A delegate is a person authorized to act on behalf of another person. UA's three types of delegates are travel delegate, approval delegate and reporting delegate. Visit the Approvals and Reporting training libraries for more information on navigating Concur as the latter two.
Travel Delegate Resources
|Topic||Description||Concur Video||UA Guide|
|Act as a Delegate||
|Travel Request Approval Flow||
|Expense Report Approval Flow||
The Concur videos illustrate the basics of using the Concur system but do not reflect differences in system configuration for UA.
The travel admin manual provides comprehensive information on the key components of our travel program: Concur, the UA Travel Card Program, Corporate Travel Management (CTM) and the UA Travel Regulations. The appendixes provide additional information and guidance for specific areas of travel and direct user roles.
Hot Tip: Activate the bookmark pane of your downloaded PDF to take full advantage of the format. Each section is bookmarked for easy navigation throughout the document. There are also links within some sections for quick access to a relevant section.
On the left-hand toolbar of the PDF, click the "Bookmarks" icon to open the navigation pane built into the document.
|UA Travel Admin Manual||Complete guide to the UA travel components including all appendixes|
|Appendix A - Group Travel||Additional guidance for managing group travel|
|Appendix B - Student & Guest Travel||Additional guidance for delegates managing non-employee travel|
|Appendix C - Traveler Quick Guide||Abridged guide for travelers on using the three main Concur modules: Request, Travel and Expense|
|Appendix D - Approvals Module||Guidance and information for travel approvers including how to use the Concur Approvals module|
|Appendix E - Reporting Module||Introductory guidance and information on the basics of the Concur Reporting module|
|Appendix F - Back Office Guide||Additional guidance and information for UA's assigned Cash Advance Admins, Processors and User Admins|