1.  Complete the training by following this link Percipio Course Introduction to the UMB PCard Program.

2. Retain copy of certificate in Percipio by clicking on My Profile in the top right corner, selecting Activity, and then clicking the 3 dots to the right of the course. Do not attach test results. Applications with test results attached instead of the certificate will be rejected.

3. Set up the UMB PCard Reallocation role in Quantum by completing the Quantum Financials User Authorization form.

4. Complete the Cardholder Application through DocuSign template.