Comparison of CGE and ConcurGov User Interfaces
V1.0 March 30, 2016
ConcurGov Concur Technologies, Inc.
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Comparison of CGE and ConcurGov User Interfaces – V1.0 March 30, 2016
Document Revision History
Date Description Version Author
03/30/2016 Initial version 1.0 Concur
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Table of Contents
1 INTRODUCTION···································································································································· 11.1 PurposeoftheDocument ·········································································································· 11.2 Audiencefor theDocument ······································································································· 1
2 HOME PAGE ·········································································································································· 22.1 OverallTheme·························································································································· 22.1.1 CGETheme ························································································································ 22.1.2 ConcurGovTheme·············································································································· 32.2 QuickLinks/Shortcuts··············································································································· 32.3 LayoutforRecentDocumentsandDocumentsAwaitingAction··················································· 4
3 NAVIGATION CHANGES························································································································ 53.1 HomeTab································································································································· 53.2 ProfileTab································································································································ 53.3 LogOut/SignOut ······················································································································ 63.4 Help········································································································································· 63.5 ContactSupport ························································································································ 73.6 AdministrationTab··················································································································· 8
4 BUTTON AND LINK UPDATES·············································································································· 94.1 ButtonConsolidation ················································································································ 94.2 ButtonColor Change ··············································································································· 10
5 “ADMINISTERING TRAVEL FOR” UPDATES ······················································································ 115.1 Location································································································································· 115.2 Feature··································································································································· 125.3 PauseFunctionality················································································································· 14
6 GENERAL ICON UPDATES ·················································································································· 15
7 TRAVEL UPDATES ······························································································································ 167.1 SearchingforTravel ················································································································ 167.2 SearchResults ························································································································ 197.3 Reserve/Select························································································································ 207.4 ReviewandReserve················································································································ 20
8 DOCUMENT UPDATES························································································································ 228.1 Navigation ······························································································································ 228.2 General Tab–ExpandandCollapsePanels ··············································································· 228.3 AccountingTab······················································································································· 238.3.1 NewTitles ······················································································································· 238.3.2 ButtonChanges················································································································ 24
9 APPROVALS ········································································································································ 259.1 General Updates······················································································································ 259.2 SelectionChanges ··················································································································· 26
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Figure23:ConcurGov ButtonsandLinks...........................................................................................................................10Figure24:CGEYouareadministeringtravelfor:Feature..........................................................................................11Figure25:ConcurGovActing asotheruserFeature......................................................................................................11Figure26:ActonBehalfofAnotherUser...........................................................................................................................12Figure27:Booktravelforanyuser(Self‐assign) ...........................................................................................................13Figure28:Allusers towhomIhaveaccess.......................................................................................................................13Figure29:Acting asOtherUser..............................................................................................................................................14Figure30:ConcurGovSessionPaused.................................................................................................................................14Figure31:ReviewandReserveScreen ...............................................................................................................................21Figure32:CGEDocumentNavigation..................................................................................................................................22Figure33:ConcurGov DocumentNavigation ...................................................................................................................22Figure34:CGEAccountingTab..............................................................................................................................................23Figure35:ConcurGovAccountingTab................................................................................................................................24Figure36:CGEAccountingButtons......................................................................................................................................24Figure37:ConcurGov AccountingLinks ............................................................................................................................24Figure38:CGEApprovals.........................................................................................................................................................25Figure39:ConcurGovApprovals...........................................................................................................................................25
List of FiguresFigure1:CGE‐ThemedHomePage .......................................................................................................................................... 2Figure2:ConcurGov‐ThemedHomePage............................................................................................................................ 3Figure3:QuickLinksComparison ........................................................................................................................................... 3Figure4:CGERecent Authorizations...................................................................................................................................... 4Figure5:ConcurGovRecentAuthorizations........................................................................................................................ 4Figure6:CGEHomeTab............................................................................................................................................................... 5Figure7:ConcurGov HomePageLink .................................................................................................................................... 5Figure8:CGE ProfileTab ............................................................................................................................................................. 5Figure9:ConcurGovProfileTab............................................................................................................................................... 6Figure10:CGE LogOut ................................................................................................................................................................. 6Figure11:ConcurGovSignOut.................................................................................................................................................. 6Figure12:CGEHelp........................................................................................................................................................................ 6Figure13:ConcurGovHelp ......................................................................................................................................................... 7Figure14:CGEQuick TipPageHelp........................................................................................................................................ 7Figure15:ConcurGovQuickTipPageHelp.......................................................................................................................... 7Figure16:CGE Support................................................................................................................................................................. 7Figure17:ConcurGovHelpContactSupport....................................................................................................................... 8Figure18:ConcurGovFooterContactSupport................................................................................................................... 8Figure19:CGEAdministrationTab......................................................................................................................................... 8Figure20:ConcurGovAdministrationTab........................................................................................................................... 8Figure21:ComparisonofDocumentActions..................................................................................................................... 9Figure22:CGEButtons..............................................................................................................................................................10
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List of Tables
Table1:Icon Comparisons ........................................................................................................................................................15Table2:TravelSearchComparison.......................................................................................................................................17Table3:Travel SearchIcons.....................................................................................................................................................18Table4:SearchFiltersComparison.......................................................................................................................................19Table5:Reserve/SelectComparison....................................................................................................................................20Table6:ExpandandCollapseComparison ........................................................................................................................23Table7:SelectionComparison ................................................................................................................................................26
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1 Introduction
Thisguidedescribesthedifferencesbetween the formerConcur GovernmentEdition (CGE)userinterface (UI)andthenewConcurGovUI.
