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ConcurGov Job Aids

PSC has developed many job aids to assist users with the online travel management system, ConcurGov. Each job aid includes simple step-by-step instructions for specific processes within the ConcurGov system.

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These job aids are available as a supplement to the online training available through the HHS University Learning Management System. More job aids are in development. Please check back frequently.

Job Aid Federal Travel Regulation Citations

Training Materials

Procurement and Use of OMB A-126-Covered Aircraft
  • §301-10.260 - May I use a Government aircraft for travel?
  • §301-10.261 - When may I use a Government aircraft for travel?
  • §301-10.262 - How will my agency authorize travel on Government aircraft?
  • §301-10.263 - What travel authorization documents must I present to the aircraft management office that operates the Government aircraft?
  • §301-10.264 - What amount must the Government be reimbursed for travel on Government aircraft?
  • §301-10.265 - Will my travel on Government aircraft be reported?
  • §301-10.266 - Is information available to the public about travel on Government aircraft by senior Federal officials and non-Federal travelers?

Concur (non-Government edition) Training Videos

www.concurtraining.com

Travel Expense Planning and Estimating Tool (TEPET)

Travel Expense Planning and Estimating Tool (TEPET)
  • §301-11.200 - Under what circumstances may my agency prescribe a reduced per diem rate lower than the prescribed maximum?
TEPET Instructions [PDF]
  • §301-11.200 - Under what circumstances may my agency prescribe a reduced per diem rate lower than the prescribed maximum?

CBA Reconciliation Aggregator Tool

CBA Reconciliation Aggregator Tool
Instructions for CBA Aggregator [PDF]

July 2019 Information Exchange

Concur
Customer Support Hive Model
FY20 Customer Needs Input Session
FY20 Travel Charge Card Management Plan Introduction
July TLC Meeting Presentation
Travel Performance
Travel Training Discussion

Instance Consolidation

IC01: Assigning an Authorization for Sponsored Travel Using the Search TANUM Function
IC02: Assigning an Authorization for Sponsored Travel Using the View All Authorizations Function

Miscellaneous

The Fedrooms Program [PDF]
  • §301-11.11 - How do I select lodging and make lodging reservations?
Automatic TDY Transportation Authorization Request, or "AutoTANUMS" [PDF]
  • §301-2.1 - Must I have authorization to travel?
Arranging Travel for Employees Exempted from Using an IBA Travel Charge Card [PDF]
  • §301-51.3 - What classes of employees are exempt from mandatory use of the Government contractor-issued travel charge card?
  • §301-51.6 - How may I pay for official travel expenses if I receive an exemption from use of the Government contractor-issued travel charge card?
Arranging Travel for Invitational Travelers [PDF]
  • §301-1.2 - What is an "employee" for purposes of TDY allowances?

Individually Billed Accounts (IBA) Resources

Individually Billed Accounts (IBA) Instructions [PDF]
  • §301-51.1 - How must I use the Government contractor-issued travel charge card?
Adding a Government Contractor-issued Individually Billed Account travel charge card to the E-Gov Travel System Profile
  • §301-51.1 - How must I use the Government contractor-issued travel charge card?
Deleting a Personal Charge Card from the E-Gov Travel System Profile

New ConcurGov Features

001NF: Ongoing Improvements to Usability
002NF: New Release Updates
003NF: Document and Line Item Attachments
004NF: Ongoing Improvements to Usability
005NF: ConcurGov New Features Comparison

All Users

001A: Login Instructions
002A: Updating a User Profile
003A: Accessing a Document (for Travelers)
004A: Determining the Status of a Document
005: How to Locate a Document Status with the Routing List
006A: Authorization Add Function
008A: Registering for a Cisco WebEx Training Session
007A: Adding a Comment to an Expense in a Travel Document
054: How to Avoid the UFMS-Generated "Zero Line Error" when using ETS [PDF]
065: Making Payments to HHS

