Approval Process for Online Travel Transactions

Find out how the approval process works for online travel requests.

Approval templates

When you use TravelLink, each transaction goes through an approval process driven by an approval template. To ensure that each transaction is moved forward for appropriate review and approval, you must:

• Complete and approve a transaction to make it available to the approver at the next level
• Select the appropriate approval template, if you have more than one, so it can be routed to the correct approver in your department

Your Department Security Administrator (DSA) will assist you in setting up appropriate approval templates following established guidelines.

TRP approval template

When you preauthorize travel by completing the Going on a Trip feature in TravelLink, an approval template type called TRP is used. This is an example of the approval process:

TIV or ADV approval templates

When you request a prepayment or cash advance, the TIV or ADV (respectively) approval template is used. This is an example of the approval process:

More information

The following table shows travel approval template types, with links to template setup guidelines (for DSAs):

More information on access, approval templates, and training is available. For template setup, contact your DSA.

When you use MyTravel to report travel expenses online, the TRP template is used to route for approval.

• Note: If you are a traveler reporting your own expenses via MyTravel, you do not need template setup. As a traveler, you need a TRP template only if you also preauthorize your own travel events in TravelLink.

Notice: UCSD travel policy, as published in Blink, is decisive. It has been adapted to UCSD's organization, delegation of authority, terminology, chart of accounts, and processing applications. The source for UCSD travel policy is UC Travel Policy and Regulations.

Travel

Approving Reimbursements

• Online Travel Transactions
• Approval Process