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How to Manage Travel Arrangements

Article author
Learning Center Mekari
  • Updated

After creating a workflow for the business trip policy and setting up the travel arranger, you can proceed to the stage of managing travel arrangements. The process of managing travel arrangements can only be performed by accounts with the role of Procurement officer (travel arranger) as well as Super admin/Admin.

In the process, there are two types of travel arrangements that can be done: travel arrangements by manual booking without using Corporate Travel and travel arrangements using the Corporate Travel feature.

Here are the steps to manage travel arrangements.

A. Travel Arrangement without Corporate Travel (Manual Booking)

  1. Go to the Travel Arrangement menu.

  2. Select one Trip name without Corporate Travel with the status Booking pending. Then click “Manage ticket”.

    To identify if the travel arrangement is done using Corporate Travel, you can see the banner displayed on the trip detail. The type of travel arrangement will be recommended according to the Trip policy used when making the request for the Business trip.

  3. You will then be directed to the following page. Click “Choose file” and upload the tickets you have booked.

    You can upload up to 5 ticket files.
  4. Then click “Mark as booked”.
  5. Your Booking status will then change to Booked.
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B. Travel Arrangement with Corporate Travel

  1. Go to the Travel Arrangement menu.

  2. Select one Trip name that uses Corporate Travel with the status Booking pending. Then click “Manage ticket”.

  3. You will be directed to the Travel Arrangement page. On this page, you can see the travel details that need to be booked through Corporate Travel, such as flight tickets under Transportation arrangements and hotel under Accommodation arrangements.

  4. To make a booking through Corporate Travel, click “Book flight” or “Book hotel” according to your needs. To learn the steps for booking flights and hotels, study here.

    If you make a ticket booking independently without using Corporate Travel, you can click “Upload ticket” to upload the tickets you have booked.

  5. Then click “Mark as booked”.
  6. Your Booking status will then change to Booked.
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That is how to manage Travel Arrangements.