Travelers and Travel Arrangers

010A: Creating a Travel Reservation
  • §301-2.1 - Must I have authorization to travel?
011A: Booking a Travel Reservation with Multiple Locations
  • §301-2.3 - What standard of care must I use in incurring travel expenses?
012A: Booking a Travel Reservation with Multiple Hotels
  • §301-11.11 - How do I select lodging and make lodging reservations?
013A: Locating a Traveler
014A: Completing an Authorization from a Travel Reservation
  • §301-2.1 - Must I have authorization to travel?
015A: Creating an Authorization without a Travel Reservation
  • §301-2.1 - Must I have authorization to travel?
016A: Creating an Authorization for Long Term Travel
  • §301-2.1 - Must I have authorization to travel?
017A: Adding Travel to an Existing Authorization
018A: Add a Conference Tab to a Travel Authorization
019A: Creating an Authorization for Sponsored Travel
  • CHAPTER 304 - PAYMENT OF TRAVEL EXPENSES FROM A NON-FEDERAL SOURCE
020A: Creating a Voucher for Sponsored Travel
  • CHAPTER 304 - PAYMENT OF TRAVEL EXPENSES FROM A NON-FEDERAL SOURCE
021A: Adding an Advance Request to an Authorization
022A: Allocating Expenses Across Multiple Lines of Accounting
023A: Changing an Account Number or Line of Accounting
024A: Copying an Authorization
025A: Cancelling a Non-Ticketed Reservation
  • §301-72.300 - What procedures must we establish to collect unused, partially used, and
  • §301-72.301 - How do we process unused, partially used, and exchanged tickets?
  • exchanged tickets? exchanged tickets?
026A: Cancelling an Approved/Ticketed Reservation
  • §301-72.300 - What procedures must we establish to collect unused, partially used, and exchanged tickets?
  • §301-72.301 - How do we process unused, partially used, and exchanged tickets?
  • exchanged tickets?
027A: Attaching Receipts to a Travel Document
  • §301-11.25 - Must I provide receipts to substantiate my claimed travel expenses?
028A: Creating an Amendment
029A: Creating a Voucher
  • §301-52.1 - Must I file a travel claim?
030A: Creating an Interim Voucher
031A: Creating a Local Voucher
032A: Adjusting Travel Dates on a Voucher
034A: Creating a Profile for an Invitational Traveler
035A: Electronic Ethics Checklist for Sponsored Travel (Creating an Authorization)
  • CHAPTER 304 - PAYMENT OF TRAVEL EXPENSES FROM A NON-FEDERAL SOURCE
036A: Electronic Ethics Checklist for Sponsored Travel (Creating a Voucher)
  • CHAPTER 304 - PAYMENT OF TRAVEL EXPENSES FROM A NON-FEDERAL SOURCE
063A: Booking an Open Jaw Multi-Segment Travel Reservation

Routing Officials

001R: Returning a Travel Document
  • §301-52.8 - May my agency disallow payment of a claimed item?
  • §301-52.9 - What will my agency do when it disallows an expense?
  • §301-52.10 - May I challenge my agency's disallowance of my claim?
  • §301-52.11 - What must I do to challenge a disallowed claim?
002R: Reviewing a Travel Document for Policy Violations
  • §301-52.8 - May my agency disallow payment of a claimed item?
  • §301-52.9 - What will my agency do when it disallows an expense?
  • §301-52.10 - May I challenge my agency's disallowance of my claim?
  • §301-52.11 - What must I do to challenge a disallowed claim?
003R: Concur Redwood Release — Features Overview
004R: Enabling Approval
005R: Review Document Overview and Additional Actions
006R: Returning a Document
  • §301-52.8 - May my agency disallow payment of a claimed item?
  • §301-52.9 - What will my agency do when it disallows an expense?
  • §301-52.10 - May I challenge my agency's disallowance of my claim?
  • §301-52.11 - What must I do to challenge a disallowed claim?

Federal Agency Travel Administrators

006FATA: Locate a Signature in a Routing List
007FATA: Accessing a Document
008FATA: Locating a Traveler
035FATA: Copying a Routing List
036FATA: Approving a Travel Document-Full View Process
037FATA: Approving a Travel Document-Summary View Process
040: Editing a Routing Test
041: Editing an Audit Test
042: Editing a Document Validation Test
043FATA: Editing an Advance on an Authorization
044FATA: Delegating and Revoking a User’s Authority
045FATA: Moving a User From One Organization to Another
046FATA: Granting Approval Override
047FATA: Delegating and Revoking Authority for Approvers
051: Manual Payment Workflow
052FATA: Form of Payment Change Requests – Non Read Only Expenses
053FATA: Document Removal Requests After Signed
056: AMS SSO Profile Issues
061FATA: Accessing an Itinerary from Duluth Travel (OS only)
064: Premium Class Travel Reporting
  • §301-10.123 - When may I use other than coach-class airline accommodations?
064A: Faxing a Receipt to ConcurGov
065: E-Gov Travel System Change Request [PDF]
066: Creating a Group
066A: Adding Members to a Group

SmartPay3

SmartPay®3 (SP3) CitiManager Cardholder Registration [PDF]
SmartPay®3 (SP3) Citibank Payments [PDF]

More job aids are always in development. Check back frequently to see the latest postings.