Adding an Additional Approver to a Travel Request

The approval workflow is established, with the flexibility to add steps as required. Concur automatically routes Travel Requests to the following departments if they meet specific criteria:

  • Cost Object Approver
  • Export Control
  • Financial Aid 
  • Office of Research Services (ORS)
  • Office of Sponsored Projects Administration (OSPA)
     

To Add an Additional Approver

  1. Log in to concur.charlotte.edu.
     
  2. On the Concur homepage, navigate to the left-hand side of the screen.
     
  3. Select this icon to open Requests > Manage Requests 
     
  4. Select the Travel Request to review the details. 
     
  5. In the top right-hand corner, select Edit Approval Flow.
     
  6. Select the 3 dots to add an additional approver above or below one of the automatic approval steps.
     
  7. Enter the name of the New Approver. Select the appropriate user’s name to populate in the field.
     
  8. Select Save after making all desired updates.
     

Approver Visibility:

  • Standard Approval Steps: The names of the assigned individuals will appear as the request progresses through the workflow.
  • Cost Object Approver: The name(s) will not be visible until the request reaches (or has completed) that specific step in the workflow.
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