Facilities Planning & Delivery Professional Expertise

Description:

Below are professional resources you can explore and connect with your supervisor/peers on.

CPLA:

 

To add to this list of resources, please contact Kayla Ruplinger

Register:

Go to each respective link to learn more

Purchasing Card Training for Site Managers

Description:

In conjunction with Purchasing Card Policies & Procedures, this session provides a site manager with the basic knowledge necessary to maintain and oversee the Purchasing Card Program at the departmental or divisional level. The session includes an overview of site manager responsibilities and a live demonstration of Access Online, U.S. Bank’s web-based transaction management tool. Purchasing Card Policies & Procedures should be completed prior to attending this session. Purchasing Card Site Manager Training takes approximately 75 minutes.

Audience

This course (in addition to Purchasing Card Policies & Procedures Training) is required for all individuals intending to become purchasing card site managers.

Register:
https://hr.wisc.edu/professional-development/courses/?q=purchasing+card+

UW-Madison Travel Policy Training

Description:

This course provides an overview of travel policy for UW-Madison employees who travel, incur expenses, or approve expenses via various payment mechanisms at UW-Madison (Purchasing Card, Corporate Card, Expense Reimbursement). This training will cover topics such as the travel policies and procedures, allowable expenses, and other important considerations related to travel and expenses.

Audience

This course is required for Purchasing Cardholders, Department Cardholders, Purchasing Card Site Managers, and Expense Reimbursement Approvers and Auditors.

This course is recommended for travelers and e-Reimbursement alternates.

Register:
https://hr.wisc.edu/professional-development/courses/?q=travel+policy

Introduction to WISER

Description:

This virtual class is designed to give a high-level basic overview of the various searches and reports that are available within the campus reporting tool, WISER. Topics that will be covered include:
• Navigation
• Department Search
• Project Search
• AP/PO Search
• Expense Search
• Payroll Search
• Transaction Search
• Other information in WISER

Audience

Departmental or divisional financial staff who are new to UW-Madison, new to their role, or new to using WISER. Any other departmental staff that will need to obtain financial transaction information from the WISER reporting tool as part of their role. PLEASE ensure you have requested and received access to WISER and are able to log in prior to attending this session. (Copy/paste this URL into your browser to access WISER Access Authorization Form: https://businessservices.wisc.edu/documents/wiser-access-authorization-form/.) This course is designed for attendees to click along with instructors through various search screens. We highly recommend taking the “Introduction to the Financial Environment at UW-Madison” course prior to this course when possible.

Register:
https://hr.wisc.edu/professional-development/courses/?q=introduction+to+WISER

An Introduction to the Financial Environment at UW-Madison

Description:

This session is designed as a primer for employees new to financial roles on campus. Its purpose is to help make learning financial jobs easier and more efficient. Topics covered include:

  • Where the University’s Money Comes From and Where It Goes
  • Funding Strings
  • The Financial Decision-Making Hierarchy
  • How to Access Financial Data
  • UW Foundation Funds
  • Financial Training/Resources Available on Campus
Audience

This session is designed as a primer for employees new to financial roles on campus.

Register:
https://hr.wisc.edu/professional-development/courses/?q=an+introduction+to+the+financial

Go Tips and Tricks Playlist (video)

Description:

The YouTube video playlist below demonstrates some extra features and workflow shortcuts available in the Go iOS apps.  These apps are used daily by tradespeople in Physical Plant to:

  • Track what they are working on
  • Fill out time cards
  • Communicate with other tradespeople on shared work

Click or tap on the middle of the video screen to start watching the tips and tricks videos.  Alternatively, click or tap on the “Watch on YouTube” button to watch the playlist on a larger video screen.

 

Register:

Click on the YouTube Video above to watch. You can open in YouTube to access the whole playlist

Go Tutorial Playlist (video)

Description:

The YouTube video playlist below demonstrates the basic functionality of the Go iOS apps.  These apps are used daily by tradespeople in Physical Plant to:

  • Track what they are working on
  • Fill out time cards
  • Communicate with other tradespeople on shared work

Click or tap on the middle of the video screen to start watching the tutorial videos.  Alternatively, click or tap on the “Watch on YouTube” button to watch the playlist on a larger video screen.

 

Register:

Click on the YouTube Video above to watch. You can open in YouTube to access the whole playlist

AssetWorks KnowledgeBase (ReADY-AiM-GO)

Description:

The link below leads to the Facilities Planning and Management internal Knowledge Base.  This is a website that can only be seen by UW Employees.  It contains all training documentation created by and available to Physical Plant employees related to the three main software systems maintained by Physical Plant.  They are:

  • ReADY – a website where campus customers can submit maintenance work requests to Physical Plant
  • AiM – a website used by Physical Plant employees to track and manage work created through ReADY
  • Go – an iOS app used daily by tradespeople to manage their work, fill out timecards, and communicate with other tradespeople

Feel free to save or bookmark the Knowledge Base website for future reference.  Also note that a shortcut to the Knowledge Base website is automatically made available to you on your work-issued iPhone or iPad.

