Pcard Training

Cardholder/Reconciler Training

Live training held every other week at 10 a.m. in 203 MSC on the Kent Campus. (Note: Nov. 6 and 13 sessions will be held in the Schwartz Center auditorium - 177 MSC.)

Register (type keyword pcard in Search Criteria box)

  • 2019 dates
    • November 6, 13, and 27
    • December 11
  • 2020 dates
    • January 8 and 22
    • February 5
    • March 4 and 18
    • April 1, 15, and 29
    • May 13 and 27
    • June 10 and 24

Approver Training

  • Pcard Approver Self-Study Training Instructions
  1. Read the University Pcard Manual. - This manual includes the university's pcard policy as well as the program's procedures.
  2. Read and sign the Pcard Approver Agreement.- By signing this, you are certifying that you have completed and understood pcard training and agree to fulfill your responsibilities as an approver. List the names of all of the cardholders whose transactions you approve on the Cardholder Name line. You may leave the Acct last 4 digits line blank.
  3. Return the Pcard Approver Agreement form to pcard@kent.edu.
  4. Register with Works using the link provided in your Works Welcome Email. Once complete, you will be ready to complete your part of the transaction reconciliation process.​​​​​​​
  5. Review pages 1 and 15 through 17 of the Guide to Using Works. - Works is Bank of America's online transaction management tool. The sections that you read will introduce you to Works and instruct you on how to flag and approve transactions within the system.