quick start uide · 21/6/2016 · concur displays a map powered by bing to make a hotel search...

Quick Start Guide Page:1 Need Help? Email [email protected]

Quick Start Guide

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1) Home Tab: Includes the Travel Wizard fortravel searches, Alerts for unusedticket availability and profile expiration notices, Company Notes for information and resources and My Trips for Upcoming Trips detail.

a) Travel Wizard: Allows you to search for Flights, Hotel and Rental Car by clicking all that apply for your trip. You will fill in the departure city, arrival city, departure dates and times.

b) Travel Alerts: Available unused tickets will be listed for reference. You will be notified of upcoming profile expirations.

c) Company Notes: Click on the “Company Notes” tab to find links to pertinent travel resources and information.

d) My Tasks: Status of trips which require approvals.

e) My Trips: Listing of all trips with start or end dates in the future.

f) Facts & Stats: This section shows travel related facts, stats, and tidbits to educate travelers.

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Update: 06/21/2016

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Quick Start Guide

2) Travel Tab: Click on the Concur logo to return to the Home Tab. a) Travel Wizard: Allows you to search for Flights, Hotel and Rental Car by clicking all that apply for your trip. You will fill in the departure city, arrival city, departure dates and times.

b) Travel Alerts: Available unused tickets will be listed for reference. You will be notified of upcoming profile expirations.

c) Upcoming Trips: Listing of all trips with start or end dates in the future.

d) Trips Awaiting Approval: Status of trips which require approvals. e) Company Notes: Click on the “Company Notes” tab to find links to pertinent travel resources and information.

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3) Travel Wizard: Allows you to search for Flights, Hotel, Limo and Rail.

a) Trip Type: Controls the number of flights returned for search.

b) Arrival/departures: Select departure/arrival dates and times.

c) Pick-up/drop Off Car: Pick up at airport or other location.

d) Find Hotel: Define the hotel location. It will default to arrival city, but can be adjusted. Search by a company location or an address.

e) Flight Preferences: 1. Specify Airline. 2. Refundable Rates 3. Search Flights: Search by schedule or price. Defaults to schedule.

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4) Flight Search Results: View a matrix with availableairlines and prices.

a) Trip Summary: Overview of booking progress in the reservation.

b) Flight Options: View a matrix that shows a synopsis of the availability.

c) Airline Preferences: Company preferred airlines are listed as;• Most Preferred• Preferred• Less preferred

d) Unused Tickets: Displays airlines with unused ticket availability.

e) Alternate Flights: You can filter the results by fare or schedule options.

f) Search Criteria: Change or adjust flights.

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4) Flight Search Results: con’tg) View Seat Selection: Choose your seat for both your outbound and return flight.

h) Fare Options: Click on the to select the desired

fares.

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Indicates a selection that is out of policy and may require approval in order to purchase.

5) Flight Selection: Indicates a selection is within policy.

Indicates selection that is out of policy and may require approval in order to purchase.

a) View Warning: Click on the Warning signal, to view the broken Travel policy rule.

NOTE: Information is logged for reporting purposes, Your Manager will be notified, or you must get approval before taking this trip.

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6) Review and Reserve Flight:a) Review Flights: Displays selected flight information.

b) Enter Traveler Information: Displays basic information for the reservation’s primary trav-eler.

c) Seat Assignment: Click select seats for seat map.(For detailed instructions see page 9)



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6) Review and Reserve Flight: con’td) Review Price Summary: The total plus fare, taxes/fees and any charges.

e) Select A Method Of Payment: Choose a credit card on file or add a new one.

f) Fare Rules And Restrictions: Scroll down for complete fare rules.

g) Reserve Flight And Continue:

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7) Seat Selection:a) Select Seat: Click to view the seat map on all flights

b) Seat Legend: Click on the desired available seat and it will put an icon the on the selected seat. The seat assignment will populate under seat selection.

c) Save Seat: Click select seat to save.

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7) Seat Selection: con’td) Seat Assignment: Seat assignment overview once all selections made.

e) Review Price Summary: The total estimated cost, daily rate and dates.

f) Reserve Air and Continue:

Reserve Airfare and Continue

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8) Car Rental Search Results:a) Trip Summary: Overview of booking progress in the reservation.

b) Total Estimated Coat: The breakdown of total trip cost

c) Rental Car Preferences: Preferred rental car companies are listed as;• Most Preferred• Preferred• Less preferred

d) Rental Car Model: Use the matrix to filter to the desired car type.

e) Car Rental Return: Check to return car to another location other then pickup location.

f) Modify Search: By pick-update, drop-off date andlocation.

f) Select: Click on the to select the desired rental car.



