P-Card Training

All University employees who have an existing role or anyone wishing to have a role in the P-Card process are required to complete training regarding P-Card program policies and pass a Certification Quiz. This includes all Cardholders, Reconcilers, Approvers, Department Card Managers or Delegates for any of these roles.

P-Card On-line Training

To facilitate compliance with mandatory training for the Cardholder, the Reconciler, the Approver, and Delegates for any of these roles, the the Corporate Card Office (CCO) has created a self-paced, on-line tutorial of the P-Card program guidelines, policies, and procedures. At the end of the tutorial, anyone with a role in the P-Card process must take and pass a Certification Quiz.

To take the On-line P-Card Training, University employees may access https://apps.obfs.uillinois.edu/Tutorial/index.cfm?tutorial=pcard and enter their Enterprise ID/Password.

Instructor-led training for Cardholders/Reconcilers/Approvers/Delegates

The option of attending an instructor-led training session regarding the use the P-Card software is also offered.

The instructor-led training covers:

  • P-Card policies and procedures.

  • Instructions for entering an Order Log.

  • Instructions for reconciling a transaction.

  • Practice activities along with instructor-led exercises.

  • Queries and reports.

At the end of the instructor-led training, anyone with an existing or future role in the P-Card software must take and pass the Certification Quiz.

To register for the Instructor-Led Training course, access the Course Registration page, under the heading, "Course Registration", select the campus, and follow the "To Register" instructions.

Department Card Manager/DCM Delegate training

All Department Card Managers (DCM) and Delegates for the DCM are required to complete training and pass the Certification Quiz before their roles can be activated within the P-Card software. For this mandatory training, the CCO has created a Webinar, which is a presentation that is performed over the Internet. The employee will be emailed a GoToWebinar conference phone number and will hear the audio portion of the presentation by calling this number or by listening via computer speakers.

The DCM training covers:

  • Reviewing the P-Card policies and procedures.

  • Administering and monitoring the P-Card Program within the department.

  • Ensuring all unit personnel involved with the P-Card program have received adequate training.

  • Reviewing and initiating of corrective action if Cardholder's charges are inappropriate or inconsistent with University Policies and Procedures.

  • Requesting new P-Cards, or changing/cancelling existing P-Cards for the department.

To register for the Department Card Manager (DCM) webinar, individuals who have been or will be assigned the role of DCM or the DCM delegate may access the Course Registration page, under the heading, "Course Registration", select OBFS Webinar Training Events (All Campuses), choose “Corporate Card: Purchasing Card (P-Card) for Department Card Managers”. Complete the registration, select date/time, and click “Register Me”.

Last Updated: November 14, 2011