# Presentation: 519060

## Lesson 7: CAMS 

**Notes:**
  Summarize / Paraphrase Course Description Paragraph In Student Outline. 
  Note:  This Lesson Is Best Presented Using Dual Projectors; One for This PowerPoint Presentation, and a Second for Showing the PCMS Application.

  If the Classroom Does Not Have Dual Projectors/Screens, the Instructor Can Switch Back & Forth Between PCMS and PowerPoint.

  If the Instructor Is Uncomfortable Switching, Pick Most Suitable Option for Situation 

## Training Objectives

**At the conclusion of this lesson, PCMS LAPC’s and APC’s will be able to: **** **
* **Create, maintain, query and deactivate Cardholder accounts in CAMS.*
* **Delete, replace and deactivate purchase cards. *

- 	 		**-**

**Notes:**
  Ask Students To ‘Take A Moment To Review The Training Objectives For This Class.’ 
  Do Not Read Them To The Students.

## CAMS Workflow 

**Notes:**
  Explain what CAMS is.  

  Review workflow with class.

  Details on how to use CAMS will follow.  This diagram is intended to help the LAPC understand there role and where it fits in the workflow.

## Main Screen 

**Notes:**
  Discuss the function of this screen and the main sections.

  Review Field Names and Descriptions. 
  Note:  the Profile Accounting button and the Update LAPC button.

## CAMS Queries

**  ****LAPC Query all Cardholders**
-   **APC Query all record**
-   **Query Tips:**
-   Enter the value in a query field and hit the “Find” button;
-   The % wildcard can be used;
-   Use scroll bars to navigate between Cardholder records;
-   Use lists available to select values from, such as “LAPC User ID”;

**Notes:**
   Discuss how to query in CAMS.

  Discuss difference between LAPC and APC queries.

  Demonstrate some simple queries.

## Practical Exercise 

- Query all Cardholder records attached to the LAPC or APC UserID you logged on with.
- Query all Cardholder records that have an Office City address in “Beltsville”.
- Query all Cardholder records that have an Office phone number beginning with a “301” prefix.

**Notes:**
  These Practical Exercises Can Be Conducted as an Individual or Instructor-Led Exercise. 
  Ensure Every Student Successfully Completes This Exercise Before Proceeding.

## Cardholder Setup

**Enter the User ID in the “LAPC User ID” field, or select from a list.**

**Notes:**
  Review each step of setting up a Cardholder.  (Continues on other screens).

  Demonstrate setup on a PC or 2nd projector as setup is walked through and discussed. 

## Cardholder Setup (Cont.)

**Enter Cardholder details (Profile, hierarchy and account).**

**Notes:**
  Review each step of setting up a Cardholder.  (Continues on other screens).

  Demonstrate setup on a PC or 2nd projector as setup is walked through and discussed. 
  Discuss fields in more detail and provide examples of when to use different values.

## Cardholder Setup (Cont.)

**Enter Profile Accounting details.**

**Notes:**
  Review each step of setting up a Cardholder.  (Continues on other screens).

  Demonstrate setup on a PC or 2nd projector as setup is walked through and discussed. 
  Discuss fields in more detail and provide examples of when to use different values.

## Cardholder Setup (Cont.)

**Enter Cardholder Supervisor details.**

**Notes:**
  Review each step of setting up a Cardholder.  (Continues on other screens).

  Demonstrate setup on a PC or 2nd projector as setup is walked through and discussed. 
  Discuss fields in more detail and provide examples of when to use different values.

## Cardholder Setup (Cont.)

**Save the record.  (Data is sent to the Bank).**

**Notes:**
  Review each step of setting up a Cardholder.  (Continues on other screens).

  Discuss “Date sent to the Bank” field. 

  Discuss removing records and modifying records.

## Cardholder Setup (Cont.)

- Query the Cardholder record to determine if the Bank has processed the Cardholder setup.
- Complete the Cardholder record in SAMS.
- Inform the Cardholder.
- Schedule the Cardholder for Agency training.

**Notes:**
  Review each step of setting up a Cardholder.  (Continues on other screens).

  When the Bank sends confirmation to ACFO\FS the “Date returned from Bank” and “Account Number” fields are populated in CAMS. 

