From Email:
Step 1: Access E-Travel Worklist via email: From the Email sent by PeopleSoft Finance to the Primary Approver, click the hyperlink on bottom to go to Worklist.
Step 2: From E-Travel Worklist Screen, you may need to click “Detail View”
Then, click on the hyperlink for the Travel Request Number for the traveler. Their legal name is displayed, because it is used on official Travel Documentation.
Step 3: From Travel Request Approval Screen: Drop down for “*Approval Action” defaults to Approve.
From within PeopleSoft Finance:
Step 1: Campus Workcenter
Step 2: Scroll your mouse to “NavBar” in upper RIGHT Corner.
Step 3: A list that looks like a book mark appears, the “Worklist” will be on the bottom.
Step 3: From E-Travel Worklist Screen, you may need to click “Detail View”, then click on the hyperlink for the Travel Request Number for the traveler. Their legal name is displayed, because it is used on official Travel Documentation.
Step 4: From Travel Request Approval Screen: Drop down for “*Approval Action” defaults to Approve.
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If Denying Travel:
– From Travel Request Approval Screen: Change the drop down for “Approval Action” to Deny.
– Comments are required for Denied Travel, so to traveler or person entering travel can take appropriate action.
– Click SAVE Button