Frequently Asked Questions

ShopUW+ Course Tool Help

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What courses should I take based on my role?

Course Roles that Should Complete Time to Complete Topics Covered
ShopUW+ Foundations All Roles 25 Minutes Section 1: ShopUW+ Foundations and Benefits
Section 2: Key Terms and Roles
ShopUW+ Process Updates All Roles 5 Minutes Section 1: ShopUW+ Process Updates
ShopUW+ Shopper Skills All Roles 70 Minutes Section 1: First Sign-On and Setting Defaults for Speed and Accuracy
Section 2: Generating Orders: Shopping, Carts, and Requisitions
Section 3: Documenting a Receipt of Goods or Services
Section 4: Searching and Creating Reports
Section 5: Special Procedures and Troubleshooting Tips
ShopUW+ Requester Skills Requester, Approver, Procurement/AP 25-30 Minutes Section 1: Submitting Requisitions, Processing Assignments, and Change Requests
Section 2: Direct Payment
Section 3: Payment to Individual Request
Section 4: Refund of Receipts
Section 5: Check Action Form
ShopUW+ Approver Skills Approver, Procurement/AP 10 Minutes Section 1: Processing and Assigning Approvals

I cannot see the training courses

  1. Verify that you are signed into the correct Canvas system:  https://uws.instructure.com/.
  2. Select Dashboard on the left-hand menu in Canvas.

All courses that you are currently enrolled in will appear on your dashboard.

If you are not seeing the desired course, step-by-step self-enrollment instructions are available at: https://shopuwplus.wisc.edu/getting-started/

Training Notifications and Email

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I do not have the notification email from Canvas, how do I find my classes?

  1. Sign into Canvas, https://uws.instructure.com/.
  2. Select Dashboard on the left-hand menu.
  3. All courses that you are currently enrolled in will appear on your dashboard.

What browser should I use to view the training on Canvas?

For best performance, Canvas should be used on the current or first previous major release of Chrome, Firefox, Edge, or Safari. Currently that is:

  • Chrome 88 and 89
  • Firefox 86 and 87 (Extended Releases are not supported*)
  • Edge 88 and 89

Safari 13 and 14 (Macintosh only)

I am receiving unwanted training notifications from Canvas. Can I turn them off?

  1. Sign into Canvas, https://uws.instructure.com/.
  2. You can view your notification settings by clicking Account in the left-hand menu, then Notifications.
  3. Turn on/off/type of notification to receive.

Course Design and Expectations

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Do classes need to be taken in a certain order?

Yes, classes should be completed in the following order:

  1. SHOPUW+ Foundations (All roles)
  2. SHOPUW+ Process Updates (All roles)
  3. SHOPUW+ Shopper Skills (All roles)
  4. SHOPUW+ Requester Skills (Requester, Approver and Procurement/AP roles)
  5. SHOPUW+ Approver Skills (Approver and Procurement/AP roles)

Do I need to take all the courses at once?

No, but we strongly encourage you to complete these courses before using ShopUW+. For the best experience as you make this transition, complete your assigned training in order before you begin working in ShopUW+.

You can come back to complete the course at another time but paused videos will not resume at the same point.

On the course page in Canvas, click Modules on the left side of the page, then select the first module that does not have a green check mark to pick up where you left off.

Can I stop and come back to finish a course another time?

Yes, you can come back to complete the course at another time but paused videos will not resume at the same point.

On the course page in Canvas, click Modules on the left side of the page, then select the first module that does not have a green check mark to pick up where you left off.

Am I required to complete the ShopUW+ Training courses?

We strongly encourage you to complete these courses before using ShopUW+. For the best experience as you make this transition, complete your assigned training in order before you begin working in ShopUW+. Understanding the tool and workflows will help you work confidently and more quickly.

Training Enrollment

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I need/want to be added to/enrolled in a ShopUW+ training course.

These self-enrollment links can be used to allow any learner to access the specific course.

Step-by-step self-enrollment instructions are available at: https://shopuwplus.wisc.edu/getting-started/

What courses should I take?

Course Roles that Should Complete Time to Complete Topics Covered
ShopUW+ Foundations All Roles 25 Minutes Section 1: ShopUW+ Foundations and Benefits
Section 2: Key Terms and Roles
ShopUW+ Process Updates All Roles 5 Minutes Section 1: ShopUW+ Process Updates
ShopUW+ Shopper Skills All Roles 70 Minutes Section 1: First Sign-On and Setting Defaults for Speed and Accuracy
Section 2: Generating Orders: Shopping, Carts, and Requisitions
Section 3: Documenting a Receipt of Goods or Services
Section 4: Searching and Creating Reports
Section 5: Special Procedures and Troubleshooting Tips
ShopUW+ Requester Skills Requester, Approver, Procurement/AP 25-30 Minutes Section 1: Submitting Requisitions, Processing Assignments, and Change Requests
Section 2: Direct Payment
Section 3: Payment to Individual Request
Section 4: Refund of Receipts
Section 5: Check Action Form
ShopUW+ Approver Skills Approver, Procurement/AP 10 Minutes Section 1: Processing and Assigning Approvals

Course Completion, Grading, and Certificate

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How long will the courses take to complete?

The full set of courses should take about 2 hours to complete.

Can I go back to start the course over? Can I access part of the courses again to use if I need to review specific content?

Yes, you can return to the courses as often as you like as you begin working in ShopUW+. The step-by-step tutorials are designed both as introductory training and to be used as a day-to-day reference. Even after completing the training, you can go back and review any tutorial at any time.

Once in the course on Canvas, click Modules on the left side of the page, then select the module or find the video content you would like to review again. Then, within each video module, you can use search or the video menu to speed up access to the tutorial you need. If you need a larger screen, use the full screen option.

What happens if I do not pass the quiz?

Please review the course content appropriate to the question and try again. Passing the quiz is not required, but we strongly encourage you to complete these courses before using ShopUW+.

How can I tell if I finished the course?

Each course will have a quiz at the end to see if you have successfully completed the course, click grades on the left side and a score with complete/incomplete will appear in the upper right corner of the page.

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The last page of the course will also indicate completion.

Completed Courses Image

What do I do with the course completion page/certificate at the end of the courses?

When you finish each course in Canvas, the final page will indicate successful completion. You are welcome to print the page for your records or take a screenshot, but no action is required. Completion will be noted in your Canvas profile.

Accessibility

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I need to make the training videos larger

You may use the full-screen option by clicking the arrows in the lower right corner of the video.

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Is closed captioning available?

Yes. Click the CC button in the lower right corner of the video.

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Role Assignments and Permissions

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Where can I see my role in ShopUW+?

To see your assigned role:

  • Log in to ShopUW+
  • Click the Profile icon
  • Click on User Roles and Access > Assigned Roles
  • Your Assigned role will be Shopper, Requester or Approver

What if my role needs to be changed?

Work with your Campus Contact to determine whether a role change is necessary. Requester and Approver role changes must be submitted using an SFS Security Request Form following these instructions.

The SFS Security Request Form is not required for changes to Approver levels. For changes to Approver levels 1, 2, 3, your Campus Contact can assist you.

Why have I been assigned my role (Shopper, Requester, Approver)?

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