TAMUS/CONCUR PRE-TRIP APPROVAL AND ENCUMBRANCE PROCESS February 2011

TAMUS/CONCUR OVERVIEW

Default Workflow Process for Authorization Requests

With the Bookkeeper option

DHDH DHDH Bookkeepers for both adlocs Workflow Process for Authorization Requests With 2 department head approvers and a bookkeeper option for both adlocs

Standard Workflow Process for Authorization Requests With the Skip Supervisor Option

Authorization Requests Workflow Process Example

Concur Workflow Steps

Authorization Requests Workflow Setup for each adloc

Authorization Requests Workflow Viewing an employee’s workflow path Conducting a “what if” analysis This FAMIS screen does not accept changes Changes are done on the BPP 306 screen

Authorization Requests Workflow Viewing an employee’s workflow path Conducting a “what if” analysis And query for bookkeepers

Authorization Requests Workflow Validation Report by adloc Report similar to FAMIS screen 862