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/

OAVC Professional Expertise

Description:

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

Human Resources:
Business Operations and Purchasing:
Communications & Marketing:
Associate VC Office:

 

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

Register:

Go to each respective organization to learn more

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/

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

Introduction to Microsoft Word

Description:

Learn more about using Microsoft Word with this training.

With Word on your PC, Mac, or mobile device, you can:

  • Create documents from scratch, or a template.
  • Add text, images, art, and videos.
  • Research a topic and find credible sources.
  • Access your documents from a computer, tablet, or phone with OneDrive.
  • Share your documents, and work with others.
  • Track and review changes.
Register:
https://support.microsoft.com/en-us/office/word-for-windows-training-7bcd85e6-2c3d-4c3c-a2a5-5ed8847eae73?wt.mc_id=otc_home

Introduction to Microsoft Outlook

Description:

Outlook is a versatile and important tool. Learn more about it through this training.

With Outlook on your PC, Mac or mobile device, you can:

  • Organize your email to focus on the messages that matter most.
  • Manage your calendar to schedule meetings and appointments.
  • Share files from the cloud so everyone always has the latest version.
  • Stay connected and productive wherever you are.

 

Register:
https://support.microsoft.com/en-us/office/outlook-training-8a5b816d-9052-4190-a5eb-494512343cca

Introduction to Microsoft Excel

Description:

Get up to speed with Microsoft Excel, the world’s most popular spreadsheet program. Follow along with Excel expert Dennis Taylor as he demonstrates how to efficiently manage and analyze data with this powerful program. Learn how to enter and organize data, perform calculations with simple functions, and format the appearance of rows, columns, cells, and data. Other lessons cover how to work with multiple worksheets, build charts and PivotTables, sort and filter data, use the printing capabilities of Excel, and more.

Register:
https://www.linkedin.com/learning/excel-essential-training-office-365/getting-started-with-excel-for-office-365?u=56745513

Managing Stress

Description:

Join your colleagues and debrief the Managing Stress and Finding Vitality at Work Self-Guided Virtual Course! This is a live virtual discussion. You will receive a link 24 hours before the session in your email.

Why should you attend?

  • Reflect on how you have used strategies from the self-guided virtual course
  • Hear what strategies others are using to manage stress
Register:
https://hr.wisc.edu/professional-development/courses/?q=Managing+Stress

Thriving in a Time of Change

Description:

Change is constant in our lives, and an essential element of the workplace. Navigating times of change can provoke a wide range of emotions including anxiety, excitement, and confusion. This course provides you with tools to understand the types and characteristics of change. You will also examine change management strategies, and develop a personal action plan to meaningfully navigate your situation of change. This is a virtual course. You will receive a link 24 hours before the course in your email.

Why should you attend?

  • Answer: What are the different types of change?
  • Reflect on: How does change affect me?
  • Identify strategies to manage yourself through change
Register:
https://hr.wisc.edu/professional-development/courses/?q=Thriving+in+a+Time+of+Change