procurement card: new works users interface annette heller unc charlotte
TRANSCRIPT
Procurement Card:New Works Users Interface
Annette HellerUNC Charlotte
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Session Etiquette
• Please turn off all cell phones.
• Please keep side conversations to a minimum.
• If you must leave during the presentation, please do so as quietly as possible.
• Thank you for your cooperation!
3
Agenda
• What’s New• UNC Charlotte’s Works Implementation Process• User Tools• Navigation Demonstration• Questions• Contact Information
4
What’s New
• New Look• User Friendly• Improved Filtering Capabilities • Improved Navigation Controls• Ability to Upload Receipts to Transactions
Navigation tabs on every page
Announcements are always on the front page
Administrators now have an easy to use Account Dashboard
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Filtering Capabilities
• Anywhere you see a box, you have the ability to type data specific to that field
• Filtering occurs as you type
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UNC Charlotte Implementation Process
• Bank of America helped in the process by providing information
• Information was passed on to our users via email• 50 Users a week received brief instructions and a link
to the new system• After 3 weeks, the remaining users were granted
access• Notified our Bank of America Support Team of
changes that needed to be made • Updated Training Materials and Website
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User Tools
• Training Videos– Two Categories:
Training for All or Cardholders
• Training Guides
Simple training videos help users learn how to best utilize the system
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Questions & Answers
