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Lesson 7: CAMS Lesson 7: CAMS

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Training ObjectivesTraining Objectives

At the conclusion of this lesson, PCMS LAPC’s and APC’s will be able to:

Create, maintain, query and deactivate Cardholder accounts in CAMS.

Delete, replace and deactivate purchase cards.

 -

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CAMS Workflow CAMS Workflow

LAPC PCMS

SAMS

4. LAPC checks CAMSfor confirmation.

5. LAPC completesCardholder's

record in SAMS.

$

Bank

3. Bank issuesconfirmation andaccount number

for new Cardholder.

$

BankPCMSLAPC

1. LAPC enters Cardholder details into CAMS

SAMS

2. ACFO\FS initiates askeletal record in SAMS

2. ACFO\FS downloads data nightly to Bank

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Main Screen Main Screen

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CAMS QueriesCAMS Queries

LAPC Query all Cardholders

APC Query all record

Query Tips: Enter the value in a query field and hit the “Find” button; The % wildcard can be used; Use scroll bars to navigate between Cardholder records; Use lists available to select values from, such as “LAPC User ID”;

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Practical Exercise Practical Exercise

1. Query all Cardholder records attached to the LAPC or APC UserID you logged on with.

2. Query all Cardholder records that have an Office City address in “Beltsville”.

3. Query all Cardholder records that have an Office phone number beginning with a “301” prefix.

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Cardholder SetupCardholder Setup

1. Enter the User ID in the “LAPC User ID” field, or select from a list.

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Cardholder Setup (Cont.)Cardholder Setup (Cont.)

2. Enter Cardholder details (Profile, hierarchy and account).

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Cardholder Setup (Cont.)Cardholder Setup (Cont.)

3. Enter Profile Accounting details.

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Cardholder Setup (Cont.)Cardholder Setup (Cont.)

4. Enter Cardholder Supervisor details.

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Cardholder Setup (Cont.)Cardholder Setup (Cont.)

5. Save the record. (Data is sent to the Bank).

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Cardholder Setup (Cont.)Cardholder Setup (Cont.)

6. Query the Cardholder record to determine if the Bank has processed the Cardholder setup.

7. Complete the Cardholder record in SAMS.

8. Inform the Cardholder.

9. Schedule the Cardholder for Agency training.

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Copy Cardholder RecordCopy Cardholder Record

Use the “Copy Rec” option to avoid re-typing similar details when setting up multiple Cardholders.

Copy Steps: Save 1st record; Hit “Copy Rec” button; Change unique values; Save record;

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Modify a Cardholder RecordModify a Cardholder Record

Query record \ modify fields \ Save record.

Guidelines: All fields can be modified - prior to a record being sent to the Bank; No modification can be made until the record returns from the Bank; Most fields can be modified - after the record returns from the Bank; New cards issued ONLY when information in the magnetic strip or information embossed upon the card changes ;

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Update an LAPCUpdate an LAPC

To update LAPC information.

Query an LAPC.

Select a cardholder record where the Date Sent to Bank and Date Returned From Bank fields are NOT blank;

Hit the “Update LAPC User” button.

Update LAPC details on the Modification Screen.

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Practical Exercise Practical Exercise

1. Create a new Cardholder record using the following information: • Name: Peter John Smith • Address: 12345 King Street, Beltsville, MD, 20705• Phone: 301-555-2222• Email: psmith@test.com• SSN: 234-56-7890• Single and Monthly Purchase Limits: $2500.00• No checks authorized• The card should be shipped to the LAPC• Card should be a standard plastic• Codes: Program 448681 \ Dept 12 \ Agency 99 \ Region 01 \

Unit 02 \ Sub Unit 00000• Accounting code: 7010101915• BOCC: 2670

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Practical Exercise Practical Exercise

2. Copy the new Cardholder record and create a second record using the following unique field values; • Name: Fred Paul Jones • Address: 99 Hill Street, Beltsville, MD, 20705 • Phone: 301-555-3456 • Email: fjones@test.com • SSN: 234-56-1234 • Single and Monthly Purchase Limits: $2500.00• No checks authorized• The card should be shipped to the LAPC• Card should be a standard plastic• Codes: Program 448681 \ Dept 12 \ Agency 99 \ Region 01 \

Unit 02 \ Sub Unit 00000• Accounting code: 7010101915• BOCC: 2670

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Practical Exercise Practical Exercise

3. View LAPC details;

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Lost and Stolen Purchase Cards Lost and Stolen Purchase Cards

$

Bank

PCMSLAPC

SAMS

$ $$

Purchasing

1. Cardholder informs Bank the Card

is missing

2. Bank creates a new account

ACFO\FS5. LAPC can query

old and newCardholder accounts

4. Cardholder account is updated in SAMS

3. ACFO\FS createsCAMS accounts

and assignsaction codes.

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Replace \ Delete CardsReplace \ Delete Cards

Check “Delete Card” OR “Replace Card”.

Save record to send request to the Bank.

