Use the new University Card Service

 

This guidance is for users of the new University Card Service

This guidance is for invited adopters of the new University Card Service, which is being rolled out by the IT Services Card Stabilisation project with colleagues from the University Card Office.

The service is currently available to HR teams in the UAS division and will be released to further card administration teams across the University throughout summer 2023.

For teams not yet introduced to the new service, please continue to use the existing paper/PDF form process for card applications.

 

 

Overview of the new Card service processes

Requests for new cards using the new service

overview of the process for requesting a card

Overview of the process for requesting a card

 

  1. the card administrator uses the Card Request Management app to create a new Card request: adds some basic information about the card applicant – including name, email address and role details – and saves the request so that the card applicant can provide their details
  2. the card applicant receives an automated email from the Card Request Management app containing a link to the University Card request form and a request to complete the details and submit a request 
  3. the card applicant completes the form and submits it
  4. the card administration team is notified that a request has been submitted; they review the details of the request and either submit the request to the Card Office or send it back to the applicant for amendment
  5. Card Office staff receive the request within the Card Request Management app and review the submitted details; they either issue a card or reject the request, giving a reason for rejection to the card administration team
  6. the Card Office issues a card; it is printed and sent to the card administration team in the internal mail
  7. the card is waiting for the card applicant to receive it when arriving at their new department or college 

Requests for changes to card details using the new service

overview of process for requesting a change of card details

Overview of the process for requesting a change of card details

 

  1. the card administrator uses the Card Request Management app to create a new Change request: adds some mandatory information about the card applicant – name and either date of birth or current card number
  2. the card administrator provides the new details that should appear on the card – eg new expiry date, new name, new department, new card category – and saves the request for the Card Office to review
  3. Card Office staff receive the request within the Card Request Management app and review the submitted details; they either issue a card or reject the request, giving a reason for rejection to the card administration team
  4. the Card Office issues an update to the card record; a new card is printed and sent to the card administration team in the internal mail
  5. the card holder receives the new card from their departmental or college card administration team – eg their local HR team

How-to guides

Expand All

  1. In your browser, go to unioxford.crm11.dynamics.com 
  2. Log in with your SSO
  3. The 'Requests waiting for local HR' view (label 1 in screenshot below) of the 'Card requests' section (label 2) will be displayed

    Note: If 'Requests waiting for local HR' view is not loaded by default: open the dropdown list of views by clicking on the name of the current view (bold text highlighted in label 1 in the screenshot below), and select the preferred view.

Requests waiting for local HR view is the main HR view of the card request system

Requests waiting for local HR view is the main HR view of the card request system. You can navigate to the view by clicking on ‘Card requests’ in the left-hand menu (label 2 in the screenshot).

  1. Navigate to ‘Requests waiting for local HR’ view 
  2. Click ‘+ New’ in the toolbar at the top of the screen 
  3. Select the type of card request: Staff card, Virtual Access or Departmental Visiting Student card
  4. Complete all relevant fields:
    Required fields are indicated with a red asterisk 
    If a college or department is not relevant to your request, you can select ‘No college’ or ‘No department’ in these fields 
  5. When ready to ask the new starter (aka ‘card applicant’) to provide their details, change the status to ‘Card applicant to complete’ 
  6. Save (using the Save button in the toolbar at the top of the screen)
    Note: On Save, an automated email will be sent to the new starter to ask them to provide their details via the Card Request form (the link to the form and a one-time password will be provided in the email). 

When a new starter submits their information via the Card Request form: 

  • the information about their request, held in the system, will be updated 
  • the status of the request will automatically change to ‘Awaiting HR approval’ 
  • an automated email will be sent to your team’s mailbox to notify you that a Card request form has been returned from a new starter and is awaiting review 

To review a Card request: 

  1. Navigate to Requests waiting for local HR view 
  2. Find the request awaiting review: 
    You can view or sort the Status Reason column to find requests in ‘Awaiting HR review’ status 
  3. Click the name of the person (in the ‘Name’ column) to enter into the request record 
  4. Review the information in the request record 
    Note: to view the uploaded ID photo, you will need to view the ID photo section and click the filename of the image to open a pop-out box containing the image 

