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Verze z 30. 5. 2025, 13:09

Přidáno 11 378 bajtů , 30. 5. 2025

→‎Unfinished travel orders

Babuto00

Roboti, Byrokraté, editor, employee, Správci rozhraní, Správci

14 056

editací

@@ Řádek 5: / Řádek 5: @@
 You will begin the process of creating new domestic travel order by selecting it from the home page.
 ===Header===
-If you have more than one employment at UP, you can select the workplace under which you will fill in the travel order. If you have only one employment, your workplace will be selected automatically. You can select a correct trip approver if necessary. You can add one or more '''fellow travellers [1]''' to the TO at once. They will receive a notification e-mail with information that they have a TO to check after you send your TO for approval. They should edit the data where necessary in their TO and send it for approval afterwards.[[Soubor:Cp en 02.png|Soubor|střed|bezrámu|926x926pixelů]]
+When creating a new travel order (TO), you can select a workplace in the header of the form if you are employed at multiple workplaces. If you are employed at only one workplace, it will be automatically selected.
+By default, the '''logged-in user is selected as the traveler [1]'''. However, any user can create a TO for another user — simply click the cross icon next to your name and then select another user from the university system (both students and employees can be selected). If a TO is created for another user, they will be notified via email to review and approve the TO, and then forward it to the approvers.
+The '''grant title [2]''' should be filled in only if your business trip is related to Erasmus programs. If not, you can ignore this field.
+You can also add one or more '''fellow travelers [3]''' to the TO. This will automatically prepare their travel orders based on the data you enter in your own TO. Accompanying travelers don’t have to fill out their TOs from scratch — they only need to review, edit their details if needed, and forward the TO for approval. They will be notified of the TO creation via an email sent from the application.[[Soubor:Cp en 02.png|Soubor|střed|bezrámu|926x926pixelů]]
 ===Presupposed trip===
-It is important to fill in all the required data and the optional data as accurately as possible to make the approval process of your CP as easy as possible.
+It is important to fill in all the required data and the optional data as accurately as possible to make the approval process of your TO as easy as possible.
 ====The beginning of the trip====
-You must fill in the place of departure and the date and time of departure [1]. The time will be specified later in settlement of the TO. You will select the date and time by selection of date from calendar and time selection option..[[Soubor:Cp en 03.png|Soubor|střed|bezrámu|926x926pixelů]]
+You must fill in the place of departure and the date and '''time of departure [1]'''. The time will be specified later in settlement of the TO. You will select the date and time by selection of date from calendar and time selection option..[[Soubor:Cp en 03.png|Soubor|střed|bezrámu|926x926pixelů]]
 ====Place of meeting====
 You must add a '''purpose [1]''' to the place of meeting. You can select from following options: Active conference, Course, Other, Passive conference, Internship, Lecture, Research, Teaching and Winter/Summer school. You can '''specify [2]''' the purpose in the text field below. You can '''add another place [3]''' of meeting by clicking the button.[[Soubor:Cp en 04.png|Soubor|střed|bezrámu|926x926pixelů]]
@@ Řádek 31: / Řádek 37: @@
 === Header ===
-If you have more than one employment at UP, you can select the workplace under which you will fill in the travel order. If you have only one employment, your workplace will be selected automatically. You can select a correct trip approver if necessary. You can add one or more '''fellow travellers [1]''' to the TO at once. They will receive a notification e-mail with information that they have a TO to check after you send your TO for approval. They should edit the data where necessary in their TO and send it for approval afterwards.
+When creating a new travel order (TO), you can select a workplace in the header of the form if you are employed at multiple workplaces. If you are employed at only one workplace, it will be automatically selected.
+By default, the '''logged-in user is selected as the traveler [1]'''. However, any user can create a TO for another user — simply click the cross icon next to your name and then select another user from the university system (both students and employees can be selected). If a TO is created for another user, they will be notified via email to review and approve the TO, and then forward it to the approvers.
+The '''grant title [2]''' should be filled in only if your business trip is related to Erasmus programs. If not, you can ignore this field.
-=== The beginning of the trip ===
+You can also add one or more '''fellow travelers [3]''' to the TO. This will automatically prepare their travel orders based on the data you enter in your own TO. Accompanying travelers don’t have to fill out their TOs from scratch — they only need to review, edit their details if needed, and forward the TO for approval. They will be notified of the TO creation via an email sent from the application.[[Soubor:Cp en 32.png|střed|bezrámu|926x926pixelů|Soubor]]
-==== Presuppossed trip ====
+=== Presuppossed trip ===
 It is important to fill in all the required data and the optional data as accurately as possible to make the approval process of your CP as easy as possible.
