Kia ora, my name is Liam and I’m part of the PLD team. In this video, I will guide you through the process of creating and submitting a travel request.
When you first log in to the system as a provider admin, you will be presented with this screen.
To submit a travel request, you will first need to go to the proposals tab.
In this tab, you will need to find the proposal for which you are creating a travel request and click the link on the far-left hand side of the table.
This will take you through to the proposal itself. On the right-hand side of the screen, you can see there’s a travel request section. Click the ‘new’ button. Because I’m on the test website, this screen pops up, but you will be taken straight through to this screen.
There are four fields to fill out in this travel request. The first is the travel distance, you click this drop down and it will present you with seven options. These relate to our seven tiers. For more information on the travel tiers, please refer to our PLD travel policy.
If you are travelling less than fifty kilometres and don’t need travel costs covered, please still compete this process. Just select less than fifty kilometres and we will know you’re not expecting any travel costs covered. Select the one that relates to the travel you’re requesting. The bottom option in this list is negotiated, this should only be clicked in the small minority of cases where you are requesting something unusual that doesn’t fit into our regular travel policy. An example of this is taking a ferry to Waiheke Island to deliver PLD.
The next box is the justification. This is where you should put as much information as you can to let us know what the situation is that requires a facilitator to travel to deliver the PLD, as opposed to that PLD being delivered by someone local. This is particularly important if you are requesting tier four travel or above, as we need justification as to why it’s necessary. For example, if you have a facilitator with a niche specialisation that the school can’t find locally, so they need to bring someone in, let us know as that’s a good justification for spending that extra money on travel.
The last two fields to fill in is the facilitator. You need to type the name of the facilitator. You should be able to just type a first name and it should present you with an option, select that. The last one is the provider, which is just the provider that you work for.
Again, if you start typing the name it should appear in the options. Click ‘save’ when you’re ready. If you need to request travel for two or more facilitators, you can instead click ‘save’ and ‘new’. It will create the first one and it will present you with that box again to create another one. When you’ve done that, the system will create a travel request as a ‘draft’, and it will now appear in this section.
You want to click on the TR link that has just popped up and that will take you through to the travel request you have just created.
Now in this screen you can review and edit if you need to make any changes. For example, if you realise that you’ve selected the wrong tier, you can click the pencil icon which turns in to ‘edit’ mode and you can make a change. If you do make any changes, remember to hit ‘save’ and when you’re happy with it and ready to move on, you can hit ‘submit for approval’ in the top right-hand corner.
It will present you with a box to put in comments. You do not need to fill this in as long as you’ve put the information that we need to know in the justifications box, that’s fine you don’t need to put anything here, click ‘submit’. It will come through to the PLD National team to assess. If we have any questions or issues we will contact you directly, otherwise we will go ahead and process it. When it’s approved, you will get an email letting you know that it has happened, a statement of work will be created, and you can review that.
For more information, please refer to the other videos in this guide series. If you review this video and the next, and you still have any questions, you are welcome to get in touch with the PLD team directly at firstname.lastname@example.org.
Thanks for watching.
Kia ora, ko Liam tōku ingoa, he mema au nō te tīma PLD. Ko tāku i tēnei ataata he ārahi i a koe i runga i te tono haerenga.
Ina whakauru tuatahi koe ki te pūnaha hei kaiwhakahaere, ka puta ake tēnei i te mata.
Ki te tuku tono haerenga, tuatahi me haere koe ki te ripa tono.
I tēnei ripa, rapua te tono e hāngai ana ki te tono haerenga, ka pāwhiri i te hononga kei te taha mauī o te rīpanga.
Mā tēnei e kawe i a koe ki te tono ake. I te taha katau o te mata, ka kitea te wāhanga tono haerenga. Pāwhiria te pātene ‘hou’/ ‘new’. Nā te mea kei te pae whakamātautau noa au, ka puta ake tēnei mata, mēnā ko te pae tūturu, ka kawea koe ki tēnei mata tonu.
E whā ngā āpure hei whakakī mō tēnei tono haerenga. Ko te tuatahi, ko te tawhiti o te haerenga, pāwhiria tēnei takaiho, ka puta ake ngā kōwhiringa e whitu. E pā ana ēnei ki ngā taumata e whitu. Mō ētahi atu pārongo mō ngā taumata haerenga, tirohia tō mātou ritenga haerenga PLD.
