Blanket Travel Request
These instructions will cover how to create and submit a Blanket Travel Request in Concur.
Click on any of the links below to skip ahead to that section.
Table of Contents:
If you need assistance with logging into Concur, please go to Logging into Concur.
Starting a Blanket Travel Request
Step 1: Log into Concur using the CSUF Portal. You will see your Concur dashboard.
Click on Requests.
![Select the requests tab](https://media.screensteps.com/image_assets/assets/002/695/197/original/d3fa8bd9-b45f-4f21-a1f0-b913b4db0398.png)
Step 2: Click on Create New Request.
![Select Create New Request](https://media.screensteps.com/image_assets/assets/003/703/167/original/de61e7fa-cd5c-4d16-b31e-2e22fbe06ce2.png)
Blanket Travel is for travel within California, travel dates within a fiscal year (July to June) and only to be used for the following expenses:
- Mileage
- Parking (reasonable charges for parking)
Request Header
Step 1: Change the Policy to State Blanket Travel.
![Select State Blanket Travel under Request Policy](https://media.screensteps.com/image_assets/assets/003/703/169/original/56401453-e95e-4225-9b7c-61842c19070c.png)
Step 2: Enter in the Blanket Travel Fiscal Year box: Blanket Travel FY Year – Year.
Example: Blanket Travel FY 2020-2021
![Blanket Travel Fiscal Year field](https://media.screensteps.com/image_assets/assets/003/703/184/original/cb85fdbd-6f1b-437a-bf1e-39fbadaaa750.png)
Step 3: Under How will you book your travel, leave it as Outside of Concur.
![How will you book your travel field](https://media.screensteps.com/image_assets/assets/003/703/186/original/8cf0a5da-9566-467e-acfa-30ac2430f389.png)
Step 4: Under Trip Type, leave it as In-State.
![Trip Type: In-State](https://media.screensteps.com/image_assets/assets/003/703/188/original/3260b71c-0f13-40f1-803b-b00d75f90122.png)
Step 5: For Fiscal Year Start Date and Fiscal Year End Date select the Fiscal Year Dates.
Example:
- Fiscal Year Start Date: 07/01/2020
- Fiscal Year End Date: 06/30/2021
![Enter Fiscal Year Start Date](https://media.screensteps.com/image_assets/assets/003/703/393/original/70a515e3-ce20-438e-8c7d-c8534621a4c4.png)
![Enter Fiscal Year End Date](https://media.screensteps.com/image_assets/assets/003/703/397/original/5ae2487f-05c8-4b99-a8ba-be0c1ee7f980.png)
Report/Trip Purpose
Step 1: Under Report/Trip Purpose, leave it as Blanket Travel (Mileage and Parking).
![Report/Trip Purpose field](https://media.screensteps.com/image_assets/assets/003/703/430/original/43e87350-b2a4-41d3-8dfd-9a9aa04f572e.png)
Step 2: Under Traveler/User Type, click on Staff or Faculty, as appropriate.
![Traveler/User Type: Staff](https://media.screensteps.com/image_assets/assets/003/704/643/original/6f1bf01c-4ff5-4e0e-8df7-3ad5123f8dff.png)
Step 3: Under Purpose, enter Blanket Travel and designate the year as example shows in the comments box.
![Enter purpose](https://media.screensteps.com/image_assets/assets/003/704/645/original/a2207bc6-7449-410c-a15f-9fc74958af2e.png)
Step 4: Under Main Destination City, enter Fullerton, California.
![Enter main destination city](https://media.screensteps.com/image_assets/assets/003/704/647/original/10e63449-80d5-4178-900b-b787dde86a33.png)
This will cover various cities.
Step 5: Under State, leave it as California.
![Select State](https://media.screensteps.com/image_assets/assets/003/704/649/original/6c153d7e-d6d4-4fb8-b810-a1ed455c18c3.png)
Step 6: Under Main Destination Country, leave it as the United States.
![Select main destination country](https://media.screensteps.com/image_assets/assets/003/704/718/original/9e3a211f-0bc2-4a0f-97ce-a28dcbfa6cab.png)
Step 7: In the Comments box, enter in Various cities in California.
![Enter comment](https://media.screensteps.com/image_assets/assets/003/704/720/original/8a33ee9e-24f2-4e41-9934-5cb37a109dc0.png)
Step 8: Ensure Division, Department ID, and Fund are listed correctly.
![Select division](https://media.screensteps.com/image_assets/assets/003/704/724/original/c18fa4c3-d388-4701-b3a4-f7f7242f3921.png)
![Select department ID](https://media.screensteps.com/image_assets/assets/003/704/726/original/b70f32ef-acaa-47ad-b764-da017e7d7f4f.png)
![Select Fund](https://media.screensteps.com/image_assets/assets/003/704/729/original/861b7205-5b2f-49fb-9c6e-5b191c13f601.png)
Step 9: Then click on Create in the lower right-hand corner.
![Select the Create button](https://media.screensteps.com/image_assets/assets/003/704/731/original/1ab4ee71-8660-41ac-9e6e-e31bb89a17a0.png)
Adding Expenses
For Blanket Travel, you are allowed to input the following expenses to your Blanket Travel Request:
- Mileage
- Parking (reasonable charges for parking)
For instructions on how to add these expenses to your Blanket Travel Request, go to Adding Expenses to your Blanket Travel Request.
Submitting Blanket Travel Request
Once you have filled out all required fields and added your expenses, click on Submit Request.
![Select the submit request button](https://media.screensteps.com/image_assets/assets/003/704/733/original/cfd947bb-4eb0-4321-81f2-55eec2f29c30.png)
When it comes to completing your Blanket Travel Expense Report, please change the dates to the month you are claiming.
Blanket Travel Request Checklist
If you would like to use a checklist, please click on Blanket Travel Request Checklist.
Need more help?
Contact Concur Support at [email protected] or at 657-278-3600.