## Copy Cardholder Record

-   Use the “Copy Rec” option to avoid re-typing similar details when setting up multiple Cardholders.
-   Copy Steps:
-   Save 1st record;
-   Hit “Copy Rec” button;
-   Change unique values;
-   Save record;

**Notes:**
   Discuss why a record should be copied.  Provide examples.

  Demonstrate copying a record.

Walk the class through the steps and expand on each.

## Modify a Cardholder Record

-   Query record \ modify fields \ Save record.
-   Guidelines:
-   All fields can be modified - prior to a record being sent to the Bank;
-   No modification can be made until the record returns from the Bank;
-   Most fields can be modified - after the record returns from the Bank;
-   New cards issued ONLY when information in the magnetic strip or information embossed upon the card changes ;

**Notes:**
   Discuss why a record should be modified.  Provide examples.

  Demonstrate modifying a record.

  Discuss the guidelines.

## Update an LAPC

-   To update LAPC information.
- Query an LAPC.
- Select a cardholder record where the **Date Sent to Bank** and **Date  Returned From Bank** fields are NOT blank;
- Hit the “Update LAPC User” button.
- Update LAPC details on the Modification Screen.

**Notes:**
   Discuss why LAPC would require updating.  Provide examples.

Walk the class through the steps and expand on each.

## Practical Exercise 

- Create a new Cardholder record using the following information:
- Name:  Peter John Smith
- Address:  12345 King Street, Beltsville, MD, 20705
- Phone: 301-555-2222
- Email: _[psmith@test.com](mailto:psmith@test.com)_
- SSN: 234-56-7890
- Single and Monthly Purchase Limits:  $2500.00
- No checks authorized
- The card should be shipped to the LAPC
- Card should be a standard plastic
- Codes: Program 448681 \ Dept 12 \ Agency 99 \ Region 01 \ Unit 02 \ Sub Unit 00000
- Accounting code: 7010101915
- BOCC: 2670

**Notes:**
  This Practical Exercise Can Be Conducted as an Individual or Instructor-Led Exercise. 

## Practical Exercise 

- Copy the new Cardholder record and create a second record using the following unique field values;
- Name:  Fred Paul Jones
- Address:  99 Hill Street, Beltsville, MD, 20705
- Phone: 301-555-3456
- Email: _[fjones@test.com](mailto:fjones@test.com)__ _
- SSN: 234-56-1234
- Single and Monthly Purchase Limits:  $2500.00
- No checks authorized
- The card should be shipped to the LAPC
- Card should be a standard plastic
- Codes: Program 448681 \ Dept 12 \ Agency 99 \ Region 01 \ Unit 02 \ Sub Unit 00000
- Accounting code: 7010101915
- BOCC: 2670

**Notes:**
  This Practical Exercise Can Be Conducted as an Individual or Instructor-Led Exercise. 

## Practical Exercise 

- View LAPC details;

**Notes:**
  This Practical Exercise Can Be Conducted as an Individual or Instructor-Led Exercise. 
  Ensure all trainees have completed the exercises before proceeding.

## Lost and Stolen Purchase Cards 

**Notes:**
  Walk through the diagram and discuss each steps in more detail.  Provide examples.  

  Discuss Cardholder and LAPC responsibilities.

  Discuss Action codes.

## Replace \ Delete Cards

**  ****Check “Delete Card” OR “Replace Card”.**
-   **Save record to send request to the Bank.**

**Notes:**
   Discuss when a replacement card can be requested, and when a card should be deleted.

  Walk through the steps of querying the Cardholder and requesting a replacement card, OR deleting a card.

## Deactivating a Cardholder Account 

-   An APC\LAPC may deactivate purchase card accounts for infractions of Department or Agency policy, or to mitigate risks.

**Notes:**
  Discuss reasons a Cardholder account would be deactivated.  Discuss LAPC responsibilities.

Walk through the diagram and discuss each steps in more detail.  Provide examples.  

