Workshops, Training and Educational Resources

Page Updated: March 15th, 2017

The management and administration of sponsored programs is complex and must be carried out in compliance with UW policy, federal and state laws, sponsor requirements and award terms and conditions. UW Research Administrators must navigate policies, procedures, and systems in an effort to ensure that sponsored programs are appropriately managed while providing excellent customer service. The courses and resources below will help individuals understand and implement these responsibilities to ensure compliance and protect the university and faculty.

For questions or information related to training opportunities for UW Research Administrators, please contact Melanie Hebl, Education Coordinator in the Research and Sponsored Programs Office, or 608-890-3068.

Research Administration Training Series

2016 - 2017 Sessions

Introduction to Research Administration & Proposal Preparation
9:00 - 11:00 AM on October 27th, 2016
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Budget Preparation Workshop
9:00 - 11:00 AM on November 17th, 2016
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Budget Preparation Companion Workshop: NIH Proposals
9:00 - 11:00 AM on December 6th, 2016
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Budget Preparation Companion Workshop: NSF Proposals
9:00 - 11:00 AM on December 14th, 2016
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FCOI Process on Sponsored Projects and Compliance
(Human Subjects, Animal Welfare & Biosafety)
9:00 - 11:00 AM on January 11th, 2017
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Agreement Types
9:00 - 11:00 AM on February 16th, 2017
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Award Setup, Commitments and Cost Sharing
9:00 - 11:00 AM on March 16th, 2017
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Award Management and Cost-Transfers
9:00 - 11:00 AM on April 20th, 2017
Slides Coming Soon!

Award Closeouts and Audits
9:00 - 11:00 AM on May 9th, 2017
Slides Coming Soon!

2015 - 2016 Session Resources

Session 1: Introduction to Research Administration

Session 2: Proposal Preparation

Session 3: Award Setup, Commitments and Cost Sharing

Session 4: Award Management and Cost Transfers

Session 5: Award Closeouts and Audits

Session 6: Agreement Types

Session 7: Mini-Sessions: NSF and NIH Training

Session 8: FCOI Process on Sponsored Projects and Compliance (Human Subjects, Animal Welfare and Biosafety)

Proposal Submission and Award Setup Training

Cayuse: Cayuse is a web-based system for submission of applications via The system is easy to use, provides significant auto-filling of forms, extensive error checking and the ability to see the entire proposal before submission. Learn more at

WISPER: WISPER is the UW's web-based system for electronic routing of applications and agreements related to extramural funding. Learn more at

WISPER 101 - Basics of WISPER (record creation, navigation, worklists)

WISPER 201 - Advanced Session (approvals, award setup, entering protocols, entering effort)

WISPER Hands-On - Computer Lab (walk through information from WISPER 101 and WISPER 201)

Award Management Training

WISDM: WISDM is the Wisconsin Data Mart. WISDM is a web-based reporting system that contains financial data from the Shared Financial System (SFS), Human Resources System (HrS) and some Legacy system transactions. WISDM can be used to query transactions and view reports online. WISDM contains transaction as well as demographic data on projects/grants. Access WISDM at

Web-based WISDM Training

WISDM for Grants Management

WISDM for Department/Division Administration Offered by UW Business Services

Effort and ECRT Related Trainings

Effort must be reported and certified for all individuals who receive salary support from a sponsored project or who expend committed effort on a sponsored project regardless of receiving salary support from the sponsor.ECRT is an electronic web-based Effort Certification and Reporting Technology System tool that facilitates effort certification and reporting at the UW. Learn more at

Web-based Effort Trainings

External Resources (NCURA, SRA, Sponsor Sites, etc.)