Getting Started

Courses by role

If you have been assigned the role of Shopper, Requester, Approver, or work in Procurement or Accounts Payable, please self-enroll following the steps below. Email Customer Support if you have any issues.

Roles and courses breakdown

Role: Shopper
Courses: ShopUW+ Shopper Skills

Role: Requester
Courses: ShopUW+ Shopper Skills, ShopUW+ Requester Skills

Role: Approver
Courses: ShopUW+ Shopper Skills, ShopUW+ Requester Skills, Approver Skills

How to self-enroll in training

To enroll in a course:

1. Choose (below) the course you want to enroll in, click the enrollment link, and log in with your campus credentials.

This is an accordion element with a series of buttons that open and close related content panels.

ShopUW+ Shopper Skills

Enroll in ShopUW+ Shopper Skills

Which roles should complete Time to complete Topics covered
All roles 70 minutes Section 1: Introduction
Section 2: Roles Overview
Section 3: Approval Overview
Section 4: First Sign-On Setting Defaults Overview
Section 5: Default Business Unit
Section 6: Default Funding String
Section 7: Default Ship To Address
Section 8: Default Bill To Address
Section 9: Default Cart Assignees
Section 10: Generating Orders
Section 11: Cart Management
Section 12: New Cart Setup
Section 13: Catalog Shopping
Section 14: Punchout Catalog Shopping
Section 15: Non-Catalog Item Add
Section 16: Standing Order
Section 17: Requisition Wizard
Section 18: Basic Requisition Completion
Section 19: Ad Hoc Ship To
Section 20: Split Funding
Section 21: Capital Equipment
Section 22: Funding Set Up
Section 23: Line Item Funding
Section 24: Requisition Follow Up Using History
Section 25: Check Action Form
Section 26: Troubleshooting
Section 27: Documenting a Receipt of Goods or Services
Section 28: Searching and Creating Reports

ShopUW+ Requester Skills

Enroll in ShopUW+ Requester Skills

Which roles should complete Time to complete Topics covered
Requester, Approver, Procurement/AP 25-30 minutes Section 1: Introduction
Section 2: Submitting Requisitions
Section 3: Processing Assignments
Section 4: Change Requests
Section 5: Direct Payment Form
Section 6: Payment to Individual Request Form
Section 7: Refund of Receipts
Section 8: Check Action Form

ShopUW+ Approver Skills

Enroll in ShopUW+ Approver Skills

Which roles should complete Time to complete Topics covered
Approver, Procurement/AP 10 minutes Section 1: Introduction
Section 2: Processing Approvals
Section 3: Ad Hoc Approval
Section 4: Substitute Approval
Section 5: Return and Reject Transactions
Section 6: Email Approvals
Section 7: Processing Invoices

2. Click the Enroll in Course button at the right side of the screen.

Enollment Related Image for ShopUW+


3. Click the Go to your Dashboard button to view all your enrolled courses or click Go to the Course to be taken right to the course you just enrolled in.

Enollment Related Image for ShopUW+


4. You can return to review topics and complete courses in Canvas at uws.instructure.com. (UW–Madison employees cannot access training through the Canvas tile in their MyUW portal.)

Login to Canvas Training

ShopUW+ resources

ShowUW+ launched a new ShopUW+ Resources web page on February 25, 2022 to replace the Quick Reference Guide. The Quick Reference Guides are no longer available.​

Your feedback helped us create a new, easier-to-use resource format that is more reliable to access, is easier to search, groups information by user role, and hosts full process instructions.

​For proprietary security purposes, you are required to log in with your campus ID to access the ShopUW+ Resource page.