Build your travel request approval.

How to build your travel request approval

1. 1

   Describe the job

   Keep business-travel dates, purpose and estimated costs ready for budget review.

2. 2

   Review the first version

   Choose how the employee records the trip and how the budget owner reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your travel request approval

• Keep the trip in context

  Keep trip, purpose, date, estimated cost, budget owner and decision together so the next person can understand the request or record.

• When the next step needs a decision

  A traveller changes the dates after approval and the estimated cost increases. Preserve the original decision and review the revised request before booking.

• Keep decision visible

  Record the approved request separately from any booked travel or payment.

• Choose what each person needs

  Give the employee a working view and the budget owner a review view. Keep trip and purpose attached to the decision as the work moves between them.