Maintenance

Last Updated: 15 September 2017 at 15:12

Contents

Card Maintenance

To make a maintenance change on your card, follow these steps:

From the Card Services screen, click on Card Application & Management.

From Card Application Management:

  1. Click on Credit Card Maintenance.
  2. Enter Employee ID Number.
  3. Click Add.

From the Credit Card Maintenance page, select a maintenance change you would like to perform.

First, select the card.

Next, from Selection Criteria, select the criteria.

Here’s an example of how to do a Temporary Limit Increase Request.

After you have selected the card and selected Limit Change Temporary from the Selection Criteria a window opens (Limit Change Temporary) where you can enter the criteria. To do so:

  1. Click on the Magnifying glass icon to select the limits you desire.
  2. Enter the End Date.
  3. Click Save.

User Maintenance

To  perform user maintenance tasks, follow these steps:

From the Card Services screen, click on Card Application & Management.

From Card Application Management:

  1. Click on CAM User Maintenance.
  2. Enter Employee ID Number.
  3. Click Add.

Proxy User Request

Allows a User to select an individual to be a proxy for their card. A proxy can act on behalf of the card holder to sign off transactions and request changes.

  1. Click on Magnifying glass to enter Employee Id of proxy or search through all employee id's.

Group Approver

Request yourself to be an approver for your group. An approver can sign off transactions for the second level.

  1. Click on the magnifying glass and select the group name

Default Changefield Request

Request your default accounts to be changed, ie. Business Unit, Dept. ID, Product, Etc...

Group Change

Request your card to be moved to a different group.

  1. Select the Group Approver box.
  2. Then select the group you want to be an approver for by entering in a Group ID or clicking on the magnifying glass for a list of groups from which you may select a group.