Square Beats | Travel Management Training Guide
Participants TR Requestor
TR Approver
Travel Module
TR Management Approver
TR Admin
TR Flow
Travel Request (TR)
TR Approvals
TR Cost Estimation
TR Booking
Management Approvals
TR List Click on Add Travel Request
Click On TR List
Create New Travel Request
Enter Purpose to travel
Click on Delete Detail Select Travel Option
Select Type Of Travel Select Departure Date
Select Travelling Time
Enter From City
Enter To City
Click on Add Detail
Create Travel Request (Hotel) Click on Delete Detail
Enter Traveller Name/Code Click on Add More Traveller Select Travel Option
Select Travellers
Enter Check Out Date
Enter City Name
Click on Add Hotel Detail Enter Any Preference
Enter Hotel Name
Enter Check In Date
Create Travel Request (Visa)
Select Travel Option
Select Visa Type
Select Travellers
Enter Expiration Date
Select Country Name
Click on Add Visa Detail
Enter Passport No Click on Back To List Click on Save As Draft
Click on Final Submit Details
TR Cancellation and Rescheduling with same Requested City
Click on Request Cancellation Click on Request Rescheduling Enter Rescheduling Reason
Enter Cancellation Reason
TR Rescheduling
Click on Update
When you change From or To city then open confirmation box if you click on ok then change city otherwise same city Click on Cancel Current Row Cancelled Added New Row
Click on Update
Enter Rescheduling Reason