Concur 2015 Revised User Guide

Concur 2015 Revised User Guide
Concur Travel User Guide
1
1) Home Tab
Includes the Travel Wizard for
travel searches, Alerts for unused
ticket availability and profile
expiration notices, Company
Notes for information and
resources and My Trips for
Upcoming Trips detail.
3
2) Travel Wizard
Allows you to search for
Flights, Hotel and Rental Car
by clicking all that apply for
your trip. You will fill in the
departure city, arrival city,
departure dates and times.
3) Travel Alerts
Available unused tickets will
be listed for reference. You
will be notified of upcoming
profile expirations.
2
4
4) Company Notes
Click on the “Company
Notes” tab to find links
to pertinent travel resources
and information.
5) My Trips
Listing of all trips with start
or end dates in the future.
6) Facts & Stats
5
6
This section shows travel
related facts, stats, and tidbits
to educate travelers.
Concur Travel User Guide Page: 1
Update: 12/22/2014
Concur Travel User Guide
7) Travel Tab
Click on the Concur logo to
return to the Home Tab.
7
a) Travel Wizard: Allows you
to search for Flights, Hotel
and Rental Car by clicking all
that apply for your trip. You
will fill in the departure city,
arrival city, departure dates
and times.
7b
7d
b) Travel Alerts: Available
unused tickets will be listed
for reference. You will be
notified of upcoming profile
expirations.
c) Company Notes: Click on
the “Company Notes” tab to
find links to pertinent travel
resources and information.
7c
7a
7e
d) My Trips: Listing of all
trips with start or end dates
in the future.
e) Facts & Stats: This section
shows travel related facts,
stats, and tidbits to educate
travelers.
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8) Travel Wizard
Allows you to search for Flights,
Hotel, Limo and Rail.
a) Trip Type: Controls the
number of flights returned
for search.
8a
b) Arrival/departures: Select
departure/arrival dates and
times.
c) Pick-up/drop Off Car: Pick
up at airport or other location.
d) Find Hotel: Define the hotel
location. It will default to arrival
city, but can be adjusted.
Search by a company
location or an address.
e) Flight Preferences:
1. Specify Airline.
2. Refundable Rates
3. Search Flights: Search by schedule or price.
Defaults to schedule.
8b
8c
8d
8e
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9e
9) Flight Search Results
View a matrix with available
airlines and prices.
9c
a) Trip Summary: Overview
of booking progress in the
reservation.
b) Flight Options: View a
matrix that shows a synopsis
of the availability.
c) Airline Preferences:
Company preferred airlines
are indicated by .
9b
9a
9d
9e
d) Unused Tickets: Displays
airlines with unused ticket
availability.
e) Alternate Flights: You can
filter the results by fare or
schedule options.
f) Search Criteria: Change
or adjust flights.
9f
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9) Flight Search Results Con’t
g) Seat Selection: Pick your
seat for both your outbound
and return flight.
h) Selecting a Flight: Once
outbound and return selections
are made, click Price these
options.
9g
9h
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10a
10) Flight Selection
Indicates a
selection within policy.
Indicates a
selection that is
out of policy.
10b
10c
Indicates a
selection that is out of
policy and may require
approval in order to
purchase.
a) Show Details: Display
additional information
about your selection.
10d
b) Select Selection: Click on
the select button to confirm
the selection.
c) Change Selection: Click
Remove to change your
selection.
10e
d) Select: Click on the select
button to confirm the selection.
e)
Indicates that Wi-Fi
is available on the flight.
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11) Review and Reserve Flight
a) Review Flights: Displays
selected flight information.
b) Enter Traveler Information:
Displays basic information
for the reservation’s primary
traveler.
c) Seat Assignment: Click
select seats for seat map.
(For detailed instructions see
page 9)
11a
d) Review Price Summary:
The total plus fare, taxes/fees
and any charges.
11b
11c
11d
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11) Review and Reserve Flight con’t
e) Select A Method Of Payment:
Choose a credit card on file or
add a new one.
11e
f) Fare Rules And Restrictions:
Scroll down for complete fare
rules.
g) Reserve Flight And Continue:
11f
11g
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12) Seat Selection
a) Select Seat: Click to view
the seat map on all flights
b) Seat Legend: Click on the
desired available seat and it will
put an  icon the on the
selected seat. The seat
assignment will populate
under seat selection.
12a
12c
c) Save Seat: Click select
seat to save.
12b
d) Seat Assignment: Seat
assignment overview once
all selections made.
12d
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13) Car Rental Search Results
13b
 Indicates the rental car
company is a preferred vendor.
Indicates a
selection within policy.
Indicates a
selection that is out of
policy.
13a
Indicates a
selection that is out of policy
and may require approval in
order to purchase.
a) Trip Summary: Overview
of booking progress in the
reservation.
b) Car Model: Use the matrix
to filter to the desired car
type.
c) Car Rental Return: Check
to return car to another
location other then pickup
location.
d) Modify Search: By pick-up
date, drop-off date and
location.
13e
13d
13c
e) Select: Click on the select
button to confirm the selection.
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14) Review and Reserve Car
a) Review Rental Car: Displays
pick-up/drop-off locations and
type of rental car.
b) Rental Car Preferences: Your
preferences and comments
concerning the rental car.
