Procurement Card Training Modules

All first time cardholders are encouraged to complete the following training modules prior to their Procurement Card Application being submitted to give a complete understanding about the card itself, the WORKS system and the reconciliation process. Please make sure to fill in your name and WMU email address at the beginning of each module to allow for proper credit to be attained if it is required by your department. For job aids, application forms and other pertinent information for Procurement Card usage and rules, please refer to the Procurement Card page on the Accounts Payable website.

Procurement Card training modules

Module 1-1: Purpose of the Procurement Card

Module 1-2: Cardholder Responsibilities

Module 1-3: Purchasing Guidelines

Module 1-4: Application Process

Module 2-1: Navigating the WORKS Interface 

Module 2-2: Allocating and Signing Off Transactions

Module 2-3: Creating Monthly Statements

Module 2-4: Uploading and Attaching Receipts

Module 3: Frequently Asked Questions

 

Travel Card Training Modules

Module 1-1: Purpose of a Travel Card

Module 1-2: Cardholder Responsibilities

Module 1-3: Purchasing Guidelines

Module 1-4: Application Process

Module 1-5: Card Security

Module 2-1: Travel Card Reconciliation Process

Module 2-2: Navigating the Payment Center Interface

Module 2-3: Travel Card Payment Process

Module 3: Frequently Asked Questions