A Reviewer (typically a Financial Analyst or Assistant) must be set up before a Cardholder application can be submitted.

The Department Administrator is solely responsible for set-up and management of the Reviewer and Allocator roles; no FlexCard Administrator approval is required.

A. The Reviewer

  1. Watch the FlexCard Reviewer/Allocator training class. To access the class, see the Training section on the FlexCard Training & Testing page.

  2. Log onto the FlexCard Management Module, using your UCSBnetID and password.

  3. Complete the FlexCard Reviewer/Allocator Exam.

  4. At the end of the exam, click APPLY TO BE A REVIEWER.

  5. The application is forwarded to your Department Administrator.

B. The Department Administrator

  1. After receiving email notification that a Reviewer application has been submitted, log onto the FlexCard Management Module, using your UCSBnetID and password.

  2. On the Main Menu, click DEPARTMENT ADMINISTRATOR MENU.

  3. On the Department Administrator Menu, click MANAGE REVIEWERS.

  4. On the Manage FlexCard Reviewers screen, click APPROVE REVIEWER ROLE APPLICATIONS.

  5. On the Manage FlexCard Reviewers screen, click APPROVE next to the Reviewer’s name.

  6. Click APPROVE APPLICATION at the bottom of the Approval screen: you have completed the process.

NOTE: Whenever a Reviewer authorization is processed, the individual is automatically granted an Allocator authorization.