Creating a Blanket Travel Authorization (Non-Reimbursable)

Create a New Pre-Approval Blanket Travel Authorization

1. From the Dashboard, click the +CREATE button in the upper right corner of the Pre-Approval ribbon.

2. Complete Pre-Approval Header Entry Form

• Create Report Name- should include FSW username, "Blanket Travel Authorization" or "BTA", and date.

  • Example: JSMITH1_BTA_01/2026_06/2026

3. Select the End Date

• Date must be within the fiscal year (July 1–June 30).

4. Write Business Purpose 

• Provide details related to the ongoing travel. 

  • Example: Traveling the next three months from Lee campus to XYZ location to deliver equipment.

5. Select Trip Type

6. Select "Other" for Purpose

• Provide details related to the ongoing travel in the line provided

7. Select the Origination & Destination area

8. Select the Index 

9. Select Save

10. Select Incidentals

11. Enter "1" in Estimated Amount and add details to the Description then select Save

• Detail Example: Traveling to different campus locations to deliver equipment

12. Select Submit on the bottom left

13. Select Submit Again on top right side

 

 

 

Creating an Expense Report for Blanket Travel Authorization

1. From the Dashboard, click the +CREATE button in the upper right corner of the Expenses ribbon.

2. Click on IMPORT PRE-APPROVAL

3. Click on Select a pre-approval report & Select the pre-approval you want to import

4. Update the Trip End if applicable and Select Save

5. Select Incidentals and Edit

6. Place "0" in Spent, attach receipt(s) if applicable -not required, then Save

7. Write "This is for liability purposes" and select Post

8. Select Submit on the bottom left