![](media/image1.png){width="1.3125in" height="0.8944444444444445in"}

**Lesson 8: *SAMS***

**[Lesson Description]{.underline}**

In Lesson 8 the APC and LAPC will learn to provide and maintain security
access to PCMS. This is the final lesson in the APC\\LAPC PCMS training
course.

**[Training Objectives]{.underline}**

At the conclusion of this lesson, APC's and LAPC's will be able to:

1.  Add or Drop Users

2.  Insert or Remove Security Access Code (SAC) information

3.  Modify Data

4.  Change Passwords

#### Methodology 

#### 

#### This lesson will be delivered using a combination of lecture and presentation, and discussion. Group discussion and trainee interaction will be used to stimulate recall of policy information and establish a knowledge base on which to build in subsequent lessons. 

#### 

#### References 

\(1\) SAMS User's Guide for the Purchase Card, OPP&EP\\PMT, Rev.
September 2000

(2) APC/LAPC PCMS Quick Guide for Managing Purchase Cardholder Accounts,
    OPP&EP\\PMT, December 2000

(3) APC/LAPC PCMS User's Guide, OPP&EP\\PMT, September 2005

**[Enclosures]{.underline}**

None.

I.  ![](media/image3.wmf){width="0.8125in"
    height="0.8083333333333333in"}**[SAMS Overview\
    ]{.underline}**

> **Please turn off your monitor and give your attention to the
> instructor.**

a.  **What is SAMS?**

The Security Access Management System (SAMS) is a Web-based application
used to establish user access to the Purchase Card Management System
(PCMS) at the National Finance Center (NFC). SAMS provides a graphical
user interface for entering security access requests online.

b.  **Workflow**

When a new record is created in CAMS, a skeletal record for the
Cardholder is concurrently established in SAMS. Once the bank
establishes a Cardholder's account, SAMS is updated with the
Cardholder's account number. The LAPC can then enter SAMS, complete the
record, and establish PCMS access for the Cardholder.

c.  **Software Installation\
    SAMS Web is a web-based application and does not require any
    software installation.\
    \
    **

  -----------------------------------------------------------------------
  **Notes:**

  -----------------------------------------------------------------------

II. **[Logging On to SAMS]{.underline}**

![](media/image3.wmf){width="0.8125in" height="0.8083333333333333in"}

> **Please turn off your monitor and give your attention to the
> instructor.**

To Log in to the PCMS Web application, access the USDA PCMS web page at
<http://www.nfc.usda.gov/corporate/PCMS.htm>

![](media/image4.png){width="6.049305555555556in"
height="5.301388888888889in"}.

1.  Click the active ![](media/image5.png){width="0.46875in"
    height="0.17708333333333334in"} link under the **PCMS Production**
    heading.

    ![](media/image6.png){width="2.252083333333333in" height="0.7625in"}

    An Oracle Forms Runtime window will open in another browser.

    ![](media/image7.wmf){width="0.4423611111111111in"
    height="0.6201388888888889in"}

    You may need to update your version of Oracle JInitiator to access
    the PCMS Web application. If a message displays asking to download
    JInitiatior, click Yes.

    **Or**

    If the page does not load when you click on the
    ![](media/image5.png){width="0.46875in"
    height="0.17708333333333334in"} link.use the back button to return
    to the USDA PCMS web page and click the link to Download Oracle
    JInitiator 1.3.1.17.

    ![](media/image8.png){width="4.113888888888889in"
    height="1.6458333333333333in"}

2.  ![](media/image9.png){width="2.75in"
    height="1.7069444444444444in"}When the Logon dialog box opens, enter
    your

    Username and password and click
    ![](media/image10.png){width="0.7916666666666666in" height="0.25in"}
    .

    The Main Window will then open.

    .

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```
III. **[Main Menu]{.underline}**

![](media/image3.wmf){width="0.8125in" height="0.8083333333333333in"}

**Please turn off your monitor and give your attention to the
instructor.**

a.  **Main Window & Bulletin Board**

    ![](media/image11.png){width="4.5in" height="4.198611111111111in"}

    This is the main window in SAMS. The bulletin board located in the
    center of the window provides up-to-date news about SAMS.

