Approving Trips (for Approvers)

• Related Articles

• Approving a Trip

  Approving a Trip There are 2 ways to access trips that are waiting on your approval.  The first is through the email that you will receive when a user requests a trip that needs your approval.  In the email that you receive, there will be a link ...

• Trip Approvers - How to handle trips that need more info before approving (Approvers)

  When trip approvers need more information on a trip before approving, it is best to put a comment in the approval section and/or send the requester an email.  Watch this quick video to see how easy this is to do and how it simplifies the process. ...

• Approving Trips When Someone is Out (Admins)

  There are times when transportation administrators need to approve a trip when someone is out of the office.  Watch this quick video to learn the most efficient way to do this. Watch this video on YouTube.

• Approving Overnight/Out-of-State trips after Board Approval

  Approving Overnight/Out-of-State trips after Board Approval To approve or Deny an Overnight/Out-of-State trip, you must be listed in the location tables as the Overnight/Out-of-State Approver. To approve the Overnight/Out-of-State trips, click on the ...

• Using the Trip Inquiry (Admins, Owners, Approvers, Finance, Bookkeepers)

  The Trip Inquiry makes it easy for users to find trips based on various selections and criteria.  Watch this video for tips on how to make the most of the Trip Inquiry. Watch this video on YouTube.