CitiDirect Card Management System (CCMS) - Online Application

Transcription

1 2011 GSA SmartPay Training Conference CitiDirect Card Management System (CCMS) - Online Application Product Development

2 A Winning Hand: Solutions, Savings and Sustainability with GSA SmartPay The 13 th Annual GSA SmartPay Training Conference, Las Vegas

3 House Rules All Audiences To ensure the best possible learning experience for participants, please adhere to the following house rules: Turn cell phones and pagers to vibrate Hold questions to end of session (unless encouraged otherwise) Ensure your participant badge is scanned to receive CLP credits For each course Must leave room and re-enter You will not receive CLP credits for Mini Sessions Take advantage of opportunities to provide feedback Please select the Citi Q&A icon on any Citi PC at the conference Answers to be ed after the conference within 60 days 3

4 Goals & Objectives Department of Defense This course is designed to assist you in achieving the following objectives: Provide an understanding of Online Application options within CCMS. Assist your organization in taking advantage of the self service tool. 4

5 Introduction Online Application is a configurable option which allows applications for all product types to be submitted through a web-based system by the applicant. Each client has the option of having this feature turned on if it meets the needs of their program and management objectives. Applications submitted for individually billed accounts via the Online Application process are considered as having the electronic signature of the applicant. Therefore, the cardholder does not have to physically sign a paper application. 5

6 Preparation A/OPC Passcode Set Up GSA Agencies Administrators will need to provide cardholders with the following: The Client Code, The Pass Code, and The Hierarchy where you want the cardholder application to reside. The CitiManager URL The Client Code is supplied by your CAS or Account Management team. For Non-DOD clients, the administrators set the Online Application Passcode within CCMS. Note: DOD administrators are not able to modify the passcode. 6

7 Cardholders - Apply for Card Click on the Apply for card link below 7

8 Preparation A/OPC Passcode Set Up GSA Agencies Administrators use the Change Online Application Code screen to enter a passcode of up to 10 characters in the New Passcode field. The code can be any combination of alpha and numeric characters. The administrators may access the Online Application Code screen at any time to see the current passcode or to enter a new one. It can be changed as often as necessary. 8

9 Client or Invitation Passcode Screen Users will select the CitiDirect System Client Code option Press Continue 9

10 Non-DOD - Client Code Option The cardholder will enter the Client Code supplied by the Administrator and press Continue. 10

11 Application Identification Screen The applicant enters the unit/hierarchy levels supplied by the administrator. The user must enter each Unit level down to the lowest level where the account will reside. Each Unit field requires 5 numbers The user enters the Passcode provided by the administrator and their Employee ID. Press Continue 11

12 Application Menu The applicant selects the Card Application Menu NOTE: DOD Travel Card Applicants will not see a Status option 12

13 Application Screen The applicant fills in the demographic information and presses the Continue button. Note: The information requested may be different, depending on the set up for your agency. The next slide illustrates 13

14 Additional Information DOD and GSA Travel IB The applicant is asked to provide additional information if they are applying for a Travel Individually Billed account. 14

15 Cardholder Consent to Terms and Conditions All Audiences The applicant must check both check-boxes or the agree box is not selectable. 15

16 Non-Agreement to Terms and Conditions All Audiences If an applicant for an individually billed account does not agree to the terms and conditions presented on the consent screen, the application is not processed and the AOPC approver will receive the below . When applying for a card online, the applicant <applicant name> did not agree to the Terms and Conditions for the use of the <product type> card. The application has not been processed. 16

17 Cardholder Consent Credit Check DOD DOD Program participants will see this consent for a Credit check. If they do not agree, an will be sent to the approver to let them know. They may be issued a restricted card. 17

18 Cardholder Consent Credit Check GSA Agencies For non-dod clients, if your agency has a credit worthiness check enabled, applicants for Travel Individually Billed accounts will be asked to consent to a credit check. If they don t check one of the boxes, the submit button is not enabled. 18

19 Application Submitted The applicant is presented with a confirmation page regarding the submission and may Logout of the application. The Administrator will receive an to let them know that the application has been submitted. 19

