Forms

This form should be used to reinstate a card after suspension related to untimely postings.

Duke ClinCard Request Form

The purpose of this form is to assign or remove Site Administrator roles for the Duke ClinCard System. All users must complete appropriate training in the LMS prior to the form being submitted. Training should be coordinated through your Business Manager. Department or Division Business Manager approval and signature are required.

The purpose of this form is to assign or remove Approver roles for the Duke ClinCard System. All users must complete appropriate training in the LMS prior to the form being submitted. Training should be coordinated through your Site Administrator or Business Manager. Department or Division Business Manager approval and signature are required.

The purpose of this form is to assign or remove the Site Coordinator role for the Duke ClinCard System. All users must complete appropriate training in the LMS prior to the form being submitted. Training should be coordinated through your Site Administrator or Business Manager. Research Practice Manager/Assistant Research Practice Manager/Lead Coordinator, Financial Practice Manager/Cluster Financial Practice Manager, or Department/Division Business Manager approval and signature are required.

The purpose of this form is to assign/update Expense Delegates in Concur. This spreadsheet must be submitted to Employee Travel & Reimbursement by your Department or Division Business Manager or their designee.

Experimental Subject Duke ClinCard Implementation Checklist

This form is used to provide adequate supporting documentation related to a group travel event.

The International Sample Expense Log is used to organize expenses as a supplement to the receipts.

The International Receipt Form should only be used when a vendor is unable to provide a receipt.

The International SOS membership card includes the telephone numbers of the three major worldwide International SOS Alarm Centers. In the event of an emergency while traveling internationally, call one of the emergency phone numbers listed on the card.

This form should be used to document both travel and miscellaneous expenses, when the original receipt has been lost. The use of this form is expected to be on an exception basis and not a common occurrence.

These forms can be used to document local business mileage or mileage associated with one day business trips. Attach forms to an online expense report for employees or submit with a Miscellaneous Reimbursement form for students who are not Duke employees.  Employees may also use Concur, the online expense reporting system, to calcuate mileage instead of submitting a mileage log.  

This form is used to reimburse employees and students not on Duke's payroll for miscellaneous Duke Business expenses, including miscellaneous mileage. Payments made via a Miscellaneous Reimbursement Form will show on financial reports with document type YU. Use Concur, the online expense reporting system, to process payments for student employees.  

This form is used by students to request cash advances for business travel and other business expenses. The money received as an advance must be accounted for within 30 days of the trips end by submitting a Travel Expense Form.

This form is used to reimburse students who are not on Duke's payroll for expenses incurred while traveling on official Duke Business. Payments made via a Travel Expense Form will show on financial reports with document type YU.  Use Concur, the online expense reporting system, to process payments for student employees.  

Traveler's should use this log to document the actual cost of any out-of-pocket travel expenses for which receipts are not required.

This form should be used to reinstate a card after suspension.