UPAY - Department Head: Review and Approve a Card Application via UniversityCards

1. Log in to the Card Management Platform (CMP). You should automatically be routed to the UniversityCards page. This page displays the applications waiting for your approval.
2. Each application row displays the applicant’s name, department, card type, and the date the application was submitted for your review. At the end of each row, three action buttons are available.
   1. The three dots allow you to review the application details and verify that the information is correct.
   2. The checkmark allows you to approve the application immediately, adding your signature to the Authorization Agreement.
   3. The X allows you to return the application to the Department Card Manager (DCM) for corrections or reject the application.
3. Select the three dots to review the application details. You may also approve or decline the application from this page.
4. If you decline the application, two options are available: Return for Changes or Reject Application. You must provide a reason for either option.
   1. Return for Changes sends the application back to the DCM so the requested updates can be made.
   2. Reject Application permanently ends the application. The DCM would need to start a new application if the Cardholder still requires a card.
5. If the information is correct, select the Approve Application button. The application will be sent to Card Services for final acknowledgment before being sent to the bank.

Please contact University Payables if you have any questions.