University of Delaware
Procurement

 

Training Resources

Cards

Cancelling a card

Getting a new card

Replenishing a declining balance card

Updating a card

Egencia

EGENCIA How-to Instructions for Guest Accounts MS Word Ι PDF Updated

EGENCIA How-to Instructions for Personal Travel MS Word Ι PDF Updated

Reimbursements

Approval process - when traveler enters the expenses

Approval process - when another employee enters the expenses

Reimbursements through WORKS Instructions MS Word Ι PDF

Works

Access to Works

Allocation in WORKS Instructions MS Word Ι PDF

Reimbursements through WORKS Instructions MS Word Ι PDF

Training Videos

NOTE: Click on the mp4 link to play the video or right-click and select "save as" to download.

Allocation (1 min 26 sec)

Attaching a receipt to a transaction (2 min 20 sec)

Cancelling a card (1 min 28 sec)

Chip and PIN cards (3 min 2 sec)

Disputing a transaction (1 min 21 sec)

Handling flagged items (1 min 59 sec)

Mass allocating charges (1 min 37 sec)

Reimbursements (3 min 15 sec)

Replenishing declining balance cards (2 min 0 sec)

Requesting a new card (3 min 0 sec)

Resetting your password (1 min 44 sec)

Running reports (2 min 57 sec)

Splitting a charge (1 min 14 sec)

Transaction signoff (1 min 10 sec)

Updating card info (2 min 14 sec)

Works 4.0 new features (4 min 30 sec)

Works access (2 min 9 sec)

Quick Links

User Group Meetings

Works Website

Customized Training

You can request customized training for your department or group. Contact your Procurement buyer or call our front desk at 831-2161 if interested.