authorization Creation. Getting Started JList Requirements Getting a Trip Number.

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New Coordinator Training

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  1. New Coordinator Training Session One PREPARING FOR TRAVEL Travel-cko

  2. Introduction • Travel Authorization Creation • Making Travel Arrangements • Completing Travel Authorization Travel-cko

  3. Travel Authorization Creation • Getting Started • JList Requirements • Getting a Trip Number Travel-cko

  4. JList Requirements • Traveler must be in JList • Active with current dates on site • To add traveler JList info. • Contact Sue Ewing at ext. 7687 • To change traveler info in JList • Send email to jris@jlab.org Travel-cko

  5. GETTING TRIP NUMBER • Choose Traveler’s Name • Enter Purpose • Enter Dates of Travel • Enter destination • Trip Number will be issued • Enter estimated costs – • For domestic, single destination airfare; hotel or car go to https://jlab.reardencommerce.com • All other domestic & all foreign, contact travel agent. Travel-cko

  6. SUBMIT TA TO TRAVEL • Complete TA and click SUBMIT • Authorized Proj/Org approvers notified ‘TA awaiting approval is in their queue’ • Once approved – status changes to SUBMITTED • You and Travels@jlab.org receives notification • You can now commit funds and make travel arrangements. Travel-cko

  7. MAKE TRAVEL ARRANGEMENTS • Contact CI TRAVEL • CITravel.com • Under Corporate – Create Travel Request • Trip Manager • https://jlab.reardencommerce.com • Email Lisa at lgelhaar@citravel.com Travel-cko

  8. Summary • Created a Travel Authorization • Got a Trip Number • Submitted TA for approvals • Make Travel Arrangements Travel-cko

  9. Where to Get More Information • Second Training session • Expense Report Preparation • Review Admin Manual & FTR • Links from travel webpage • Ask other Travel Coordinators for help • Call: Carol (x7519) Gloria (x7437), Travel-cko

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