Getting Started

Preparing for ShopUW+ Go Live

Courses by Role

If you have been assigned the role of Requester, Approver, or work in Procurement or Accounts Payable, you will be automatically enrolled in training and receive an email from Instructure Canvas for each course as it becomes available.

If you do not begin to receive email notifications and/or are not enrolled in the correct courses when you login, please self-enroll following the steps below. If you continue to have issues, email Customer Support.

Roles and Courses Breakdown

Role: Shopper
Courses: ShopUW+ Foundations, ShopUW+ Process Updates, ShopUW+ Shopper Skills

Role: Requester
Courses: ShopUW+ Foundations, ShopUW+ Process Updates, ShopUW+ Shopper Skills, ShopUW+ Requester Skills

Role: Approver
Courses: ShopUW+ Foundations, ShopUW+ Process Updates, ShopUW+ Shopper Skills, ShopUW+ Requester Skills, Approver Skills

Log In to Training

Training courses are in Canvas at uws.instructure.com.
(UW-Madison employees cannot access training through the Canvas tile in MyUW.)

Login to Canvas Training

How to Self-Enroll in Training

If you have not been automatically enrolled and want to self-enroll for training, follow the steps below for each course as it becomes available.

1. Click the link for the course you want to enroll in and log in with your campus credentials.

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 (updated 9/9/21 for DP form changes)
Section 3: Payment to Individual Request (updated 9/9/21 for PIR form changes)
Section 4: Refund of Receipts (updated 9/9/21 for ROR form changes)

Section 5: Check Action Form

ShopUW+ Approver Skills Approver, Procurement/AP 10 Minutes Section 1: Processing and Assigning Approvals

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+


Complete Your 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.

Remember: you can return to the courses as often as you’d like as you begin working in ShopUW+.

Quick Reference Guide

We have two Quick Reference Guides to help you use ShopUW+

The ShopUW+ Quick Reference Guide (QRG) answers most of your questions about using the new platform. This has step-by-step instructions to complete more than 50 processes to guide you as you begin working in ShopUW+. You must be enrolled in the Shopper Skills course to access the ShopUW+ QRG.

The AP Quick Reference Guide is a supplement to the ShopUW+ QRG. This explains the Direct Payment, Payment to Individual, Refund of Receipts, Check Action Form, and Approving Invoices. You must be enrolled in the Requester Skills course to access the AP Quick Reference Guide.