This tutorial will walk you through submission of a Grants Foreign Travel Request.
From the home screen/main menu, click on "Show Award Management Choices". A list of choices will slide into view.
From the menu that is now visible, click on "Effort Change Request"
The top part of the form is fairly self-explanatory.
Coeus Proposal Number - This is mandatory. Once you enter the number, click on "Import from Coeus" and the project Title, PI, and Unit will auto-populate.
PI - The PI on this grant
Sponsor - The sponsor of the grant
Unit - The department the grant belongs to
Department Owner/Admin - You will be automatically entered as the first contact. The second is optional.
Grant Number - Enter the full grant number and year.
Center Number - The cost center number from where the travel funds will come.
Line Item Code - the code for the origin of the travel funds.
Travel Dates - Enter the start and end dates for the travel period.
NOTE: For retroactive travel requests (requesting approval for travel that has already happened), you will be required to attach a formal request letter signed by the PI.
Travel Destination - Where the traveling person(s) are going.
Approximate Cost - About how much the trip is going to cost, in total.
Justification - An attachment is required. This could be a conference program announcement, schedule, etc. Optionally, you may also include a website link.
Letter Requesting Approval - For retroactive requests only. This field will be hidden for non-retroactive requests.
Names of Travelers - If persons other than or in addition to the PI are traveling, click on the "+" icon to add a new field for the name of each additional traveler.
How does this travel provide direct benefit to the project? - Please explain the purpose for the travel and how it relates to the project purpose.
If this travel benefits more than one grant, list additional grants here - If the travel will apply to other grants in addition to the grant number you provided above, click the "+" icon and list the grant # and title of each grant on a new line.
After you click the "Submit" button, you will receive an email confirmation as well as the on-screen confirmation.
Foreign Travel Requests require PI approval before central office will review and approve. Upon submission, the PI will receive an email requesting he/she log into PEER and approve.
Once this is done, central office will be notified and review of your request will take place.
This is what the email looks like that will be sent to the PI requesting his/her approval of the request.