| What to do |
How to do it |
| 1 |
Log in.
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- Access ECManager.
- Enter your user ID and password.
- Click Add a new card.
If you have not yet obtained access to ECManager, complete the paper form (PDF).
|
| 2 |
Select the employee. |
- To search for an employee:
- Enter the employee's last name in the field provided.
- Click Search.
- Click the UCSD icon to select a specific employee from the list.
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| 3 |
Complete the required fields. |
- Enter the description on the card.
- The description cannot exceed 19 characters, and it will be printed on the card.
- You may want to use the seven-digit default index and the department or project name.
- Enter the default index.
If you don't know the default index:
- Enter the first three characters.
- Click Search.
- Click the hand icon to select an index from the list.
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| 4 |
Make optional changes. |
- If you want to assign a transaction reviewer:
- Click Assign.
- Select one or more reviewers from the list.
- Click Submit.
- If you want to change the default account:
- Click Search.
- Highlight the new account.
- Click Select.
Note: Use the drop down list to select the account code that best fits the majority of purchases.
- If you want to add a comment to the program administrator, enter the comment in the Department Administrator Comments box.
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| 5 |
Submit the form. |
- Click Submit to submit the form.
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| 6 |
Verify the information. |
- Review your information to verify that it is correct.
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| 7 |
Confirm the information. |
- If the information is correct, click Confirm. You will receive this message: New Card Successfully Added.
If you need to make changes, click the Make Changes button and return to Step 5 after making changes.
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