Travel Authorization and Approval

Question

How to report planned travel and submit travel authorization for approval?

Answer

Travel Approval System

To report planned travel and submit travel authorization for approval, please go to eCompliance (https://ecompliance.missouri.edu) and follow the steps below

  • Click the Travel Authorization module, then the Begin a new Travel Authorization Form button
    • If you are filling the form out as a proxy (for someone else), remove your name and type last name, first name for the search lookup function. Click Continue.
  • Fill out the form according to your travel itinerary and agenda. Most fields are required and those that are not required are labeled “if applicable.”
    • If traveling to a foreign country, your submission will be copied to the Export Control Office. They will contact you as needed for more information.
    • The supervisor field will be automatically populated (if this is inaccurate, you can remove/delete the entry and use search/lookup feature to find correct supervisor).
  • When finished click the Save & Continue button
    • If a required field has not been filled out, it/they will be listed on the ensuing page before you can submit.
  • If all required fields are filled out, you will see a checkbox for final submission. Check the box and click Submit.
  • Complete page will display options to View/Print the document, if desired.
  • The Requestor (not the proxy, if used) will receive an email confirmation. The form will be forwarded to your listed supervisor for a decision. Once a decision is made (by your supervisor), you will receive an email notification of the decision (Approved or Declined – if Declined, reason/comments should be provided by supervisor).
  • The authorization form is now complete.
  • How to download approved Travel Authorization Form:  When the travel authorization request has been approved, you will receive an approval email.  If you click on the link in the email, it will take you to the document in eCompliance.  Once in the approval, you will have the option to print or download pdf (upper left corner).  Choose download pdf and save.  When you open that document, you will see the word APPROVED at the top of the page after your name and form number.
  • If your Travel Authorization request is Declined, but you need to change or add information, you will need to begin a new form for review.

Supervisor Review

  • Your direct reports (as assigned in PeopleSoft) will submit their Travel Authorization requests to you for a decision (Approve or Decline) – also known as a “Review Assignment.”
  • You will receive an email when a request has been submitted. The email will have a direct URL to eCompliance. Login to eCompliance and you will see the review page.
    • The completed Travel Authorization request will be listed on the left pane for review.
    • You can Approve or Decline the request. If you decline the request, you will need to enter a reason or comment.
    • If applicable, you can review any other tasks/assignments you have by clicking the Go to review assignments button
    • Also, at any time in eCompliance, if you have Review Assignments/Tasks, they will appear on the main eCompliance dashboard page at the top (letter tray icon).
  • Once a decision has been made, an email will go to the Requestor with the decision.
  • The authorization form is now complete.
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