| What to do |
How to do it |
| 1 |
Log in.
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- Access EC Manager.
- Enter your user ID and password.
- Click Change card or cardholder information.
If you have not yet obtained access to ECManager, complete the paper form (PDF).
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| 2 |
Locate the cardholder's name. |
- Locate the cardholder's name in the list provided.
- If you manage a large number of cardholders, you can conduct a search by:
- Completing one of the search options at the top of the screen
- Clicking Display List
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| 3 |
Select the edit option. |
- Click the Edit icon associated with the cardholder.
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| 4 |
Change the cardholder's information. |
- Changing a cardholder's name:
- You can change the way the cardholder's name appears on the card, e.g., change Dave to David.
- If a cardholder's name has changed, e.g., Smith to Jones, cancel the existing card and request a new one. A new card will be issued to the cardholder within seven to 10 business days. Destroy the old card upon receipt of the new card.
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| 5 |
Change the card information. |
- You can change this card information:
- Office phone number
- Accounting distribution
- Description
Note: If you change the description, a new card will be issued to the cardholder within seven to 10 business days. Destroy the old card upon receipt of the new card.
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| 6 |
Add a comment (optional). |
- Add a comment in the Department Administrator Comments box if desired.
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| 7 |
Submit the form. |
- Click Submit to submit the form.
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| 8 |
Verify the information. |
- Review the information to verify that it is correct.
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| 9 |
Confirm the information. |
- If the information is correct, click Confirm.
Note: You will receive this message: Card successfully updated.
- The cardholder will receive an e-mail notification of this change. Administrators and those in support roles will also receive a copy of the e-mail.
- If you need to make changes, click Make Changes and return to Step 7 after you have entered the changes.
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