1.1 Purpose of the Document Thisguidedescribesthe differencesbetween the formerCGEUI andthenewConcurGovUIonapage‐levelbasis.
1.2 Audience for the Document The audience forthis guideisallConcurGovcustomersandindividualswhosupportthosecustomers.
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2 Home Page
Thischapterpresentstheoveralltheme,quicklinks/shortcuts, andthelayoutforRecent Documentsand DocumentsAwaiting Actionareas.
2.1 Overall Theme Thesystemhasbeen reskinnedwith acontemporarycolorpalette featuring neutral backgroundsand fontcolors,increasingusabilitybyhighlightingactionitemswith consistentcolors.Thelayouthasbeenupdatedtooptimizespaceforimprovedreadabilityacrosspages,tables,andothercontentsegmentswithintheapplication.
2.1.1 CGE Theme The CGE‐themed Home page is shown below.
Figure 1: CGE-Themed Home Page
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2.1.2 ConcurGov Theme TheConcurGov‐themedHomepageis shownbelow.
Figure 2: ConcurGov-Themed Home Page
2.2 Quick Links/Shortcuts The IWant To…section locatedin the upperleftcornerof the Homepagehasbeen renamedShortcuts andreorganizedto follow thetravelworkflow.
CGE ConcurGov
Figure 3: Quick Links Comparison
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2.3 Layout for Recent Documents and Documents Awaiting Action Previously,thelines ofinformation intheRecentAuthorizations,RecentVouchers,andDocumentsAwaitingAction sectionswerestretchedoutacross thepagein asingleline,expanding the page horizontallyandsometimesnecessitatingthattheuserscrollhorizontally.
Figure 4: CGE Recent Authorizations
Now,informationhasbeencondensed into areadableline bycondensing the Name and TA Number fieldsintoastackedsingle columnandmoving Type, Location(s),and PNR fieldsintoaconvenientAdditionalDetailsection.Insteadof scrollinghorizontally, clickthe View linkfrom the AdditionalDetail columnforanygiven trip.
Figure 5: ConcurGov Recent Authorizations
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3 Navigation Changes
Thenavigationbaratthe topofthescreenhasbeenreorganizedsothatthemost‐usedtabsare alsothe most accessible,whilenavigation outsideof the travelworkflowhasbeenmovedtotheright sideofthe screen.
3.1 Home Tab Previously,the Hometab wasthe first tab inthe navigation bar.
Figure 6: CGE Home Tab
InConcurGov,theHome tabhasbeen replacedwith the ConcurGov logo,which,whenselected,takes the usertotheHome page.
Figure 7: ConcurGov Home Page Link
3.2 Profile Tab Previously,the Profile tab waslocated aspart of themain navigationbar.
Figure 8: CGE Profile Tab
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InConcurGov,theProfile tab has been movedtotheright side ofthe page. Clickingthe Profile linkdisplaysthe Profile Settings and Sign Out links.
Figure 9: ConcurGov Profile Tab
3.3 Log Out/Sign Out InCGE,the Log Out link waslocatedin the upperrightcornerofthe screen.
Figure 10: CGE Log Out
InConcurGov,the Log Out linkhasbeen renamed Sign Out and hasbeen movedto alinkwithin the Profiletab.
Figure 11: ConcurGov Sign Out
3.4 Help Project(role‐based)helpisstillaccessedthesamewaybyclickingthe Help linkinthe upperrightcorner ofthe screen forConcurGov asitwasforCGE. User Help and Administration Help (ifapplicable)canbeaccessedby hoveringthe mousepointeroverthe Help linkandthenclickingtheappropriateoption.
