Skip to main content
Close menu William & Mary

PCI Training

PCI Training Requirements

To comply with PCI DSS Requirements, everyone who handles card payments—whether it’s processing transactions, issuing refunds, or reconciling accounts—needs to complete the annual required training. These training requirements are designed to help us understand the important technical and operational steps we need to take to protect cardholder data

Staff and Faculty

One column table providing a collapsible list of steps for Staff and Faculty to follow to fulfill PCI training requirements

Step 1 - W&M PCI Annual Training & Confidentiality Agreement

To access the required training and confidentiality agreement, follow these steps:

  1. Log into Cornerstone.
  2. In the search bar (upper right corner), type: 'W&M PCI Annual Training'.
  3. Complete the training and acknowledge the Confidentiality Agreement
  4. After finishing, mark yourself as complete.
  5. You will receive a confirmation email—forward it to your Merchant Manager as proof of completion.

This training must be renewed every year. You will receive an email when the W&M PCI Annual Training is ready for you to complete. Your Merchant Manager will also notify you once the training is available.

Step 2 - Annual W&M Mandatory Information Security Training 

Information Security Training must be completed annually. You will receive an email from IT in October notifying you when the training is released. Make sure to complete the evaluation section at the end of the training; this is a required part of the process. You will know the training is complete when you see a screen showing your results.

If you are a new hire who starts after the training has been released, please reach out to [[pci]] to request a link to complete the training.

Step 3 - Merchant Managers Agreement (Merchant Managers Only)

Merchant Managers and Assistant Merchant Managers are required to complete the Merchant Managers Agreement annually. Follow these steps:

  1. Log into Cornerstone.
  2. In the search bar (upper right corner), type: 'Merchant Managers Agreement'.
  3. Complete the agreement and be sure to mark yourself as complete.
  4. You will receive a completion email—keep this on file as part of your annual records.

 

Students, Affiliates and Volunteers

If you are classified as a student, affiliate, or volunteer, your training links are provided below and must be completed annually. It’s the Merchant Manager's responsibility to ensure that you complete the required training and log the completion on the W&M PCI Awareness Roster.