Concur Arranger Training (Virtual)

This training provides detailed instruction for UMBC staff who arrange travel on behalf of others—including guests, students, faculty, and staff. The session focuses on the arranger role within SAP Concur, demonstrating how arrangers initiate and manage travel requests, bookings, and expense reports on behalf of travelers. Participants will gain a clear understanding of their responsibilities, system tools available, and compliance requirements to ensure smooth and accurate travel management.

Key Topics Covered:

• System Overview: Overview of SAP Concur's arranger functions and how these tools integrate with UMBC's travel processes.

• Travel Workflow: Step-by-step walkthrough of arranging travel from initiating pre-approvals to booking itineraries and handling expense submissions.

• Approval Workflow: Explanation of how arranger-initiated requests route through departmental and financial approvals, and the arranger's role in monitoring status.

• Post-Processing Workflow: Review of actions taken after expense reports are submitted, including audits, corrections, and reimbursements to travelers.

• Mobile and App Access: Demonstration of how arrangers can use Concur Mobile and related tools (e.g., TripIt) to assist travelers and manage bookings remotely.

• Arranger Best Practices: Guidance on organizing itineraries, using UMBC's preferred travel channels, managing multiple traveler profiles, and avoiding common errors.

• Policy Integration: Discussion of how the arranger role aligns with UMBC's Interim Travel Policy, including documentation standards, compliant booking practices, and timely submission of expenses.

• Resources and Support: Identification of job aids, process guides, and help resources available for arrangers to troubleshoot issues and stay updated on policy or system changes.

Who Should Take This Training?

UMBC staff members who arrange travel on behalf of others.

Recommended for:

• Department administrators serving as travel arrangers

• Staff designated to assist faculty, students, and guests with travel

• Anyone new to the SAP Concur system who will be performing travel booking or expense submission duties for others