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Purpose

The Approve Travel Plan, Approve Travel Request, and Approve Trip workflows support the approval procedure in Travel Management.

Process Flow

Workflow is started by an event that is created when a trip is saved.

The Approve Travel Plan workflow is started each time a travel plan is saved/posted.

The Approve Travel Request workflow is started when a trip is saved with the travel request/to be accounted status.

The Approve Trip workflow is started when a trip is saved with the trip completed/to be accounted status.

Changing Trip Data Without Workflow

If trip data is changed (using a data entry transaction, for example) after workflow has been started, the workflow is canceled automatically when the trip is saved. If the trip has the appropriate status, a new workflow is started at the same time.

This means that data entry transactions can still be used to approve a travel plan, travel request, or completed trip when a workflow is active. You can also approve travel requests and completed trips using the Structure link approval program in Travel Management.

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