1. Procurement Card: New Works Users Interface Annette Heller UNC Charlotte

2. 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

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

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

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

6. Administrators now have an easy to use Account Dashboard

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

8. 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 8

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

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

11. Navigation Demonstration 11

12. Questions & Answers 12

13. Thank You! Annette Heller amheller@uncc.edu 704-687-5763