9.2 Attaching a Document to a Travel Authorization

Purpose:  Use this document as a reference for attaching a document to a travel authorization in ctcLink.

Audience:  All travelers

You must have at least one of these local college managed security roles:

  • ZZ Expenses Processing
  • ZZ Expenses Workcenter
  • ZZ PeopleSoft User

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Attaching a Document to a Travel Authorization

Navigation:  NavBar > Navigator > Employee Self-Service > Travel and Expenses > Travel Authorizations > Create/Modify

  1. The Travel Authorization search page displays.
  2. Enter Empl ID.
  3. Select Add.
Travel Authorization search page
  1. The Create Travel Authorization page displays.

When attaching large documents to transactions, it is recommended that you create and save the transaction first.  In this example, the attachment is small.

  1. In the header section:
    1. Select Business Purpose.
    2. Select Default Location.
    3. Enter Description.
    4. Enter Date From.
    5. Enter Date To.
  2. In the Projected Expenses section:
    1. Enter Date.
    2. Select Expense Type.
    3. Enter Description.
    4. Select Payment Type.
    5. Enter Amount.
    6. Expand the Accounting Details section.
    7. Enter ChartFields.
  3. Again, up top in the header section:
    1. Select the Attachments link.
Create Travel Authorization page
  1. The Travel Auth Attachments window displays.
  2. Select Add Attachment.
Travel Auth Attachments window
  1. The File Attachment window displays.
  2. Browse to your file.
  3. Select Upload.
File Attachment window
  1. The File Attachment window disappears.
  2. The updated Travel Auth Attachments window displays.
  3. Enter Description.
  4. Select OK.
updated Travel Auth Attachments window
  1. The Travel Auth Attachments window disappears.
  2. The updated Create Travel Authorization page displays.
  3. Select Save for Later.
updated Create Travel Authorization page
  1. Process complete.

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