Changes coming to ShopUW+ Essentials
In the coming weeks, ShopUW+ Essentials will be updated to incorporate updates on Phase 2 business functions that are being developed. This will result in some website navigation and cosmetic changes. The first change we made is placement of the ShopUW+ login in two new locations – above the menu bar (top right corner) and a button above the Quick Links section. Watch for more information.
ShopUW+ Announcements
New change to ShopUW+
In an effort to increase system performance and reduce system overhead, the workflow steps located on the right side panel of any document type (Requisition, PO, Invoice) now default to a minimized view. To view the status of your workflow, click to expand the workflow steps section.
December 2021 Project Update
This is the December 2021 project update newsletter with information related to the ShopUW+ Project. Includes: updates on Phase 2, a business function spotlight, notice of upcoming ShopUW+ updates, and a summary of quick reference guide and ShopUW+ updates.
ShopUW+ Quick Reference Guide updated
Updated 11/23/21 – The ShopUW+ Quick Reference Guide was recently updated (November 10 and 22). The following updates were made: using Header vs. Line Item funding, split funding examples, definitions for new processes, supplier email for …
Payroll calendars no longer available in ShopUW+
Previously, UW System payroll calendars were available in Shop@UW. We no longer provide these calendars. You can find payroll calendars on the UW System website, including employee and payroll processing calendars. UW–Madison employees can also …
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What to Know Before You Begin
This is an accordion element with a series of buttons that open and close related content panels.
What’s my role?
Before you begin working in ShopUW+ confirm your role:
- Log in to ShopUW+
- Click the Profile icon
- Click on View My Profile
- From the left column, click on User Roles and Access
- Click on and Assigned Roles to see your role
If you have questions about why you have been assigned your role, please email your Campus Contact. Your training will show how your role interacts with the other roles described below.
Role: Shopper
- Fill carts for catalog vendors and assign to a Requester
- Initiate a requisition for a traditional PO and assign to a Requester
- Shopper security role automatically assigned to every UW Employee
- Do not need to enter a funding string, but they can attach documents and comments
- Cannot initiate Direct Payments (DPs), Payments to Individuals (PIRs), Refund of Receipts (RORs)
Role: Requester
- Perform all of the functions of the Shopper
- Review and submit requisitions and transactions
- Create and submit Direct Payments (DPs), Payments to Individuals (PIRs), Refund of Receipts (RoRs) Verify and finalize accounting and shipping information
- Attach necessary documentation
- Add comments if needed
Role: Approver
- Cannot approve their own requisitions or payment requests
- Review requisitions, transactions, and payment requests, returning, rejecting, forwarding, adding comments, and approving as appropriate
- If there is not an approver different from the requester in the workflow, the request will get stuck and must be cleared by an administrator
Do I have to take training before using ShopUW+?
Training is not required. However, completing all of your assigned training courses in order is going to help you understand the platform and help you work confidently in the quickest way possible.
You will learn how to complete common workflows and get answers to your questions as you work through the modules. AND–you will continue to have access to the modules and Quick Reference Guide (Available April 12 in Canvas) for future reference.
I’m ready! Where do I start?
Great! After you review the resources and complete your training, you will be ready for ShopUW+ on April 16. Get started now.
Assistance using ShopUW+
We are working to resolve accessibility barriers in ShopUW+. To learn about the accessibility and usability of ShopUW+, go to ShopUW+ – Accessibility and Usability Information KB.
If you need accessibility assistance, want to report an accessibility barrier, or if you are having difficulty using ShopUW+ or any of the training materials, email uwsaproblemsolvers@uwsa.edu