    ![](media/image7.wmf){width="0.4423611111111111in"
    height="0.6201388888888889in"}

The Bulletin Board function is only available to the DPC and system
administrators. The Departmental Program Administrator (DPC) and System
Administrators will utilize the *Bulletin Board* to provide current
system-related information to SAMS users.\
.

b.  **Main Menu**

    The main menu provides access to the major functions of SAMS.

  ---------------------------------------------------- ------------------------------------------------
  ![](media/image12.png){width="5.559722222222222in"   
  height="0.3541666666666667in"}                       

  **Bulletin Board**                                   The Departmental Program Administrator and
                                                       System Administrators will utilize the Bulletin
                                                       Board to provide current system-related
                                                       information to SAMS users.

  **Requests**                                         Use to add new users or modify or drop existing
                                                       users to PCMS.

  **Sams Report**                                      Generate a report of PCMS users with a specific
                                                       date search.

  **Window**                                           Move between open windows in SAMS.
  ---------------------------------------------------- ------------------------------------------------

  -----------------------------------------------------------------------
  **Notes:**

  -----------------------------------------------------------------------

IV. **[Establishing Usernames\
    ]{.underline}**

![](media/image3.wmf){width="0.8125in" height="0.8083333333333333in"}

**Please turn off your monitor and give your attention to the
instructor.**

The information entered into SAMS is used to create a *Username* or
*User Id*, role(s), security profile, and *Security Access Code* (SAC)
information. The role (e.g. APC, LAPC, Cardholder, etc.) defines the
PCMS options to which a user has access. The SAC, which defines the
amount of information a user can see, may consist of any of the
following: *Department Code*, *Agency Code*, *Region*, *Unit*, and *Sub*
*Unit*.

![](media/image7.wmf){width="0.4423611111111111in"
height="0.6201388888888889in"}

If a PCMS user has a valid NFC System ID, he/she must provide existing
User ID to be used in establishing any roles within PCMS.

> DPC's use SAMS to request access to PCMS for Area Program Coordinators
> (APCs). APCs use SAMS to request access to PCMS for Local Agency
> Program Coordinators (LAPCs). LAPCs use SAMS to request access to PCMS
> for other LAPCs, Cardholders, and Financial Managers (FM). The process
> used by APCs and LAPCs to enter requests for access in SAMS will be
> discussed in greater detail in the subsequent section.

a.  **Requests**

> To access the Maintain Security Request window, request click
> ![](media/image13.png){width="0.49930555555555556in"
> height="0.16944444444444445in"} on the main menu.

![](media/image14.png){width="4.070833333333334in"
height="2.5555555555555554in"}

> Enter details to initiate an access request.

b.  **Add a User**

> [[Action Request]{.underline}]{.smallcaps}
>
> The first area of the window is the Action block. This contains
> information about the action requested.

![](media/image15.png){width="5.938194444444444in"
height="0.7666666666666667in"}

> The first entry field in this section is **Action**. *Add user* is the
> default action. Click
> ![](media/image16.jpeg){width="0.16666666666666666in"
> height="0.19791666666666666in"} to open the drop-down list and review
> other options.

![](media/image17.png){width="2.4375in" height="1.6875in"}

> **Requested By** and **Date Requested** are automatically populated.
> **Authorized By** is an optional field where you may record the User
> Id of the authorizing individual. **Date Completed** will be entered
> automatically once the request is processed and accepted as part of a
> batch process.
>
> [[User Information]{.underline}]{.smallcaps}
>
> This block of the window is used to enter identifying and contact
> information on the subject of the request.

![](media/image18.png){width="3.125in" height="2.5680555555555555in"}

> The following provides a brief description of the fields in the User
> Information block.