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9) Review and Reserve Car:a) Review Rental Car: Displays pick-up/drop-off locations and type of rental car.

b) Rental Car Preferences: Your preferences and comments concerning the rental car.

c) Enter Driver Information: Displays basic information for the reservation’s primary traveler.

d) Review Price Summary: The total estimated cost, daily rate and dates.

e) Reserve Car and Continue:



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10) Hotel Search Results:Concur displays a map powered by Bing to make a hotel search easier.


b) Hotel Results: The hotels display in order of company preference.

c) Hotel Preferences: Company preferred hotelsare listed as;• Most Preferred• Preferred• Less preferred

d) Hotel Information: Click on the View Rooms button or Hotel Details under the rate to display information about the hotel along with photos.

e) Available Rates: Click on choose room to see room type and rates available.

f) Modifying Hotel Search:Adjust your search criteria under the Change Search section.

1. Brand or Name: Narrow the search to a specificbrand or by hotel name.2. Location: Change the mileage distance for a hotel search.

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11) Reserve Hotel:

Indicates selection that is out of policy and may require approval in order to purchase.

a) View Warning: Click on the Warning signal, to view the broken Travel policy rule.

NOTE: Information is logged for reporting purposes, Your Manager will be notified, or you must get approval before taking this trip.

b) View Rates: Use the scrollbar to see all available rates, in order from lowest to highest.

c) Review Hotel Details: Review the rate rules and restrictions.

d) Select: Click on the to select the desired hotel room.



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12) Review and Reserve Hotel:a) Review Hotel Room: Displays rate/room type, check-in/check out dates, address and phone number of the hotel.

b) Hotel Room Preferences: Your preferences and comments concerning the rental car.

c) Enter Guest Information: Displays contact information for the reservation’s primary traveler.

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12) Review and Reserve Hotel: con’te) Review Price Summary: The total plus fare, taxes/fees and any charges.

f) Select A Method Of Payment: Choose a credit card on file or add a new one.

g) Fare Rules And Restrictions: Scroll down for complete fare rules.

h) Reserve Hotel and Continue:

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13) Trip Overview:Review and/or change the itemized selections.


b) Trip Overview: Review and/or change itinerary. 1. Print or email your itinerary. 2. Trip Name: Assign a custom name to your itinerary. 3. Additions: Add additional, car, limo or hotels to the itinerary.

c) Departure Air Details: Review and/or change itinerary. 1. Change Seat: Adjust the seat selection.

2. Confirmation number

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13) Trip Overview: con’td) Car Details: Review and/or change 1. Confirmation number

e) Hotel Details: Review and/or change 1. Confirmation Number 2. Hotel Policies

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13) Trip Overview: con’tf) Return Air Details: Review and/or change itinerary. 1. Change Seat: Adjust the seat selection. 2. Confirmation Number



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13) Trip Overview: con’tg) Total Estimated Cost: The breakdown of total trip cost: The only fee not included in this cost is the service fee that CI Azumanno Travel charges.

h) Fare Rules: Click View Fare Rules to review the airfare rule details.

i) Book Trip: Click Next to proceed.

j) Cancel Trip: Click cancel to start over.

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14) Trip Booking Informationa) Trip Summary: Overview confirmation progress of the reservation.

b) Trip Name: This will appear in your upcoming trip list.

c) Trip Description: Used to identify the trip purpose

d) Email: Enter additional email addresses to receive a copy of the confirmation.This will only affect the Concur email, it will not affect the CI Azumano Travel generated invoice.

e) Ticketing Time Limit: The time limit for holding the airline space is listed. If you choose to hold, you need to finalize the purchase before this time or the reservation will be cancelled.

f) Finalize Trip: Choose Hold Trip to hold, Next to proceed, or Cancel to cancel.

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15) Trip Confirmation: con’tThis is the final review prior to the purchase ticket confirmation.

You cannot make changes on this screen. If changes are needed, click Previous to return to the overview.



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a) Finalize Purchase: Click Purchase Ticket to finalize the purchase

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16) Upcoming Tripsa) Upcoming Trip: view on the Home Tab

1) Review/change: Click on the trip name to review and/or make changes

b) Upcoming Trip: view on the Travel Tab

1) Review/change: Click on the trip name to review and/or make changes

17) Trip Librarya) All trips, past dated and upcoming, are available in the Trip Library. You can only access the trip library from the travel tab.

1. Review/change: Click on the trip name to review and/or make changes.

b) Search Trips: Check the box to Include Withdrawn Trips to include any cancelled trips.

c) Cancel Trips: You can cancel by clicking Cancel Trip.


quick start uide · 21/6/2016 · concur displays a map powered by bing to make a hotel search...

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