• 15 minutes for success: Login to ShopUW while you watch the training to follow along and setup your own account/make your first purchase.
  • Setting up your account now will speed up the process when you do need to buy something in the future
    
    
• Setting up default Funding String / Accounting Codes (note you are only required to enter the bolded items below as your default. Requesters fill in the full funding info):

Screenshot example from ShopUW to see what entered funding looks like:

Roles:

Shipping Addresses:

• • locations to add during setup:
    • Kennedy (625 West Washington Ave
    • Keystone House (901 University Bay Drive)
    • Waisman (1500 Highland Avenue)
    • Brogden Psychology (1202 W Johnson St)
  • Home addresses (ad hoc), can only be entered during the check out process when purchasing an item
    • Once added (after a purchase), will be saved in your “addresses” for future use.
    • See Pg 70-71 of the ShopUW Quick Reference Guide for setting up ad hoc (home) addresses.
    • Item(s) must be shipped to a university address unless a documented, reasonable justification is provided with the vendor receipt (e.g., “I shipped these materials directly to the conference site, so I did not have to transport them with me on the airplane”). A justification is also required when shipping merchandise to an employee’s remote work location

• Use Flowchart (pg 31 of the ShopUW Quick Reference Guide) to choose most appropriate process.
• Use a helpful cart name when creating a cart. Include who it's for, what it is... that makes it easier to find later and search for.
• On the funding string search screen, you can "favorite" funding strings to have a set of them you use frequently, using the little heart in the bottom right
• Add Comments before Assigning Cart:
  • Project or funding string associated with the order
  • Business Purpose or summary of:
    • What was purchased (in a general sense, for example, "supplies")
    • Why it was purchased (for example, "to create study take home binders")
    • How it is essential to the University (for example, "for human subject participants in NIH funded study)

• Software/Cloud application or service/app:
  • You must check to see if DoIT can offer the software (retain documentation that they cannot as justification for your purchase)
  • If not available through DoIT, submit a Risk Review form to triage the purchasing request to determine if a full risk assessment is needed by the Office of Cybersecurity.
  • See the Cybersecurity KB page for a list of products that have already undergone Cybersecurity review.

Quick Resource Guide: [ File:ShopUW Quick Reference Guide.pdf]

Self-enroll in training: https://shopuwplus.wisc.edu/getting-started/

Courses bolded below are essential to your future success and stress-free ordering, reference these as you make your first few orders.

The other courses will build up to these to add context, but may not be essential to view if time pressed.