## Practical Exercise 

- Query the following Cardholder record, and request a replacement card:
- Name:  Peter John Smith
- Address:  12345 King Street, Beltsville, MD, 20705

- Query the following Cardholder record, and delete the card:
- Name:  Fred Paul Jones
- Address:  99 Hill Street, Beltsville, MD, 20705

**Notes:**
  Ensure all students have completed the exercises before proceeding.

## Summary and Review

- What are the main functions the LAPC performs using CAMS?
- What are the steps for an LAPC when setting up a new Cardholder account?  (Walk the instructor through the steps)
- What would prevent a new Cardholder record from being modified in CAMS?
- Why would an LAPC deactivate a Cardholder’s Purchase Card?
- If a Cardholder has a damaged purchase card how do they obtain a replacement?

**Notes:**
  Cover Review Questions. 
  Ensure There Are No Other Questions About CAMS.

## Intro

**Lesson 8 - SAMS**

**Notes:**
 BRIEFLY SUMMARIZE INFORMATION CONTAINED IN LESSON PLAN DESCRIPTION OF STUDENT LESSON PLAN.

## Training Objectives

- At the Conclusion of this Lesson, You Will Be Able To:
- Add or Drop Users
- Insert or Remove Security Access Code (SAC) Information
- Modify Data
- Change Passwords

**Notes:**
  GIVE STUDENTS A MINUTE TO REVIEW THE LESSON’S TRAINING OBJECTIVES. 
  DO NOT READ THEM TO STUDENTS

## What Is SAMS?

- Security Access Management System (SAMS)
-  Web-based application
- Used to Enter Security Access Requests Online

**Notes:**
  BRIEFLY REVIEW EACH POINT. 

## SAMS Logon

**Notes:**
  REVIEW THE ‘LOGON’ DIAGRAM, STARTING WITH THE SAMS ICON. 
  EXPLAIN THE WARNING MESSAGE, AND THE NEED TO CLICK ‘OK’ BUTTON TO PROCEED. 
  EXPLAIN LOGON WINDOW.  USER ID & PASSWORD NOT CASE-SENSITIVE. AND THE NEED TO CLICK ‘OK’ BUTTON TO PROCEED. 
  REVIEW THE MAIN MENU PAGE, THE TOOL BAR, AND THE BULLETIN BOARD. 

## SAMS Main Menu

**Notes:**
  TRANSITION TO THE TOPIC OF SAMS REQUESTS. 
  IDENTIFY LOCATION OF REQUESTS ON THE MAIN MENU PAGE TOOL BAR. 

## Sams Request Page

**Notes:**
  INTRODUCE THE SAMS REQUEST PAGE. 
  PROVIDE AN ORIENTATION OF PAGE TO INCLUDE:
  TOOL BAR & BUTTONS AT TOP
  ACTION BLOCK
  USER INFORMATION BLOCK
  APPLICATION INFORMATION BLOCK

## Action Area 

**Action Area **

- Action Menu
- Request Information
- Authorization Information

**Notes:**
  REVIEW THE ACTION FIELD LOCATION & PURPOSE. 
  EXPLAIN ‘ADD USER’ IS DEFAULT ACTION. 
  REVIEW & BRIEFLY EXPLAIN EACH OF THE OTHER ACTION(S) AVAILABLE FROM THE DROP-DOWN MENU. 

## User Information Block

**User Information Block**

## User Information Block (cont)

| Fieldname  | Required  | Description  |
| --- | --- | --- |
| Last Name  | Yes | The User’s last name.  |
| First Name  | Yes | The User’s first name.  |
| Middle Initial  | No | The User’s middle initial.  |
| Social Security Number | Yes | The User’s 9-digit Social Security Number, with no dashes or breaks  |
| Work Phone  | Yes | The User’s 10-digit work phone number, with no parentheses, dashes or breaks.  |
| Fax Number  | Yes | The User’s 10-digit fax number, with no parentheses, dashes or breaks. |
| IP Address  | No | The User’s Internet Protocol (IP) address . |

**Notes:**
  REVIEW EACH DATA ENTRY FIELD IN THE USER INFORMATION BLOCK. 
  IDENTIFY THE REQUIRED & OPTIONAL FIELDS. 
  EXPLAIN FORMAT FOR SOCIAL SECURITY NUMBER, WORK PHONE & FAX FIELDS; THAT SAMS WILL INSERT DASHES WHERE APPROPRIATE. 

