Filetype Excel XLSX | Posted on 15 Aug 2022 | 3 years ago
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237x Filetype XLSX File size 0.29 MB Source: doa.alaska.gov
Sheet 1: Help
| INSTRUCTIONS FOR USE OF THIS WORKBOOK | |
| Steps to complete this workbook | |
| 1) Traveler Information tab | |
| Select the department on the top left and begin entering traveler data. The information entered on this tab will map to the blue fields on the TR and TA for the selected traveler. Not all fields are required, just enter the data you would normally enter. If SSoA is booking the travel they may require more information for non-profiled travelers. | |
| 2) Travel Request tab | |
| Complete the itinerary and financial coding, which will map to the TA. Only the fields in orange will accept data entry on this tab. You cannot enter/edit data in the blue fields on this tab. To enter/edit blue data, go to the applicable tab. | |
| 3) TA with Exp Report tab | |
| Complete the approval and expense information as normal. Only the fields in yellow will accept data entry on this tab. You cannot enter/edit data in the orange or blue fields on this tab. To enter/edit orange or blue data, go to the applicable tab. | |
| REVISION LOG | |
| DATE | DESCRIPTION OF REVISION |
| 07/01/2022 | Updated personal vehicle mileage rate for travel on or after July 1, 2022. |
| 06/30/2022 | Updated Agency and Division selection fields for new Department of Health and Department of Family and Community Services departments. |
| 01/11/2022 | Updated personal vehicle mileage rate for travel on or after January 1, 2022. Added fields for Printed Name and Signature for Travel Approvals to the TA with Exp Report tab. |
| 01/01/2021 | Updated personal vehicle mileage rate for travel on or after January 1, 2021. |
| 01/06/2020 | Updated personal vehicle mileage rate for travel on or after January 1, 2020. Traveler Information tab. - Add optional note to PERSONAL PHYSICAL ADDRESS column. |
| 09/30/2019 | Traveler Information tab. - Updated logic so any character can be entered in the SELECT TRAVELER column to activate Traveler. - Updated list of divisions available for selection based on department selection. - Added column for Traveler's Mailing Address if different than the physical address. |
| 07/15/2019 | Updated list of divisions available for selection based on department selection on Traveler Information tab. |
| 05/29/2019 | Removed two Executive Travel Options per decision by SSoA and SFOA from the Travel Request. |
| 03/19/2019 | Configured data validation for values entered in FINANCIAL CODING section of the Travel Request to ensure that the correct number of characters are entered for each value. |
| 12/12/2018 | Updated personal vehicle mileage rate for travel on or after January 1, 2019. |
| 09/17/2018 | Corrected error that came up when adding more than four financial coding split options on the Travel Request, changed the label AWD/4WD to SPECIAL REQUEST on the Travel Request in the Rental Car Reservation section. |
| 06/29/2018 | Corrected printing issue for TA Continuation pages. Added Note to Car Rental Request section on Travel Request tab. Added additional financial coding split options to Travel Request, users may now define up to ten coding splits. Changed formula for SURFACE TRANSPORTATION total on TA with Exp Report to round to two-digits. |
| 04/05/2018 | Added Minimum Business Itinerary (MBI) Details to email request for approval. Added section to capture Executive Travel Purpose on TA with Exp Report if selected on Travel Request tab. Other updates to the TA with Expense Report and Continuation tabs include: added new TYPE codes to Traveler's Reimbursement Warrant and State PCard Charges section; new TYPE(s) include CADV=ATM Cash Advance, TADV=Travel Advance, M&IE-TAX=M&IE Taxable, and LODG-TAX=Lodging Taxable; and added a Grand Total of the Traveler's Reimbursement Warrant section which should match the TOTAL DUE TO/FROM TRAVELER total from above. |
| 02/21/2018 | Updates to Traveler Information tab include: removed filter buttons, shortened picklist values for Division to three-character abbreviation, added Section column that is free-form, standardized Bargaining Unit picklist, removed Gender and DOB columns, and added comment to Traveler Profile columns to indicate that information is only needed if booking travel through SSoA. |
| 02/06/2018 | Repaired macro that displayed/hid sections of the TA with Exp Report tab based on selections at the top of the tab. |
| 02/02/2018 | Fixed link for Traveler's Duty Station on TA with Exp Report tab. Made DOB and Gender optional fields on Travel Request tab, this information is only needed when booking travel for travelers who do not have a profile. |
| 02/01/2018b | Fixed link for Traveler's Vendor Customer Number (VCN). Added conditional formatting and data validation to Traveler Information tab. |
| 02/01/2018a | Changed Agency selection to one field on Traveler Information tab so users don't have to select for each row. Fixed buttons on Travel Request tab. Added drop-down options to DPS Prisoner Transport section of TA with Exp Report tab. |
| 02/01/2018 | Corrected Data Validation issue on Traveler Information tab where Division drop-down was not populating correctly. |
| 01/31/2018 | Added Traveler Information tab on which traveler information is populated. Data entered on this new tab populates fields on the Travel Request and TA with Exp Report tabs. Added color coding to Travel Request and TA with Exp Report tabs to indicate where fields are populated from; field labels that are light blue are tied to the Traveler Information tab and light orange are tied to the Travel Request tab. |
| 01/30/2018 | Added or modified many fields on the Travel Request to accommodate travel bookings arranged by SSoA. These fields include CTS Account, Executive Travel Reporting, Financial Coding, Personal Travel, and a section for AMHS travel. |
| 01/10/2018 | Added mileage rate for travel on or after January 1, 2018. |
| 07/26/2017 | Added numerous fields to Travel Request and TA with Exp Report to accommodate travel bookings arranged by SSoA. Rearranged some fields on Travel Request Itinerary portion of form. Converted many Cell Comments to Input Messages. |
| 03/31/2017 | Added TAPO Field to Travel Request and TA with Exp Report. Inserted additional continuation pages. |
| 12/31/2016 | Added mileage rate for travel on or after January 1, 2017. |
| 05/16/2016 | Removed Reapproval Signature from TA form per AAM Transmittal 89 effective 5/16/2016. |
| 01/18/2016 | Updated logic for mileage rate to select rate based on travel date entered for the line. Mileage rate is now unlocked to allow for entry of other POV mileage rates than the most commonly used automobile rate if necessary. |
| 12/31/2015 | Added mileage rate for travel on or after January 1, 2016. |
| 08/27/2015 | Added Continuation (3) page per agency request; removed protection from some locked fields on TR and TA. |
| 08/11/2015 | Removed radio buttons and checkboxes, converted form controls to list drop-down boxes; simplified macros for TR and TA; added descriptive text to Financial Coding fields. |
| 07/01/2015 | Converted form to .XLTM format, added IRIS references, removed AKSAS references. |
| 06/20/2015 | Added Spell Check Button to Travel Request, TA with Exp Report, and Continuation tabs. |
| 01/28/2015 | Modified Mileage calculation to use a ROUND formula. |
| 01/01/2015 | Added mileage rate for travel on or after January 1, 2015. |
| 07/24/2014 | Modified cell protection so that formulas are visible in locked cells. |
| 06/25/2014 | Increased "Total Not to Exceed" amount on Travel Authorization form to $25,000. |
| 01/01/2014 | Added mileage rate for travel on or after January 1, 2014. |
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