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2011 GSA SmartPay® Training Conference
CitiDirect Card Management System (CCMS) - Online
Application
Product Development
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A Winning Hand: Solutions, Savings and Sustainability with GSA SmartPay
The 13th Annual GSA SmartPay Training Conference, Las Vegas
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CCMS – Online Application
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House Rules
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To ensure the best possible learning experience for participants, please adhere
to the following house rules:
• Turn cell phones and pagers to vibrate
• Hold questions to end of session (unless encouraged otherwise)
• Ensure your participant badge is scanned to receive CLP credits
− For each course
− Must leave room and re-enter
− You will not receive CLP credits for Mini Sessions
• Take advantage of opportunities to provide feedback
− Please select the Citi Q&A icon on any Citi PC at the conference
− Answers to be emailed after the conference within 60 days
All Audiences
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CCMS – Online Application
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This course is designed to assist you in
achieving the following objectives:
• Provide an understanding of Online
Application options within CCMS.
• Assist your organization in taking advantage
of the self service tool.
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Department of
DefenseGoals & Objectives
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CCMS – Online Application
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Online Application is a configurable option which allows applications for all
product types to be submitted through a web-based system by the applicant.
Each client has the option of having this feature turned on if it meets the needs
of their program and management objectives.
Applications submitted for individually billed accounts via the Online
Application process are considered as having the electronic signature of the
applicant. Therefore, the cardholder does not have to physically sign a paper
application.
Introduction
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Administrators will need to provide cardholders with the following:
The Client Code,
The Pass Code, and
The Hierarchy where you want the cardholder application to reside.
The CitiManager URL
The Client Code is supplied by your CAS or Account Management team.
For Non-DOD clients, the administrators set the Online Application Passcode
within CCMS. Note: DOD administrators are not able to modify the
passcode.
Preparation – A/OPC Passcode Set Up GSA Agencies
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Cardholders - Apply for Card
Click on the „Apply for card‟ link below
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Administrators use the „Change Online Application Code‟ screen to enter a passcode of up to
10 characters in the „New Passcode‟ field. The code can be any combination of alpha and
numeric characters.
The administrators may access the Online Application Code screen at any time to see the
current passcode or to enter a new one. It can be changed as often as necessary.
Preparation – A/OPC Passcode Set Up GSA Agencies
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Client or Invitation Passcode Screen
Users will select the CitiDirect System Client Code option
Press Continue
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Non-DOD - Client Code Option
The cardholder will enter the Client Code supplied by the Administrator and press Continue.
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Application Identification Screen
The applicant enters the unit/hierarchy levels supplied by the administrator. The user must enter each
Unit level down to the lowest level where the account will reside. Each Unit field requires 5 numbers
The user enters the Passcode provided by the administrator and their Employee ID.
Press Continue
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Application Menu
The applicant selects the Card Application Menu
NOTE: DOD Travel Card Applicants will not see a Status option
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Application Screen
The applicant fills in the demographic information and presses the Continue button.
Note: The information requested may be different, depending on the set up for your agency. The next
slide illustrates
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Additional Information – DOD and GSA Travel IB
The applicant is asked to provide additional information if they are applying for a Travel Individually Billed
account.
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Cardholder Consent to Terms and Conditions
The applicant must check both check-boxes or the agree box is not selectable.
All Audiences
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Non-Agreement to Terms and Conditions
If an applicant for an individually billed account does not agree to the “terms and conditions” presented on
the consent screen, the application is not processed and the AOPC approver will receive the below email.
All Audiences
When applying for a card online, the applicant
<applicant name> did not agree to the Terms
and Conditions for the use of the <product
type> card. The application has not been
processed.
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Cardholder Consent – Credit Check DOD
DOD Program participants will see this consent for a Credit check.
If they do not agree, an e-mail will be sent to the approver to let them know. They may be issued a
restricted card.
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Cardholder Consent – Credit Check
For non-DOD clients, if your agency has a credit worthiness check enabled, applicants for Travel
Individually Billed accounts will be asked to consent to a credit check. If they don‟t check one of the
boxes, the submit button is not enabled.
