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 KFS 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 definition

Title	Description
Principal Name	Required if any information is entered in this tab. The arranger’s name. Use the lookup  to find the name.
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.  If this traveler has multiple Arranger records, the system allows you to check this box for only one of them.
Active	Check this box to indicate that this arranger record is active.

After entering data for an arranger for this traveler, click  to add it to the document.

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