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Lesson 7: CAMS

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  1. Lesson 7: CAMS

  2. Training Objectives • At the conclusion of this lesson, PCMS LAPC’s and APC’s will be able to: • Create, maintain, query and deactivate Cardholder accounts in CAMS. • Delete, replace and deactivate purchase cards. -

  3. CAMS Workflow

  4. Main Screen

  5. CAMS Queries • LAPC Query all Cardholders • APC Query all record • Query Tips: • Enter the value in a query field and hit the “Find” button; • The % wildcard can be used; • Use scroll bars to navigate between Cardholder records; • Use lists available to select values from, such as “LAPC User ID”;

  6. Practical Exercise • Query all Cardholder records attached to the LAPC or APC UserID you logged on with. • Query all Cardholder records that have an Office City address in “Beltsville”. • Query all Cardholder records that have an Office phone number beginning with a “301” prefix.

  7. Cardholder Setup • Enter the User ID in the “LAPC User ID” field, or select from a list.

  8. Cardholder Setup (Cont.) • Enter Cardholder details (Profile, hierarchy and account).

  9. Cardholder Setup (Cont.) • Enter Profile Accounting details.

  10. Cardholder Setup (Cont.) • Enter Cardholder Supervisor details.

  11. Cardholder Setup (Cont.) • Save the record. (Data is sent to the Bank).

  12. Cardholder Setup (Cont.) • Query the Cardholder record to determine if the Bank has processed the Cardholder setup. • Complete the Cardholder record in SAMS. • Inform the Cardholder. • Schedule the Cardholder for Agency training.

  13. Copy Cardholder Record • Use the “Copy Rec” option to avoid re-typing similar details when setting up multiple Cardholders. • Copy Steps: • Save 1st record; • Hit “Copy Rec” button; • Change unique values; • Save record;

  14. Modify a Cardholder Record • Query record \ modify fields \ Save record. • Guidelines: • All fields can be modified - prior to a record being sent to the Bank; • No modification can be made until the record returns from the Bank; • Most fields can be modified - after the record returns from the Bank; • New cards issued ONLY when information in the magnetic strip or information embossed upon the card changes ;

  15. Update an LAPC • To update LAPC information. • Query an LAPC. • Select a cardholder record where the Date Sent to Bank and Date Returned From Bank fields are NOT blank; • Hit the “Update LAPC User” button. • Update LAPC details on the Modification Screen.

  16. Practical Exercise • Create a new Cardholder record using the following information: • Name: Peter John Smith • Address: 12345 King Street, Beltsville, MD, 20705 • Phone: 301-555-2222 • Email: psmith@test.com • SSN: 234-56-7890 • Single and Monthly Purchase Limits: $2500.00 • No checks authorized • The card should be shipped to the LAPC • Card should be a standard plastic • Codes: Program 448681 \ Dept 12 \ Agency 99 \ Region 01 \ Unit 02 \ Sub Unit 00000 • Accounting code: 7010101915 • BOCC: 2670

  17. Practical Exercise • Copy the new Cardholder record and create a second record using the following unique field values; • Name: Fred Paul Jones • Address: 99 Hill Street, Beltsville, MD, 20705 • Phone: 301-555-3456 • Email: fjones@test.com • SSN: 234-56-1234 • Single and Monthly Purchase Limits: $2500.00 • No checks authorized • The card should be shipped to the LAPC • Card should be a standard plastic • Codes: Program 448681 \ Dept 12 \ Agency 99 \ Region 01 \ Unit 02 \ Sub Unit 00000 • Accounting code: 7010101915 • BOCC: 2670

  18. Practical Exercise • View LAPC details;

  19. Lost and Stolen Purchase Cards

  20. Replace \ Delete Cards • Check “Delete Card” OR “Replace Card”. • Save record to send request to the Bank.

  21. Deactivating a Cardholder Account • An APC\LAPC may deactivate purchase card accounts for infractions of Department or Agency policy, or to mitigate risks.

  22. Practical Exercise • Query the following Cardholder record, and request a replacement card: • Name: Peter John Smith • Address: 12345 King Street, Beltsville, MD, 20705 • Query the following Cardholder record, and delete the card: • Name: Fred Paul Jones • Address: 99 Hill Street, Beltsville, MD, 20705

  23. Summary and Review • What are the main functions the LAPC performs using CAMS? • What are the steps for an LAPC when setting up a new Cardholder account? (Walk the instructor through the steps) • What would prevent a new Cardholder record from being modified in CAMS? • Why would an LAPC deactivate a Cardholder’s Purchase Card? • If a Cardholder has a damaged purchase card how do they obtain a replacement?

  24. Intro Lesson 8 - SAMS

  25. Training Objectives • At the Conclusion of this Lesson, You Will Be Able To: • Add or Drop Users • Insert or Remove Security Access Code (SAC) Information • Modify Data • Change Passwords

  26. What Is SAMS? • Security Access Management System (SAMS) • Web-based application • Used to Enter Security Access Requests Online

  27. SAMS Logon

  28. SAMS Main Menu

  29. Sams Request Page

  30. Action Area • Action Menu • Request Information • Authorization Information

  31. User Information Block

  32. User Information Block (cont)

  33. Application Information Block

  34. Application Information Block (cont)

  35. Message Block

  36. Required Optional Add User

  37. Required Optional Drop User

  38. Required Required Optional Optional As Required Insert SAC

  39. Required Optional Remove SAC

  40. Required Optional As Required Modify Data

  41. Required Optional Change Password

  42. Error AB1111C 08-26-2004 CARVER PCMS CARDHOLDER W GEORGE 448681 111-11-1111 111-11-1111 12 34 05 78 12345 123-456-7890 000000000 USERID ABCDE1 ORA-28007: THE PASSWORD CANNOT BE REUSED.

  43. SAMs Report

  44. SAMs Report • Enter a Request Date and click Run Report

  45. Practical Exercise • Logon to SAMS using your Username and Password. Note any messages on the Main Menu Bulletin Board. • Open the SAMS Requests module. Search for and locate the record of an individual under your cognizance, using Last Name (at a minimum) as the search criteria. • Open the SAMS rePorts module. Generate a report using a Request Date of the last day of the previous month. • Return to the Main Menu, and exit SAMS.

  46. Summary & Review • What are the main functions the LAPC performs using SAMS? • What are the steps for an LAPC when setting up a new Cardholder account? • What would prevent a new Cardholder record from being modified in SAMS? • How would an LAPC deactivate a Cardholder’s Purchase Card? • If a Cardholder loses his/her Password, how would the LAPC provide a new one?