Educational Resources for UW-Madison Research Administrators

Page Updated: November 9th, 2018

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, Melanie.Hebl@wisc.edu or 608-890-3068.

RED Coaching Request

RED Coaching Request: Would you like a subject matter expert to come and demonstrate a skill for you? Would it be helpful for someone to show you how to use a particular system or tool? Are you looking to have a few research administration questions answered? Let the RED program help find you someone to answer your questions.

RED Logo

RED: Research-Education-Development is RSP's educational program for research administrators at the UW. RSP recognizes the time and effort needed to train and educate research administrators so in 2017 we completed a learner needs assessment and an analysis of current training opportunities. RSP is currently collaborating with campus subject matter experts in dean's offices and departments to ensure development of high quality and beneficial learning experiences through the RED program.

Through RED, we hope to provide a network of resources to staff, build competencies across campus, and promote efficiency and compliance in an open and inclusive training environment.

We currently have three core courses available for registration at https://go.wisc.edu/redregistration:

  • Research Administration at the UW-Madison
  • Proposal Preparation Workshop (including budgets)
  • Post-Award Management: You have a PRJ#, Now What?

New RED Courses Coming Soon!

  • The Award Setup Process
  • Cost-Transfers
  • Post Proposal Submission Requests (JIT)
  • What to Know in the Event of an Audit

Check here for more information as it becomes available. If you have questions or comments please contact Melanie Hebl, Education Coordinator in the Research and Sponsored Programs Office. Melanie.Hebl@wisc.edu or 608-890-3068

Sign up for the RSP RED listserve to receive notifications about new educational opportunities and resources from RSP.

Research Administration Training Series
2018 - 2019 Sessions

Register Here for Session 1 Session 1: Research Policy and Compliance (Human Subjects, Animal Welfare, Biosafety, Export Controls & Conflict of Interest)
Date: Thursday, November 29th, 2018 - 1:00pm - 3:00pm
Location: 21 North Park Street, Room 1108
Presenters: Cheryl Deering, CALS; Bethany Nelson/Tom Demke, Export Control Office; Sharon Vetter, Pharmacy; Tammy Kuhn Martin, CoE
Description: This session will discuss some of the details needed for award setup and management. These details will include conflict of interest, cost sharing as well as human subjects, vertebrate animals and biosafety protocols.

Register Here for Session 2 Session 2: Award Closeout & Audits
Date: Tuesday, January 15th, 2019 - 9:00am - 11:00am
Location: 21 North Park Street, Room 1108
Presenters: Sandy Fowler, CALS; Robert Andresen, RSP
Description: The session will cover what needs to be done after the project is completed and before a project can be closed, as well as what happens when an auditor is at your door.

Register Here for Session 3 Session 3: Research Agreement Types
Date: Tuesday, March 19th, 2019 - 9:00am - 11:00am
Location: 21 North Park Street, Room 1108
Presenters: Chelsea Kettler, RSP, Contracts Team
Description: This session will include some examples of extramural agreements that facilitate research on campus. We will discuss the process on campus for execution of agreements and review some terms that are problematic for the University to accept.

Register Here for Session 4a Session 4a: NSF Proposal Workshop
Date: Tuesday, May 7th, 2019 - 9:00am - 11:00am
Location: 21 North Park Street, Room 1108
Presenters: Steve Flaherty, CoE; Erin Goeldner, CoE; Dawn Herrick, CoE
Description: This workshop will cover specifics related to the National Science Foundation, including proposal development and submission through Fastlane/Research.gov.

Register Here for Session 4b Session 4b: NIH Proposal Workshop
Date: Thursday, May 9th, 2019 - 1:00pm - 3:00pm
Location: 21 North Park Street, Room 1108
Presenters: Debbie Meltzer, SMPH; Christy Schulz, SMPH
Description: This workshop will cover specifics related to the National Institutes of Health, including proposal development and submission through Cayuse/Grants.gov.

2017 - 2018 Sessions

Register Here for Session 1 Session 1: Sponsored Projects Award Set-up and Compliance
Date: Thursday, May 3rd, 2018 - 9:00am - 11:00am
Location: 1025 Engineering Centers Building, 1550 Engineering Drive
Presenters: Kurt McMillen, RSP and Sharon Vetter, Pharmacy
Description: This session will follow setup of an award including who does what, how awards are processed in WISPER and collecting the details needed for proper management of the award. Included with this session, we will discuss some of the additional details needed for award setup and management such as conflict of interest, cost sharing, human subject protocols, etc. | Download/View Slides

Register Here for Session 2 Session 2: Award Closeout & Audits
Date: Wednesday, May 30th, 2018 - 9:00am - 11:00am
Location: 1025 Engineering Centers Building, 1550 Engineering Drive
Presenters: Sandy Fowler, CALS and Robert Andresen, RSP
Description: The session will cover what needs to be done after the project is completed and before a project can be closed, as well as what happens when an auditor is at your door.

Register Here for Session 3 Session 3: NSF Proposal Workshop
Date: Thursday, June 14th, 2018 - 9:00am - 11:00am
Location: 1025 Engineering Centers Building, 1550 Engineering Drive
Presenters: Amber Jensen, COE and Kedren Witkowski, COE
Description: This hands-on workshop will cover specifcs related to the National Science Foundation, including proposal development and submission through Fastlane/Research.gov.

2016 - 2017 Sessions

Introduction to Research Administration & Proposal Preparation
9:00am - 11:00am on October 27th, 2016
Download/View Slides

Budget Preparation Workshop
9:00am - 11:00am on November 17th, 2016
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Budget Preparation Companion Workshop: NIH Proposals
9:00am - 11:00am on December 6th, 2016
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Budget Preparation Companion Workshop: NSF Proposals
9:00am - 11:00am on December 14th, 2016
Download/View Slides

FCOI Process on Sponsored Projects and Compliance
(Human Subjects, Animal Welfare & Biosafety)
9:00am - 11:00am on January 11th, 2017
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Agreement Types
9:00am - 11:00am on February 16th, 2017
Download/View Slides

Award Setup, Commitments and Cost Sharing
9:00am - 11:00am on March 16th, 2017
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Award Management and Cost-Transfers
9:00am - 11:00am on April 20th, 2017
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Award Closeouts and Audits
9:00am - 11:00am on May 9th, 2017
Download/View Slides

Proposal Submission and Award Setup Training

Cayuse: Cayuse is a web-based system for submission of applications via grants.gov. 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 here.

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

Award Management Training (WISER, WISDM)

WISER: A transition from WISDM to WISER is currently in process. Both systems will be available to users until WISDM is completely phased out. For an overview of WISER please see the WISER User Reference.

WISER for Grants Management training will be posted as they are scheduled.

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 here.

Web-based WISDM Training

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 here.

Web-based Effort Trainings