PCI DSS awareness for card-handling staff
A ready-made course you customise for your organisation, with a live session deck and two surveys. You only add the 6 details that are specific to your organisation.
- Length
- 25 min
- Lessons
- 7 lessons
- Frequency
- At hire + at least every 12 months
- Last reviewed
- 8 Oct 2026
Server at a busy restaurant; "vendor tech" says he must replace the handheld
Try it: this is one of 13 interactive activities in the course.
What's included
Three pieces that work together
Copy once, get everything. Learners prepare on their own, you answer questions live, and the surveys tell you what stuck.
Self-paced course
Short lessons with real workplace scenarios, not walls of text.
- 7 lessons, about 25 minutes
- 2 video slots (you add the videos)
- Scenario, tabs, flashcards, sorting activity and quizzes
- 10-question final check, 80% to pass
Live session deck
An AhaSlides presentation to run after the course, in person or online.
- 9 slides
- Quiz, poll, word cloud slides
- A closing slide for your contacts
Two surveys
Find out what landed, and whether people use it on the job.
- Post-course feedback, about 2 minutes
- 30-day check-in
- Anonymous by default
- Results feed your next refresher
Learning objectives
At the end of this course, learners can
Each objective and the lesson that covers it.
| ID | Objective | Source | Where it's covered |
|---|---|---|---|
| TO 1.0 | Achieve ≥ 80% on the final assessment | - | Whole course |
| LO 67.1.1 | Explain why card data is targeted and what PCI DSS is | PCI DSS overview | Lesson 1: Why the rule exists |
| LO 67.2.1 | Identify cardholder data vs sensitive authentication data | PCI DSS 3.2-3.4 | Lesson 2: What's covered |
| LO 67.3.1 | Apply allowed vs prohibited card-handling practices | PCI DSS 3.3, 3.4, 8.2 | Lesson 3: Allowed vs not allowed |
| LO 67.4.1 | Inspect payment terminals for tampering and substitution + your info | PCI DSS 9.5.1.2-9.5.1.3 | Lesson 4: Inspect the device |
| LO 67.5.1 | Respond to suspicious people and devices and report incidents + your info | PCI DSS 9.5.1.3, 12.10 | Lesson 5: Case practice |
Your part: what a template can't do for you
- Hands-on practical: this classroom course doesn't replace a practical evaluation. The final lesson includes a sign-off checklist for your supervisor.
- Your workplace details: fill in the 6 highlighted fields so the course describes your own policies, contacts and locations.
- Records: record completion in your own LMS or record system.
Course outline
7 lessons, about 25 minutes
Minutes per lesson are an estimate, shared out by page count.
1Why the rule exists
2 pages
4 min
Why the rule exists
2 pages
2What's covered
2 pages
4 min
What's covered
2 pages
3Allowed vs not allowed
2 pages
3 min
Allowed vs not allowed
2 pages
4Inspect the device
3 pages
5 min
Inspect the device
3 pages
5Case practice
2 pages
3 min
Case practice
2 pages
6Escalate correctly
2 pages
3 min
Escalate correctly
2 pages
7Final assessment
Assessment
3 min
Final assessment
Assessment
Live deck and surveys
9 slides to run live, two surveys to close the loop
Pink slides are interactive. Both surveys are anonymous; pink questions are written for this course.
Post-course feedback: 11 questions, about 2 min
- Overall rating 5 stars
- Relevant, realistic, right length, helpful activities agree/disagree grid
- What was most useful? multi-select
- Confidence before this course, and now 1-5 scale
- How often do you inspect your payment terminals? multiple choice
- Has anyone ever asked you to write down a card number? multiple choice
- How confident are you that you'd notice an overlay or swapped card reader? 1-5 scale
- During busy shifts, I still have time to follow card-security steps. 1-5 scale
- One thing we should change or add open text
- Would you recommend this course? NPS
30-day check-in
- Have you used what you learned since the course? multiple choice
- How confident are you today? Compare with day 1 1-5 scale
- Do you know where to find our device inspection checklist and payment security contact? yes / no / not sure
- A moment where the training helped, or where you weren't sure open text
- Which topics should the next refresher focus on? ranking
Results show whether people use the training on the job, not just whether they finished it.
Make it yours
6 fields to fill in, and you're ready
Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.
- Device inspection checklist and frequency
{{DEVICE_INSPECTION_CHECKLIST_AND_FREQUENCY}} - Device inventory location
{{DEVICE_INVENTORY_LOCATION}} - Terminal vendor verify number
{{TERMINAL_VENDOR_VERIFY_NUMBER}} - Payment security contact
{{PAYMENT_SECURITY_CONTACT}} - Phone order procedure
{{PHONE_ORDER_PROCEDURE}} - LMS or record system
{{LMS_OR_RECORD_SYSTEM}}
FAQ
Common questions
Can I run PCI DSS awareness for card-handling staff training online?
The course itself is self-paced and online, and the live deck lets you add a live session. Whether online delivery meets your local rules depends on the law that applies to you, so check PCI DSS v4.0.1 (June 2024) or ask your own counsel.
How often is this training needed?
At hire + at least every 12 months.
Who needs this training?
Retail cashiers, restaurant servers, hotel front desk, call-centre agents taking card payments; variant: store supervisors (adds device-inspection log).
What records should I keep?
Record completion in your own LMS or record system, so you can show who finished the course and when. Check the retention period that applies to you in PCI DSS v4.0.1 (June 2024).
Can I edit the content?
Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply. Keep anything your own law requires you to cover.
Related templates
Often taught together
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All employees and contractors · Privacy & Security
Phishing & social engineering
All employees; variant: finance/AP and · Privacy & Security
California consumer privacy (CCPA/CPRA)
Customer service · Privacy & Security
US state privacy laws overview
Privacy · Privacy & Security
Ready to run it?
Open the live deck to see how the session runs alongside the course and both surveys.