Last update: 08/27/2009
US Bank Visa™ card training and support
US Bank will be providing several proven forms of training for
Access Online, which is the web tool used to manage your card
program(s). This training is geared towards the Program
Administrator, IT, Accounting, and Management. Cardholders should
receive their training internally and using the WBT (see below). For
an overview of Access Online see the
Access Online Brochure
and Access Online
Features & Benefits
.
Implementation: Working with your Implementation Project Manager you will have direct access to personal training as you establish your program. If you decide to use functionality such as Transaction Management and Electronic Approvals, your IPM is available for assistance.
Account Coordinator: This is your day-to-day contact for program assistance. Have a question about how to set up a new account? How to run a certain report? How to make changes to your program’s hierarchy? Your dedicated AC is at your fingertips to get help on items like this.
Relationship/Account Manager: Either a RM or AM will be assigned to your account as a dedicated resource for ongoing program management and strategic consulting. Would you like to schedule a performance review of your account? What about conducting an Accounts Payable VISA Optimization Analysis to discover what growth opportunities are available for your program? Your RM/AM will assist you in maximizing your program potential.
Microsoft LiveMeeting: Access Online training provided to you at your desk. This is an instructor-led course with the ability to watch online, listen and ask questions via a toll-free phone number. Register online for these classes.
- WA ST Access Online Program Administrator 101 (this class will be available to WA ST WSCA programs once per quarter)
- Account Code Validation*
- Account Set Up & Maintenance*
- Cost Allocation*
- Transaction Management*
- Reporting*
- Order Management*
*These classes are open to all US Bank clients
WBT – Web Based Training: Self-paced Access Online training anytime, any day. Our web based training is very comprehensive and includes user guides, sample statements, simulations and an optional certification process that includes quizzes to ensure your agency participants are trained. You may take this training as often as you need to and it is customized and available to Program Administrators, Approvers, and Cardholders. The WBT also houses all the PDF documents and manuals for Access Online functionality, including Quick Reference Guides.
Program Management Approach: In addition to the above listed training tools, US Bank also provides a PMA web-site geared towards providing programs with examples and tools to ensure best practice standards are being implemented. This site has everything from sample Pcard Policies for organizations to sample communication letters to cardholders. See your Implementation or Account Manager for access to this web site.
Annual WA ST WSCA Forum: This will be a yearly event in which all WA ST WSCA participants can get together and collaborate on program management success stories. We will have Access Online training, guest speakers, and round table discussions.
