Notice: Beginning March 7, 2025, non-local travel and training requests will be routed to a Dean, Chancellor (or designee), or Cabinet-level official for their review and determination of essential travel. The updated Executive Office Finance Pre-Travel Approval Flow has been designed to reflect this change and help guide requests through the appropriate channels.
Pre-Travel Approval Workflow Steps
Pre-Travel Approval
- Review the Executive Office Finance Travel website.
- Consult Executive Office Finance Team (EOFin), if needed.
- Initiate request by submitting a Pre-Travel Approval form.
The submitted form will route to the Senior Director of the Executive Office for initial review and approval. If approved, it will be routed to the EOFin Team for additional processing.
A member of EOFin team will continue their review and approval. Missing documents or information may cause the request to be returned and rejected. If fully approved, it will be routed for additional approval by a dean, chancellor (or designee), or cabinet-level official to determine its essential status under the FY25 Financial Risk Mitigation Efforts Directive, effective March 7, 2025.
Once the Senior Director of the Executive Office has approved the form, it will route to the Unit Approver for final approval.
The submitter will be notified that the Pre-Travel request is approved and a ticket will be created and routed back to the EOFin team. The traveler can initiate and book travel at this time, though it is recommended to wait for further guidance from an EOFin team member.
The submitter will be notified if the request is not approved.
| Unit | EO Finance Core Partner | EO Senior Director | Unit Approver |
|---|---|---|---|
| Academic Personnel & Faculty (APF) | Jessica Lira | Kim Dinh | Fred Nafukho |
| Academic Strategy & Affairs (ASA) ASA: Advancement |
Sophie Frederick Jessica Lira |
Kim Dinh | Phil Reid |
| Attorney General Office (AGO) | TBD | Kim Dinh | Kim Dinh (Provost Designee) |
| Division Campus Community Safety (DCCS) | Luisa Townes | Kim Dinh | Sally Clark |
| Enrollment Management (EM) | Jessica Lira | Kim Dinh | Danny Barrow |
| Executive Office (EO) | Jessica Lira | Kim Dinh | Margaret Shepherd |
| Shared Governance (SG) | Sadie Kim | Kim Dinh | Gautham Reddy |