Procurement Card:New Works Users Interface

Annette HellerUNC Charlotte

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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!

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Agenda

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

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What’s New

• New Look• User Friendly• Improved Filtering Capabilities • Improved Navigation Controls• Ability to Upload Receipts to Transactions

Navigation tabs on every page

Announcements are always on the front page

Administrators now have an easy to use Account Dashboard

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Filtering Capabilities

• Anywhere you see a box, you have the ability to type data specific to that field

• Filtering occurs as you type

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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

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User Tools

• Training Videos– Two Categories:

Training for All or Cardholders

• Training Guides

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

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Navigation Demonstration

Works

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Questions & Answers

Thank You!

Annette Helleramheller@uncc.edu

704-687-5763