Office Administration & Digital Productivity · Intermediate level

Intermediate level · Module 4: Event and Travel Coordination · Lesson 3 of 3

Travel Coordination

Arrange approved, safe and well-documented staff travel.

In this lesson you will

  • Process travel requests and bookings
  • Apply travel safety procedures

Key concepts

travel requestsbookings and permitstravel safetytravel advances and claims

The lesson

Travel starts with an approved request: purpose, dates, destination and budget. Then book transport and accommodation and obtain any permits needed.

For field travel, follow safety procedures: route checks, security information, check-in times and emergency contacts.

Manage advances and claims: travellers return receipts and reconcile advances promptly after the trip.

Step by step

  1. Complete a travel request.
  2. Prepare bookings and an itinerary.
  3. Set check-in arrangements.
  4. Reconcile a travel advance.

Practice activity

Arrange travel for two staff to a field location.

Expected result: Approved travel with itinerary, safety arrangements and reconciliation.

Check your understanding

  1. What must happen before booking travel?

    Show answer

    The travel request must be approved.

  2. Why set check-in times for field travel?

    Show answer

    So the office notices quickly if travellers are in difficulty.

Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.