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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 icon format.

 


P-Card Web-Based Training

All University 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.

Please take the P-Card Web-Based training at https://apps.obfs.uillinois.edu/Tutorial/index.cfm?tutorial=pcard .

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 Web-Based Training

In keeping with industry best practices and an ongoing initiative to maintain high T-Card program compliance, the University of Illinois requires T-Card training for all employees requesting a T-Card. The applicant must complete the T-Card Training and pass the certification quiz prior to the application being processed by UPAY Card Services.

T-Card Solution (TCS) Job Aids


Please send questions or comments regarding training to the OBFS Training Team at obfstrainingteam@uillinois.edu.

Last Updated: August 16, 2016

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