P-Card Training

The training options for the Procurement Card program are listed below. 

Please note that the online training requires a Flash player on your Internet browser. If the training does not load/display on your computer, you may need to use a different Internet browser. We don't recommend the use of Google Chrome for the online training.

Online Training

Online Training

The Procurement Card training is available to UC Davis employees (except Chart H employees) and registered affiliates (Cooperative Extension Employees). An e-mail confirmation will be sent to you after you have completed the training.

The training modules below are offered through UC Learning Center. After logging in with your campus user ID and Kerberos passphrase, please type the class title into the search field.

  • Procurement Cardholder: Initial - Intended for prospective cardholders involved in the procurement card program.

    This online course covers: Roles and Responsibilities, Guidelines for Card Use, Appropriate Practices, Recordkeeping, Purchasing Card Application Process, and Bank Dispute Process.

  • Procurement Card Reviewer: Initial - Intended for all reviewers and account managers involved in the Procurement Card program.

    This online course covers: Information on the Roles and Responsibilities of Reviewers, Guidelines for Card Use, Appropriate Practices, Recordkeeping, Procurement Card Application Process, and Bank Dispute Process.

  • Procurement Card Training: Refresher - Required annually for current cardholders and account managers involved in the procurement card program.

    This online course covers: Scenario-based training that reviews Roles and Responsibilities, Guidelines for Card Use, Appropriate Practices, Recordkeeping, Procurement Card Application Process, and Bank Dispute Process.

New Cardholder Onboarding

This onboarding has been created in order to provide a high level overview of the Procurement Card program highlighting important policies and procedures to new cardholders. Topics that will be discussed include the purpose and uses of the P-Card, responsibility of the cardholder, identifying fraud, tips on how to handle the PCDO document, and a Q&A.

A monthly live webinar will be held.

  • The meeting will be scheduled by the P-Card Coordinator.
  • Communication via e-mail will be distributed to the new cardholders alerting them of the required meeting.
  • The meeting will be an hour long.

The new cardholders will be required to attend the meeting within the first 30 days upon receiving their card.

  • If the cardholder is unable to attend the live webinar they must make arrangements with the P-Card Coordinator to attend another meeting.
  • If they cannot attend a meeting and fail to communicate with the P-Card coordinator within the first 30 days of receiving their card, the P-Card Administrator will suspend their card until arrangements have been made to attend the onboarding. The fiscal officer will be notified that the cardholder’s card has been suspended.

The onboarding program will help ensure that you have the tools and resources you need to feel confident using your Procurement Card!

Other Recommended Classes

In addition to the above courses, we also recommend completion of the online KFS Purchasing class, also available for enrollment through the campus UC Learning Center.