14a
c) Enter Driver Information:
Displays basic information
for the reservation’s primary
traveler.
d) Review Price Summary:
The total estimated cost, daily
rate and dates.
14b
e) Reserve Car And Continue:
14c
14d
14e
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15) Hotel Search Results
Concur displays a map powered
by Bing to make a hotel
search easier.
 Indicates the hotel is a
company preferred property.
a) Trip Summary: Overview
of booking progress in the
reservation.
15a
b) Hotel Results: The hotels
display in order of company
preference.
c) Hotel Information: Click on
the more info under the hotel
name to display information
about the hotel along with
photos.
d) Available Rates: Click on
choose room to see room
type and rates available.
e) Modifying Hotel Search:
Adjust your search criteria
under the Change Search
section.
1. Brand or Name: Narrow
the search to a specific
brand or by hotel name.
2. Location: Change the
mileage distance for a
hotel search.
15c
15d
15e
15b
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16) Reserve Hotel
 Indicates the hotel is a
company preferred property.
Indicates a selection
within policy.
Indicates a selection
that is out of policy
Indicates a selection
that is out of policy and may
require approval in order to
purchase.
a) View Rates: Use the scroll
bar to see all available rates,
in order from lowest to highest.
b) Review Hotel Details: Review
the rate rules and restrictions.
c) Select: Click on the select
button to confirm the selection.
16a
16b
16c
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17) Review and Reserve Hotel
b) Review Hotel Room: Displays
rate/room type, check-in/check
out dates, address and phone
number of the hotel.
c) Hotel Room Preferences:
Your preferences and
comments concerning the
rental car.
17b
d) Enter Guest Information:
Displays contact information
for the reservation’s primary
traveler.
17c
17d
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e) Review Price Summary:
The total plus fare, taxes/fees
and any charges.
f) Select A Method Of Payment:
Choose a credit card on file or
add a new one.
17e
g) Fare Rules And Restrictions:
Scroll down for complete fare
rules.
h) Reserve Flight And Continue:
17f
17g
17h
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18) Trip Overview
Review and/or change the
itemized selections.
a) Trip Summary: Overview
of booking progress in the
reservation.
b) Trip Overview: Review and/
or change itinerary.
1. Print or email your itinerary.
2. Trip Name: Assign a custom
name to your itinerary.
3. Additions: Add additional,
car, limo or hotels to the
itinerary.
c) Air Details: Review and/or
change itinerary.
1. Change Seat: Adjust the
seat selection.
18a
18b
18c
2. Confirmation number
d) Car Details: Review and
/or change
1. Confirmation number
18d
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18) Trip Overview con’t
e) Hotel Details: Review and
/or change
1. Confirmation Number
2. Hotel Policies
18e
f) Check Air Details: Review
and/or change itinerary.
1. Change Seat: Adjust the
seat selection.
2. Confirmation Number
g) Total Estimated Cost: The
breakdown of total trip cost:
The only fee not included in
this cost is the service fee
that CI Travel charges.
18f
h) Fare Rules: Click View Fare
Rules to review the airfare
rule details.
i) Book Trip: Click Next to
proceed.
j) Cancel Trip: Click cancel
to start over.
18g
18h
18i
18j
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19) Trip Booking Information
a) Trip Summary: Overview
confirmation progress of the
reservation.
19c
19b
b) Trip Name: This will appear
in your upcoming trip list.
c) Trip Description: Used
to identify the trip purpose
d) Email: Enter additional
email addresses to receive
a copy of the confirmation.
This will only affect the
Concur email, it will not
affect the CI Travel
generated invoice.
e) Ticketing Time Limit:
The time limit for holding the
airline space is listed. If you
choose to hold, you need to
finalize the purchase before
this time or the reservation
will be cancelled.
19d
19a
19e
f) Finalize Trip: Choose Hold
Trip to hold, Next to Proceed,
or Cancel to cancel.
19f
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Concur Travel User Guide
20) Trip Confirmation
This is the final review prior
to the purchase ticket
confirmation.
You cannot make changes on
this screen. If changes are
needed, click Previous
to return to the overview.
20
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20) Trip Confirmation con’t
This is the final review prior
to the purchase ticket
confirmation.
You cannot make changes on
this screen. If changes are
needed, click Previous
to return to the overview.
20
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20) Trip Confirmation con’t
This is the final review prior
to the purchase ticket
confirmation.
You cannot make changes on
this screen. If changes are
needed, click Previous
to return to the overview.
a) Finalize Purchase: Click
Purchase Ticket to finalize
the purchase
20
20a
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21) Upcoming Trips
a) Upcoming Trip view on
the Home Tab
1) Review/change: Click on
the trip name to review
and/or make changes
21a
b) Upcoming Trip view on
the Travel Tab
1) Review/change: Click on
the trip name to review
and/or make changes
21b
20b
22) Trip Library
a) All trips, past dated and
upcoming, are available in
the Trip Library. You can
only access the trip library
from the travel tab.
22b
1. Review/change: Click on
the trip name to review
and/or make changes.
b) Search Trips: Check the
box to Include Withdrawn
Trips to include any cancelled
trips.
c) Cancel Trips: You can cancel
by clicking Cancel Trip.
22a
22c
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