The Credit Card Profiles Change Request tool is used to manage Travel Card (TCard) and Purchasing Card (PCard) account profiles. Current card profile information can be viewed by the current cardholder/custodian, verifier, cardholder/custodian’s manager and the financial approver who originally approved the card application. These changes can be requested to the card profile information. The tool can track the progress of these change requests, and approval can be completed by required approvers.

Use the tool to request changes to:

  • Cardholder or custodian (department PCard only within same department)
  • Verifier
  • Card status - close, suspend or active
  • Guarantee PTAE
  • Monthly limit

If the cardholder/custodian is no longer with the university or has transferred to another Stanford department, please submit a Support Request with the desired change. 

The recommended browser for Oracle is Firefox - Refer to University IT Browser Recommendations for details.

  1. Enter https://ofweb.stanford.edu in the browser
  2. Select Login
  3. As prompted, log in with SUNet ID and password
  1. Select SU Inquiry Tools and Forms from Navigator
  2. Select Credit Card Profiles Change Request (refer to screenshot below for more information)
  1. Select the Card Profiles tab in the left menu
  2. As the cardholder, custodian or verifier, review current profile information for all available PCard and TCard accounts

    The profile information includes:
    • Card Name
    • Card#
    • Card Type
    • Card Status
    • Department
    • Cardholder or Custodian
    • Verifier
    • Project
    • Task
    • Award
    • Monthly Limit
    • Profile Last Updated on
    • Change Request
    • Request ID
    • Change Requested by
    • Last Action on
  1. Locate card profile to change on Card Profiles screen
  2. Select corresponding link in Change Request column
  3. Select Change buttons to enter details for one or more items to change: 
    • Cardholder or custodian – (Department PCard only within the same department). Enter and select name or SUNet ID of new cardholder or custodian (must be Stanford employee).
    • Verifier – Enter and select name or SUNet ID of new verifier. 
    • Transfer pending transactions (PCard only) – Select Yes to transfer pending PCard transactions to new verifier
    • Card status – select close, suspend or active
    • Change to be approved by – Select cardholder's manager who must approve card details changes
    • Guarantee PTAE – select new project, task, award and expenditure type (enter project first). Guarantee PTAE should be non-restricted and-non sponsored PTAE.
      Change of guarantee PTAE affects only future transactions. Previous transactions are not impacted by this change.
    • Monthly limit – Enter new monthly dollar limit
    • Financial Approver – Select PTAE financial approver to approve Guarantee PTAE changes
    • Notes: 
      • Enter notes to approvers and Card Admin (optional)
      • For custodian changes, please include the reason for the change

Fields to be changed cannot be blank. If a mistake is made, select Clear Changes in the upper right and start again.

Next Steps 

After a profile change request is submitted, designated approvers in the workflow will receive an email notification about the need to review and approve, along with directions about how to do so. 

Please ensure Outlook and Oracle email notifications with attachments are enabled. For more information about setting your preferences in Oracle, refer to How To: Set General Field Default Preferences.

Once approved by all approvers, Card Administration (Card Admin) will complete the request. The requester will be notified when the request is completed.

After request submission, requestor can use the Credit Card Profiles Change Request tool to do these optional tasks as needed for the request:

Send a Message to Card Admin
  1. Locate the submitted request on the Card Profiles screen
  2. Select corresponding link in the Change Request column
  3. Scroll to the bottom of the change request
  4. Enter message in the Notes field
  5. Select Notify Card Admin
Send an FYI Message
  1. Locate the submitted request on the Card Profiles screen
  2. Select corresponding link in the Change Request column
  3. Scroll to the bottom of the change request
  4. Enter message in the Notes field
  5. Enter or select the message recipient name or SUNet ID in the Notify field
  6. Select Send FYI Message 
Add an Approver to the Workflow
  1. Locate the submitted request on the Card Profiles screen
  2. Select corresponding link in the Change Request column
  3. Scroll to the bottom of the change request
  4. Enter a comment in the Notes field
  5. Enter or select the approver name or SUNet ID in the Notify field
  6. Select Add Approver
  7. If needed, select Remove Approver
Monitor Workflow Progress after Request Submission
  1. Locate the submitted request on the Card Profiles screen
  2. Select corresponding link in the Change Request column
  3. Scroll to the bottom of the change request to view workflow Activity History
Withdraw a Change Request
  1. Locate the submitted request on the Card Profiles screen
  2. Select corresponding link in the Change Request column
  3. Scroll to the bottom of the change request
  4. Select Withdraw Change Request
View Requested Change Requests That Have Been Completed
  1. Select Complete Requests from the left menu

Individuals designated as approvers for Credit Card Profile Change Requests will receive an email notification about the need to review and approve the request, along with directions about how to do so. The notification will also appear in the assigned Oracle Worklist.

  1. Select the Card Profile Change Requests link in the notification (authenticate for Oracle access if necessary) 
  2. Scroll up to review the request details and its activity history (changed items can be identified because the previous value is shown in red text) 
  3. Scroll to the bottom to enter Notes as needed
  4. Select Approve Change or Reject Change
    Requests to approve are also accessible in the Credit Card Profiles Change Request tool by selecting Requests to Approve, and opening the request by selecting the Request ID or the link in the Change Request column.

Questions?

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