Educational Resources for UW-Madison Research Administrators

Page Updated: July 2nd, 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, 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

Introducing RED: Research-Education-Development, RSP's emerging educational program for research administrators at the UW. RSP recognizes the time and effort needed to train and educate research administrators, so in 2016 we established the resources to prioritize creation and management of new educational programming. Last year we completed a learner needs assessment and an analysis of current training opportunities. This year we will begin developing and offering new learning opportunities to our community of research administrators. RSP is collaborating with campus subject matter experts in dean's offices and departments to ensure development of high quality and beneficial learning experiences.

When the RED program is complete, it will consist of over a dozen core courses and many more secondary courses. Most RED courses will be offered as in-person workshops, which will include engagement activities and discussions to enhance deep understanding and retention. In addition, a number of RED courses will be available online. 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

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

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. 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 Sessions

Register Here for Session 1 Session 1: Sponsored Projects Award Set-up and Compliance
Date: Thursday, May 3rd, 2018, 9:00 - 11:00 AM
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, 9:00 - 11:00 AM
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, 9:00 - 11:00 AM
Location: 1025 Engineering Centers Building, 1550 Engineering Drive
Presenters: Amber Jensen, COE and Kedren Witkowski, COE
Description: This hands-on workshop will cover specifics related to the National Science Foundation, including proposal development and submission through Fastlane/

2016 - 2017 Sessions

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

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
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Award Closeouts and Audits
9:00 - 11:00 AM 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 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