+-----------+-------+-------------------------------------------------+
| **Fi      | **    | **Description**                                 |
| eldname** | Requi |                                                 |
|           | red** |                                                 |
+===========+=======+=================================================+
| #######   | Yes   | The User's last name.                           |
| Last Name |       |                                                 |
+-----------+-------+-------------------------------------------------+
| **First   | Yes   | The User's first name.                          |
| Name**    |       |                                                 |
+-----------+-------+-------------------------------------------------+
| **Middle  | No    | The User's middle initial.                      |
| Initial** |       |                                                 |
+-----------+-------+-------------------------------------------------+
| **Social  | Yes   | The User's 9-digit Social Security Number with  |
| Security  |       | no dashes or breaks. This is verified against   |
| Number**  |       | Payroll information                             |
+-----------+-------+-------------------------------------------------+
| **Work    | Yes   | The User's 10-digit work phone number with no   |
| Phone**   |       | parentheses, dashes or breaks.                  |
+-----------+-------+-------------------------------------------------+
| **Fax     | Yes   | The User's 10-digit fax number with no          |
| Number**  |       | parentheses, dashes or breaks.                  |
+-----------+-------+-------------------------------------------------+
| **IP      | No    | The User's Internet Protocol (IP) address (e.g. |
| Address** |       | 199.145.120.67)                                 |
+-----------+-------+-------------------------------------------------+

> [[Application Information]{.underline}]{.smallcaps}
>
> The *Application Information* block allows the APC/LAPC to establish
> or change a PCMS user's **Name & Role**, **Security Access Code**,
> **User Id** and/or **Password**.
>
> ![](media/image19.png){width="3.061111111111111in"
> height="2.5180555555555557in"}

i.  **Name & Role**

> The system displays the default name & role "*PCMS / CARDHOLDER*." A
> *List of Values* is available for these fields.
>
> Place your cursor in the **Name** field, where "*PCMS*" displays and
> click ![](media/image20.png){width="0.25in" height="0.21875in"} .
>
> The Application and Roles selection box opens.

![](media/image21.png){width="4.124305555555556in"
height="2.1055555555555556in"}

> Scroll to select the correct Name & Role and click
> ![](media/image22.png){width="0.4673611111111111in"
> height="0.23333333333333334in"} .
>
> ![](media/image7.wmf){width="0.4423611111111111in"
> height="0.6201388888888889in"}Apply the following rules when assigning
> user names:

-   SAMS can only establish one (1) role per transaction. For more
    information on *Roles*, see Appendix A of Reference (2), *SAMS
    User's Guide for the Fleet Card*.

-   Assign LAPCs role as LOCAL_PROGRAM_COORDINATOR

    i.  **Security Access Code**

> APCs and LAPCs should only have access to those areas necessary for
> them to carry out their responsibilities. This access is governed by
> limiting PCMS users by appropriate **Department**, **Agency**,
> **Region**, **Unit**, **Sub Unit** and/or **Account Number**.

![](media/image23.png){width="3.363888888888889in"
height="1.6354166666666667in"}

> The following provides a brief description of the fields in the SAC
> area of the Application Information block:

+-------------+-------+-----------------------------------------------+
| **          | **    | **Description**                               |
| Fieldname** | Requi |                                               |
|             | red** |                                               |
+=============+=======+===============================================+
| ####### P   | Yes   | A six-digit code automatically populated when |
| rogram Code |       | *Name & Role* is selected.                    |
+-------------+-------+-----------------------------------------------+
| **Dept**    | Yes   | A two-digit code that indicates the user's    |
|             |       | department.                                   |
|             |       |                                               |
|             |       | USDA's **Dept** code is **12**.               |
+-------------+-------+-----------------------------------------------+
| **Agency**  | Yes   | The two-digit **Agency** code.                |
+-------------+-------+-----------------------------------------------+
| **Region**  | Yes   | The two-digit **Region** code.                |
|             |       |                                               |
|             |       | If no **Region** is to be specified, enter    |
|             |       | **00**.                                       |
+-------------+-------+-----------------------------------------------+
| **Unit**    | Yes   | The two-digit **Unit** code.                  |
|             |       |                                               |
|             |       | If no **Unit** is to be specified, enter      |
|             |       | **00**.                                       |
+-------------+-------+-----------------------------------------------+
| #####       | Yes   | The five-digit **Sub Unit** code.             |
| ## Sub Unit |       |                                               |
|             |       | Use leading zeros if **Sub Unit** code is     |
|             |       | less than five-digits. If no **Sub Unit** is  |
|             |       | to be specified, enter **00000**.             |
+-------------+-------+-----------------------------------------------+
| **Account   | Yes   | A default **Account Number** of               |
| Number**    |       | **0000000000** will automatically be entered. |
|             |       | Do not enter any other value in this field.   |
+-------------+-------+-----------------------------------------------+

ii. **User ID & Password**

> The combination of User ID and Password identify a unique system user
> and the functions the user can access. You can use the SAMS Security
> Request window to create a new user or assign a new role to an
> existing user.

