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Financial Management System Training


Prior to receiving access to WyoCloud Financial Management, all employees are required to complete online training.  There are four trainings required for basic system access, however some positions with financial responsibilities may require more.  In addition to these online trainings, the WyoCloud team offers Open Labs.  These Open Labs are small “office hour” style sessions where users can receive one on one assistance.  Details and access to training can be found below.   If you have any questions or need assistance with anything related to accessing or completing training, please submit a service request or call the UW Help Desk @ 766-HELP.

Looking for online training for WyoCloud Financial Management? Click here.

Online Training

In order receive access the WyoCloud Financial Management system, you must complete the following four required trainings:

  • WyoCloud Basic Navigation
  • Creating an Expense Report
  • Create a Procurement Catalog Requisition
  • Create a non-Catalog Requisition

After completing the above trainings, you will receive access to the system by close of the following business day.  Although the above courses are all that is required for basic system access, depending on your role you may need to complete additional trainings. You’ll find the full list of available courses within the same WyoCloud Financial Management Prerequisites course in WyoCourses.  If you have already completed training, it is NOT required that you complete any additional training; however, please note that we have updated a number of the trainings to include the updates that will be launched on 9/26.

Quick Reference Guides

To supplement the online trainings Quick Reference Guides (QRG’s) are available in the WyoCloud Knowledge Base. These QRG’s, which can be accessed at any time, provide written instructions on how to navigate the system. As the QRGs are routinely updated, they are best viewed on the Knowledge Base.  Date updated can also be found on both the PDF and web version of each document.

Open Labs

After completing all required online training, if you find that you have additional questions, and would like to speak to a WyoCloud subject matter expert, you may attend an Open Lab Session. These hands-on sessions will allow members of the UW community to drop-in to small, "office hours" style sessions and ask questions, one-on-one, about the WyoCloud Financial Management System. Subject matter experts will answer your questions on a first come, first serve basis.

A schedule of upcoming Open Labs can be viewed on WyoLearn. Although not required, it is recommended you register prior to attending an Open Lab to ensure we have the proper subject matter experts available to answer your questions.



Business Intelligence Financial and Student Reporting

In order to access Business Intelligence Financial Reporting, all employees must complete the required WyoCloud Business Intelligence Training online.  This training can be accessed on WyoCourses.

Business Intelligence Financial Reporting leverages the same platform as Business Intelligence Student Reporting (released in Spring 2017), thus if you have already completed the previous Student Training, you will not be required to complete additional training to receive access to the Financial Reporting dashboards. 

In addition to these online courses, corresponding Quick Reference Guides (QRG's) are also available on the WyoCloud Knowledge Base.  If you have any questions or need assistance with anything related to accessing or completing training, please submit a service request or call the UW Help Desk @ 766-HELP.

To access WyoCloud Business Intelligence Reporting online training, click here.  
The WyoCloud Business Intelligence Reporting Knowledge Base can be found here.

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