GSA Agencies
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Application Submitted
The applicant is presented with a confirmation page regarding the submission and may Logout of the
application.
The Administrator will receive an email to let them know that the application has been submitted.
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Cardholders Check on Application Status
Non-DOD applicants can access the system by going to the login screen and clicking on „Apply for Card‟
again to check on the status of their application.
Applicants need only enter the client code and the same hierarchy, passcode and employee id they
originally entered. They would click on „Status‟ under the Online Application menu.
The status would be displayed to the applicant as submitted, accepted or rejected
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Cardholders Check on Application Status
Non-DOD applicants can access the system by going to the login screen and clicking on „Apply for Card‟
again to check on the status of their application.
Applicants need only enter the client code and the same hierarchy, passcode and employee id they
originally entered. They would click on „Status‟ under the Online Application menu.
The status would be displayed to the applicant as submitted, accepted or rejected
GSA Agencies
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Administrators - CCMS Application Approval
When the administrator receives the email that an application has been submitted, they can access
CCMS and click on the Application Approval menu to see the submitted applications.
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CCMS – Online Application
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Administrators - CCMS Application Approval
To complete the application, the administrator clicks on the applicant name link.
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CCMS Application - Demographics
The demographic information that the applicant completed is displayed at the top of the page.
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CCMS Application - Controls
The administrator fills in the control information. If the administrator has created a card template for use
in filling in the application, they can select it from the dropdown list.
If the administrator needs to have the applicant correct the application demographics, they can click the
reject button.
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CCMS Application – Controls - Reject
The reject screen would be displayed where the administrator can enter a reason for the reject. They
then click the 'reject‟ button. The applicant would receive an email indicating the reason for the rejection.
If the information is correct, the administrator clicks on the „accept‟ button. If the application is for an
Travel Individually Billed card, the button will be displayed as „continue‟ instead of „accept‟.
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CCMS Additional Information
If the application is for an individually billed account, the administrator will see this screen after they
clicked on the „continue‟ button on the previous screen.
If all the information is correct, the administrator clicks on the „accept‟ button.
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Application Confirmation
The confirmation screen is displayed. The user clicks on the „close‟ button. The application will be
processed within 2 business days.
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Application Status Menu
To view the status of all applications, the administrator selects the Application Status menu.
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Status of all Applications
The user clicks on the „search‟ button to see the results.
The user enters a date range to view the status of all applications.
The user can also limit the search by status.
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Thank you for attending!
Visit the Citibank Welcome Center
– Level 3 – Foyer West
– National Industries for the Blind will have a display of products
– Conference Slide Show – come see yourself shine!
Visit the Citibank One-on-One Lab – Lido 3101 A/B
Visit the Citibank Mini Sessions – Lido 3001 A/B
Citi Q&A Link – Tell us your thoughts
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RemindersAll Audiences
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Schedules available at the Welcome CenterAll Audiences
CCMS – Online Applications
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Interactive Training Events – DoD
Citi offers on-site training at no cost for agencies meeting the required minimum participant level of 20 or more as set forth in the GSA SmartPay2 Master Contract.
Regional Citi Training Locations
– Norfolk, VA
– Washington, DC
– Visit www.defensetravel.dod.mil/passport to view and register for these sessions
Upcoming Training
– Visit www.defensetravel.dod.mil/passport to view and register for these sessions
On-site at your base or installation
– 20-participant minimum
– Visit www.citimanager.com/dodhome and under Resources to download the On-site Training Request Form
Distance Learning – Video Conferences
Please e-mail us at [email protected] and a Citi training coordinator will work with you directly for on-site or Distance Learning sessions.
DoD Travel
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Interactive Training Events - GSA
Citi offers Computer Based Training (CBT) via the Citi Commercial Card Learning and
System Support (CLASS) in CitiManager.
Visit home.cards.citidirect.com and from the Web Tools Tab select the CLASS link
Please contact your Account or Client Manager if you are interested in setting up a training
session. Training can be conducted at a Citi Training Location, On-site at your office or via
the Web.
Regional Citi Training Locations
– Norfolk, VA
– Washington, DC
GSA
Terms & Disclosures
Tuesday, July 28, 2009
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