![](media/image24.png){width="3.2493055555555554in"
height="0.4756944444444444in"}

> ![](media/image25.png){width="1.8833333333333333in"
> height="2.2368055555555557in"}**New User**
>
> Follow these steps to create a user id for a new user who does not
> have a PCMS user id.

1.  Place your cursor in the User ID field and click
    ![](media/image20.png){width="0.25in"
    height="0.21458333333333332in"} .

> The Unassigned User Id list opens.

2.  Scroll to the desired User id and click
    ![](media/image22.png){width="0.4701388888888889in"
    height="0.2298611111111111in"} .

> The system enters the user id in the field.

3.  Tab or place your cursor in the Password field and enter a value.

> Use the following rules when assigning passwords:

-   ![](media/image7.wmf){width="0.4423611111111111in"
    height="0.6201388888888889in"}A password must be at least 6
    alphanumeric characters in length

-   Must start with a letter.

-   Must include at least one number.

-   Cannot contain spaces.

-   Must differ by at least 3 character from previous password.

> **New Role for Existing User**
>
> Follow these steps to assign a new role for a user who already has a
> PCMS user id.

1.  Place your cursor in the User ID

2.  Enter the user's existing PCSM user id with an ***F*** appended to
    the end (e.g. FS123F)

3.  Tab or place your cursor in the Password field and enter a value.

+-------------+-------+-----------------------------------------------+
| ######      | #     | ####### Description                           |
| # Fieldname | ##### |                                               |
|             | # Req |                                               |
|             | uired |                                               |
+-------------+-------+-----------------------------------------------+
| ####        | Yes   | An identification code that uniquely          |
| ### User Id |       | identifies the user in the PCMS system.       |
+-------------+-------+-----------------------------------------------+
| *           | Yes   | A string of 6 - 8 characters used to verify   |
| *Password** |       | that the user is authorized to access the     |
|             |       | system.                                       |
+-------------+-------+-----------------------------------------------+

i.  **Comments**

> The final section of the Security Request window is the Comments block
> at the bottom of the window.

![](media/image26.png){width="5.0in" height="0.4888888888888889in"}

> Use this area to enter any comments that may be useful in establishing
> a clear record.

c.  **Drop User**

Before you can terminate (or drop) access for an LAPC, you must ensure
all equipment records are transferred to another LAPC.

![](media/image27.png){width="4.0in"
height="2.8645833333333335in"}Follow these steps to drop a user

1.  Click ![](media/image28.png){width="0.25in"
    height="0.20694444444444443in"} on the command bar.

> The record clears and you enter query mode.

2.  Enter identifying information (such as user id, social security
    number, last name, etc.) for the user to delete and click
    ![](media/image28.png){width="0.25in"
    height="0.20694444444444443in"} .

> The user record displays.

3.  Verify that the correct record displays.

4.  ![](media/image29.png){width="2.0in"
    height="1.4791666666666667in"}Click
    ![](media/image30.png){width="1.1041666666666667in"
    height="0.22916666666666666in"} in the action block.

> The Copied Record message displays.

5.  Click ![](media/image31.png){width="0.46805555555555556in"
    height="0.22916666666666666in"} to create a copy of the retrieved
    record.

> ![](media/image7.wmf){width="0.4423611111111111in"
> height="0.6201388888888889in"}
>
> Note that the copied record now displayed is identical to the record
> retrieved, with two (2) exceptions: **Action** and **Date Completed**
> are now blank.

6.  Click ![](media/image16.jpeg){width="0.16666666666666666in"
    height="0.19791666666666666in"} on the **Action** dropdown box and
    select **Drop User**.

7.  Enter values in **Authorized By** and/or **Comments** (this is
    optional for both fields) and click
    ![](media/image32.png){width="0.24930555555555556in"
    height="0.2326388888888889in"} .

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d.  **Insert SAC**

> The **Insert SAC** action is used to provide the user with an
> additional SAC. This type of action may be utilized when, for example,
> an LAPC is assigned the oversight responsibility for an additional
> **Unit** or **Sub Unit**.

![](media/image27.png){width="4.0in"
height="2.8645833333333335in"}Follow these steps to insert SAC for an
existing user.