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Deactivating a Cardholder Account Deactivating a Cardholder Account

LAPC

$ $$

Cardholder

1. LAPC informsCardholder

2. LAPC sets minpurchase limit to

$1 in CAMS

PCMS

An APC\LAPC may deactivate purchase card accounts for infractions of Department or Agency policy, or to mitigate risks.

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Practical Exercise Practical Exercise

1. Query the following Cardholder record, and request a replacement card: • Name: Peter John Smith • Address: 12345 King Street, Beltsville, MD, 20705

2. Query the following Cardholder record, and delete the card:

• Name: Fred Paul Jones

• Address: 99 Hill Street, Beltsville, MD, 20705

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Summary and ReviewSummary and Review

1. What are the main functions the LAPC performs using CAMS?

2. What are the steps for an LAPC when setting up a new Cardholder account? (Walk the instructor through the steps)

3. What would prevent a new Cardholder record from being modified in CAMS?

4. Why would an LAPC deactivate a Cardholder’s Purchase Card?

5. If a Cardholder has a damaged purchase card how do they obtain a replacement?

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IntroIntro

Lesson 8 - SAMS

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Training ObjectivesTraining Objectives

At the Conclusion of this Lesson, You Will Be Able To:

Add or Drop Users

Insert or Remove Security Access Code (SAC) Information

Modify Data

Change Passwords

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What Is SAMS?What Is SAMS?

Security Access Management System (SAMS)

Web-based application

Used to Enter Security Access Requests Online

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SAMS LogonSAMS Logon

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SAMS Main MenuSAMS Main Menu

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Sams Request PageSams Request Page

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Action Area Action Area

Action Menu Request Information Authorization Information

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User Information BlockUser Information Block

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User Information Block (cont)User Information Block (cont)

Fieldname Required Description

Last Name Yes The User’s last name.

First Name Yes The User’s first name.

Middle Initial No The User’s middle initial.

Social Security Number Yes The User’s 9-digit Social Security Number, with no dashes or breaks

Work Phone Yes The User’s 10-digit work phone number, with no parentheses, dashes or breaks.

Fax Number Yes The User’s 10-digit fax number, with no parentheses, dashes or breaks.

IP Address No The User’s Internet Protocol (IP) address .

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Application Information BlockApplication Information Block

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Application Information Block (cont)Application Information Block (cont)Fieldname Required Description

Program Code Yes A six-digit code automatically populated when Name & Role is selected.

Dept Yes Enter a two-digit Dept code. USDA’s Dept code is 12.

Agency Yes Enter a two-digit Agency code.

Region Yes Enter a two-digit Region code. If no Region is to be specified, enter 00.

Unit Yes Enter a two-digit Unit code. If no Unit is to be specified, enter 00.

Sub Unit Yes Enter a five-digit Sub Unit code. Use leading zeros, if Sub Unit code is less than five-digits. If no Sub Unit is to be specified, enter 00000.

Account Number Yes A default Account Number of 0000000000 will automatically be entered.

User Id Yes If assigning a new role, and User has an existing PCMS User Id, enter it into the User Id field, with an F appended to the end, e.g. DA014F If User has an existing NFC Systems User Id, use it for new PCMS role. If not, ensuring your cursor is positioned in the User Id field, click on the List button, and select an Unassigned User Id assigned for your use by ACFO-FS.

Password Yes Must be 6-8 characters in length. Must begin with a letter Must contain both letters and numbers.

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Message BlockMessage Block

Fieldname Required Description Comments No Any Comments that may be useful in establishing a clear record.

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Add UserAdd User

Required

Optional

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Drop UserDrop User

Required

Optional

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Insert SACInsert SAC

Required

Optional

Required

Optional

As Required

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Remove SACRemove SAC

Required

Optional

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Modify DataModify Data

Required

Optional

As Required

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Change PasswordChange Password

Required

Optional

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ErrorError

000000000

CARVER

GEORGE

CARDHOLDERPCMS

W

111-11-1111

111-11-1111

123-456-7890

448681

12 34 05 78 12345

AB1111C

08-26-2004

ORA-28007: THE PASSWORD CANNOT BE REUSED.

ABCDE1USERID

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SAMs ReportSAMs Report

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SAMs ReportSAMs Report

Enter a Request Date and click Run Report

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Practical Exercise Practical Exercise

1. Logon to SAMS using your Username and Password. Note any messages on the Main Menu Bulletin Board.

2. Open the SAMS Requests module. Search for and locate the record of an individual under your cognizance, using Last Name (at a minimum) as the search criteria.

3. Open the SAMS rePorts module. Generate a report using a Request Date of the last day of the previous month.

4. Return to the Main Menu, and exit SAMS.

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Summary & ReviewSummary & Review

1. What are the main functions the LAPC performs using SAMS?

2. What are the steps for an LAPC when setting up a new Cardholder account?

3. What would prevent a new Cardholder record from being modified in SAMS?

4. How would an LAPC deactivate a Cardholder’s Purchase Card?

5. If a Cardholder loses his/her Password, how would the LAPC provide a new one?