20 Cardholders Check on Application Status Non-DOD applicants can access the system by going to the login screen and clicking on Apply for Card again to check on the status of their application. Applicants need only enter the client code and the same hierarchy, passcode and employee id they originally entered. They would click on Status under the Online Application menu. The status would be displayed to the applicant as submitted, accepted or rejected 20

21 Cardholders Check on Application Status GSA Agencies Non-DOD applicants can access the system by going to the login screen and clicking on Apply for Card again to check on the status of their application. Applicants need only enter the client code and the same hierarchy, passcode and employee id they originally entered. They would click on Status under the Online Application menu. The status would be displayed to the applicant as submitted, accepted or rejected 21

22 Administrators - CCMS Application Approval When the administrator receives the that an application has been submitted, they can access CCMS and click on the Application Approval menu to see the submitted applications. 22

23 Administrators - CCMS Application Approval To complete the application, the administrator clicks on the applicant name link. 23

24 CCMS Application - Demographics The demographic information that the applicant completed is displayed at the top of the page. 24

25 CCMS Application - Controls The administrator fills in the control information. If the administrator has created a card template for use in filling in the application, they can select it from the dropdown list. If the administrator needs to have the applicant correct the application demographics, they can click the reject button. 25

26 CCMS Application Controls - Reject The reject screen would be displayed where the administrator can enter a reason for the reject. They then click the 'reject button. The applicant would receive an indicating the reason for the rejection. If the information is correct, the administrator clicks on the accept button. If the application is for an Travel Individually Billed card, the button will be displayed as continue instead of accept. 26

27 CCMS Additional Information If the application is for an individually billed account, the administrator will see this screen after they clicked on the continue button on the previous screen. If all the information is correct, the administrator clicks on the accept button. 27

28 Application Confirmation The confirmation screen is displayed. The user clicks on the close button. The application will be processed within 2 business days. 28

29 Application Status Menu To view the status of all applications, the administrator selects the Application Status menu. 29

30 Status of all Applications The user clicks on the search button to see the results. The user enters a date range to view the status of all applications. The user can also limit the search by status. 30

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32 Reminders All Audiences Thank you for attending! Visit the Citibank Welcome Center Level 3 Foyer West National Industries for the Blind will have a display of products Conference Slide Show come see yourself shine! Visit the Citibank One-on-One Lab Lido 3101 A/B Visit the Citibank Mini Sessions Lido 3001 A/B Citi Q&A Link Tell us your thoughts 32

33 s Schedules available at the Welcome Center All Audiences

34 Interactive Training Events DoD DoD Travel Citi offers on-site training at no cost for agencies meeting the required minimum participant level of 20 or more as set forth in the GSA SmartPay2 Master Contract. Regional Citi Training Locations Norfolk, VA Washington, DC Visit to view and register for these sessions Upcoming Training Visit to view and register for these sessions On-site at your base or installation 20-participant minimum Visit and under Resources to download the On-site Training Request Form Distance Learning Video Conferences Please us at and a Citi training coordinator will work with you directly for on-site or Distance Learning sessions. 34

35 Interactive Training Events - GSA GSA Citi offers Computer Based Training (CBT) via the Citi Commercial Card Learning and System Support (CLASS) in CitiManager. Visit home.cards.citidirect.com and from the Web Tools Tab select the CLASS link Please contact your Account or Client Manager if you are interested in setting up a training session. Training can be conducted at a Citi Training Location, On-site at your office or via the Web. Regional Citi Training Locations Norfolk, VA Washington, DC 35

36 Terms & Disclosures IRS Circular 230 Disclosure: Citigroup Inc. and its affiliates do not provide tax or legal advice. Any discussion of tax matters in these materials (i) is not intended or written to be used, and cannot be used or relied upon, by you for the purpose of avoiding any tax penalties and (ii) may have been written in connection with the "promotion or marketing" of any transaction contemplated hereby ("Transaction"). Accordingly, you should seek advice based on your particular circumstances from an independent tax advisor. Any terms set forth herein are intended for discussion purposes only and are subject to the final terms as set forth in separate definitive written agreements. This presentation is not a commitment to lend, syndicate a financing, underwrite or purchase securities, or commit capital nor does it obligate us to enter into such a commitment. Nor are we acting in any other capacity as a fiduciary to you. 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