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Overview of Pro-card Hierarchy for Reporting

Summary: This page explains who gets reports of Purchasing Card activity. Instructions for replacing a supervisor are provided at the bottom of the page.

Purchasing generates and provides regular reports with details of how pro-cards are being used. The Cardholder's Supervisor accesses these monthly reports with details of card use by cardholder.

The Pro-card Administrator coordinates with each Division to establish their reporting hierarchy when they join the pro-card program, and records and maintains records of the heirarchy relationship for all pro-card users. Each progressive level in the heirarchy is responsible to oversee pro-card purchasing activity, as defined in Pro-card Program Roles.

For each month that cardholder activity occurs, the Pro-card Administrator sends a notice to the supervisor. Each Supervisor has the responsibility of notifying the Procard Administrator when any changes occur for the cardholders for whom they are responsible (change of supervisor, leave of absence, retirement, etc.)

Replacing a Supervisor

When replacing a supervisor, ensure that the new candidate has taken the Pro-card Cardholder On-line Training as well as the Pro-card Supervisor On-line Training. Send an e-mail to procard@ucsc.edu when you are ready to make the change. Include the following information in the e-mail message:

• list of cardholders for whom the new supervisor will be responsible
• name of the retiring supervisor

Last revised: August 18, 2009 (am)