Questions or problems please contact the Shanna.Futral@utah.edu in the Department's administrative office.
GG Fleet vehicle - information and reservation
These are interactive forms and can be auto filled, saved, e-mailed to the Chair or
Professor/PI for electronic signature and forwarded on to the appropriate person in
the Departmental office for processing.
Departmental Policy and Info:
Concur Systems Travel:
All Travelers are required to complete the Concur training well in advance of their
next trip. SEE INSTRUCTIONS BELOW.
- Domestic trips must be reserved not less than 1 day prior to the departure day.
- International trips must be reserved not less than 3 weeks prior to departure day.
Failure to do so will result in the need for VP approval in order for the trip to
"Travel” is defined as anything that: Is over 100 miles roundtrip (even if it is
all done in 1 day) OR involves an overnight stay (even if it is at a hotel in SLC). If your trip meets this
definition, but you will NOT have ANY expenses that you will need reimbursed, you
do NOT need to reserve your trip, UNLESS it is an international trip.
COVID-19 RELATED TRAVEL RESTRICTIONS:
The President’s Cabinet made the decision to extend the current travel restriction
for all university-related business travel for faculty, staff and students through Aug. 1, 2020. Business-related trips between now and Aug 1, should be cancelled, unless you have
obtained an approved exception. Exceptions to this restriction should be approved
at least one week prior to departure, and are subject to final approval by Dr. Sarah
Projansky, AVP for Faculty.
STEP 1: Watch the videos and complete the quiz:
The Department's Concur training consists of 5 very short videos, split into their own
sections, that cover the basics of SAP Concur and how to use it for your travels.
After you watch the videos, please take the quiz (https://www.surveymonkey.com/r/9WLQC2F
); each video has 3 questions with the links to the videos available in the page description
at the top.
Training Videos: (Note: The videos have no sound.)
- Updating Profile in UTravel Concur: https://fbs.admin.utah.edu/travel/utravel-home/ref-materials/updating-your-profile/
- Creating a New Request in UTravel: https://fbs.admin.utah.edu/travel/utravel-home/ref-materials/new-request/
- Booking Travel in Concur: https://fbs.admin.utah.edu/travel/utravel-home/ref-materials/booking-travel/
- Expense: https://fbs.admin.utah.edu/travel/utravel-home/ref-materials/utravel-expense/
- Allocations: https://fbs.admin.utah.edu/travel/utravel-home/ref-materials/allocations/
STEP 2: Complete the Concur Online Training Form.
Travel Accounting has a form for you to submit after you complete the training. This
form is how you certify for using the Concur system. To certify, go to https://fbs.admin.utah.edu/travel/utravel-home/concur-online-training-form/
and fill out the form. Where it asks for your role, select "Traveler". Then, to complete
the chartfield section, select 01 under the BU (Business Unit) option and type 05470
for the activity number.
NOTE: Everyone in our Deptartment uses the same activity account (05470) when setting
up their Concur profile; it's a default deptartment-level account. However, this account is ONLY used to set up your profile; no travel expenses should ever be
charged to it. In the future when you are requesting trips and expense reimbursements,
you will input whichever one of your own or your PI's account(s) (activity or project)
you want charged for that specific trip. PIs and supervisors will be notified by Concur each
time someone submits a request using any of their accounts and will be able to approve
or reject the request before it moves its way through the online approval system.
STEP 3: Check to make sure you have access to Concur. A few days after you submit the form, try to log into your Concur account. Access
Concur by going to https://fbs.admin.utah.edu/travel/utravel-home/, then click on "Login to System" (see image below).
If you CAN log in to Concur, move to Step 4. If you canNOT, email Travel (email@example.com) and request a status update.
STEP 4: Set up your profile. Following the instructions in the videos, set up your profile.
STEP 5: Confirm with Department Staff that you are set up in Concur.
Once your profile is set up, email our Department Travel Faciliator, Kayleigh Kirkpatrick (Kayleigh.Kirkpatrick@utah.edu), to let her know you have Concur access. She will then finish setting up your account,
which entails making sure both the Department Manager (Shanna Futral) and herself
have access to your account AND that the Department Accountant (Steve Rondina) is
set up as a Department-Level Approver.
STEP 6 (optional): Please consider installing SAP Concur on your phone. It is not required, but HIGHLY
recommended because it is extremely useful for uploading and keeping track of your
receipts during your trips.
Drop-in Help Zoom sessions:
We will be hosting Drop-in Help Sessions in Zoom on Fridays, 2-3pm. You can join those
sessions via https://utah.zoom.us/j/639178630
; password: travel.
If you have any questions, please either join the Zoom help sessions or email Kayleigh Kirkpatrick,
Department Travel Facilitator (Kayleigh.Kirkpatrick@utah.edu).