The following information is supplemental to the Concur - Booking Travel Skillsoft course and may be helpful as you book university travel.
The PSC website contains information on travel policies, procedures, and instructions. The Travel page offers information about the university’s managed travel program and top travel links.
The Travel Card
The Travel Card is used by the cardholder to cover most expenses related to official university business travel. Successful completion of the online Travel and Travel Card course (including passing the quiz) is required in order to obtain the card.
Take the course
The Travel and Travel Card course is delivered online in SkillSoft. Log in to your campus portal and on the CU Resources Home tab, click the Skillsoft tile.
On the Skillsoft home page, click the button for your campus. On the left of the page, select the Procurement sub-category. Select CU: Travel and Travel Card and click Launch.
Updating Your Profile
You should set your profile with your travel information, email preferences, and expense delegates and travel arrangers (if any). Be sure to obtain the Travel Card, see above, to book lodging through Concur. Refer to the Step-by-Step Guides available on the Concur Travel & Expense System Learning Resources page, under Profile & E-Receipts, for further information.
Travel Arrangers and Expense Delegates
Travel arrangers can book travel through Concur - and expense delegates can help process travel and Procurement Card transactions - on behalf of others. One person can have both roles. There are step-by-step instructions for identifying travel arrangers and expense delegates.
And remember: You can tell whether you are an expense delegate, travel arranger, or both by how your home page appears once you select a name from your Delegate dropdown.
Refer to the Learning Resources
Step-by-Step Guides are available on the Concur Learning Resources page, specifically:
Profile & E-Receipts
- Updating Your Profile in Concur
- Activating E-Receipts
- Identifying Travel Arrangers
Booking a Trip
- Booking Trips in Concur Travel
- Booking Non-Employee Trips
- Logging International University Travel in iSOS
- Requesting Cash Advances for University Trips
- Approving Cash Advances
- Acting as a Delegate or Travel Arranger
The Procurement Service Center (PSC) newsletter frequently provides information, tips, and tricks for Concur and CU Marketplace...and other procurement-related topics. Email email@example.com to join the User Alert list and begin receiving email notifications when a new edition is available. (Note: This will also sign you up for email notifications of Office of University Controller news on a regular basis.)