L&S Form: UW Foundation Access Request
Link to form: UW Foundation Access Request
This request form is typically used by supervisors to request Foundation access for their employees. Questions can be directed to the Campus Unit Administrator (CUA) for L&S, Jana Valeo.
Types of access:
- Gift and Fund Management (GFM): Most common access; this is required for Disbursements and other financial actions. It also contains some donor info needed for stewardship
- Wisconsin Advancement Resource Database (4WARD): Less commonly needed, contains more detailed donor information needed for donor relations
Another option is to request the data via the forms on the Advancement Hub: https://www.uwadvancement.org/resource/request-lists-reports/
Related info on the WFAA website: Best Tools and Practices for Gift and Fund Management
Request form fields
Responses are sent by Jana Valeo. The name and email of the person completing the form are automatically recorded.
| Field | Description |
|---|---|
| Employee Name | Name of employee who needs access added / removed / modified |
| Employee Work unit | Name of L&S Department / Program |
| Employee Title | Employee's HR job title |
| Employee Email | Employee's email. Use an '@wisc.edu' email address. Other domains (e.g., @unit.wisc.edu) will not work for their Foundation access. |
| Requesting |
Select from the following options:
|
Add or modify access
| Field | Description |
|---|---|
| Effective Date | Effective date of their access, if adding a new user, or the effective date of the change. |
| Supervisor Name | Name of supervisor |
| Have they previously had access to the UW Foundation website? | Yes / no question |
| Foundation funds |
Describe the funds the employee needs to access.
|
| Will they process financial transactions using Foundation funds? |
Yes / no question Examples: deposits, disbursements, or reconciliations, etc.? |
| Access to donor information |
Do they need access to donor information to process thank you notes and other stewardship related activities? If so, please describe the information needed. |
| Donor stewardship |
Is donor stewardship their primary job? If so, please describe access needs. |
Removing access
| Field | Description |
|---|---|
| Removing access - effective date | List the effective date to remove their access. |
End of Form
| Field | Description |
|---|---|
| Additional information |
Optional. List additional information or context if needed. |
| Form feedback |
Optional. Please let us know if you have any feedback about this forms or related L&S KBs. |