Beginning of Year reminders:
- Blanket Travel Requests need to be submitted for the fiscal year. Please contact your department coordinator for specific directions or questions. All blanket travel requests should be submitted in Concur by September 15th.
- A travel request needs to be submitted and approved before proceeding with any expense report.
Travel
Domestic Travel Timeline Requirements:
45 DAYS - Travelers that submit Travel Request 45 Days or more before travel can work with coetravel@fullerton.edu for assistance in ensuring everything is submitted accurately, which will expedite reimbursement upon returning from travel.
30 - 44 DAYS - Travelers must submit a Travel Request a min. of 30 days prior to travel to ensure that the budget can be reviewed, and all signatures obtained before travel occurs (Traveler, Dept. Chair, Budget Analyst and Dean).coetravel@fullerton.edu will review to ensure the budget is accurate. If there are other errors, the traveler will need to work with University Travel Operations (travel@fullerton.edu) and/or Concur Open Labs upon their return to correct the errors which may lead to a delay in reimbursement.
Booth/Exhibit (as part of Travel)
60 DAYS - Any travel that includes booth/exhibit fees must be submitted 60 days prior to travel.
International Travel Timeline Requirements:
90 DAYS - Travelers that submit Travel Request 90 Days or more before travel can work with coetravel@fullerton.edu for assistance in ensuring everything is submitted accurately, which will expedite reimbursement upon returning from travel.
45 - 89 DAYS - Travelers must submit a Travel Request a min. of 45 days prior to travel to ensure that the budget can be reviewed, and all signatures obtained before travel occurs (Traveler, Dept. Chair, Budget Analyst, Dean, Provost Office and Risk Management). coetravel@fullerton.edu will review to ensure the budget is accurate. If there are other errors, the traveler will need to work with University Travel Operations (travel@fullerton.edu) and/or Concur Open Labs upon their return to correct the errors which may lead to a delay in reimbursement.
Study Abroad
90 Days - Study Abroad travel for students requires a minimum of 90 days. Prior to submitting any study abroad requests, please reach out to coetravel@fullerton.edu.
TRAVEL RESOURCES AND GUIDES
General Resources on Concur
- CSUF Travel Operations' tutorials, online trainings, Concur Open Labs
- Screen capture guides for travel submission in Concur
- Online Training Videos for Concur
General Travel Process Information
- Travel Approval Workflow (shows approval process steps and links to resources)
- *Travel Approval Policies and Procedures (with checklist)
- *General Travel Infographics
- *Dean's Travel Award Process and Procedure
Note, please review the items with "*" first
Travel Request Submission
- Concur Travel Guide (step by step guide on how to submit a travel request)
- University Related Travel Form
- Travel Estimate Form
- Paper Travel Request Form (if stateside funds are NOT being used)
- Virtual Travel Request Form
Expense Report Submission
- Expense Report Guide (information how to submit travel expense report-Concur)
- Guide for Meals and Incidentals Expense Entry (as of 01/01/2024)
Blanket Travel
Blanket Travel allows travelers to travel locally off campus for University Related Business. It will only cover mileage and parking. (If other expenses will be incurred for the travel, it will need to be processed under regular travel procedures.) In the College of Education, this is mainly used for supervisors/clinical coaches to complete school site vistis.
General overview of blanket travel process
Reminders for blanket travel:
- A blanket travel request is submitted once a fiscal year.
- If you are a supervisor/clinical coach, please first reach out to your department coordinator for specific directions.
- A blanket travel expense report is submitted once a month.
- The monthly reports are for the first day to the last day of a month.
- Each month, the report will need to be submitted by the 15th of the following month.
Forms for blanket travel (emailed to department coordinator)
- INF254 (filled out once, also needs to be submitted to University Police Department)
- STD261 (needs to be resigned every fiscal year)
- Defensive Driver Training Certificate (needs to be renewed every 4 years)
Blanket Travel Request Guides
Blanket Travel Expense Report Guides
Open Office Hours
Open office hours with the College of Education's Travel Coordinator is available for faculty, staff, and students. These hours are available for drop in travel questions and assistance with travel paperwork. In person at CP500 or on Zoom . Please email coetravel@fullerton.edu regarding any travel related questions.
Tentative Schedule:
Month | Day of Week | Date | Time |
November | Friday | 1 | 10:30 AM-11:30 AM |
Wednesday | 6 | 2:00 PM-3:00 PM | |
Thursday | 7 | 9:00 AM-10:00 AM | |
Tuesday | 12 | 9:30 AM-10:30 AM *Zoom only | |
Thursday | 14 | 2:00 PM-3:00 PM | |
Wednesday | 20 | 3:00 PM-4:00 PM | |
Friday | 22 | 9:00 AM-10:00 AM | |
Monday | 25 | 10:30 AM-11:30 AM | |
Tuesday | 26 | 11:00 AM-12:00 PM *Zoom only | |
December | Monday | 2 | 10:00 AM-11:00 AM |
Wednesday | 4 | 2:30 PM-3:30 PM | |
Friday | 6 | 9:00 AM-10:00 AM | |
Tuesday | 10 | 9:30 AM-10:30 AM *Zoom only | |
Thursday | 12 | 9:00 AM-10:00 AM | |
Friday | 13 | 10:00 AM-11:00 AM | |
Tuesday | 17 | 9:00 AM-10:00 AM *Zoom only | |
Wednesday | 18 | 2:30 PM-3:30 PM | |
January | Monday | 13 | 2025 office hours will begin after the 13th |
Happy Holidays! |
*Note: Office hours are subject to change