A glossary is provided for commonly used terms in the CalATERS Global
The terms used within CalATERS Global may not be common to users. This glossary will provide a list of terms and their definition to assist the users in understanding CalATERS Global terminology.
The Status column on the work queue identifies the current status of in-progress forms and the Forms Status window displays a historical record of activity for each Expense Reimbursement and Travel Advance form.
- Claim Type
Claim type determines the type of trips that can be claimed, including In State Travel, Out of State Travel, Out of Country Travel and Non-Travel Expenses Only.
- Trip Type
Trip type determines the type of travel claimed i.e., Regular Travel, State Sponsored Conference Convention, Long Term Assignment and Non-Travel.
- Payment Type
Three methods can be used to pay for expenses, cash, corporate card and department paid.
- Form Types
CalATERS Global has 20 form types. A form type is a combination of the Claim type and trip type the user selects.
- User Profile Fields
The Profile contains information specific to each CalATERS Global user i.e., name, e-mail address, CB description and default approver.