Travel may occur while a technician is training consumers or assisting them with their equipment and upgrades. After adding the travel, you will need to add costs related to the travel.

Eligible Expenses for Costs related to travel can be found in the Reimbursement Request Filing Instructions or in Eligible Expenses for the Centralized Database.

Search for Travel

  1. In the navigation panel, select Services, then Travel.

  2. Enter search criteria into one or more of the fields. The list of travel data will filter based on your criteria.

Add New Travel

  1. In the navigation panel, select Services, then Travel.

  2. Select + New.

    blue button that reads plus new
  3. In the New Travel pop-up window:

    1. Select the State Program from the drop-down box.

    2. Select the name of an existing technician or select + New Technician from the drop-down box to create a new technician. See Techniciansfor more information on creating a new technician.

    3. Enter the start date for the travel.

    4. Enter the end date for the travel.

    5. To add costs at the end, check add cost after saving. See Costs for more information on how to add costs.

      New travel pop-up with State program drop-down box on top left, Technician drop-down box on top right, start date underneath state program, end date underneath technician, toggle for addcost after saving underneath start date, buttons for Next and back on bottom left, buttons for Save and Cancel on bottom right.
  4. Select Next and then select an existing assessment or select + New Assessment from the drop-down box to create a new assessment. See Assessmentsfor more information on creating a new assessment.

    New travel appears in top left with Assessment drop down box below.  Consumer, technician, date performed, assessment time, and total cost are left to right below assessment drop-down.  On the left are buttons for back and next.  the next button is highlighted with a red box.  On the right are buttons to save and cancel but the save button is grayed-out.
  5. Select Next and select an existing installation or select + New Installation from the drop-down box to create a new installation. See Installations for more information on creating a new installation.

    New travel appears in top left with Installation drop down box below.  Consumer, technician, date performed, date requested, and total cost are left to right below installation drop-down.  On the left are buttons for back and next.  the next button is highlighted with a red box.  On the right are buttons to save and cancel but the save button is grayed-out.
  6. Select Next and then select an existing training or select + New Training from the drop-down box to create a new training. See Training for more information on creating a new training.

    New travel appears in top left with Training drop down box below.  Consumer, technician, date performed, training time, and total cost are left to right below training drop-down.  On the left are buttons for back and next.  the next button is highlighted with a red box.  On the right are buttons to save and cancel but the save button is grayed-out.
  7. Select Next and then select an existing maintenance and repair item or select + New Maintenance and Repair from the drop-down box to create a new maintenance and repair item. See Maintenance and Repair for more information on creating a new Maintenance and Repair item.

    New travel appears in top left with Maintenance and Repair drop down box below.  Consumer, technician, Equipment, date performed, repair, maintenance, refurbish, or warranty time, and total cost are left to right below maintenance or repair drop-down.  On the left are buttons for back and next.  .  On the right are buttons to save and cancel but the save button is highlighted by a red box.
  8. Select Save.

Edit Travel

  1. In the navigation panel, select Services, then Travel.

  2. Select the Edit icon (green pencil and paper) next to the travel data you want to edit.

  3. In the Edit Travel pop-up window, edit the information in the fields as applicable.

    New travel pop-up with State program drop-down box on top left, Technician drop-down box on top right, start date underneath state program, end date underneath technician, buttons for Next and back on bottom left, buttons for Save and Cancel on bottom right.
  4. Select the Next button to edit Assessments, Installations, Training, Outreach, or Maintenance and Repair. You must select the Next button to move through all the fields before selecting Save.

    black button that reads next with an arrow facing right
  5. Select Save.

When editing a travel date, you must edit the End Date before you edit the Start Date.

OR

  1. In the navigation panel, select Services, then Travel.

  2. Select the View icon (blue eye) next to the travel you want to edit.

    View icon (blue eye)
  3. On the Details tab, select Edit.

    Travel details screen with details tab highlighted in top left.  Status, travel time, start date and end date listed on left.  Green edit button in bottom right highlighted by a red square.
  4. In the Edit Travel pop-up window, edit the information in the fields as applicable. Use the Next and Back buttons to navigate between fields. You must select the Next button to move through all the fields before selecting Save.

    New travel pop-up with State program drop-down box on top left, Technician drop-down box on top right, start date underneath state program, end date underneath technician, buttons for Next and back on bottom left, buttons for Save and Cancel on bottom right
  5. Select Save.