1.  Click ![](media/image28.png){width="0.25in"
    height="0.20694444444444443in"} on the command bar.

> The record clears and you enter query mode.

2.  Enter identifying information (such as user id, social security
    number, last name, etc.) for the user to delete and click
    ![](media/image28.png){width="0.25in"
    height="0.20694444444444443in"} .

> The user record displays.

3.  Verify that the correct record displays.

4.  ![](media/image29.png){width="2.0in"
    height="1.4791666666666667in"}Click
    ![](media/image30.png){width="1.1041666666666667in"
    height="0.22916666666666666in"} in the action block.

> The Copied Record message displays.

5.  Click ![](media/image31.png){width="0.46805555555555556in"
    height="0.22916666666666666in"} to create a copy of the retrieved
    record.

6.  Click ![](media/image16.jpeg){width="0.16666666666666666in"
    height="0.19791666666666666in"} on the **Action** dropdown box and
    select **Insert SAC**.

7.  Enter the additional SAC.

8.  Enter any values in **Authorized By** and/or **Comments** (this is
    optional for both fields) and click
    ![](media/image32.png){width="0.24930555555555556in"
    height="0.2326388888888889in"} .

```{=html}
<!-- -->
```
e.  **Remove SAC**

> The *Remove SAC* action is used to remove an SAC that is no longer
> required, or one that may have been erroneously assigned. This action
> will not affect other, existing SACs. Prior to undertaking a *Remove
> SAC* action, ensure all records related to this User and SAC are
> attached to another User.

![](media/image27.png){width="4.0in"
height="2.8645833333333335in"}Follow these steps to insert SAC for an
existing user.

1.  Click ![](media/image28.png){width="0.25in"
    height="0.20694444444444443in"} on the command bar.

> The record clears and you enter query mode.

2.  Enter identifying information (such as user id, social security
    number, last name, etc.) for the user to delete and click
    ![](media/image28.png){width="0.25in"
    height="0.20694444444444443in"} .

> ![](media/image7.wmf){width="0.4423611111111111in"
> height="0.6201388888888889in"}For the best result, enter the user id
> and SAC information (e.g. Unit or Sub Unit) to be removed.
>
> The user record displays.

3.  Verify that the correct record displays.

4.  ![](media/image29.png){width="2.0in"
    height="1.4791666666666667in"}Click
    ![](media/image30.png){width="1.1041666666666667in"
    height="0.22916666666666666in"} in the action block.

> The Copied Record message displays.

5.  Click ![](media/image31.png){width="0.46805555555555556in"
    height="0.22916666666666666in"} to create a copy of the retrieved
    record.

6.  Click ![](media/image16.jpeg){width="0.16666666666666666in"
    height="0.19791666666666666in"} on the **Action** dropdown box and
    select **Remove SAC**.

7.  Enter any values in **Authorized By** and/or **Comments** (this is
    optional for both fields) and click
    ![](media/image32.png){width="0.24930555555555556in"
    height="0.2326388888888889in"} .

```{=html}
<!-- -->
```
f.  **Modify Data**

> The *Modify data* operation is used to modify *User Information*
> displayed on the *Sams Request* page, such as *Last Name*, *First
> Name*, *Social Security Number*, or *Work Phone*.

![](media/image27.png){width="4.0in"
height="2.8645833333333335in"}Follow these steps to modify data for an
existing user.

1.  Click ![](media/image28.png){width="0.25in"
    height="0.20694444444444443in"} on the command bar.

> The record clears and you enter query mode.

2.  Enter identifying information (such as user id, social security
    number, last name, etc.) for the user to delete and click
    ![](media/image28.png){width="0.25in"
    height="0.20694444444444443in"} .

> ![](media/image7.wmf){width="0.4423611111111111in"
> height="0.6201388888888889in"}
>
> For the best result, enter the user id.
>
> The user record displays.

3.  Verify that the correct, most current record copy of the record
    displays and that **Date Completed** is populated.

4.  ![](media/image29.png){width="2.0in"
    height="1.4791666666666667in"}Click
    ![](media/image30.png){width="1.1041666666666667in"
    height="0.22916666666666666in"} in the action block.

> The Copied Record message displays.

