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.
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.
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.)
ShopUW+ training resources
ShowUW+ launched a new ShopUW+ Training 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.