Business administration for providers Te taha whakahaere mō ngā kaiwhakarato

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This video will guide you through creating a travel request after a school, kura, Kāhui Ako or cluster has allocated PLD hours to a facilitator in your PLD Provider organisation. Travel requests need to be created by the PLD Provider organisation, rather than by an individual facilitator. 

To get started, you will need to log into the online PLD system and click the “travel request” tab located in the top menu bar. This will take you to a dashboard where you can view all travel requests submitted by your organisation.

When you are ready to begin creating a travel request, click “New” in the top right hand corner of the page. A box will appear on screen.

Look at the list of travel distances and select the option that is applicable to this travel. These options reflect the tiers in the current travel policy. You can find a copy of the travel policy on the PLD website.

If you are applying for a Tier 7 request because you need to make an unusual journey that does not match any of the other options, select “negotiated” from the list and tick “exceptional circumstances” in the bottom left of the screen.

You will also need to submit a tier 7 budget as part of this request. This is done via email to the PLD Providers mailbox. If you need a copy of the budget template, please contact the PLD Provider mailbox.

In the “Justification” field, please note the date you emailed your budget to the PLD Providers mailbox.

Under “proposal”, type in the relevant proposal number and select the proposal your travel request relates to. You can find a list of your proposal numbers on the home tab of the menu bar.

In the facilitator search field, type in the facilitator name for this travel request. Once the facilitator name appears as an option, click on the name to select.  You will need to repeat this step for the Provider organisation field below.

When you have completed all fields, click “Save”.

If you are creating multiple travel requests, click “Save and New” to save your current request and move to a new travel request. If you need to enter multiple travel requests for the same PLD allocation, repeat the steps above until all of the facilitators requiring travel for that allocation have a travel request submitted. You may prefer to enter these in the system all at the same time to make tracking them easier.

Once you have saved your travel request, this will take you to the summary page. You will be able to make any final changes before submitting the request for approval. Please note that if you are saving multiple travel requests at a time, you will be directed to the summary page of the last travel request that you have saved. You can find a list of the rest of your travel requests on the travel request tab of the menu bar.

To make changes, click the pencil icon that is located at the end of each field.

If you wish to cancel the travel request, click the dropdown arrow in the top right hand corner. This will show “Cancel travel request” as an option for you to select.

Finally, once you are satisfied with your request, click “Submit for approval”

Your request will be sent to the National PLD team for review. A decision notification will be sent to you via the online system.

If you have any questions in relation to submitting travel requests, please contact our PLD Providers mailbox.

Thank you for watching.