5.  Click ![](media/image31.png){width="0.46805555555555556in"
    height="0.22916666666666666in"} to create a copy of the retrieved
    record.

6.  Click ![](media/image16.jpeg){width="0.16666666666666666in"
    height="0.19791666666666666in"} on the **Action** dropdown box and
    select **Modify Data**.

7.  Make the desired updates.

8.  Enter any values in **Authorized By** and/or **Comments** (this is
    optional for both fields) and click
    ![](media/image32.png){width="0.24930555555555556in"
    height="0.2326388888888889in"} .

```{=html}
<!-- -->
```
g.  **Change Password**

> Periodically, Users will need assistance in changing their passwords.
> The *Change password* option in the *Action* field of the *Sams
> Request* page provides the ability to accomplish this necessary
> administrative task.

![](media/image27.png){width="4.75in" height="3.401388888888889in"}

Follow these steps to modify data for an existing user.

1.  Click ![](media/image28.png){width="0.25in"
    height="0.20694444444444443in"} on the command bar.

> The record clears and you enter query mode.

2.  ![](media/image7.wmf){width="0.4423611111111111in"
    height="0.6201388888888889in"}Enter identifying information (such as
    user id, social security number, last name, etc.) for the user to
    delete and click ![](media/image28.png){width="0.25in"
    height="0.20694444444444443in"} .

> For the best result, enter the user id.
>
> The user record displays.

3.  Verify that the correct, most current record copy of the record
    displays and that **Date Completed** is populated.

4.  Click ![](media/image30.png){width="1.1041666666666667in"
    height="0.22916666666666666in"} in the action block.

> The Copied Record message displays.
>
> ![](media/image29.png){width="2.0in" height="1.4791666666666667in"}

5.  Click ![](media/image31.png){width="0.46805555555555556in"
    height="0.22916666666666666in"} to create a copy of the retrieved
    record.

6.  Click ![](media/image16.jpeg){width="0.16666666666666666in"
    height="0.19791666666666666in"} on the Action dropdown box and
    select **Change Password**.

7.  Make the desired updates.

> ![](media/image7.wmf){width="0.4423611111111111in"
> height="0.6201388888888889in"}Use the following rules when assigning
> new passwords:

-   A password must be at least 6 alphanumeric characters in length

-   Must start with a letter.

-   Must include at least one number.

-   Cannot contain spaces.

-   Must differ by at least 3 characters from previous password.

    1.  Enter any values in **Authorized By** and/or **Comments** (this
        is optional for both fields) and click
        ![](media/image32.png){width="0.24930555555555556in"
        height="0.2326388888888889in"} .

h.  **Correct Error**

> In order to perform most of the operations listed in the **Action**
> field, it is necessary to first locate the most recent PCMS User
> record and then copy that record to perform an operation. When
> searching for most current PCMS User record for an action, if
> *"Error"* appears in the **Action** field, you may ***NOT*** proceed
> with a new operation until the *Error* is corrected.
>
> ![](media/image33.png){width="2.1145833333333335in"
> height="0.3854166666666667in"}
>
> The cause of the error is identified in **Comments** at the bottom of
> the window.

![](media/image34.png){width="6.488194444444445in"
height="0.6104166666666667in"}

Figure 8-33

> Correct the error by making a copy of the page, and then correcting
> the data entry that caused the error. Once the corrected transaction
> is complete and processed, the *"Error"* in the **Action** field will
> change to reflect the appropriate operation, e.g. *"Change password"*
> and the system will populate the **Date Completed** field.

######### V. [Reports]{.underline}

![](media/image3.wmf){width="0.8125in" height="0.8083333333333333in"}

**Please turn off your monitor and give your attention to the
instructor.**

> To access SAMS' Report module click on
> ![](media/image35.png){width="0.84375in" height="0.3125in"} on the
> main menu bar.

![](media/image36.png){width="5.997916666666667in"
height="5.557638888888889in"}

> The SAMSs Report window will appear.

