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Required Training
PCard 101 and Travel Card 101 are required training for Cardholders and PCard Coordinators, depending on the cards issued. A short quiz follows each module, with instructions provided for saving and submitting your results.
Please complete the PCard Agreement Form (357.89 KB) .pdf and/or Travel Agreement (515.63 KB) .pdf form and send to pcard@iowa.gov.
Back to topTravel Card - Web-based Training Instructions
Read the material above before taking the Travel Card Quiz. The information on the quizzes can be found in these items:
- State of Iowa Purchasing Card Program Policy and Procedures Manual (2.15 MB) .pdf (All answers can be found!)
- SAE Travel Procedures 210.000-405
- Travel Card Flowchart (318.03 KB) .pdf
- Travel Card Tip sheet (216.37 KB) .pdf
To access the PCard Web Based Training courses, follow the links to the corresponding courses below. The quiz may be found at: Travel Card Training (152.08 KB) .pdf
Back to topPCard - Web-based Training Instructions
PCard training is accessible via Workday Learning. To access, follow these instructions: Login to your Workday Account. Click Learning from the options on the left side. In the search bar at the top, type in "Procurement-Pcard". Select this training.
For assistance, please contact Heather Johnson at heather.johnson@iowa.gov or 515-321-5284.
Back to topAccess Online Training
Access Online is U.S. Bank's web-based card management system for monitoring transactions, allocating expenses, and printing statements. Training is recommended depending upon an Agency's internal policy for cardholder and PCard administrator use.
For a quick Access Online preview, see An Introduction for State of Iowa Employees.
For more detailed training, check out U.S. Bank's Web-based training and additional resources.
Back to topAccess Online Web-based Training
- Log on to US Bank.
- Choose the Training link.
- Register to create custom Learning Plan, track progress, and print certificate.
- Print this page and select Guided Simulations noted below.
Access Online Recommended Curriculum
| Section | Objectives |
|---|---|
| Guided Simulations (for Cardholders and Agency Pcard Coordinators/Administrators) | |
| Getting Started |
|
| Working with Transactions |
|
| Guided Simulations (for Agency Pcard Coordinators/Administrators only) | |
| Working with Transactions | Mass Reallocate Transactions |
| Create and Run Reports and Statements | Run a Report |
Access Online Resources: Cardholders & Agencies
For Cardholders & Agency Pcard Coordinators
- Access Online for Cardholders (3.98 MB) .pdf
- View a Cardholder Statement (339.99 KB) .pdf
- Forgot Your Password (262.23 KB) .pdf
Access Online Resources: Coordinators & Admins
- Access Online for Agency Management (1.97 MB) .pdf
- Run a Report
- Run an Account List
- Run a Transaction Detail Report
Contacts
- Email Heather Johnson (PCard Manager) or call 515-321-5284
- Email the PCard mailbox: pcard@iowa.gov