Access Form Overview 

The purpose of the Concur-P-Card User Access Request Form is to request (1) access to Concur, (2) a UA P-Card, and/or (3) a Concur Supervisor update.  The form can be completed by a UA employee or by an employee’s delegate.  However, a delegate will need the employee’s CWID to complete the form. 

Once completed and submitted, the form will be routed to the org approver associated with the UA employee’s home org in Banner.  The org approver will review and approve all requests for access, P-Cards, and supervisor updates submitted through the form. 

Concur-P-Card User Access Form


Access Training Requirements 

Concur Travel and Expense Training is required for all P-Card Holders, for any faculty and staff requesting reimbursements from UA, and for any faculty and staff submitting payments to vendors or non-UA individuals. This course provides an introduction to the Concur System including the Request, Travel, Expense, and Invoice modules of Concur as well as the user profile, setting up delegates, and booking travel.  This course fulfills the Concur training requirement for new P-Card Holders and/or Concur users to gain system access.  Please register for the Concur Instructor Led class via the UA LMS.

Concur Training Registration

The P-Card Policies & Procedures class is required for all new Cardholders and Reconcilers.  This instructor-led P-Card Policies and Procedures course fulfills the training requirement for new P-Card Holders . Please register for the P-Card Policy and Procedures class via the UA LMS.

P-Card Training Registration


Access Form Training Resources

TitleDescriptionGuides
Concur-P-Card User Access: OnBase Approver Access InstructionsSteps necessary to request OnBase access for the Concur-P-Card User Access Request Form. guide icon
Concur-P-Card User Access Approver: Desktop Version OnBase InstructionsSteps necessary to review and approve a Concur-P-Card User Access Request via OnBase (Desktop Version). guide icon
Concur-P-Card User Access Approver: Web Version OnBase InstructionsSteps necessary to review and approve a Concur-P-Card User Access Request via OnBase (Web Version). guide icon
Concur User Access GuideThis guide outlines the steps necessary to submit a Concur-P-Card User Access form. The Concur-P-Card User Access form is used to request user access to Concur, to add or update a Concur Supervisor, and to apply for a P-Card.


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