Testing and Training

As of December 21, 2017, it is no longer necessary for reconcilers (funding reviewers)/approvers to complete the PeopleSoft Testing and Training since all ProCard reallocations have been moved to the OnBase reallocation process. 

As of October 19, 2016, all University employees are automatically registered for both ProCard training/testing.  It is no longer necessary to complete and submit the Training/Testing Registration Form.

All Cardholders, Funding Reviewers,  Proxies, and Approvers of ProCards are required to pass the online ProCard Policy/Procedures Test with a score of 100%.

Instructions for OnBase ProCard Reallocation process can be found here

 

Step 1

Log into Blackboard with your ULink User ID/Password and complete the ProCard Policies/Procedures Test, if not already taken.  Blackboard instructions can be found here. (Skip to step 3 if you’ve already completed the test.)

Step 2

Complete the test with a score of 100%.  Within 1 business day, you will receive an email from the ProCard Office indicating your test/training record is updated to proceed to the next step.

Step 3

Complete the Application with required signatures and send to ProCard Office.  Cards cannot be transferred from one cardholder to another.

Step 4

ProCard Office will submit request to the bank.

Step 5

ProCard Office will notify the cardholder, reconciler, and approver via email when card has arrived and is ready for pick up.

 

In person training is available upon request.  Contact the ProCard Office at procard@louisville.edu or 502-852-7520.