Register:

Go to the knowledgebase here: https://kb.wisc.edu/fpm/internal/

ShopUW+

Description:

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

Use the link below to self-register for the appropriate courses.

Register:
https://shopuwplus.wisc.edu/getting-started/

PCI Operator Training

Description:
Audience

Both the PCI Site Manager and Financial Officer are required to attend an initial PCI Training session. Subsequently, each year both the PCI Site Manager and the Financial Officer are required to complete annual online security awareness training. Finally, any employee or volunteer that handles a credit card on behalf of the University is required to complete PCI Operator training annually. The PCI Site Manager needs to annually track the completion of all PCI Operator trainings

Register:
https://charge.wisc.edu/training/

Purchasing Card Policies and Procedures

Description:

The session provides an overview of the purchasing card program, guidelines for purchasing card use and account management, requirements for supporting documentation, cardholder and site manager responsibilities, and guidelines for purchasing card reconciliation. Applications may be submitted prior to attendance, but will not be processed until after the required training is complete.

Successful completion of this course is required as part of the application process for obtaining a UW-Madison Purchasing Card. It is also required for persons intending to become Purchasing Card Site Managers.

Audience

Purchasing card applicants and individuals designated as purchasing card site managers

Register:
https://hr.wisc.edu/professional-development/courses/?q=purchasing+card+

Plain Language Training

Description:

Plain Language skills can help you get your message across quickly and clearly. These skills are useful to UW employees in a wide range of positions that involve communicating with others. Training is available at no cost, and all UW–Madison faculty and staff are welcome to attend.

Participants can take an introductory class on Plain Language as a stand-alone training, or attend three sequential workshops to gain a deeper understanding of core plain language strategies. Those who complete all three workshops can earn a Plain Language certificate.

  • Introduction to Plain Language
  • Write with Plain Language
  • Design for Plain Language

Instructors will focus on word choice, grammar, organization of content, and format to improve the readability of documents.

Register:
https://hr.wisc.edu/cls/plain-language-training/

Getting the Most from PMDP Reports

Description:
Register:

Work with your supervisor and Marci Birkes (marci.birkes@wisc.edu) to schedule

Custodial Safety Orientation

Description:

This safety training is built into the employees first week of training.

Included in this training:

  1. Walking and Working Surfaces
  2. Ergonomics
  3. Asbestos Awareness
Register:

This safety training is built into the employees first week of training.

WiGrow Training for Supervisors of Student Employees

Description:

What is WiGROW?

WiGROW is an engagement initiative designed to support the learning of student-employees. Supervisors and student-employees have intentional, reflective conversations with one another, providing students an opportunity to consider connections between their on-campus employment, career goals, and college experience.

WiGROW conversations are sensitive to employment context and individual student, varying in setting and style. Some conversations occur one-to-one after stepping aside from daily operations, while others take place as the student and supervisor continuing to work on tasks. Other conversations are facilitated at dedicated times in small groups. All WiGROW interactions are neutral and non-evaluative, creating a space for students to reflect on their learning in the workplace as it relates to their college experience and goals for their career.

Register:

Learn more here

Silica Awareness

Description:

This course is a campus-wide offering required for employees with exposures over the Action Level of 25 micrograms per cubic meter calculated as an 8 hour time weighted average. For technical issues, contact Tara Cordes at tara.cordes@wisc.edu.

Audience

Employees with respirable crystalline silica exposures.

Register:
https://ehs.wisc.edu/training/respirable-crystalline-silica-rcs-awareness-training/

Introduction to Microsoft Teams

Description:
Due to the increased use of remote work Physical Plant has highly recommended the use of Microsoft Teams.  This is a platform that supports collaboration, video calls, text chatting, and file sharing, and will continue to be used as a vital tool in the workplace.  Below you will find training materials to help with the use and understanding of Microsoft Teams.
Register:
https://kb.wisc.edu/fpm/internal/107117

Introduction to Zoom

Description:

Zoom is an enterprise cloud platform for video, voice, online meetings, screen sharing, chat, and webinars. This enterprise web conferencing and distance learning application runs across mobile devices, desktops, telephones, and room systems.

Because the UW-Madison Zoom service uses an Education license, we have access to more features compared to a free basic Zoom account. Below are quick highlights on the differences:

This document explains how to start using the UW-Madison Zoom service.

Register:
https://kb.wisc.edu/zoom/page.php?id=105271