## Application Information Block

**Application Information Block**

**Notes:**
  INTRODUCE THE USER INFORMATION BLOCK. 
  DETAILED REVIEW OF EACH FIELD IS ON TABLE IN NEXT SLIDE.

## Application Information Block (cont)

| Fieldname  | Required  | Description  |
| --- | --- | --- |
| Program Code  | Yes | A six-digit code automatically populated when Name & Role is selected.  |
| Dept  | Yes | Enter a two-digit Dept code.  USDA’s Dept code is 12.  |
| Agency  | Yes | Enter a two-digit Agency code.  |
| Region  | Yes | Enter a two-digit Region code.  If no Region is to be specified, enter 00.  |
| Unit  | Yes | Enter a two-digit Unit code.  If no Unit is to be specified, enter 00.  |
| Sub Unit  | Yes | Enter a five-digit Sub Unit code.  Use leading zeros, if Sub Unit code is less than five-digits.  If no Sub Unit is to be specified, enter 00000.  |
| Account Number | Yes | A default Account Number of 0000000000 will automatically be entered.   |
| User Id | Yes |     If assigning a new role, and User has an existing PCMS User Id, enter it into the User Id field, with an F appended to the end, e.g. DA014F 
    If User has an existing NFC Systems User Id, use it for new PCMS role.    
    If not, ensuring your cursor is positioned in the User Id field, click on the List button, and select an Unassigned User Id assigned for your use by ACFO-FS. |
| Password | Yes |     Must be 6-8 characters in length.
    Must begin with a letter 
    Must contain both letters and numbers.  |

**Notes:**
  REVIEW EACH DATA ENTRY FIELD IN THE APPLICATION INFORMATION BLOCK. 
  IDENTIFY THE REQUIRED & OPTIONAL FIELDS. 
  EXPLAIN REQUIRED FORMATS, PARTICULARLY FOR USER ID & PASSWORD. 
  GIVE AN EXAMPLE OF USEFUL ‘COMMENTS’ ENTRY.

## Message Block

| Fieldname  | Required  | Description  |
| --- | --- | --- |
| Comments | No | Any Comments that may be useful in establishing a clear record.  |

## Add User

**Add User**

**Notes:**
  REVIEW THE ENTIRE ‘ADD USER’ PROCESS.
  WHILE DISCUSSING DATA ENTRY FIELDS, EMPHASIZE THOSE WHICH ARE MANDATORY FIELDS.  (RED STARS)
  ENTER 0000000000 FOR ‘ACCOUNT NUMBER’
  EXPLAIN HOW BATCH PROCESS OF REQUESTS RUNS, E.G. TWICE EACH DAY, POPULATES ‘DATE COMPLETED’ FIELD, ETC. 

## Drop User

**Notes:**
  REVIEW THE ENTIRE ‘DROP USER’ PROCESS. 
  WHILE DISCUSSING DATA ENTRY FIELDS, EMPHASIZE THOSE WHICH ARE MANDATORY FIELDS.  (RED STARS) 
  EXPLAIN IMPORTANCE OF FINDING & COPYING MOST CURRENT RECORD FOR ‘DROP USER’ ACTION. 
  ENCOURAGE USE OF REASON FOR DROP ACTION IN ‘COMMENTS’ FIELD, AND GIVE EXAMPLES.

## Insert SAC

**Insert SAC**

**Notes:**
  REVIEW THE ENTIRE ‘INSERT SAC’ PROCESS. 
  WHILE DISCUSSING DATA ENTRY FIELDS, EMPHASIZE THOSE WHICH ARE MANDATORY FIELDS.  (RED STARS) 
  EXPLAIN IMPORTANCE OF FINDING & COPYING MOST CURRENT RECORD FOR ‘INSERT SAC’ ACTION. 
  ENCOURAGE USE OF REASON FOR ‘INSERT SAC’ ACTION IN ‘COMMENTS’ FIELD, AND GIVE EXAMPLES.

