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Concur Required Training

Below are the required training materials for Travel Concur by role type. You have the option to watch the videos, read the tip sheets, or a combination of both. Once complete, you will complete the last step by certifying and submitting the Concur access form.

Step 1: How Concur Works

Step 2: Select the appropriate tile to see the training material most appropriate for your role. Depending on your role, you may need to visit multiple tiles.

Filter Videos By Role:

Traveler:

You book your own travel and/or create your own expense reports

Travel Arranger:

You book travel on behalf of other employee travelers

A Traveler Arranger has access to a traveler’s Travel Tab and can book travel on behalf of the traveler.

Delegate Preparer:

You prepare requests and expense reports for other travelers

A Delegate Preparer has access to a traveler’s Request and Expense Tabs and can create requests and expense reports on behalf of the traveler.

 

Approver:

You review and approve expense reports

Delegate Previewer:

You support an Approver by reviewing requests and expense reports in their approval queue

A Delegate Previewer has access to an approver’s Approval Tab and can preview requests and reports pending the action from the approver.

Delegate Preparer:

You prepare requests and expense reports for other travelers

A Delegate Preparer has access to a traveler’s Request and Expense Tabs and can create requests and expense reports on behalf of the traveler.


Book a Flight
Delegate / Arranger Traveler

Adding an Additional Review Step
Approver

Sending Back an Expense Report
Approver

Reviewing and Approving an Expense Report
Approver

Approving Travel Request
Approver

Deleting an Expense Report
Delegate / Arranger Traveler

Correcting and Resubmitting an Expense Report
Delegate / Arranger Traveler

Converting Foreign Currency Transactions
Delegate / Arranger Traveler

Entering Personal Car Mileage
Delegate / Arranger Traveler

Adding Attendees to a Business Meal
Delegate / Arranger Traveler

Working with Available Receipts
Delegate / Arranger Traveler

Concur Expense: Allocating Expenses – Chartfields
Delegate / Arranger Traveler

Allocating Expenses
Delegate / Arranger Traveler

Itemizing Nightly Lodging Expenses
Delegate / Arranger Traveler

Adding Card Transactions to an Expense Report
Delegate / Arranger Traveler

Adding an Out-of-Pocket Expense to an Expense Report
Delegate / Arranger Traveler

Creating a New Expense Report
Delegate / Arranger Traveler

Creating a new Expense Report from an Approved Request
Delegate / Arranger Traveler

Book a Car
Delegate / Arranger Traveler

Book a Hotel
Delegate / Arranger Traveler

Creating and Submitting a Travel Request for Non-employee
Delegate / Arranger Traveler

Requesting a Cash Advance
Delegate / Arranger Traveler

Creating and Submitting a Request
Delegate / Arranger Traveler

Acting as a Delegate
Delegate / Arranger

Capturing Receipts
Traveler

Logging on to Concur Mobile App
Traveler

Concur Profile: Confirm/Add Travel Arrangers/Delegates
Traveler

Concur Profile: Activate E-Receipts
Traveler

Updating your Travel Profile
Traveler

Key Reminders


Register International Trips
Prepare and submit Concur request at least three weeks prior to the departure date. Travel registration submitted less than three weeks before the departure date will require VP approval.
DPS COVID Central
All Travel Registration Changes
Changing a reservation may result in a price change or a new ticket purchase. Concur reservations are managed by Christopherson Business Travel. For assistance, please contact them by email or by calling 801-587-9005 during regular business hours of Monday through Friday, 8:00 a.m. to 5:00 p.m. They can be reached after hours at 1-888-739-7011. When calling, refer to code: C0Z University of Utah.
Booking Group Travel (10+ travelers on the same reservation)

Contact Christopherson Business Travel for group pricing after registering group trip with a submitted Concur request. Group travel cannot be booked within the Concur travel online booking tool.