| Issue Number | 194 |
|---|---|
| Summary | [Travel] Reimbursement Request page edits |
| Created | 2014-05-30 17:38:23 |
| Issue Type | Improvement |
| Submitted By | Shields, Victoria (NIH/NCI) [E] |
| Assigned To | Kline, Bob (NIH/NCI) [C] |
| Status | Closed |
| Resolved | 2014-08-07 08:38:48 |
| Resolution | Fixed |
| Path | /home/bkline/backups/jira/oceebms/issue.128474 |
To the Reimbursement Request page, please make the following changes:
1. After "Departure Date" field, please leave 2 lines spaces (to
denote a break) and the heading, "Type of Travel" with two check box
options below:
a. Local Travel (I drove to this meeting.)
b. Long Distance Travel (I traveled by plane or train to this
meeting.)
This should be a required field.
2. Under "Meals and Incidentals" add text to say, "If your office is located more than 50 miles from our building, you may request a per diem. We will calculate the amount based on your travel time."
3. Under "Meals and Incidentals" add a third check box, "I am not eligible for a per diem"
4. Under the "Total Amount Requested" field, add a second sentence to say, "If you are requesting reimbursement for mileage and/or per diem, we will calculate the total(s) and add that amount to your reimbursement request."
Which check box should a board member who drove 191 miles to a meeting choose? Is that really "local travel"?
For our purposes, driving to the meeting is local travel, even if it's 191 miles. If they don't have to call our travel contractor to purchase a plane or train ticket, they are considered local travelers. Booking travel through our travel contractor bumps them up to long distance travelers. I don't know if there is a true definition of the different types of travel, and if there is we might be using them incorrectly, but that's how we use them. Do you think we need to add something to the forms because of this? I wasn't sure where you were going with your question.
Just trying to avoid situations in which a user sits in front of the screen scratching her head wondering what to do. I know I get confused when I see one check box for answering two separate questions (did I drive? am I local?). If I'm the only one who would be confused, then we don't have a problem. :-)
I see your point. What we really want to know is whether someone drove (so they'll be requesting mileage and they won't have expenses like taxis) or had to buy a ticket (and will be requesting parking, taxis, etc.), but we do want to keep the "local" and "long distance" designations associated with each because we use that terminology elsewhere on the site. What if we flip the wording for each: I drove to this meeting (local travel). I traveled by plan or train to this meeting (long distance travel). Does that make the question any clearer?
While you are working this page, please change "Office of Communications and Eduction" (near the top, at the beginning of Robyn's address block) to "Office of Communications and Public Liaison." I've also attached a new pdf to replace the one that links from this page. Thanks!
Why not leave out the distance wording altogether, if what you really want to know is whether they drove, not how far they came (even if it was from the west coast)?
Ready for user review on DEV.
MANUAL STEPS:
✔ Add type_of_travel field
✔ Add Meals and Incidentals description
✔ Add third checkbox to Meals and Incidentals field
✔ Add to Total Amount Requested description
✔ Modify address block (OCE -> OCPL)
✔ Post new version of PDF form
✔ Link "reimbursement request form" to new PDF document
Regarding leaving the local/long distance wording out, we do want to keep it in because it related to other wording on the site, but your questions have raised a good point and I'm going to talk to the other board managers about possibly combining the travel information for the next update.
I've added the funky language back for the new fields' values.
Looks good, funky language and all. Verified on DEV.
Verified on QA.
Verified on PROD.
| File Name | Posted | User |
|---|---|---|
| reimbursement request.pdf | 2014-08-06 18:08:44 | Shields, Victoria (NIH/NCI) [E] |
Elapsed: 0:00:00.000691