Spreadsheet: 742247d1627623655-resetting-a-value-in-a-field-and-hiding-fields-via-check-mark-travel-forms-request-or-voucher-2
Sheet: Travel Checklist

TRAVEL PROCESS
WHO: | WHEN: | WHAT: |  | INITIALS: |  | DATE COMPLETED:
Traveler | 2-4 weeks in advance | Contact [NAME] (x7167)or [NAME] (x7143) in the Tulsa District Office to make sure Gov't Travel Credit Card (GTCC) is active and ready to go!
 |  | If your card is set to expire, you should automatically receive a renewal card approximately 3 weeks in advance of the expiration date.  If not, you will need to contact [NAME]).
Traveler | 2-4 weeks in advance | Contact Carlson/Sato Travel ([PHONE]) to make travel arrangements & receive initial travel itinerary.
 |  | Make your hotel / flight / rental car reservations through Carlson Travel, using your GTCC.
 |  | Click HERE for Carlson/Sato contact information - Website.
 |  | Click HERE for Hotel Tax Exemption information.  You have an Individually Billed Account (IBA).
 |  | Click HERE to search for GSA Per Diem Rate for your TDY Location.
Traveler | 2 weeks in advance | Open Travel Packet - BLANK - TRAVEL REQUEST (green) tab.
 |  | Click File ---> Save As ---> Save to your Documents folder.
 |  | Rename using the following format:  Travel Packet - Doe [NAME], TX - 2019-04-08
 |  | Fill in information.  [NAME].
Traveler | 2 weeks in advance | Email Travel Request AND Carlson-Sato Itinerary PDF (if applicable) to [NAME] for approval
Supervisor | 2 weeks in advance | [NAME] signed/approved Travel Request and Carlson-Sato PDF (if applicable) to Admin
[NAME] | 1 week in advance | Create/Update Travel Order in CEFMS II Travel Module
[NAME] | 1 week in advance | Complete CEFMS Travel Order Request CEFMS II Travel Module
[NAME] | 1 week in advance | [NAME] automatically notifies Travel Approval Official for approval/funds approval
Travel Approving Official | 1 week in advance | Approve Travel Orders, CEFMS II Travel Module
Travel Approvling Oficial | 1 week in advance | Funding Approval for Travel Orders, CEFMS II Travel Module
USACE Logistics (ULA) | 1-3 days after approve/funds approve | Authenticate Travel Order, traveler will receive an email notification this is complete
[NAME] | As soon as [NAME] | Print/E-mail Travel Order to [NAME] who will reply to [NAME]'s initial itinerary email and request invoicing and/or ticket issuance
 |  | Click HERE for Carlson-SATO e-mail address.
Traveler | Specified travel date | Traveler Leaves
Traveler | Specified travel date | [NAME]
Traveler | Upon return to PDS | Post time appropriately, using proper charge codes, filling out documentation for overtime/comp. time/travel comp. time, etc.
Traveler | Must be completed within 5 days! | Fill out TRAVEL VOUCHER (red) tab - Doe, [NAME], TX - 2019-04-08 .
 |  | (Saved previously on server under your name.)
Traveler | Must be completed within 5 days! | [NAME]. Close Travel Packet.
Traveler | Must be completed within 5 days! | Scan/Save required receipts (as PDF) and email them as well as Voucher Request Packet to Admin
Traveler | Must be completed within 5 days! | E-mail [NAME] to request Travel Voucher be input in CEFMS.  Be specific - include Travel Voucher #, Location, etc.
[NAME] | Must be completed within 5 days! | Enter Voucher in CEFMS II Travel Module, Save copy of travel documents in fiscal year Shared drive IAW ARIMS regulations
[NAME] | Must be completed within 5 days! | [NAME] is automatically routed to Traveler for voucher approval
 | Must be completed within 5 days! | [NAME] is automatically routed to [NAME] for voucher approval
Travel Approving Official | Must be completed within 5 days! | TDY Voucher Reviewer Approval, CEFMS II Travel Module
Finance Center | USUALLY, paid within 14 days | Compute the Travel Voucher and processes payment to Traveler/CC.
Traveler | Upon receipt | Save Travel Advice Notice to your Documents (comes to them by e-mail)
 |  | * NOTE: Travelers need to check the 10.131 & 10.EFT screens in CEFMS to be sure all info is correct - including e-mail address.
 |  | **NOTE** Any audit of official travel is the responsibility of the TRAVELER. [NAME] will maintain travel documents by fiscal year IAW ARIMS regulations.
NOTE: | If travel is for training purposes (requiring [NAME]), employee must complete the SF182 Employee Evaluation and forward to
 | Supervisor for them to complete their portion. All documents must be uploaded into the GPC US Bank website for audit
 |  |  |  |  |  | v. 2019.05.09