  6. On the Costs tab, select the Edit icon (green pencil and paper) next to the line item you want to modify. See Costs for more information on how to edit costs.

    Travel Costs screen with costs tab highlighted at top left.  Costs on left include travel, travel time. auxiliary aid, interstate travel, and intrastate travel.  Line items across the bottom with description, category, time, cost, page number and icons to attach, edit and delate.  The edit icon is highlighted with a red box.
  7. In the Edit Cost pop-up window, edit the information in the fields as applicable.

    Edit cost pop-up window with the time in hours at the top activity type locked as travel on the top left, a drop-down box for category on the right, documentaion page number under activity type, cost under category, and description under cost.  Buttons for Save and Cancel in bottom right corner.
  8. Select Save.

  9. On the Installations tab, select the Edit icon (green pencil and paper) next to the installation you want to edit.

    Travel installations page with installations tab highlighted on top left. Date perforned, consumer, technician state program,roral cost, and icons to view, edit and attach across the bottom.  The edit icon is highlighted in a red box.
  10. In the Edit Installation pop-up window, edit the information in the fields as applicable. Use the Next and Back buttons to navigate between fields.

    Edit installation pop-up with consumer name drop-down on the top left and state program drop-down in the top right.  Technician drop down is below consumer name.  Date requested is below technician and date performed is to the right of date requested. In the bottom left are the Back and Next buttons. In the bottom right are the Save and Cancel buttons
  11. Select Save.

  12. On the Training tab, select the Edit icon (green pencil and paper) next to the training you want to edit.

    Travel training page with training highlighted in the top left.  Details for date performed, technician, total cost and icons for view, edit, and delete across the bottom,  Edit icon is highlighted in a red box.
  13. In the Edit Training pop-up window, edit the information in the fields as applicable.

    Edit training pop-up with consumer name drop-down in the top right, state program drop-down next to consumer name and technician drop-down to the right of state program.  Date requested is below consumer name and date performed is to the right of date requested.  A box to check for train-the trainer is below date requested  In the bottom left are buttons for back and next.  In the bottom right are buttons to save and cancel
  14. Select Save.

  15. On the Assessments tab, select the Edit icon (green pencil and paper) next to the assessment you want to edit.

    Travel Assessments page with assessments tab highlighted in top left. Date performed, consumer. technician, state program, total cost, and icons to view, edit or delete across the bottom.  Edit icon is highlighted with a red box.
  16. In the Edit Assessment pop-up window, edit the information in the fields as applicable.

    Edit assessment pop-up with checkbox for if the consumer is ineligible. Below that is a drop-down box for Consumer name and below that the state program will automatically populate.  Below state program is a drop-down box for technician and below technician to the left is a text box for date requested.  Below technician to the left is a text box for date performed.  In the bottom right are buttons for Save and Cancel.
  17. Select Save.

  18. On the Maintenance & Repair tab, select the Edit icon (green pencil and paper) next to the maintenance and repair item you want to modify.

    Travel maintenance and repair screen with maintenance and repair tab highlighted at top left. Date performed, consumer, equipment, technician, state program, total cost, and icons to view, edit and delete across the bottom,  Edit icon is highlighted with a red box.
  19. In the Edit Maintenance Repair pop-up window, edit the information in the fields as applicable.

    Edit  maintenance and repair pop-up with consumer drop-down at the top and equipment drop-down below that.  State program drop-down is below equipment.  Below state program is a drop-down for technician.  Below that to the left is date requested, to the right of date requested is date performed. below date requested is date sent, to the right of date sent is date returned. In the bottom right are the Save and cancel buttons.
  20. Select Save.

  21. On the Notes tab, select Edit next to the note you want to modify.

    Travel note page with search bar in the top of the screen and plus new at the top right.  Below the search bar to the left is the body of a note with the date and time created and who created the note.  Below the search bar on the right are the words edit and delete.  The word edit is highlighted with a red box.
  22. In the Edit Travel Note pop-up window, edit the information in the fields as applicable. See Notesfor more information on how to edit notes.

    Edit travel note pop-up with Label text field and Note content text field below.  Save and Cancel buttons are on the bottom right
  23. Select Save.

Delete Travel

  1. In the navigation panel, select Services, then Travel.

  2. Select the Delete icon (red trash can) next to the travel data you want to delete.

    Delete icon (red trashcan)
  3. On the delete prompt, select Yes.

You might also want to add a Note, Attachment, or Cost to your data.