Process description for the City of Punta Gorda's Travel Form.

1. ELECTRONIC TRAVEL
FORM
USING OPTIWORKFLOW

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

3. 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

4. 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

5. 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
Signatur
e
Second
Signature Selection
Billing and Collections Helen no Dave Drury Billing and Collections
Building Randy no David Hilston Building
Canal Maintenance Cathy no Rick Keeney Canal Maintenance
CHNEP Lisa no David Hilston CHNEP
City Clerk Karen yes City Clerk
City Council Council yes City Council
City Manager Howard yes City Manager
Code Compliance Teri no David Hilston Code Compliance
Engineering PW Mark Gering no Rick Keeney Engineering PW
Engineering UT Steve no Tom Jackson Engineering UT
Facilities/Parks Art no Rick Keeney Facilities/Parks
Finance Director Dave yes Finance Director
Finance Division Sharon no Dave Drury Finance Division
Fire Ray yes Fire
Fleet David Brooks no Tom Jackson Fleet
Human Resources Phil yes Human Resources
Information
Technology Brad yes
Information
Technology
Mayor Rachel yes Mayor
Procurement Marian no Dave Drury Procurement
Public Works Director Rick yes Public Works Director
Police Tom Lewis yes Police
Right of Way Bob no Rick Keeney Right of Way
Sanitation Kathy no Rick Keeney Sanitation
Urban Design David Hilston yes Urban Design
Utilities Director Tom Jackson yes Utilities Director
Warehouse Marian no Dave Drury Warehouse
Wastewater CollectionsBobby no Tom Jackson
Wastewater
Collections
Wastewater Plant David Brooks no Tom Jackson Wastewater Plant
Water Distribution Tim no Tom Jackson Water Distribution
Water Plant Brian no Tom Jackson Water Plant

6. 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

7. QUESTIONS?