Figure 12: CGE Help
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Figure 13: ConcurGov Help
Alinklabelchangewas madefor page‐levelhelpundertheQuickTiparea,however.Accesstopage‐levelhelpunder theQuickTiphasbeen changedfromthe more linkin CGE tothe Page Help linkinConcurGov.
Figure 14: CGE Quick Tip Page Help
Figure 15: ConcurGov Quick Tip Page Help
3.5 Contact Support Thelocationofthe Support linkhasmovedfrom itscurrentlocationatthetopofthepage to two newlocationsoneverypage.The Contact Support link cannowbefoundby hoveringover Help at thetopof thepage andwithin thefooteratthebottomofthe page.
Note: Access tothe Contact Support linkisrestrictedtoAuthorizedSupport Contacts.
Figure 16: CGE Support
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Figure 17: ConcurGov Help Contact Support
Figure 18: ConcurGov Footer Contact Support
3.6 Administration Tab Previously,theAdministrationtab appearedin themain navigation bar to userswhohadbeen grantedadministratoraccess.
Figure 19: CGE Administration Tab
Now,theAdministrationtabislocatedintheupperrightcornerofthescreen nextto the Help link.
Figure 20: ConcurGov Administration Tab
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4 Button and Link Updates
Severalupdateshave been madeso thatbuttons andlinksconsistentlyhighlightactionsthatuserscan take on apage(to reduceunintentionalabandonment oftasks).
Call‐to‐actionbuttonsarehighlightedinorange. Secondaryactionbuttonsarehighlightedinblue. Linksreplace buttonsfor actionsthat taketheuser outsideof his/herexpectedworkflow.
Belowaresomeexamplesofthechangesasseeninanauthorization.
4.1 Button Consolidation InCGE,the topright cornerof the documentshowedvariousactionsthat theuser could take.Now, in ConcurGov,thebuttonsatthetopof thedocument have beenconsolidatedintoasingle Document Actions drop‐downlist.Call‐to‐actionbuttonssuchasthis onearestyledinorange to make them moreprominentandtohelpguidethe user toward the expected pathofthecurrentworkflow.Linkshavereplacedbuttonsforactionsthat taketheuseroutsideofthe currentor expectedworkflow,asseen inthe Close button’s conversion to a Close Document link.
CGE ConcurGov
Figure 21: Comparison of Document Actions
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4.2 Button Color Change InCGE,the buttonswithina document were gray andcloseincolortothat of the documentbackground. InConcurGov,these buttonsare blue.Somebuttonsthat are outsideofthenormal orexpectedworkflow have been replacedand repositionedaslinks.
Figure 22: CGE Buttons
Figure 23: ConcurGov Buttons and Links
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6 General Icon Updates
Iconshavebeen standardizedinConcurGov.Below isacomparisonofpreviousicons,newicons,andtheiraction name. Theseicons arenow consistentlyusedthroughoutthesystem.
Table 1: Icon Comparisons
Icon Name CGE ConcurGov
Search/Lookup
Find Location button/Search button/binoculars
Magnifying glass
Edit
Pen and paper Pencil
Delete Red X symbol
Trashcan
Calendar
Old calendar icon New calendar icon
Itemize
Paper Paper with lines
Copy
Two sheets of paper (old) Two sheets of paper (new)
Allocate Allocate link
Pie chart
Favorite
Plus symbol box Star
Add Accounting to Document Previously, you clicked on the Line of Accounting (LOA) name.
Now, you select the plus symbol to the left of the line of accounting.
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7 Travel Updates
Thischapterdescribessearching for travel andsearchresults.
7.1 Searching for Travel Littlehaschangedon the TravelHome page outsideofthe generalreskinning; however, there are a coupleofitemsinthe Travel Search boxthat look slightlydifferent.Changes are asfollows:
The tab names have been transitionedtostandardicons,alsoseeninthetablebelow.
The Round Trip, One‐Way,and Multi‐Segment radiobuttons have become selectable, shaded fields.
Find Location has becomethe Search icon.
Departure and Arrival City are nowlabeled From and To.
Departure and Return arenow labeled Outbound and Return.
The search filtershavebeenreorganizedandthe abilitytosearch by Price or Schedule has been movedfromradiobuttonselectiontoadrop‐downlistselection.
