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Travel Request Learning Resources

This page provides an index to all learning materials associated with the Travel Request function of Monash's new Travel Management System (TMS). For more information about the Travel Management project, please refer to the project website.

Once your Faculty / Division has access to the new ESS travel system, you will be able to launch the learning materials directly from the ESS Travel and Expenses page. If you have any questions, please contact Cheryl Calvert, Project Manager.

Learning resources are available in various formats.

Computer Based Training

There are two computer based training courses for TMS. 

  • Course 1: Using the Travel Management System - This course is for all users, and provides information on the TMS, as well as instructions on how to create travel requests, and create and finalise travel diaries.
  • Course 2: Approving and Administrating - This course covers functions restricted to a few travel roles, including checking, approving, entering a request on behalf of another, and running reports and other administrative functions.

Access the Computer Based Training.

Written Resources

Written resources are available in both PDF and PPT formats (click on the links below to launch each document):  

  • The PDF provides a quick overview of the concepts associated with each function
  • The PPT provides a more detailed outline of the concepts associated with each function. 
Travel Request overview   PPT (3.1MB)
This presentation provides an overview of Travel Request features and functionality.      
     
Travel Request Trouble-shooting Guide PDF (762kb)
This guide provides information on the common questions raised during training and implementation. It will be updated continually.      
     
Quick Reference Guide PDF (79kb)  

This document provides a quick overview of how to access and complete the main travel request functions. 

 

 

 

 

 

Create Travel Request

PDF (57kb)

PPT (2.6MB)

These documents set out the concepts for creating and submitting a Travel Request.    
 - for step-by-step examples, please see:    
  • Simple example
PDF (273kb)  
  • Complex example
PDF (366kb)  

Generate Insurance Confirmation Certificate

 

PDF (371kb)

 

PPT (1.2MB)

These documents set out the concepts for generating an insurance confirmation certificate once your travel request is approved.    
     
Change trip and review workflow statuses PDF (133kb) PPT (1.3MB)
These documents set out the concepts for changing trips and/or reviewing workflow statuses.    
     
Display trip and attachments PDF (114kb) PPT (1MB)
Thes documents set out the concepts for displaying trips and managing attachments.    
     
Edit / finalise travel diary, accommodation and contacts PDF (231kb) PPT (1.3MB)
These documents set out the concepts for editing and finalising a travel diary, and editing accommodation and contact information.    
     
Switch personnel number PDF (106kb) PPT (1MB)
These documents set out the concepts for switching to another personnel number to enter / change a travel request on their behalf.    
     
Check, support and/ or approve trip PDF (151kb) PPT (1.5MB)
These documents set out the concepts for checking, supporting or approving trips.