Prepare for the PCI Scope Wizard in 10 Minutes
This guide helps you gather the information needed to complete the PCI Scope Wizard and identify your likely PCI reporting path.
Many organizations begin the PCI Scope Wizard and quickly realize they need information about how payments flow through their business.
Questions that most often arise include:
- How many payment channels do we operate?
- Do employees ever handle cardholder data?
- What systems are involved in payment processing?
- Which service providers or gateways are connected to our payment workflows?
- The PCI Scope Wizard Preparation Guide helps you gather this information before starting the Wizard, so the process is faster and more accurate.
- The guide typically takes about 10 minutes to review, and most organizations are then able to complete the wizard in about 15 minutes.
What the Guide Will Help You Identify
Inside the guide, you will learn how to gather the information needed to complete the PCI Scope Wizard, including:
- The payment channels your organization currently uses
- Whether employees interact with cardholder data during payment collection
- The systems involved in payment processing
- Payment gateways and service providers connected to your payment flows
- Information that helps determine your likely PCI reporting path
- Having this information ready allows the Wizard to generate a more useful result.
Download the Preparation Guide
The preparation guide is available as a free PDF and does not require registration.
Download the guide, review the questions, and gather the information needed before starting the PCI Scope Wizard.
Next Step: Run the PCI Scope Wizard
Once you have reviewed the guide and gathered the required information, you can proceed to the PCI Scope Wizard, which takes approximately 15 minutes to complete.
After completing the Wizard, you will receive insights into:
- Your likely PCI reporting path
- The Self-Assessment Questionnaire (SAQ) that may apply to your business
- How your payment channels may impact PCI scope
This process helps organizations better understand how PCI compliance applies to their payment environment.
Ready to Continue?
Start the PCI Scope Wizard and identify your likely PCI reporting path.
Who This Is For?
The preparation guide and PCI Scope Wizard are designed for organizations that accept payments through one or more of the following channels:
- Online payment portals
- In-person payments
- Phone payments
- Integrated payment systems within business software
Understanding how these payment channels operate is the first step toward determining your PCI reporting obligations.
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