Pharmaceutical & Life SciencesMicrosoft 365 & SharePoint

Travel Request & Approval System

Travel request entry form capturing request type, reason for business trip, activity dates and venue, transportation, and whether the trip involves HCPs, stakeholders, or a partner

The Project

What we delivered

Built a complete web-based travel request and approval application for a pharmaceutical distribution company on the Microsoft Power Platform, not just a form workflow. The system spans multiple screens, from structured request entry and role-based dashboards to multi-level approval queues and full status tracking, with distinct access for requestors, managers, and finance. Requests capture travel details against business rules and validations, route through multi-stage approvals with cost review and re-approval on variance, and are traceable end to end through a complete audit log. Reporting and dashboard views give every role live visibility, replacing manual forms and email approvals with a governed, mobile-friendly application.

✓Multi-screen web application covering request entry, dashboards, approvals, and status tracking

✓Role-based access for requestors, managers, and finance

✓Multi-level approval workflows with validations and cost re-approval on variance

✓Structured data capture with business rules and travel history

✓Reporting and dashboard views for every role

✓Complete audit log and approval notifications

Inside the System

Requestor dashboard with active-request, pending-action, approved-this-month, and rejected counters and a recent-requests table showing destinations, dates, status, approver, and version (names redacted)

Manager dashboard with awaiting-approval, approved, rejected, and total-managed counters, a review-now prompt, and the same recent-requests tracking table (names redacted)

Final approval queue showing a role-routed request with a confirmed cost breakdown (flight, hotel, other), employee estimate, variance percentage triggering re-approval, and approve/reject actions (names redacted)

System audit log listing every action across requests by timestamp, request ID, event type, actor role, and comment, covering submissions, clarifications, approvals, pricing, and re-approvals (names redacted)

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