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)
- Pre-recorded Zoom Training Part 1 | Part 2
- Reference Materials (Step-by-step guides and videos)
- UTravel FAQ
Once you have completed the training, certify and submit the Online Concur Training Form
Post-training Checklist for Arrangers:
- Email email@example.com a list of your travelers using this Excel file.
- These travelers will be uploaded into the Concur system and you will no longer be able to use the Legacy system to book their future trips. 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.