Confirming travel orders
In Travel Orders, a workflow has been added for the approval of travel orders. The following describes the settings required for the correct functioning of the eWorkflow.
1.1 Setting Up the Travel Order Approval Workflow in PANTHEON
In the first step, it is necessary to check whether the business process exists in the PANTHEON database. These is done in the PANTHEON program, via menu Settings | Documentation | Workflow - Design in the toolbar, by clicking on 
and search for the business process in the list. If the workflow is not installed, in the 
(Import/Export data) button in the toolbar select Transfer Codes. In the Transfer Codes window - Business Process Definitions, click on the Download from Server button and then select the business process named Travel Order EN and click Download to Codes.
1.2 Assigning the Travel Order Review Task to the Accountant
Once the work flow is installed, the user responsible for reviewing the validity of the travel order (npr. accountant) is fixedly assigned to the tasks for the accountant. By double-clicking on the task, a window opens where the person is specified in the ASSIGNED TO field.
1.3 Assigning the Travel Order Approval Task to the Director
If the Director is already defined in the Adminstration Panel| Settings | Company | General, no setting is needed for the director's task. If not, the director is assigned to the Travel Order – Director task in the same way as the accountant in the previous step.
1.4 Defining Custom Printouts for the Travel Order Report
On the Print Report task the system report is selected by default.
The report for Travel orders that is used in workfloww must be selected from the Travel Management group of Travel Management reports.
If a user printout is needed, it is defined in the Print report task.
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Warning
The custom report must be part of the "Travel Management" group for the workflow to function correctly.
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On the Document type on which the work flow will be executed, all statuses used in the workflow are defined in the STATUS tab. These includes: Travel proposal (1), In approval (2), Approved trip(3), Approved trip(4), Billing proposal (5), In confirmation (6), In Approval (7), Approved(8), Rejected(9), Signed (S)
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Warning
It is important that the statuses are listed in sequence.
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On the Document Type, the classification for travel orders is also defined.
In the Classification Scheme defined on the Document Type (see the previous point), the business process is defined in the Workflow field.
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Warning
If the Classification is not defined on the Document Type for the travel order, and there is no workflow defined for that classification, the button to submit the travel order for approval will not be displayed.
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4.1 Autorizations settings – The employee (who submits the travel order for approval)
Users must have authorization defined for the workflow related to travel orders and documentation. Additionally, for users who will create travel orders, authorizations for statuses, reports, and other personal data must be set up.
4.2. Autorizations settings – The superior (who approves the travel order)
For the superior, authorization for reviewing data on subordinates should also be added.
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Hint
Authorizations must also be verified for the accountant and the director.
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Individuals who will be approving their travel orders through the business process must have a Superior defined in their employee file.
(in the process)
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Hint
The workflow works in such a way that employees can prepare a travel order in PAW or Travel Order Granule and send it for approval to their superior. In the same way, they can complete all the next steps (e.g., finalizing the travel order after the business trip, adding attachments, etc.).
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Warning
The superior and accountant recieved insufficient information about the travel order when approving a task before creating a document in DMS within PAW or Granule. Therefore, we recommend that they use the work flow for approving travel orders in PANTHEON. If it is clear which trip the task pertains to, the travel order can also be approved directly in PAW or Granuli. Once the document is added to DMS, this issue is resolved, as the approver will clearly understand which travel order the task relates to, since the details of the travel order are visible on the printout in DMS.
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