Out of State Travel Request Procedure:
1. The traveler fills out the travel request form attached to this article and saves it to the appropriate drive on their computer based on department policy.
2. Once Complete, the traveler has two options:
a. Email the completed form to their supervisor. The supervisor will initiate the DocuSign routing process to get all necessary signatures.
b. Route the completed form themselves via DocuSign for all necessary signatures.
3. Go to DocuSign and initiate the process using the Out of State Travel Requests Template.
4. After loading the completed document into DocuSign, the employee or supervisor completes the routing for signatures.
a. Enter Employee Name and Email in the Employee Requesting Travel section (1).
b. Enter the Supervisor Name and Email in the Supervisor routing (2). Note: If the Supervisor is a Division Director or Program Manager, delete this step and continue to Step 3.
c. Enter the Division Director or Program Manager Name and Email on Step 3.
d. Steps 4 and 5 are automatically populated so you can just click on the next button at the bottom of the screen.
e, Accept the PDF Data and press continue on the screen below. Click on the image to enlarge it.
f. Pull in the signature and date fields for each person in the routing. See below:
Note: In this example, only James Younger, Allen Benson, and Jamie Schauer needed to sign as the supervisor is a division director. The names are color coded so that you can see where each is mapped on the form.
g. Once the mapping is complete, you can just hit send. If the Supervisor completed the routing, it is first routed back to the employee for their signature and then to the supervisor.
5. Once the WSLH Director give the approval, the signature will be completed in DocuSign and all parties will receive the signed form. A copy automatically goes to the Purchasing Department.