1 Lesson 7: CAMS

2 Training Objectives u At the conclusion of this lesson, PCMS LAPC’s and APC’s will be able to: n Create, maintain, query and deactivate Cardholder accounts in CAMS. n 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 1. Query all Cardholder records attached to the LAPC or APC UserID you logged on with. 2. Query all Cardholder records that have an Office City address in “Beltsville”. 3. Query all Cardholder records that have an Office phone number beginning with a “301” prefix.

7 Cardholder Setup 1. Enter the User ID in the “LAPC User ID” field, or select from a list.

8 Cardholder Setup (Cont.) 2. Enter Cardholder details (Profile, hierarchy and account).

9 Cardholder Setup (Cont.) 3. Enter Profile Accounting details.

10 Cardholder Setup (Cont.) 4. Enter Cardholder Supervisor details.

11 Cardholder Setup (Cont.) 5. Save the record. (Data is sent to the Bank).

12 Cardholder Setup (Cont.) 6. Query the Cardholder record to determine if the Bank has processed the Cardholder setup. 7. Complete the Cardholder record in SAMS. 8. Inform the Cardholder. 9. 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 1 st 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 1.Create a new Cardholder record using the following information: Name: Peter John Smith Address: King Street, Beltsville, MD, Phone: SSN: Single and Monthly Purchase Limits: $ No checks authorized The card should be shipped to the LAPC Card should be a standard plastic Codes: Program \ Dept 12 \ Agency 99 \ Region 01 \ Unit 02 \ Sub Unit Accounting code: BOCC: 2670

17 Practical Exercise 2.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, Phone: SSN: Single and Monthly Purchase Limits: $ No checks authorized The card should be shipped to the LAPC Card should be a standard plastic Codes: Program \ Dept 12 \ Agency 99 \ Region 01 \ Unit 02 \ Sub Unit Accounting code: BOCC: 2670

18 Practical Exercise 3.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 1.Query the following Cardholder record, and request a replacement card: Name: Peter John Smith Address: King Street, Beltsville, MD, Query the following Cardholder record, and delete the card: Name: Fred Paul Jones Address: 99 Hill Street, Beltsville, MD, 20705

23 Summary and Review 1. What are the main functions the LAPC performs using CAMS? 2. What are the steps for an LAPC when setting up a new Cardholder account? (Walk the instructor through the steps) 3. What would prevent a new Cardholder record from being modified in CAMS? 4. Why would an LAPC deactivate a Cardholder’s Purchase Card? 5. If a Cardholder has a damaged purchase card how do they obtain a replacement?

24 Intro Lesson 8 - SAMS

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

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

27 SAMS Logon

28 SAMS Main Menu

29 Sams Request Page

30 Action Area u Action Menu u Request Information u Authorization Information

31 User Information Block

32 User Information Block (cont) FieldnameRequiredDescription Last Name YesThe User’s last name. First Name YesThe User’s first name. Middle Initial NoThe User’s middle initial. Social Security Number YesThe User’s 9-digit Social Security Number, with no dashes or breaks Work Phone YesThe User’s 10-digit work phone number, with no parentheses, dashes or breaks. Fax Number YesThe User’s 10-digit fax number, with no parentheses, dashes or breaks. IP Address NoThe User’s Internet Protocol (IP) address.

33 Application Information Block

34 Application Information Block (cont) FieldnameRequiredDescription Program Code YesA six-digit code automatically populated when Name & Role is selected. Dept Yes Enter a two-digit Dept code. USDA’s Dept code is 12. Agency YesEnter a two-digit Agency code. Region Yes Enter a two-digit Region code. If no Region is to be specified, enter 00. Unit Yes Enter a two-digit Unit code. If no Unit is to be specified, enter 00. Sub Unit YesEnter a five-digit Sub Unit code. Use leading zeros, if Sub Unit code is less than five- digits. If no Sub Unit is to be specified, enter Account Number Yes A default Account Number of will automatically be entered. User Id Yes u If assigning a new role, and User has an existing PCMS User Id, enter it into the User Id field, with an F appended to the end, e.g. DA014F u If User has an existing NFC Systems User Id, use it for new PCMS role. u If not, ensuring your cursor is positioned in the User Id field, click on the List button, and select an Unassigned User Id assigned for your use by ACFO-FS. Password Yes u Must be 6-8 characters in length. u Must begin with a letter u Must contain both letters and numbers.

35 Message Block FieldnameRequiredDescription Comments NoAny Comments that may be useful in establishing a clear record.

36 Add User Required Optional

37 Drop User Required Optional

38 Insert SAC Required Optional Required Optional As Required

39 Remove SAC Required Optional

40 Modify Data Required Optional As Required

41 Change Password Required Optional

42 Error CARVER GEORGE CARDHOLDER PCMS W AB1111C ORA-28007: THE PASSWORD CANNOT BE REUSED. ABCDE1USERID

43 SAMs Report

44 SAMs Report u Enter a Request Date and click Run Report

45 Practical Exercise 1.Logon to SAMS using your Username and Password. Note any messages on the Main Menu Bulletin Board. 2.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. 3.Open the SAMS rePorts module. Generate a report using a Request Date of the last day of the previous month. 4.Return to the Main Menu, and exit SAMS.

46 Summary & Review 1.What are the main functions the LAPC performs using SAMS? 2.What are the steps for an LAPC when setting up a new Cardholder account? 3.What would prevent a new Cardholder record from being modified in SAMS? 4.How would an LAPC deactivate a Cardholder’s Purchase Card? 5.If a Cardholder loses his/her Password, how would the LAPC provide a new one?