Mēnā he iti iho te tawhiti o tō haerenga i te rima tekau kiromita, kāre noa he tahua haerenga atu anō, me whakarite tonu koe i tēnei tukanga. Me tohu i te iti iho i te rima tekau kiromita, ā, kua mōhio mātou kāre ō utu i tua atu. Tohua tētahi e hāngai ana ki te haerenga e hiahia ana koe. Ko te kōwhiringa mutunga o te rārangi nei he mea whakariterite, me pāwhiri noa i tēnei kōwhiringa mēnā he momo atu anō tāu e tono nei, e kore e uru ki ngā kōwhiringa matua. Ko te tauira ko te haere mā runga poti ki te moutere o Waiheke ki te tuku i ngā mahi PLD.
Ko te pouaka e whai ana ko te whakamārama. I konei koe rau ai i ngā pārongo katoa e pā ana ki te kaupapa, me tō haere ake hei kaituku PLD, tērā i te whakamahi ko tētahi o te haukāinga e mahi. He mea nui tēnei mēnā e tono ana koe mō te tono haerenga taumata whā, piki ake rānei, me mātua mōhio mātou ki ngā whakamārama. Hei tauira, mēnā koa he mātanga e hiahiatia ana, engari kei rohe kē, me haere mai a ia mai i waho, whakamōhio mai ki a mātou he hua te whakapau pūtea mō tōna haerenga.
Ko ngā āpure e rua e toe ana e hāngai ana ki te kaituku. Me pato i te ingoa o te kaiārahi. Tōna tikanga me pato noa i te ingoa tuatahi, kātahi ka taka mai tētahi kōwhiringa, pāwhiria. Ko te mea whakamutunga ko te kaiwhakarato e mahi nei koe.
Ā, ki te pato koe i te ingoa, kua whakaata mai ki ngā kōwhiringa. Pāwhiria te ‘tiaki’ / ‘save’, ina rite ana koe. Mēnā e hiahia ana koe ki te tuku tono haerenga mō te tokorua, neke atu rānei, pāwhiria te ‘tiaki’ / ‘save’ me te ‘hou’ / ‘new’. Kua hangaia mai te mea tuatahi, kātahi ka whakaata mai he pouaka anō hei whakakī māu. Oti ana tērā, ka hangaia mai e te pūnaha tētahi tono haerenga ‘hukihuki’ / ‘draft’, ka whakaata mai ki tēnei wāhanga.
Me pāwhiri koe i te hononga TR, kātahi nei ka puta ake, mā tēnei e kawe i a koe ki te tono haerenga i hangaia mai e koe.
I tēnei mata ka taea tō arotake me te whakatikatika i tō tono, mēnā ka hiahiatia. Hei tauira, mēnā i tohua e koe te taumata hē, pāwhiria te atahanga pene rākau, kua huri hei aratau ‘whakatika’ / ‘edit’, kia taea tō panoni. Ki te panoni koe, me maumahara ki te pato i te ‘tiaki’ / ‘save’, ā, oti ana i a koe nei whakarite kua pai tō pato i te ‘tāpae whakaaetanga’ / ‘submit for approval’ i te kokona whakarunga o te taha katau.
Ka whakaata mai he pouaka hei rau i ō kōrero. Mēnā kua raua kētia e koe ngā pārongo ki tēnei wāhanga, kāre noa koe e aha i konei, me pāwhiri noa i te pātene ‘tāpae’ / ‘submit’. Ka tukuna mai ki te Tīma PLD ā-Motu hei aromatawai. Mēnā he pātai, he take rānei ka puta ake, ka whakapā atu mātou ki a koe, ki te kore, ka haere tonu ngā mahi. Ina whakaaetia, ka tukuna he īmēra ki te whakamōhio atu i a koe e aha ana, ka hangaia he tauākī mahi, e taea e koe te arotake.
Mō ētahi pārongo ake mō ēnei ripa, tēnā koa me tirotiro i ētahi atu aratohu o tēnei kohinga. Mēnā he pātai anō āu i muri i tō mātaki i aua aratohu, tēnā whakapā tika atu ki te tīma PLD ki email@example.com
Tēnā koe mōu i mātaki mai.