K2 Travel Request Accelerator
Travel Request Solution captures the process of submitting and approving travel by an employee.
The request form, once submitted, starts a workflow that will route the request to the employee’s manager for approval. Once approved, the request will be routed to the Finance Department for review. If approved and the total amount is more than the configured value, the task will also be routed to the Finance Manager. Once reviewed, the originator will receive a final confirmation email with the final decision. Approvers also have the option to request for more information if they are unable to make an informed decision based on the details provided.
Finance Department Review
Finance Manager Review if request is above a configurable threshold
Application settings including threshold for requiring Finance Manager Approval
Itinerary Item Types
Home screen for users
Users are able to see requests they submitted and requests that are assigned to them for approval.
How does this help you?
If you are looking to use this as a baseline for building an enterprise strength Travel Request Solution, here are a few things we recommend you do:
- Move from Smartbox SmartObjects to your own SQL database.
- Remove originator from the destination rules. We believe this is done primarily for ease of testing and demonstration.