Arrangers Tab
An arranger is a person who you have authorized to make travel arrangements for you. If your institution has opted to assign arrangers by traveler, you may delegate preparation of your travel documents to any number of arrangers, and you may authorize any Kuali Financials user at your institution to be your travel arranger regardless of organizational boundaries and hierarchy.
Your
institution can also assign Arrangers by organization, if that has been done,
you do not need to assign arrangers individually.
The Arrangers tab lists your designated travel arrangers and allows you to add arrangers to the list. The list includes arrangers you have previously authorized via this tab and arrangers who have used the Travel Arranger document to obtain your permission to act on your behalf.
Arrangers
assigned to the Profile Organization Arranger role will not be listed on this tab.
Arrangers tab field definitions
|
Title |
Description |
|
Active |
Check this box to indicate that this arranger record is active. |
|
Allow to initiate TA document |
Check the box to indicate that this person is permitted to create and complete the traveler’s Travel Authorization documents. |
|
Allow to initiate TR/RELO/ENT document |
Check the box to indicate that this person is permitted to create and complete Travel Reimbursement, Moving and Relocation Reimbursement and Entertainment Reimbursement documents. |
|
Primary |
Check the box to indicate that this record is for the traveler’s primary arranger.
|
|
Principal Name |
Required if any information is entered in this tab. The arranger’s name. Use the lookup icon to find the name. |
After entering data for an arranger for this traveler, click the Add button to add it to the document.
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