PCard Training and Policy Guides

Training

PCard Policy Training is currently offered by an on-line policy review. If obtaining a new PCard, please review PCard Policies/Supplemental Information and complete the PCard On-line Exam prior to submitting an application. After receiving the "original" credit card application the PCard office will contact the Departmental Liaison, once all requirements have been verified, PCard has been ordered and is available for pick-up.

Online Training

To complete online training, PCard holders should review the PCard Policy Manual and then complete the PCard Policy Exam.

The purpose of the exam is to assess the Liaisons, Reconcilers, and Cardholder's mastery of the Purchasing Card program. 100% of the questions in each section must be answered correctly to receive a PCard or a role in the program. Please contact PCard Customer Service at 626-9091 or email pcard@fso.arizona.edu for questions regarding the PCard Policy Exam.

Classroom Training

PCard Workshops available for registration sign up through UAccess Learning

  • Purchasing: PCard Liaison & Reconciler Quick Tips (UA-1157)  March 21, 2019
  • Purchasing: PCard Policy Prep (UA-1015)  March 15, 2019

If you would like to schedule a refresher training for an existing department within the program contact the PCard Office at 520-626-9091 or email pcard@fso.arizona.edu

Policy Guides

PCard Policy Manual
Click on the link above, to view the policies and procedures relating to the use of the PCard Program. Policy includes Roles and Responsibilities, and Program information.

PCard Reconciliation & Fiscal Office Approval of PCard Transactions (refer to UPK Tutorial for UAccess Financials along with Reconciliation/Approvals and Supplemental Information).