Training Guides

• Definitions

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How To…

• Step by Step - Card Present
• Step by Step - Card Not Present: Terminal/ Mail Order or Phone Order
• How to Reconcile UPay
• How to Reconcile your Payment Card Terminal or Point of Sale Register
• How to Reconcile Transactions Run through a 3rd Party
• How to Process a Refund
  

Online Training for Merchant Processing

Annual Training is required of the designated contact person for each department accepting payment cards.  Each contact person will receive a checklist with instructions on the items and lessons that need to be completed using the EduCAT training system.   The contact person will automatically be assigned the lessons they are required to complete.  To officially complete a lesson,  you must pass a test with a score of 80% or higher. Please give yourself sufficient time to complete both the training and the test.  Training results are sent to Income Accounting to verify completion.

Individuals who would like to complete the training due to their involvement with payment card processing, but are not required to do so by the University, may self-enroll for the following lessons on EduCAT:   PCI DSS Training, Payment Card Agreement, Terminal Training, UPay Training, and Third Party Training.  

Self - Enrollment Instructions:

1. Sign in here to eduCAT (same username and password as your CIS login).
2. Under Quick Links, find Self Enroll - E-learning and click View.
3. Select the radio botton option which reads:  Only or Your Entire Organization(this should already be selected by default).
4. Click the Enroll Now button next to the module name: UUHR00353 - 2009 FBS Merchant Training
5. Check the box next to All Lessons  ( or select one or more of the following lesson names):

UUHR00353 - 2009 Merchant Training Using 3rd Party 
UUHR00353 - 2009 Merchant Training Using Terminals                                                                      UUHR00353 - 2009 Merchant Training Using UPAY 
UUHR00353 - 2009 Payment Card Acceptance Agreement 
UUHR00353 - 2009 PCI DSS

Click the Add Lessons button (upon successfully self-enrolling in the module, a confirmation page will     display which reads: Assignment process is completed.

NOTE: An Enroll Now button will only appear during the self-enrollment process where modules have not been previously self-enrolled or previously assigned by an administrator.  If the word Enrolled appears to the left of the module name, instead of an Enroll Now button, then the module is already assigned and can be accessed under My E-Learning Lessons.

Taking Self-Enrolled Lessons:

1. Click the Home menu at the top left of the page.
2. Under Manage, find E-learning lessons and click View.
3. Click on the lesson you wish to complete. 
4. Complete the training by reading all content.
5. Click on the Test button located to the right of the lesson name (test is made available after the lesson has been completed.)  
6. On the Test screen, in order to take the test click on the Take Test icon found in the top right corner.