The UPST offers several training courses to campus stakeholders to drive process, technology adoption, and compliance. We encourage you to review all the information on this page to ensure that you select the training that meets your need.
For your training needs, please contact us and we will work to make sure you get the training you require.
BuyWays Access
In addition to attending the UPST Shopper/Requisitioner training (see availability in Training Sessions), you will also need to complete a request form for your Campus IT Security team. Please find the instructions for completing your campus security form below.
| CAMPUS | DIRECTIONS |
|---|---|
| Amherst | Complete the Access Request Form and email it to afsecurity@umass.edu |
| Boston | Complete the CON-15 Access Request Form and Computing Awareness and Data Security Compliance Statement and return it to your Controller's Office. |
| Chan Medical |
Complete the Request Form along with departmental security approval. Email form and approval to WorcesterFinanceSecurity@umassmed.edu |
| Dartmouth | Complete the User Access Security Form and email or mail the completed form to Suzanne Audet (saudet@umassd.edu), Foster Administration Building, Room 202 |
| Lowell | Complete the Budget & Summit Access Request Form |
| President's Office | Email innovation@umassp.edu with your access needs |
| ROLES | DEFINITION | MODULE |
|---|---|---|
| Invoice Approver | Approve, assign a substitute approver, and place vouchers on hold. | Invoice & Payments |
| Receiving | Ability to create a receipt in BuyWays. The user will be able to receive (cost or quantity) for any purchase order they can see in document search. | Accounts Payable (AP) |
| Bank Card Form Approver without Edit |
An approver will not be able to modify details of any Bank Card form assigned for approval. Can only review, return, reject or approve the Bank Card form. |
Bank Card |
| Bank Card Form Approver with Edit |
An approver can modify the details of any Bank Card form assigned to them for approval. Can only review, return, reject or approve the Bank Card form. |
Bank Card |
| Bank Card User |
Create and submit Bank Card forms for review and approval. Can create a bank card form requisition but NOT a purchase order (PO). |
Bank Card |
| Requisitioner |
Shop from catalogs, build carts and submit carts into workflow. Cart submission includes their own and carts assigned to them by shoppers. Can also create Bank Card forms, contract requests and invite suppliers to register. |
Purchase Orders (PO) |
| Shopper |
Able to shop, create carts and assign those carts to a requisitioner, and also create Bank Card form requests. Cannot submit a cart into workflow themselves. |
Purchase Orders (PO) |
| Requisition Approver without Edit |
Will NOT have the ability to modify details of any requisition assigned to them for approval. Can review, return, reject or approve requisitions only, including BankCard form requisitions. |
Purchase Orders (PO) |
| Requisition Approver with Edit |
Able to modify details of any requisition assigned to them for approval. Can approve BankCard form requisitions. |
Purchase Orders (PO) |
| Contract Requester |
Create contract requests through the Contract Request menu. Able to see any contract request that they previously created and the status of those requests. |
Contracts |
| Contract Approver | Can assign and approve contracts and contract requests. | Contracts |
| Supplier Invite | Can invite a supplier to register via supplier self-service in BuyWays. | Supplier |
| Supplier Requester | Allows the user to create a supplier request from the request section within TSM. | Supplier |
| Inquiry Access |
Search and view access to all requisitions, POs, vouchers and credits within their assign business units (see the business unit list in the user's profile > user settings > Access). Does not allow managing documents in workflow or creating/submitting carts. |
General Inquiry |
Business & Travel Expense (BTE)
We will be hosting Travel & Expense (T&E) refresher training in June and July for everyone! The training will cover:
- Travel & Expense process refresher
- Updated forms and when to use them
- Understanding of how to use the prior approval process & approval matrix
- General Q&A
Join various members of the UPST to get all your Business & Travel Expense (BTE) questions answered!
Office hours will be from Tuesday, July 5th to Friday, July 29th and will retain the following schedule:
- Every Monday, Wednesday & Friday 9:00-10:00 am
- Every Tuesday & Thursday 2:00-3:00 pm
Training Sessions
Learn how to create, edit, submit and approve travel expense reports in PeopleSoft
- PeopleSoft - Travel & Expense Entry/Approval (Wednesday, July 6, 2022; 10:00 am - 12:00 pm)
- PeopleSoft - Travel & Expense Entry/Approval (Wednesday, July 20, 2022; 10:00 am - 12:00 pm)
Learn how to upload your bank card statement in BuyWays and reallocate bank card transactions in PeopleSoft.
For NEW BuyWays users to learn how to set up their defaults, create and submit requisitions (catalog and non-catalog orders).
This training is a required in order to gain access to BuyWays. Please select the "How can I get access to BuyWays?" accordion to find your campus specific actions.
Learn how to use BuyWays to invite US/Domestic suppliers to register in the UMass Supplier Portal.
Learn the automated process in BuyWays of entering a change order request directly into a current purchase order.
Learn how to submit a contract request within BuyWays, what information you need to have, and what documents you need to upload for a seamless contract request process.
Learn how to approve a requisition, change request, voucher/invoice, bank card statement, contract request, and contracts within BuyWays.