OU Logo VP Admin & Finance Division of Finance  

Learning

Our work is essential to the success of faculty, staff, and student education. Recognizing that technology continues to change the context of the way we work and learn, we provide necessary resources, services, and people committed to the successful support of the learning process.

-Excerpt from The Division of Finance Mission Statement

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PCard/PARIS System Training

 
 

  PCard/PARIS System Online Training

(follow a short online demonstration of each task, see explanation of how to proceed to the next slide in image below)

 

 



   PCARD/PARIS ONLINE TRAINING DIRECTIONS

      Click on any underlined link below to view the online training demonstration
     movie or to view the handouts.
 

    PCARD TRAINING AND APPLICATION PROCESS

1) Review the PCard Online Training (Click here for printable handouts.) You may also view
     the Ohio University Purchasing Card policy and procedure by clicking
here.

2) Complete the PCard Quiz, print the results screen as directed.

3) Access the PCard Application (Click here for printable handouts.)
    Note: If the application has already been submitted, proceed to step #5 and mail
    or fax the signed quiz results.

4) Complete the PCard Application (Click here for printable handouts.)
     Note: Online PARIS Training is available below.

5) Mail or Fax the PCard Application with the quiz signed results attached to:

Purchasing Card Office
Ohio University
HDL Center STE 213A
Athens, OH 45701
Fax To: (740) 593-2144

6) Once your application has been reviewed you will receive an email stating that your
    purchasing card is available for pick up in the Purchasing Card Office, room 213A,
    HDL Center. Your PARIS password will be included in the envelope containing the
    purchasing card.




  GENERAL PARIS TASKS

             PARIS Installation (Click here for printable handouts.)
             PARIS Log On (Click here for printable handouts.)
             PARIS Log Off (Click here for printable handouts.)

 UPDATE PARIS TRANSACTION TASKS

             Update and Approve PARIS Transaction (Click here for printable handouts.)
             Split Costing (Click here for printable handouts.)
             Restore Transaction (Click here for printable handouts.)

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  PCard/PARIS System Instructor-Led Training Seminars



  Cardholder Training

Description:
This is a one-hour mandatory session for PCard applicants to review cardholder responsibilities and requirements for obtaining and using the Ohio University Purchasing Card. A PCard application should be completed and forwarded to the PCard Administration at 213A HDL Center prior to attending this training session. Please ensure the form is complete and includes all the necessary signatures required to process the application. To obtain a copy of the form, please visit our web site at PCard. On the day of the session, please be sure to bring an OU identification card or driver's license to the training. The application will be processed upon receipt by our office. If the card has arrived, it will be given to the cardholder at the end of this session upon signing a Cardholder Agreement form and presenting a picture identification. Hope to see you there!!!
Prerequisite:  Must complete Cardholder Application Form and submit to PCard Administration at 213A HDL. Please ensure the form is completed in full and all required signatures are obtained.
Open To:   Employees   Students   Student Employees  

  PARIS Software Training

Description:
This session is designed to train the designated person from a department who is responsible for entering Purchasing Card transaction information into the computer system. The registrant will receive a log-in ID and password at this session if all necessary paperwork has been received. A PCard Addendum Form or a PCard application designating the registrant as a PARIS reviewer must be completed and PARIS Software must be installed on your computer. Forms and PARIS installation Instructions may be found on our web site at www.finance.ohiou.edu. Access the Purchasing Card link and the How to obtain a PCard link.
Prerequisite:  Completed PCard Addendum Form or a PCard Application submitted to the PCard Administration at 213A HDL.
Open To:   Employees   Students   Student Employees  

**Click here for instructions on how to use the Online Registration System.


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CONTACT INFORMATION:
 
Purchasing Card Team
purchasing.card@ohio.edu
(740)597-OHIO (6446)

MEET THE TEAM:
Sherri Crabtree, Director
tyree@ohio.edu
(740) 593-1970

Shannon Bruce, PCard
bruces@ohio.edu
(740) 593-1964
Linda Morrison, Travel
morrisol@ohio.edu
(740) 593-1873
Cindy Meyer, Compliance Specialist
meyerc1@ohio.edu
(740) 593-1958
Sue Shaw, Compliance Specialist
shaws@ohio.edu
(740) 593-1966

Purchasing Card Home
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Last Revised: July 31, 2006