Procurement Card: New Works Users Interface Annette Heller UNC Charlotte

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! 2

Agenda What’s New UNC Charlotte’s Works Implementation Process User Tools Navigation Demonstration Questions Contact Information 3

What’s New New Look User Friendly Improved Filtering Capabilities Improved Navigation Controls Ability to Upload Receipts to Transactions 4

Navigation tabs on every page Announcements are always on the front page

Administrators now have an easy to use Account Dashboard

Filtering Capabilities Anywhere you see a box, you have the ability to type data specific to that field Filtering occurs as you type 7

UNC Charlotte Implementation Process Bank of America helped in the process by providing information Information was passed on to our users via 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 8

User Tools 9 Training Videos – Two Categories: Training for All or Cardholders Training Guides

Simple training videos help users learn how to best utilize the system

Navigation Demonstration 11

Questions & Answers 12

Thank You! Annette Heller