If any of the information provided by the new starter is incorrect or needs amendments, you can return the request to new starter and ask for information to be updated. To request amendments: 

  1. in the request record, view the Card request status section at the bottom of the form 
  2. change the status to ‘Changes needed by applicant’ 
  3. a new input field ‘Please provide feedback notes for the card applicant’ is displayed 
  4. enter a reason for requesting amendments 
  5. Save (using the Save button in the toolbar at the top of the screen) 
    Note: On Save, the reason for requesting amendments message will be sent to the new starter in an automated email and displayed on the Card Request form, the next time the new starter views the form. 
  1. In the request record, view the Card request status section at the bottom of the form 
  2. Change the status to ‘Submitted to Card Office’ 
  3. Save (using the Save button in the toolbar at the top of the screen) 
    Note: On Save, the request will become visible to the Card Office in their view of the Card Request System. 
  1. Go to the ‘Change requests’ section of the app
  2. Create a new request by clicking the ‘+ New’ in the ribbon
  3. Enter the mandatory information for the card holder (first name; last name; either University card number or date of birth)
  4. Add the details that needs to be updated on the person's card using the optional form fields - see further information about change requests below.
  5. When all information is added to the form, change the status of the form to ‘Submitted to Card Office’ and click ‘Save’
  6. The Card Office will now review and process the request

About change requests

The change requests section of the app allows the following changes to card details to be requested:

  • change of card expiry date (i.e. renewals and extensions)
  • change of name details and title
  • change of card category and/or department or college
  • change of ID photo (only in conjunction with one of the above changes)

Renewals and extensions

When requesting a change of expiry date, a new end date in dd/mm/yyyy format is required.

For contract staff and temporary staff, the new end date would be expected to be the same as the person's contracted end date.

For renewals of permanent staff cards, the new end date cannot be more than 4 years from the date of the change request being made.

Name and title changes

This is a request to change the name details on the person's card record only.

Change of card category and/or unit (department or college)

The app can be used to change a person's card category to the following statuses:

  • Academic visitor
  • Card holder
  • College staff
  • Department staff
  • University staff

A new department or college can be selected for a card holder. If a card holder has moved from one unit to another, it is usually expected that the person's new unit would make this request.

When a request to change card category and/or unit is made, a date for when the change needs to happen needs to be supplied by the HR person making the request.

Update an ID photo 

Card ID photos should be renewed every 8 years (i.e. after two issuance cycles). Although it's unlikely that an HR person making a change request will know the age of a photo on a person's card, it's worthwhile knowing this as the Card Office may return change requests to you on the basis of the photo requiring an update.

Change requests must not be submitted containing only a photo update request. However, photo updates can be included with requests for other types of change (expiry date change; name and title change; card category and/or unit change).

Requests waiting for local HR view

Requests waiting for local HR view will be your ‘home page’ in the system. It contains: 

  • A list of all card requests that are owned by your HR team 
  • The requests are sorted by Start Date (of the new starter), by default 
  • The columns on the Requests waiting for local HR view table provide the following information: 
    • Name (of the new starter) 
    • Role Title 
    • Status Reason (the current status of the request) 
    • Start Date (of the new starter) 
    • Last modified On (date the request was last updated) 

The table can be sorted by clicking on each columns’ header and choosing a sort order (e.g. A-Z; Z-A).

Team preferences

You can view and manage details of your HR team by clicking on ‘Team preferences’ in the left-hand menu. Team preferences contains details in two sections: 

  • Click your team’s name in the ‘Name’ column (label 1 in the screenshot below) to view: 
    • Your team’s team 
    • Your team’s mailbox address 
    • Your team’s preferred postal address and postal recipient (to address printed cards to) 
  • Click your team’s name in the ‘Owner’ column (label 2 in the screenshot below) to view: 
    • Members of your team
View and edit team settings in team preferences

Team preferences contains details about your team’s name, mailbox address, preferred postal address and postal recipient, and members.

Get help

See support options for HR users of the University Card Service.

 

 

Last update:

24 May 2023

Access the Card Request Management app


GO TO DYNAMICS APP MENU

Opens in a new tab. Login using your SSO.

 

Get help


Support for HR users of the University Card Service

 

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