Skip to main content

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

Version: 1.07.17.2018

Instructions: After you login...

 

step1

Approvals Tab

Click on "Approvals" in the site header or "Approve Documents" under the "Shortcuts" menu to view a list of documents.

Step01
step2

Review and Approve

Once in the Document List, select "Review and Approve." This will bring you to the Review Document page.

Step02
step3

Key Features

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.

Step03
step4

Navigational Key Features

A large call-to-action button on each page allows you to navigate through the workflow. You may cancel the approval or navigate back to a previous step as these alternate actions are now displayed as a link.

Step04a Step04b
step5

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.

Step05a

Previous Version Comparison – This option is available when reviewing an amendment and displays the amendment comparison in a pop-up.

Step05b

Itinerary – This option is available when reservations exist for the document.

Step05c

Trip Notes – This option is available when trip notes exist for the document.

Step05d
step6

Additional Actions – Adjust Document

The "Adjust Document" button allows you to exit the workflow and make adjustments to the document.

Step06a

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.

Step06b
step7

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

Step07
step8

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
Step08a
step9

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."

Step09
step10

Alerts

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.

Step09