A new module, UW Connect Finance, will be implemented as part of UW Finance Transformation in July 2023. UW Connect Finance includes request forms, Workday Finance self-help and training content, case management for managing and routing tickets, and standard dashboards and metrics.
Getting support with financial transactions
Your Shared Environment will be the first point of contact for finance support inquiries and requests to initiate finance processes. Some Shared Environments may use their own tools for managing internal customer issues.
UW Connect Finance
You can use UW Connect Finance to access self-help guides on common transactions in Workday Finance. You can also contact a representative of your Shared Environments for help and customer support using a request form.
UW Medicine staff will continue to get support from their existing central shared services, but self-help content will be available on UW Connect Finance for supply chain processes.
Workday Finance training
For those who use Workday Finance regularly as part of their work, UW Connect Finance will provide knowledge articles, job aids, training, recorded demos on a range of topics.
Case management and ticketing
Support agents, representatives in the Shared Environments will use UW Connect Finance will to triage, address, and escalate tickets to Central Administration/Finance organizations and the Integrated Service Center (ISC) .
UW Medicine IT Services plans to have their own, separate ServiceNow platform rather than use UW Connect Finance. For the time being, UW Medicine Supply Chain will use UW Connect Finance as a stop-gap measure until UW Medicine IT Services is ready to onboard this team to their new ServiceNow instance. UW Connect Finance will also include training for their support agents.
To get training in case management and ticketing using UW Connect Finance, visit the UW Connect Finance Onboarding web page under Operating Model on the Change Network.