+==== The beginning of the trip ====
+You must fill in the place of departure and the '''date and time of departure [1]'''. The time will be specified later in settlement of the TO. You will select the date and time by selection of date from calendar and time selection option.
+[[Soubor:Cp en 33.png|střed|bezrámu|926x926pixelů|Soubor]]
+====Place of meeting====
+You must add a '''purpose [1]''' to the place of meeting. You can select from following options: Active conference, Course, Other, Passive conference, Internship, Lecture, Research, Teaching and Winter/Summer school. You can '''specify [2]''' the purpose in the text field below. You can '''add another place [3]''' of meeting by clicking the button.
+[[Soubor:Cp en 34.png|střed|bezrámu|926x926pixelů|Soubor]]
+====End of the trip and stopover====
+Place of return will be filled in automatically from the place of departure. You can edit it if necessary. You must enter a '''date of return [1]'''. Time of return will be specified in settlement of TO. Furthermore, the date from and to will limit the dates for setting border crossings, see below.
+[[Soubor:Cp en 35.png|střed|bezrámu|926x926pixelů|Soubor]]
+==== Border crossings ====
+Filling in the border crossings is optional before the trip, but if you know at least approximately when you will cross the border, e.g. you know the time of departure or arrival, it is recommended to fill in the border crossings for a better and more accurate calculation of meal allowance and allowance. Click the '''[1] button''' to create border crossings.
+[[Soubor:Cp en 36.png|střed|bezrámu|926x926pixelů|Soubor]]
+If you choose '''terrestrial transport [1]''', then the texts in the application will guide you to fill in the data as accurately and easily as possible, i.e. you will see which country you are leaving from, where you are leaving and what time you crossed the border. If you will be crossing multiple borders, you can '''add another border crossing [2]'''.
+[[Soubor:Cp en 37.png|střed|bezrámu|926x926pixelů|Soubor]]
+In case you select '''aviation''' transport, the application texts direct you to enter the '''time of departure by plane [2]''' which is taken as border crossing.
+[[Soubor:Cp en 38.png|střed|bezrámu|926x926pixelů|Soubor]]
+==== Stopover ====
+If you will '''take a stopover [1]''', check the checkbox. You then must enter date and time of the stopover including a reason for stopover. '''You can change  the time of the stopover in settlement, but not its date!''' You can '''delete [2]''' the stopover as well as you can '''add another stopover [3]'''.
+[[Soubor:Cp en 39.png|střed|bezrámu|926x926pixelů|Soubor]]
+====Means of transport====
+The application will pre-fill means ofr transport for you according to the data you have entered, you can edit the data if necessary. Furthermore, you must enter the '''means of transport [1]''' before the trip. If you select the option own car, the application will check whether you have a valid driver training and if the car has a valid accident insurance. You cannot change the means of transport in settlement! You can add another means of transport by click the '''plus button [2]'''.
+[[Soubor:Cp en 40.png|střed|bezrámu|926x926pixelů|Soubor]]
-You must fill in the place of departure and the date and time of departure [1]. The time will be specified later in settlement of the TO. You will select the date and time by selection of date from calendar and time selection option..
+==== Allowance ====
+Choose allowance only with the approval of your supervisor. You can determine its amount with the '''slider [1]''' or the '''button with the selected value [2]'''.
+[[Soubor:Cp en 41.png|střed|bezrámu|926x926pixelů|Soubor]]
+====Meal allowance reduction====
+'''Check [1]''' meals you know will be provided free of charge (breakfast, lunch, dinner). You can even check the whole day or whole category of meals.
+[[Soubor:Cp en 42.png|střed|bezrámu|926x926pixelů|Soubor]]
+====Expected expenses ====
+Expected expenses are calculated automatically based on the lenght of the trip and on meal allowance reduction. The application will pre-fill some additional types of expences according to what you have filled in the fields above. After '''adding''' '''[3]''' another expense, you can select its '''type [1]''', amount and description. You can '''delete [2]''' added expenses if added by mistake. You will update the expenses in settlement after the trip (see below).
+[[Soubor:Cp en 43.png|střed|bezrámu|926x926pixelů|Soubor]]
+====Financial resources for the trip ====
+If you have filled in a TO before in the application, and you will use the '''same financial resource again,''' you can select it by '''clicking the button [1]'''. When selecting a financial resource, you can either select a '''SPP element or a cost center [2]'''. If you select a '''specific SPP element [3]''', which you can find also in advanced search, you can select a financial resource relevant for that specific SPP element. Originators and administrators are selected automatically according to the SPP or cost center.
+[[Soubor:Cp en 44.png|střed|bezrámu|926x926pixelů|Soubor]]
+===== Advanced search of a SPP element=====
+If you select the advanced search option, a new window will open and you can seach for the SPP element by selected criteria. You will select the SPP element by clicking on it.[[Soubor:Cp en 10.png|Soubor|střed|bezrámu|926x926pixelů]]
+====Request for advances, notes and saving of TO====
