Business Problem

Traditionally, approval for a trip would include printing off a document, filling out by hand and handing the document to a manager. Handling requests this way can often result in mishandled documents, too many emails and avoidable frustrations.


Employees can use this app prior to booking their travel plans, or after the reservation was made but before it’s booked. Managers can review the employee’s justification quickly and assess the cost benefit analysis of the trip. Asking for additional information is made easy, allowing for a better understanding of the trip. As a result, the yes/no decision on the request is made much easier for the manager.


  • Quickly assess the cost benefit analysis of the trip
  • Managers can access requests away from their desks
  • Ability to request more information easily
  • Pre and post-trip cost overview

Process app type: Templates

Required SBM Version: 10.1.4

Complexity: Novice

Minimum Requirements

SBM 10.1.4

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SBM Travel Request 1
77.6 KB
Oct 25, 2018
More info Less info
Product compatibility
Release notes

SBM Travel Request  documentation in PDF format. 

Templates V1
142.9 KB
Oct 25, 2018
More info Less info
Product compatibility
Release notes

Travel Request Approval blueprint file for Serena Business Manager Composer. 


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release-rel-2024-5-1-6148 | Wed May 8 00:58:25 PDT 2024