Overview

---

• This Knowledge Base Article will demonstrate how to create a request for any card updates in Concur
• For directions on how to apply for a new card, please refer to the New Card Request Knowledge Base Article

Critical Concepts

---

• This process is similar to a New Card Request
• If you are processing a Card Action Request for another employee, in order to process the Request, confirm that you are acting as their delegate
  
  • Please see the How to Add Delegates and the How to Act as a Delegate Knowledge Base Articles for more information
• Ensure that you are familiar with Human Subject Procurement Card Policy before making any requests to the card, refer to Blink for policy information
• Other than requesting a New Card, the following actions are available in Concur:
  
  • Close/Cancel Card
  • Limit Increase/Decrease
  • Reload Declining Balance Card
  • Update Billing Address or Mail Code
  • Update Name on Card

Steps to Take

---

1. Log into Concur using your Single Sign-On, click on the Requests module at the top of the screen

2. In the Requests module, select New Request

3. This will take you to the New Request screen

4. In the Request Header tab, under Request Type, select Card & Payment Products Request, this will update the form to the specific Card & Payment Products form

5. Under Payment Product Type, select the UCSD Human Subject Procurement Card

6. In the Request Header tab, fill out all of the fields highlighted in red, along with any additional financial information, the Fund field is required too

7. In the Business Purpose/Additional Information section, enter a detailed Business Purpose for the Card action

8. Select Save

9. To the right of the Request Header tab, select the Expenses tab

10. On the right side of the screen, from the Expense Types, select the desired card action:

• Close/Cancel Card
• Limit Increase/Decrease
• Reload Declining Balance Card
• Update Billing Address or Mail Code
• Update Name on Card

This Knowledge Base Article does not cover New Card Requests, for instructions on that process, refer to the New Human Subject Procurement Card Request Knowledge Base Article

11. For Payment Product Type, select the default option UCSD Human Subjects Procurement Card, enter appropriate information in remaining fields - note that all fields highlighted in red are required fields, when you are finished, select Save

12. You will see this Request as a line item on the left side of the screen

13. To add attachments, on the top right select the Attachments button, then, select Attach Documents

14. If needed, select Browse to select a file and attach documentation

15. Once you have selected your file, select Upload and close the window

16. Select Submit Request and then Accept and Submit to submit your request