How to Complete Your Financial Transaction Approver Training

How to Complete Your Financial Transaction Approver Training

Prior to becoming a Financial Transaction Approver (FTA), you must complete online training provided by the WV State Auditor’s Office. Please remember, this training is required for all WVU and WVURC FTA’s. In addition, FTA’s are also required to take “refresher training” annually.

To complete your training, please use the following instructions:

New Financial Transaction Approver Training:

1.  Email PCard Administration to request access to the WV State Auditor’s Office training website.

• Please include your full name as it appears in Payroll, email address, and WVU ID.

• If you are not a State of West Virginia employee (i.e. WVU Research Corporation or University Health Associates), please include that in your email.

2.  PCPS PCard Administration will then email instructions for how to access your training, which will involve setting up
     a  login at the WV State Auditor’s Office training website.

Refresher Training:

1.  Log into the State Auditor’s Office’s website at: http://www.wvsao.gov/using your “My Apps” ID and Password. If you do not remember your password, please click on “reset password”.

2.  Click on “My Apps”.

3.  Click on “PCard Training”.

4.  Click on “Training Materials”.

5.  Complete the following training modules:

• WVU PCard Program Training Manual
• WV State Auditor’s Policy and Procedure Manual
• The West Virginia Ethics Act and PCard Usage

6.  Complete the quiz for WVU Approver Training Quiz and Quiz for Ethics Training.

7.  If you are also a cardholder, please complete the Cardholder Agreement.

If you have any questions regarding your Financial Transaction Approver training, please feel free to contact PCPS PCard Administration.