Push to Coordinator

The Push to Coordinator feature allows transactions in Travel Wizards to be routed to a Travel Coordinator for review prior to being submitted into workflow or to final. This interim review step ensures compliance with accounting standards and business policies. When a transaction is sent to a Travel Coordinator, it remains in draft, allowing for necessary reviews and updates before submission. Unlike pending transactions, which must be error-free upon submission and require approval rights for rejection, transactions sent for Coordinator Review do not have these constraints. This functionality enables pre-payment auditing, compliance verification, and coordination before the transaction is officially processed. By allowing a travel coordinator to review and refine details early in the workflow, Push to Coordinator helps ensure that all travel transactions meet policy requirements before finalization.
 
To enable Push to Coordinator, the Coordinator Review indication on Travel Administration must be true. The Push to Coordinator button then appears in lieu of the Submit button on the Summary tab of the Travel Wizard transaction. Validation can be performed by the Validate button on Step 2, or by the Push to Coordinator action on Step 3. When Push to Coordinator is enabled, any Direct Pay or Budget/Posting-related errors will be suppressed upon validation. This simplifies data entry for travelers and allows transactions to be submitted using Direct Pay or PCards without revealing fields that they should not have access to for later population by the travel coordinator. If/when the transaction is free of any obstructing errors, the Push to Coordinator action sets the Coordinator Review indication on the transaction header (visible only in transaction view) to true. On the Wizard/Mobile Landing Pages and Trip Audit Details, the In Review status is set to true. The transaction remains in draft on the Transaction Catalog and Travel and Expense Landing Pages, but the traveler is prohibited from editing the transaction while it is in Coordinator Review status. The coordinator is then able to review and modify the transaction to make any necessary changes (populating Direct Pay-related fields, clearing budget errors, and so forth).
 
If the transaction needs further revision by the traveler, the coordinator sets Coordinator Review to false and provides feedback for the traveler. The In Review status is then set to false accordingly, and the traveler is again able to edit the transaction. Once the transaction is submitted or re-submitted (Coordinator Review field set to true) and all requirements have been met, the Coordinator submits the transaction, either into workflow or to final, and the Coordinator Review indicator is updated to false.