005R: Review Document Overview and Additional Actions
Purpose:To provide details on how to review documents and introduce Additional Actions buttons.
Audience: ConcurGov Routing Officials
Instructions: After you login...
Click on "Approvals" in the site header or "Approve Documents" under the "Shortcuts" menu to view a list of documents.
Review and Approve
Once in the Document List, select "Review and Approve." This will bring you to the Review Document page.
The Document Name and TANUM displays at the top of the page throughout the workflow to identify the document being reviewed. The badges indicate whether a document is an Interim Voucher, Final Voucher, and/or an Amendment.
Additional Actions - View
The "View" button provides access to additional information related to the document.
View/Print Document (PDF) – This generates a PDF version of the document and displays in the PDF viewer to print.
Previous Version Comparison – This option is available when reviewing an amendment and displays the amendment comparison in a pop-up.
Itinerary – This option is available when reservations exist for the document.
Trip Notes – This option is available when trip notes exist for the document.
Additional Actions – Adjust Document
The "Adjust Document" button allows you to exit the workflow and make adjustments to the document.
Select the document you would like to adjust from under the "Document Name" column.
Note: Only the current version, marked by **, may be adjusted or routed.
Authorization Review and Approve
For Authorizations, the document overview focuses primarily on pre-trip information and includes:
- Ticket By date
- Estimated Cost
- Cash Advance Details
Voucher Review and Approve
For Vouchers, the document overview focuses primarily on post-trip information and includes a link to:
- The Authorization
- The Total Cost
- Advance Applied
Auditing and Compliance Panel
The Auditing and Compliance panel displays the number of Errors, Warnings, and Passes in the top right hand corner. To view a list of travel options that were available at the time of booking but were not selected, click on "Reservation options turned down."
Alerts are order first by severity level and then alphabetically by name.
Error – This includes all audit test failures and significant travel policy violations.
Warning – This includes all audit test warnings and lesser travel policy violations.
Pass – This includes all audit tests that have passed.