New Shop@UW Online Request Form Information

How does the form work?

If a requester is trying to edit an existing MD account it will use the same workflow shown below, but may have questions that are different than the example completed application.

  1. The requester completes the application and clicks submit.
  2. The requester will receive an automated email confirming their application submission.
    Confirmation email to requester with copy of application
  3. The manager listed on the request will receive an email with a link to the approval portal.
    Approval email sent to manager with link to view application
  4. The manager will review the request and if all the information is correct they will then select Approve.  The manager must approve the request before it is sent to the CFO/Purchasing Office for approval.
    Manager approval page with arrow pointing at approval submission buttons
  5. If the Manager believes any information is not accurate, they can revert the request back to the requester for revising or reject it to cancel it completely.
    • When a request is reverted, the requester will receive an email requesting an update to the form. The email will include the revert note from the manager or CFO (See Step #8 for an example of a rejected application)
      revert email with note requesting an update to the funding
    • The requester will need to click the link to edit the application. The application will load with editable fields
      reverted application with editable fields
    • Once all edits are made, the requester can submit the revised application for approval starting again with the manager
      submitting a revised application
  6. Once the application is approved by the manager, the CFO/Purchasing Office will receive an email with a link to their approval portal.
    Approval email sent to CFO or purchasing office with link to view application
  7. The CFO/Purchasing office will review the request and if all the information is correct they will select Approve.  The request will be routed to Shop@UW Customer Service for processing once the request has received final approval.
    CFO or Purchasing approval page with arrow pointing at approval submission buttons
  8. The CFO/Purchasing office can also revert the request back to the requester for revising or reject it to cancel it completely.
    • When a request is rejected, the requester will receive an email to notify them. The email will include the rejection note from the manager or CFO along with a copy of the application (See Step #5 for an example of a reverted application)
      rejected email notification with note
  9. The requester will receive a confirmation email once the application has been approved and sent to Shop@UW Customer Service for processing.
    approved application notification
  10. The Requester or New Primary Account Contact will be notified by Shop@UW Customer service once the application has been processed.