## Remove SAC

**Notes:**
  REVIEW THE ENTIRE ‘REMOVE SAC’ PROCESS. 
  EMPHASIZE THE IMPORTANCE OF FINDING & COPYING THE CORRECT RECORD/SAC FOR ‘REMOVE SAC’ ACTION. 
  ENCOURAGE USE OF REASON FOR ‘REMOVE SAC’ ACTION IN ‘COMMENTS’ FIELD, AND GIVE EXAMPLES.

## Modify Data

**Notes:**
  REVIEW THE ENTIRE ‘MODIFY DATA’ PROCESS. 
  EMPHASIZE IMPORTANCE OF FINDING & COPYING MOST CURRENT RECORD FOR ‘MODIFY DATA’ ACTION. 
  ENCOURAGE USE OF REASON FOR MODIFY ACTION IN ‘COMMENTS’ FIELD, AND GIVE EXAMPLES.

## Change Password

**Notes:**
  REVIEW THE ENTIRE ‘CHANGE PASSWORD’ PROCESS. 
  REVIEW REQUIREMENTS FOR PASSWORD PREVIOUSLY COVERED ON SLIDE #12. 
  EMPHASIZE IMPORTANCE OF FINDING & COPYING MOST CURRENT RECORD FOR ‘CHANGE PASSWORD’ ACTION. 
  ENCOURAGE USE OF REASON FOR ‘CHANGE PASSWORD’ ACTION IN ‘COMMENTS’ FIELD, AND GIVE EXAMPLES.

## Error

**Error**

- 000000000

- CARVER

- GEORGE

- CARDHOLDER

- PCMS

- W

- 111-11-1111

- 111-11-1111

- 123-456-7890

- 448681

- 12

- 34

- 05

- 78

- 12345

- AB1111C

- 08-26-2004

- ORA-28007: THE PASSWORD CANNOT BE REUSED.

- ABCDE1

- USERID

**Notes:**
  EXPLAIN ‘ERROR’, THE IMPACT IT HAS ON THE TRANSACTION, AND IMPORTANCE OF CORRECTING THE ERROR.  
  EXPLAIN HOW TO CORRECT AN ERROR. 
  EXPLAIN THE ‘ORA-XXXX’ MESSAGES ARE SYSTEM-GENERATED MESSAGES. 
  INFORM STUDENTS A LIST OF COMMON ERRORS, WITH REASONS AND SOLUTIONS, IS LOCATED AT APPENDIX C OF THE SAMS USER’S GUIDE FOR THE FLEET CARD. 

## SAMs Report

**Notes:**
REVIEW & SUMMARIZE LESSON BASED ON TRAINING OBJECTIVES AS RE-STATED ON SLIDE. 

## SAMs Report

- Enter a Request Date and click Run Report

**Notes:**
REVIEW & SUMMARIZE LESSON BASED ON TRAINING OBJECTIVES AS RE-STATED ON SLIDE. 

## Practical Exercise 

**Logon to SAMS using your *****Username***** and *****Password*****.  Note any messages on the *****Main Menu Bulletin Board*****.**** **
**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.**** **** **
**Open the SAMS *****rePorts***** module.  Generate a report using a *****Request Date***** of the last day of the previous month.**** **** **
**Return to the *****Main Menu*****, and exit SAMS.****  **

**Notes:**
  THIS PRACTICAL EXERCISE CAN BE CONDUCTED AS AN INDIVIDUAL OR INSTRUCTOR-LED EXERCISE. 
  ENSURE EVERY STUDENT SUCCESSFULLY COMPLETES THIS EXERCISE BEFORE PROCEEDING.

## Summary & Review

- What are the main functions the LAPC performs using SAMS?
- What are the steps for an LAPC when setting up a new Cardholder account?
- What would prevent a new Cardholder record from being modified in SAMS?
- How would an LAPC deactivate a Cardholder’s Purchase Card?
- If a Cardholder loses his/her *Password*, how would the LAPC provide a new one?

**Notes:**
REVIEW & SUMMARIZE LESSON BASED ON TRAINING OBJECTIVES AS RE-STATED ON SLIDE.