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Card Services Training Materials

Job aids, handouts and training guides are the latest versions of materials used in OBFS training courses. For your convenience, documents will open in new browser windows. Most documents are in the Acrobat PDF PDF icon format.


P-Card Web-Based Training

All University of Illinois System employees who have an existing role or anyone who will be assigned a role in the P-Card software are required to complete training regarding P-Card program policies and pass a certification quiz. This includes all Cardholders, Reconcilers, Approvers, Department Card Managers (DCMs) or Delegates for any of these roles.

To take the P-Card Certification Course, University employees must enter the Learning Management System (LMS) using their NetID and password.

P-Card Job Aids

P-Card Software Video Tutorials

The following tutorials regarding the use of the P-Card software are not required for training. However, they offer "how-to" information with screenshots. 

T-Card Certification Course

In keeping with industry best practices and an ongoing initiative to maintain high T-Card program compliance, the University of Illinois System requires T-Card training for all employees requesting a T-Card. Applicants should watch the Self-Paced Course Video Tutorial before accessing and completing the T-Card Certification Course and the assessment. A passing score of 100% on the assessment must be obtained in order for UPAY Card Services to process the T-Card application.

T-Card Solution (TCS) Job Aids

Please send questions or comments regarding training to the OBFS Training Team at

Last Updated: August 14, 2019

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