ELECTRONIC TRAVEL FORM

USING OPTIWORKFLOW

ACCESSING THE FORM• http://optiwf• Folders• Public• Processes• Travel Expense

TRAVEL FORM• Fill in • Employee information• Travel Information• Prepaid Expenses• Reimbursable Expenses• Attach documentation• Sign as Originator• Choose who to Submit to• Click ‘Go’ to Send• Click ‘Send’ on Notes

Page

NEED TO KNOW• Just like other forms, Dept/Div

auto populates• Calculations and auto fill

throughout• Actuals locked until 1st approvals

complete• Remember to fill in date needed

by

ROUTING

• Completed by Originator• Does NOT have to be the

employee

• Sent for approvals• Routing is based on

selection• Who are we missing?

Selection Person

Single Signature

Second Signature Selection

Billing and Collections Helen no Dave DruryBilling and Collections

Building Randy no David Hilston BuildingCanal Maintenance Cathy no Rick Keeney Canal MaintenanceCHNEP Lisa no David Hilston CHNEPCity Clerk Karen yes City ClerkCity Council Council yes City CouncilCity Manager Howard yes City ManagerCode Compliance Teri no David Hilston Code ComplianceEngineering PW Mark Gering no Rick Keeney Engineering PWEngineering UT Steve no Tom Jackson Engineering UTFacilities/Parks Art no Rick Keeney Facilities/ParksFinance Director Dave yes Finance DirectorFinance Division Sharon no Dave Drury Finance DivisionFire Ray yes FireFleet David Brooks no Tom Jackson FleetHuman Resources Phil yes Human ResourcesInformation Technology Brad yes

Information Technology

Mayor Rachel yes MayorProcurement Marian no Dave Drury ProcurementPublic Works Director Rick yes Public Works DirectorPolice Tom Lewis yes PoliceRight of Way Bob no Rick Keeney Right of WaySanitation Kathy no Rick Keeney SanitationUrban Design David Hilston yes Urban DesignUtilities Director Tom Jackson yes Utilities DirectorWarehouse Marian no Dave Drury WarehouseWastewater Collections Bobby no Tom Jackson

Wastewater Collections

Wastewater Plant David Brooks no Tom Jackson Wastewater PlantWater Distribution Tim no Tom Jackson Water DistributionWater Plant Brian no Tom Jackson Water PlantZoning Teri no David Hilston Zoning

ROUTING • After approvals, form goes to Finance• AP, Finance Director,

City Manager, Payroll

• Returned to originator• Actuals needed

• Approval process• Return to Finance

• AP, Finance Director, City Manager, Payroll

• Stored in OptiView

QUESTIONS?