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Table 2: Travel Search Comparison
CGE ConcurGov
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Table 3: Travel Search Icons
CGE ConcurGov
Air/Rail
Airplane and train
Car
Car
Hotel
Hotel bed
Rail
Train
Flight Status
Clock
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7.2 Search Results Previously,searchfilterswere located ontherightsideofthescreen; now theyhave been movedto the left.A newsection,Trip Summary,hasbeen added.TripSummary shows thereservationscurrently being booked,aswellaspreviouslymadebookingsand thenext steps inthe bookingprocess.
Table 4: Search Filters Comparison
CGE ConcurGov
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7.3 Reserve/Select The Reserve buttonson thesearchresultspages have been renamed Select andwillmaintaintheir currentcolor optionsofgreen,yellow,red,andgray,asdeterminedbyyourcurrentagencyconfiguration.
Table 5: Reserve/Select Comparison
CGE ConcurGov
Reserve button‐ green Selectbutton–green
Reservebutton–yellow Selectbutton–yellow
Reservebutton–red Selectbutton–red
Reservebutton‐gray Selectbutton‐gray
7.4 Review and Reserve The new ReviewandReserve screendisplaysafterselecting eachreservation.Thisscreen allowsuserstoreview variousaspectsofthereservationandchoosea method ofpayment (ifapplicable)beforeclicking Reserve [Reservation] and Continue.Userswillalsonow enter theirrewardsprogram numbers,if applicable,onthisscreenrather thanonthesearchresultsscreen.
The Review andReserve screenhelpsensurethat userscheckthe detailsoftheirselectionsbeforereservingtoreduceincorrectbookings.
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Figure 31: Review and Reserve Screen
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8 Document Updates
In additionto the updates illustratedinthe “Buttonsand Links Updates”and the“GeneralIcon Updates” sections,therehave been some generalusabilitychangesto documents.
8.1 Navigation Back and Next buttonshave moved fromthe upper andlowerrightcornerof the documenttotheleft and right,top and bottom.The Back buttonhasbecomea Previous link.Any page action buttons(such as Save, etc.)have movedto thecentertop and bottomof the page.
Figure 32: CGE Document Navigation
Figure 33: ConcurGov Document Navigation
8.2 General Tab – Expand and Collapse Panels UndertheGeneraltab, expandandcollapsepanels have been updated.
The Summarytabhasalwayshadaccordiontabs,whichallowed sectionsto be minimized bytheuserif theydidnot wantto see theinformationcontainedwithin.The iconsfor these panelshave switchedfromanarrowshowingwhethertheaccordionisopenorclosedtoan arrowshowingwhethertheuserwouldliketoopenorclosethedocument.Insteadofclickingadown arrowtoclosethepanel,younowclick anuparrow,showingthatyou’dlike topullthepanelup.Instead ofclickingaright arrowtoexpandthepanel,younowclickadownarrow,showingthat you’d like to pushthe paneldownandopentheinformation.Thisisalsotrueoftheexpandandcollapseicons fortheTravel SearchFilters.
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Table 6: Expand and Collapse Comparison
CGE ConcurGov
8.3 Accounting Tab UndertheAccountingtab,there arenewtitlesandbuttonchanges.
8.3.1 New Titles The Accountingtabis nowusingthe standardicons listedinthe“General IconUpdates” sectionof this guide.Additionally,theAccountingtab has newly titledsections forclarity (Master AccountingCodes for[User’sOrg] andAccountingApplied to [Document Name]).
Figure 34: CGE Accounting Tab
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Figure 35: ConcurGov Accounting Tab
8.3.2 Button Changes Buttonspreviouslylocatedinthe upperrightcornerofthepagehavenow movedtolinks justabovethe MasterAccountingCodes for[User’sOrg] sectionin the upperlefthalfofthe screen.
Figure 36: CGE Accounting Buttons
Figure 37: ConcurGov Accounting Links
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9 Approvals
Asseen inthereskin updates made to theHome page,including changesmadetocolor paletteandlayout, similarupdateshave been madeto the Approvals tab.
9.1 General Updates Updateshave been made tooptimize space,improvereadability acrosspages,tables,and othercontent segments,andbuttonshavebeenupdatedtobetterhighlightactionson thepage.
Figure 38: CGE Approvals
Figure 39: ConcurGov Approvals
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9.2 Selection Changes Foragencies that havethe systempreferencesENABLE APPROVALS SHORT TERM UI and/orENABLE APPROVALS BULKPROCESSsetto Yes,documentswerepreviouslyselected forstamping using a green pageicon.Documentswillnowbe selectedforapprovalviamore standardizedcheckboxesasseeninthe tablebelow.
Note: Allotherapprovalsviewswillmaintain theircurrentselection method of a check box or aradio button.
Table 7: Selection Comparison
CGE ConcurGov
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