![](media/image37.png){width="6.488888888888889in"
height="3.6777777777777776in"}

> SAMs Report Sub-menu:

+-----------+----------------------------------------------------------+
| **Fi      | **Description**                                          |
| eldname** |                                                          |
+===========+==========================================================+
| #####     | Perform actions such as save, clear, print and exit.     |
| ## Action |                                                          |
+-----------+----------------------------------------------------------+
| **Edit**  | Edit field values.                                       |
+-----------+----------------------------------------------------------+
| **Query** | Execute a query.                                         |
+-----------+----------------------------------------------------------+
| **Block** | Navigate between blocks of information. (Not used on     |
|           | this window)                                             |
+-----------+----------------------------------------------------------+
| *         | Navigate between records. (Not used on this window)      |
| *Record** |                                                          |
+-----------+----------------------------------------------------------+
| **Field** | Navigate between fields.                                 |
+-----------+----------------------------------------------------------+
| **Help**  | View a hotkeys menu.                                     |
+-----------+----------------------------------------------------------+
| *         | Move between open windows in SAMS.                       |
| *Window** |                                                          |
+-----------+----------------------------------------------------------+

> To generate a report enter a **Request Date** and click
> ![](media/image38.png){width="1.2916666666666667in"
> height="0.28125in"}.
>
> ![](media/image39.png){width="3.3756944444444446in"
> height="2.34375in"}
>
> When your report is competed, your results should appear in a separate
> window. Use the scroll bar to navigate between pages. The report can
> be saved to your desktop or printed, using the **File** menu. The
> *SSN*, *User ID* and *Account* columns have been truncated for
> security.

  -----------------------------------------------------------------------
  Notes:

  -----------------------------------------------------------------------

> A description of each of the columns in the SAMS Report is shown in
> Table 8-D below:

+-------------+--------------------------------------------------------+
| **          | **Description**                                        |
| Fieldname** |                                                        |
+=============+========================================================+
| **Name**    | The assigned username (e.g., da014).                   |
+-------------+--------------------------------------------------------+
| **SSN**     | The Social Security Number of the user.                |
+-------------+--------------------------------------------------------+
| **User Id** | The User's system identification.                      |
+-------------+--------------------------------------------------------+
| **Role**    | User's role (e.g., CH = Cardholder).                   |
+-------------+--------------------------------------------------------+
| **Action**  | The Action Code:                                       |
|             |                                                        |
|             | A -- Add User                                          |
|             |                                                        |
|             | D -- Drop User                                         |
|             |                                                        |
|             | I -- Insert SAC                                        |
|             |                                                        |
|             | M -- Modify Data                                       |
|             |                                                        |
|             | P -- Change Password                                   |
|             |                                                        |
|             | R -- Remove SAC                                        |
|             |                                                        |
|             | E - Error                                              |
+-------------+--------------------------------------------------------+
| **Org**     | User's SAC                                             |
+-------------+--------------------------------------------------------+
| **Bank**    | Program Code                                           |
+-------------+--------------------------------------------------------+
| **Account** | The last ten (10) digits of the Cardholder's purchase  |
|             | card account number.                                   |
+-------------+--------------------------------------------------------+
| **          | Date action requested.                                 |
| Requested** |                                                        |
+-------------+--------------------------------------------------------+
| **          | Date request batch-processed and completed.            |
| Completed** |                                                        |
+-------------+--------------------------------------------------------+

**\
**

> ![](media/image40.wmf){width="1.0625in" height="1.0625in"}
>
> **PRACTICAL EXERCISE**

1.  Logon to SAMS using your *Username* and *Password*. Note any
    messages on the *Main Menu Bulletin Board*.

2.  Open the SAMS *Requests* module. Search for and locate the record of
    an individual under your cognizance, using *Last Name* (at a
    minimum) as the search criteria.

> 3\. Open the SAMS *rePorts* module. Generate a report using a *Request
> Date* of the last day of the previous month.
>
> 4\. Return to the *Main Menu*, and exit SAMS.

**VI. [Summary and Review]{.underline}**

> ![](media/image3.wmf){width="0.8125in" height="0.8083333333333333in"}
>
> **Please turn off your monitor and give your attention to the
> instructor.**

1.  What are the main functions the LAPC performs using SAMS?

2.  What are the steps for an LAPC when setting up a new Cardholder
    account? (Walk the instructor through the steps)

3.  What would prevent a new Cardholder record from being modified in
    SAMS?

4.  How would an LAPC deactivate a Cardholder's Purchase Card?

5.  If a Cardholder loses his/her *Password*, how would the LAPC provide
    a new one?