Date post: | 16-Jan-2016 |
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C.A.R.E. Basics State of CaliforniaCAL-Card Program
Susan Kissee US Bank
Agenda• Overview of C.A.R.E. and Basic
Functionality
• Technical requirements, security and support
• Day to day program management through C.A.R.E
• Reference Tools
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Overview of C.A.R.E.
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Web access tool to help you manage Web access tool to help you manage
the CAL-Card Programthe CAL-Card Program
• C.A.R.E. = Customer Automation and Reporting Environment https://care.usbank.com
• Basic Functionality
System Activity
• Current Number of CAL-Card
C.A.R.E. Users – Cardholder = 298– Program Administrators = 533– Total Users = 731
• System availability – 24/7 – weekend maintenance
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Technical Requirements• PC Pentium 120 MHz
• 32 MB memory
• Browser (with 128-bit data encryption) – Internet Explorer 4.01 or higher – Netscape Communicator 4.50
• Windows 95, 98, NT 4.0 or higher
• 33.6 modem or higher or a LAN connection
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Program Management
• Key C.A.R.E. Functions– Account Setup– Account Maintenance– Status– Transaction Management – Reporting / Communication– Cardholder Access
Account Setup/Maintenance• Account Set-Up
– Approving Official and Cardholder
• Same day account number generation
• Receive cards within
2-3 business days• Data entry is determined
by you• You are in control!
• Account Maintenance– Approving Official and
Cardholder• Real time• One-time exceptions for
spending limits• Employee termination -
quick close• MAT code changes• Re-order plastics• Quickly change the
name of an A.O.
Status / TMM
• Status– instant information– instant confirmation– filed or submitted
• save work in progress• successful assures you the
transaction is being processed by the USB system
• TMM– view Approving Official
and Cardholder information
• current cycle and previous five cycles
• utilize for auditing a particular cardholder activity during the cycle
• high usage cards review throughout the cycle
Reporting and Communication
• Communication– delivery of files
• 998 File - Flat file for uploading to your general ledger
– delivery of reports• receive reports within three
business days after cycle• start payment process
immediately and earn maximum rebate $$$$$
• Reports– standard
• unusual spending report• monthly transaction
summary• Cardholder full
transaction detail
– custom• you design your own
report
Cardholder Access
• Cardholder Online Registration– Relationship Code = stateofcal1– User Profile Code = C01
• Cardholder Statements– Cardholder Full Transaction Detail Report
mirrors the Cardholder Statement of Account
Additional Tools• User Manuals
– Cardholder C.A.R.E. functionality– APC C.A.R.E. functionality
• Web-Based Training Program– Automated program available 24/7– Download user manuals
– https://wbt.care.usbank.com• user id “usbank”
• password “ability”
• C.A.R.E Technical Help desk – 1-800-254-9885
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Questions?
Thank you!
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