SJSURF Request for Approval of Travel (RAT) Instructions

Travel Authorizations for the Research Foundation

All travel must be approved prior to booking any travel arrangements. To assist in obtaining the required approvals using Research Foundation Funds, we have updated our Request for Approval of Travel form. Approval steps are shown below.

Who should use this form?

• Students.
• Project Participants: An individual whose travel is being paid for by a Research Foundation
  contract, grant or program and is not a Research Foundation employee, consultant, SJSU faculty,
  staff or student.
• SJSU faculty and staff traveling on funds provided through the Research Foundation.

How do I submit the form?

• Project participants, students, faculty and staff WITHOUT Workday access should submit the approved form to the post-award analyst or program analyst for your account. The analyst will
  submit the approved form to the travel desk.
• International travel requests must also copy the Research Foundation risk manager (currently
  michael.lok@sjsu.edu) to obtain travel insurance. The analyst will forward the form to the Risk Manager to obtain insurance.
• SJSU faculty, staff and students who have access to Workday: Attach the approved for to a Spend Authorization request in Workday and submit. The analyst will approve in Workday and the risk manager will be notified to request insurance.

For more detailed information regarding approvals, please review section 5 of the Travel policy.