e-xpense lets you customize the Itinerary Information screen that employees access from their travel requests. You can select which questions appear in the General Information and Security Information sections of the screen, and you can edit the text of those headings and questions that you wish to display.
e-xpense looks to your changes to the itinerary messages to determine which headings and questions to display, and what text to display for those headings and questions.
Note: You cannot customize the headings or fields of the Travel Reservations and Hotel Information sections of the Itinerary Information screen.
Follow these steps to customize the Itinerary Information screen.
To customize itinerary headings and questions
From the JAMIS Administration home page > Setup tab, under Application Setup, click Messages. Or, from the top of any JAMIS Administration screen, click Application Setup > Messages. The Messages screen appears.
In the Filters section, enter the Message Number for which you want to change or remove the text of the itinerary heading or question. The following table lists all itinerary messages and their corresponding headings and questions.
|
Message number |
Itinerary heading or question text |
|
ITQ012 |
General Information |
|
ITQ001 |
Receipt required per contract? |
|
ITQ002 |
Is any part of the trip being provided by outside sources? |
|
ITQ003 |
List percent and sources: |
|
ITQ004 |
Does trip include international travel? |
|
ITQ005 |
List countries: |
|
ITQ006 |
Has approved ITN form been submitted? |
|
ITQ007 |
(When traveling internationally, an approved ITN form is required.) |
|
ITQ013 |
Security Information |
|
ITQ008 |
Will this trip require access to classified information? |
|
ITQ009 |
If yes, has the company security office been notified? |
|
ITQ010 |
Does travel require cert of unavailability of US carriers? |
|
ITQ011 |
Does travel require use of military aircraft? |
Click Retrieve. JAMIS displays data for the message in the bottom section of the screen.
Click Edit to the left of the message. JAMIS makes the Message Text field editable.
Do one of the following.
To customize the text of the itinerary heading or question that employees see, highlight the text that you want to change, then type your new text.
To remove the heading or question from the itinerary screen, delete all text from the field.
Click Update to commit your changes to the itinerary message text.
Repeat these steps as needed to customize or remove additional itinerary headings or questions.
Hint: Remember that you use the Enable itinerary field on the Parameter Setup screen, Expenses tab, to determine whether itinerary entry is enabled, and if so whether it is required or optional to submit a travel request.