Required Training

Please complete the PCard Agreement Form and/or Travel Agreement form and send to pcard@iowa.gov.  

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.

Travel Card-Web Based Training Instructions

To access the PCard Web Based Training courses, follow the links to the corresponding courses below.  In each folder you will find a course video and a quiz.  You may watch the video and then take the quiz.  Feel free to go back and watch the video again to find answers to questions on the quiz. To take the quiz you have a few options (complete one). Some answers can be found in the video and other resources online such as our website. 

1. Print the quiz, circle the answers, scan the document, and email back to pcard@iowa.gov.

2. List the numbers of the questions and provide your answer in an email and send to pcard@iowa.gov.

(Example)  
    PCard Quiz
       1.   B
       2.   True
3. Edit the PDF, mark your answers in the PDF, save, attach to email, and send to pcard@iowa.gov.

Courses may be found at: Travel Card Training

PCard-Web Based Training Instructions

To access the PCard Web Based Training courses, follow the links to the corresponding courses below.  In each folder you will find a course video and a quiz.  You may watch the video and then take the quiz.  Feel free to go back and watch the video again to find answers to questions on the quiz. To take the quiz you have a few options (complete one). Some answers can be found in the video and other resources online such as our website. 

1. Print the quiz, circle the answers, scan the document, and email back to pcard@iowa.gov.

2. List the numbers of the questions and provide your answer in an email and send to pcard@iowa.gov.

(Example)  
    PCard Quiz
       1.   B
       2.   True
3. Edit the PDF, mark your answers in the PDF, save, attach to email, and send to pcard@iowa.gov.

Courses may be found at: PCard Training PCard Quiz

For assistance, please contact James Harris at james.harris@iowa.gov; (515)745-2526 or Heather Johnson at heather.johnson@iowa.gov or (515)321-5284.

Access 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 below.

Access Online Web-Based Training

  1. Log on to US Bank. (Training link in lower left nav.)
  2. “Register” to create custom Learning Plan, track progress & print certificate.
  3. Print this page and select Guided Simulations noted below.

 

Access Online Quick Guides

For Cardholders & Agency Pcard Coordinators

Access Online Recommended Curriculum

Guided Simulations (for Cardholders & Agency Pcard Coordinators/Administrators)

Getting Started
  • Online Registration
  • Logging In
  • ​Navigation Basics
  • Passwords
  • Contact Information
  • ​View Cardholder Statements
Working with Transactions
  • View Transactions
  • Reallocate Transactions

Guided Simulations (for Agency Pcard Coordinators/Administrators only)

Working with Transactions
  • Mass Reallocate Transactions
Create and Run Reports and Statements
  • Run a Report

 

Additional Resources 

For Agency Pcard Coordinators/Administrators only

Contacts

James Harris 515-745-2526, State Pcard Manager

Heather Johnson 515-321-5284, State Pcard Administrator

pcard@iowa.gov,  PCard Mailbox