Listed below are the required training materials for UTravel Concur. You have the option to watch the videos, read the PDFs, or a combination of both. Once complete, you will complete the last step by certifying and submitting the Online Concur Training Form.
- Updating Profile (Video) / UTravel Navigation and Profile (PDF)
- Creating a new Request in UTravel (Video) / Request (PDF)
- Booking travel in UTravel Concur (Video) / Booking Air/Car/Hotel (PDF)
- Expense (Video) / Expense (PDF)
Additional Training Resources (Optional)
Once you have completed the training, certify and submit the Online Concur Training Form
Post-training Checklist for Arrangers:
- Email firstname.lastname@example.org a list of your travelers using this Excel file.
- These travelers will be uploaded into the Concur system. Once we have uploaded your list (3-5 business days), you will receive a confirmation email.
- Finish and close out all trips that were started in the Legacy system.
- Train your Travelers:
- Due to the large number of travelers on campus, we will need participation from every department in order to get them trained on the new system. Here is a simple PowerPoint for you to project in a traveler training you conduct yourself, and here is a simple getting started guide for travelers.
- If you need to add additional travelers into Concur after you have already sent your list, please use the Concur User Setup Form.