Pre Trip Escalate Pre Trip Approver 0 Pre

Pre Trip – Escalate Pre Trip (Approver) 0

Pre Trip – Escalate Pre Trip After you receive an e-mail notification that you have a report pending approval, log in to Sound. TRAX and select your Action Required link. 1

Pre Trip – Escalate Pre Trip You’ll notice the reports that have a policy exception by the display of the exception ( ) icon under the Info column. 2

Pre Trip – Escalate Pre Trip Select the Pre Trip Report from your Work Folder: Action queue; to open the report either double click on the report name or click on the Open icon on the tool bar above. 3

Pre Trip – Escalate Pre Trip Once you select the Pre Trip Report, immediately the report Policy Exceptions will be displayed for you. 4

Pre Trip – Escalate Pre Trip The Policy Exceptions screen will provide you with exception information and instruct you to add an EC Member for second-level approval. 5

Pre Trip – Escalate Pre Trip For additional Policy information – click on the Policy button. 6

Pre Trip – Escalate Pre Trip If you are unsure who is a Harman EC member, you can click on the hyperlink for additional information. 7

Pre Trip – Escalate Pre Trip After your review the Policy Exception screen, click OK. 8

Pre Trip – Escalate Pre Trip If you are ready to approve, click on Approve Report. 9

Pre Trip – Escalate Pre Trip The Approval Summary and Confirmation screen is where you will add the EC Member to the approval workflow. 10

Pre Trip – Escalate Pre Trip Type in the last name of the EC Member of your choice and click Look Up. 11

Pre Trip – Escalate Pre Trip The EC Member’s name should appear; click OK. 12

Pre Trip – Escalate Pre Trip You will receive notification that you have successfully added an EC Member to the approval workflow. 13

Pre Trip – Escalate Pre Trip You’ll notice the indicator that an Approver has been added. If you mouse over the Add Approvers [1] button, a pop-up will indicate the Approver name added. 14

Pre Trip – Escalate Pre Trip Click on Approve Report. 15

Pre Trip – Escalate Pre Trip Your approved report will now be placed in your Approved folder. 16

Pre Trip – Escalate Pre Trip Highlighting the Approved Pre Trip and clicking on the Status you can see the approval addition to the workflow. icon, 17

Pre Trip – Escalate Pre Trip § Notes: – The added EC Member will receive an e-mail notification stating that he has a Pre Trip approval waiting his review. – You will be required to escalate to a second EC Member approval if a trip is booked less than seven days in advance or the trip has a flight segment greater than eight hours. – The traveler will be able to see the added approver in his Pre Trip status information. – The traveler will receive notification by e-mail once the final approval has been processed. 18

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