How to Create a Human Subject Procurement Card Action Request


Overview


This article demonstrates how to create a request for any card updates in Concur.

Essential Information


Next Steps


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 as well. 

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:

  1. Close/Cancel Card
  2. Limit Increase/Decrease
  3. Reload Declining Balance Card
  4. Update Billing Address or Mail Code
  5. Update Name on Card

NOTE: This article does not cover New Card Requests. For instructions regarding that process, please refer to KB0032653: How to Request a New Human Subject Procurement Card.

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.

Questions?


If you need any additional assistance, please submit a ticket here, or call the IPPS Help Desk at (858) 534-9494.