Rev. 01/03/2023

- o. Record the total dollar amount for the trip in the cell to the right of the rate amount. This should match the total the TR. See Example 3 on pg. 6
- 5. Each document should be formatted to print landscape flowing down to the next page. The travel log should only be one page wide and not overflow to the right. There should not be any information to the right of the page break line.
- a. To set the page orientation: From the excel menu bar click on “File èpage setup page è è click on the landscape button click on OK. See Example 4 &5 on pg. 8-9. è
- b. If your version of excel allows, label the tab with the TR#
- c. Save the document
- d. To upload the file you’ve created into the TR in MyPack Portal, the document must also be saved as one of the following formats: .pdf, .jpg or .tff. See example 6 on pg. 10
- e. From the Excel menu bar click on “File Save As Click on the “Format” drop down è è window Select one of the following formats .pdf, .jpg, .tff In the Save As field at the è è top of the dialog box type in the name of the file click on okay è
- f. Go back to the TR in MyPack Portal, upload the document in section 3

Counties Requesting Reimbursement for Use of State Vehicles

- 1. In order to receive reimbursement, counties should submit the State Vehicle Mileage Log (SVML) to CALS Business Center for processing. The SVML should clearly identify the county, agent, and program (2nd, 3rd, CMH, etc.) and project ID and phase number (583172-10374).
- 2. A copy of the log must also be scanned and emailed or mailed to the STH office.
- a. Send the SVML in on a monthly basis
- 3. The excel travel log must also accompany the SVML
- g. The template can be accessed at www.ncstepstohealth.ces.ncsu.edu/. On the left menu scroll to “Agent Resources” and click on “Administrative Forms”. You will see the “Travel Log” file that you can download and save to your computer.
- a. See NC State Employees Requesting Personal Reimbursement, beginning Step 2 for further instructions on completing this form.
- b. The following fields can remain blank
- a. Voucher ID
- b. Trip ID(TR)

Non-NC State Employees

- 1. Complete the online form(s) and paperwork (W-9 & ACH) found in My Pack Portal. An Administrative Professional/Colleague in your office can assist you with accessing NC State’s My Pack Portal supplier entry process. Once completed a supplier number will be issued.
- a. An invoice can be created using the Blank Invoice template found in the Agent Resources section of the STH website. Include the supplier number issued and the address as it was entered in My Pack Portal.
- 2. All individuals traveling with the support of Steps to Health funds are required to create detailed travel documentation using the provided Excel travel log template.
- a. The template can be accessed at www.ncstepstohealth.ces.ncsu.edu/. On the left menu scroll to “Agent Resources” and click on “Administrative Forms”. You will see the “Travel Log” file that you can download and save to your computer.
- 3. To complete the travel log follow these steps:
- a. Fill in the trip ID. This is the TR number that is generated in MyPack portal after you saved and/or submit the TR.
- b. Fill in the name of the County in which the program was conducted.