Training Opportunities

To get access to WISDM / WISER fill in the WISDM Access Request form.

 Training Sessions

Upcoming Transition from WISDM to WISER (WISDM No Longer Available) - 

WISER is a redesigned version of WISDM with a modern interface and new/improved functionality to provide enhanced, efficient, and more agile financial reporting. In preparation for a full decommission of WISDM on October 29th we have partnered with Renee Copes, Shared Financial System Analyst at UW System Administration, to deliver the following WISER training sessions via Zoom:

Monday, September 28th at 3:00 PM

Join Zoom Meeting: https://uwsp.zoom.us/j/93261726867?pwd=WEZwWTFyN2dpZ2tyK0NMUk9RelBmQT09

Meeting ID: 932 6172 6867

Passcode: 386857

 

Tuesday, September 29th at 12:00 PM (Noon)

Join Zoom Meeting: https://uwsp.zoom.us/j/98628489719?pwd=WXBUdnJXb3cxcFBsbWw3WUxKbzc3QT09

Meeting ID: 986 2848 9719

Passcode: 117494

 

Friday, October 2nd at 10:00 AM

Join Zoom Meeting: https://uwsp.zoom.us/j/93598733129?pwd=S09VVGtNM09EaVFLNThqbkRQSThaQT09

Meeting ID: 935 9873 3129

Passcode: 780627

 

Monday, October 5th at 1:00 PM

Join Zoom Meeting: https://uwsp.zoom.us/j/99508708332?pwd=ZFpqeTFPTnZoY1dhU0hUSG1oa24wZz09

Meeting ID: 995 0870 8332

Passcode: 312291

All WISDM users on campus should plan to attend one of these sessions to prepare for the upcoming transition. Training sessions will be recorded for those that are unable to attend one of the sessions scheduled above. WISER training materials are also available to assist you on UW System's website: https://www.wisconsin.edu/sfs/reporting/wisdm-and-wiser/.

How to Request a Training Session

To request a training session please contact the following:

Purchasing Card: Orientation/Training/Transaction Management

Purchasing is offering pre-scheduled Training Sessions (link) on various dates and times each month in Old Main Room 002.  If you are a new p-card user and need the whole gamut of training on P-Card Policies and Procedures, an established p-card user who wants to learn all about Transaction Management, or if you are just feeling a bit rusty on your p-card knowledge and would like some refresher training, please see the link for dates/times of trainings.

To request a training session please contact Purchasing@uwsp.edu. Please let us know which date/time you will be attending, and if you will need both p-card and transaction management training, or transaction management training only.  Can't attend in person? Let us know and we'll set up Zoom conferencing for the session so that you can train remotely from your location. All you need is a PC with a microphone/speaker.  We look forward to working with you! 

 Self-Training

Below is a list of guides and reference materials to help get you started.

ADA Workshop Training

Group Presentation - August 2019

ADA Workshop Handouts - August 2019

Previous Presentations and Handout Information:

                        Group Presentation - August 2018

              ADA Workshop Handouts - August 2018

                        Group Presentation - August 2017

Cash Handling

Cash Handling Training & Certifications

Annual cash handling certification is available online for all cash handlers, supervisors, and fund custodians. The online training program consists of three separate assessments, one for each training group. Review of the Financial Operations Cash Handling Policy and Procedures prior to the assessment will be necessary in order to successfully complete the assessment at 80% or higher.  Once an individual receives their certification, re-certification must be obtained annually. Special arrangements may be made with Financial Operations for one-on-one or departmental training opportunities.

**Review Cash Handling Policy and Procedures prior to completing certifications.**

Online Certifications

Successful completion of the training program ensures the following:

  •    I have read and understand the Financial Operations Cash Handling Policy and Procedures.
  •    I accept responsibility for the university funds I handle, or oversee, and will abide by the Cash Handling Policy and Procedures.
  •    I understand that failure to comply with the Cash Handling Policy and Procedures is cause for disciplinary and/or legal action.  

Shop@UW

Shop@UW has Mandatory Training Requirements for all new and existing Shop@UW Primary Account Contacts. To complete the training, set up a new account, reactivate account closed due to training not completed, or update your Primary Contact information, please visit Mandatory Training Notice.

Additional Training Resources for UW's Shop@UW are available at shopuw.wisc.edu/training.  If you would like more help or guidance, please contact UWSP Purchasing at purchasing@uwsp.edu.  To get a Shop@UW Account, please complete application at this site. 

Travel

Travel Training  (PowerPoint slides from training sessions)

Travel Guides

Creating an Expense Report

Selecting Business Purpose and Expense Types

Expense Type Specific

Approving Reports (HR and Expense Managers)

WISDM / WISER

WISDM

WISER