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→New foreign travel order
značka: editace z Vizuálního editoru |
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| Řádek 39: | Řádek 39: | ||
==== The beginning of the trip ==== | ==== 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. | 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==== | ====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. | 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==== | ====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. | 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 ==== | ==== 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 food and pocket money. Click the [1] button to create boundary transitions. | 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 food and pocket money. Click the [1] button to create boundary transitions. | ||
[[Soubor:Cp en 36.png|střed|bezrámu|926x926pixelů|Soubor]] | |||
If you choose ground 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 transition [2]. | If you choose ground 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 transition [2]. | ||
[[Soubor:Cp en 37.png|střed|bezrámu|926x926pixelů|Soubor]] | |||
In case you select air transport, the application texts direct you to enter the time of departure [2] which is taken as border crossing. | In case you select air transport, the application texts direct you to enter the time of departure [2] which is taken as border crossing. | ||
[[Soubor:Cp en 38.png|střed|bezrámu|926x926pixelů|Soubor]] | |||
==== Stopover ==== | ==== 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]'''. | 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==== | ====Means of transport==== | ||
You must enter the '''means of transport [1]''' before the trip, that you will use. 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]'''. | You must enter the '''means of transport [1]''' before the trip, that you will use. 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]] | |||
==== Allowance ==== | ==== Allowance ==== | ||
Choose pocket money only with the approval of your manager. You can determine its amount with the slider [1] or the button with the selected value [2]. | Choose pocket money only with the approval of your manager. 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==== | ====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. | '''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 ==== | ||
Expected expenses are calculated automatically based on the lenght of the trip and on meal allowance reduction. 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). | Expected expenses are calculated automatically based on the lenght of the trip and on meal allowance reduction. 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 ==== | ====Financial resources for the trip ==== | ||
When selecting a financial resource, you can either select a '''SPP element or a cost center [1]'''. If you select a '''specific SPP element [2]''', 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. | When selecting a financial resource, you can either select a '''SPP element or a cost center [1]'''. If you select a '''specific SPP element [2]''', 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===== | ===== 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]] | 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==== | ====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, date of payout and method of payout [2], which is either payroll account or other account for domestic travel orders. You can add an optional '''note [3]''' to the TO. You can either '''save the TO for further editation [4]''' or you can save and '''submit the TO for approval [5]'''. 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. | If you want to receive an advance, then '''check the box [1]'''. Then you will see new fields for amount, date of payout and method of payout [2], which is either payroll account or other account for domestic travel orders. You can add an optional '''note [3]''' to the TO. You can either '''save the TO for further editation [4]''' or you can save and '''submit the TO for approval [5]'''. 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]] | |||
==Unfinished travel orders== | ==Unfinished travel orders== | ||
You can save your travel orders whenever when creating them, see above. '''Number of unfinished TO [1]''' is displayed on the main page tile.[[Soubor:Cp en 12.png|Soubor|střed|bezrámu|926x926pixelů]] | You can save your travel orders whenever when creating them, see above. '''Number of unfinished TO [1]''' is displayed on the main page tile.[[Soubor:Cp en 12.png|Soubor|střed|bezrámu|926x926pixelů]] | ||