+If you want to receive an advance, then '''check the box [1]'''. Then you will see new fields for amount, where you can '''select the currency [1]''', date of payout and '''method of payout [3]''', which is either payroll account or other account for domestic travel orders. You can '''add another advance [4]''' if you want an advance in more currencies. You can add an optional '''note''' to the TO. You can either '''save the TO for further editation [5]''' or you can save and '''submit the TO for approval [6]'''. Once the TO is accepted by originator, it is automatically forwarded to the administrator. If you request an advance, responsible officer will receive a notification regarding it. If your TO is approved completely, you will receive a notification e-mail, you will receive an e-mail if your travel order is rejected as well.
+[[Soubor:Cp en 45.png|střed|bezrámu|926x926pixelů|Soubor]]In selected organizational units, a test-mode feature is now available that allows you to request an advance payment to a euro bank account. In such cases, the return of any unused advance can also be made to the same account. The euro bank account field checks the format — the account must be entered in IBAN format. Please enter the account number that your bank allows to receive funds in EUR (e.g., a multi-currency, foreign currency, etc.).
+[[Soubor:Cp en 56.png|střed|bezrámu|926x926pixelů|Soubor]]
 ==Unfinished travel orders==
@@ Řádek 61: / Řádek 121: @@
 ===Financial resources and sending settlement for approval===
 Check if all financial resources are valid and then '''send the settlement for approval [1]''' to the liquidator. Once approved by liquidator, the TO will be approved by originator and administrator.[[Soubor:Cp en 22.png|Soubor|střed|bezrámu|950x950pixelů]]
+==Setllement ('''foreign TO)'''==
+You can enter the settlement after the trip. You will find the option in the list of the travel orders. Proceed to '''Settlement [1]''' in the TO.
+[[Soubor:Cp en 46.png|střed|bezrámu|468x468pixelů|Soubor]]
+===Entering correct times===
+You must enter the correct '''time of departure [1]''' and '''time of arrival [2]''' in the settlement.
+[[Soubor:Cp en 47.png|střed|bezrámu|704x704pixelů|Soubor]]
+=== Border crossings ===
+You must fill in the border crossings after the trip. If you didn't fill in the border crossing before the trip, then click '''[1] button''' to create border crossings.
+[[Soubor:Cp en 36.png|střed|bezrámu|926x926pixelů|Soubor]]
+If you choose '''terrestrial transport [1]''', then the texts in the application will guide you to fill in the data as accurately and easily as possible, i.e. you will see which country you are leaving from, where you are leaving and what time you crossed the border. If you will be crossing multiple borders, you can '''add another border crossing [2]'''.
+[[Soubor:Cp en 37.png|střed|bezrámu|926x926pixelů|Soubor]]
+In case you select '''aviation''' transport, the application texts direct you to enter the '''time of departure by plane [2]''' which is taken as border crossing.
+[[Soubor:Cp en 38.png|střed|bezrámu|926x926pixelů|Soubor]]
+==== Entering the stopover times ====
+If you took a stopover on your trip, '''update the time [1]''' according to reality.[[Soubor:Cp en 18.png|Soubor|střed|bezrámu|950x950pixelů]]
+===Business trip report===
+You can enter the report either into the '''text field [1]''' or you can '''upload [2]''' a text file in the app.[[Soubor:Cp en 19.png|Soubor|střed|bezrámu|950x950pixelů]]
+===Meal allowance reduction===
+'''Check [1]''' meals which were provided to your for free. You can check also the whole day or category of meals.
+[[Soubor:Cp en 50.png|střed|bezrámu|950x950pixelů|Soubor]]
+=== Currency exchange ===
+Fill in only if you have exchanged currency abroad. Based on the entered data, the exchange rate will be recalculated in the actual expenses section. Attach the tax receipt to the exchange.
+[[Soubor:Cp en 51.png|střed|bezrámu|946x946pixelů|Soubor]]
+=== Actual expenses ===
+You can enter a type, amount and '''optional description [1]''' in each of the actual expences types entered in the application. If you did not use the added type of expense, you can '''delete''' it '''[2]'''. You ''must'' '''upload a tax document [3]''' in the settlement. You can add other expences by clicking the '''+ button [4]'''.
+[[Soubor:Cp en 52.png|střed|bezrámu|946x946pixelů|Soubor]]
+=== Financial resources and sending settlement for approval ===
+Check that the financial resources are correct. If you ended up using a different resource, add a new source and enter CZK 0 as the amount for the original source. '''When traveling from multiple resources, the route is recalculated to the first source, it is necessary to divide the amounts between the sources before sending.'''
+[[Soubor:Cp en 53.png|střed|bezrámu|946x946pixelů|Soubor]]
+=== Unused foreign currency advances ===
+If you are returning the advances in a foreign currency, then enter the amount you will be returning.
+[[Soubor:Cp en 54.png|střed|bezrámu|946x946pixelů|Soubor]]
+=== Notes, saving and sending the TO for liquidation ===
+You can attach an optional note to your travel order. You can '''Save the TO in progress [1''']. If you want to '''send the TO for liquidation''', click on the appropriate '''button [2].'''
+[[Soubor:Cp en 55.png|střed|bezrámu|946x946pixelů|Soubor]]
 =='''Approver''' - travel orders for approval==
 Approvers have a tile Travel orders for approval at their disposal. This tile shows the '''amount of TO [1]''' waiting for approval.[[Soubor:Cp en 31.png|Soubor|střed|bezrámu|950x950pixelů]]