Practice Directives and Procedures

Practice Directives and Procedures serve as guiding principles for decision-making and related processes at all levels of the organization.

They serve the purpose of:

• standardizing Administrative processes
• encouraging transparency
• ensuring easy access to resources and other important information
• aiding in the promotion of understanding of University compliance as well as UW System, State, and Federal policies

The Compliance and Risk Manager works with subject-matter experts to ensure these guidelines are aligned with compliance best practices. Drafts are finalized and shared with the Chancellor's Cabinet for approval. Review all approved Practice Directives and Procedures below.

If you have identified a gap in the current Practice Directives and Procedures and would like to begin the process of creating one, visit the Policy on Policies website or request a consultation meeting.

Please contact the Interim Compliance and Risk Manager, Thomas Lisowski, at lisowskt@uww.edu or (262) 472-1772 if you have any questions.

The Policy on Policies outlines the procedure for developing, revising, and approving university policies and procedures to ensure information is up-to-date, consistent, and understandable for campus stakeholders. For additional details, see the Development, Revision, and Approval Procedure.

The Project Evaluation Request procedure supports the intake and approval of proposed projects and helps campus leadership set priorities for their respective division. For additional details, see the Practice Directive, Procedure, and Approval Process Diagram.

The Delegation of Authority procedure was created to improve operations by more effectively and efficiently moving tasks through the process while maintaining compliance with UW System, state, and federal requirements. For additional details, see the Practice Directive, Procedure and FAQs.

The Export Controls procedure ensures that all products, technologies, and services are transferred, transported, and/or utilized in compliance with United States regulations regarding export controls. For additional details, see the Practice Directive and Procedure.

The Contract Management procedure supports the implementation and continuous management of a shared folder for efficiently organizing finalized contracts. For additional details, see the Practice Directive and Procedure.

 The Information Security procedure outlines appropriate guidelines for the request, use, and management of shared user accounts. Additionally, it ensures that employee access to information technology resources and data is reviewed, and that an appropriate level of access is granted upon the change of an employee’s role at (or affiliation with) UW-Whitewater. For additional details, see the Shared User Accounts Practice Directive, Shared User Accounts Procedure, Change of Role and Separation Practice Directive, Change of Role and Separation Procedure and Employee Offboarding Checklist.

The Open Meetings procedure helps promote transparency with the public on governmental affairs and maintain compliance with the Wisconsin Open Meetings Law. For additional details, see the Practice Directive, Procedure and Agenda Template.

The Housing & Dining Contract Exemption procedure identifies those students who are considered eligible for exemption from this requirement, and identifies the UW-Whitewater authority responsible for making such a determination. For additional details, see the Exemption/Release Practice Directive, Exemption Procedure and Release Procedure.

The Records Management Procedure provides campus employees with uniform guidelines for the retention and disposition of public records in accordance with records management policies and best practices. For additional details, see the Practice Directive, Procedure and Tools.

The University Business Travel procedure establishes clear guidelines in support of travel-related administrative processes. For additional details, see the Practice Directive and Procedure.

The Hearing Protection Program aims to clearly identify necessary processes regarding distributing hearing protection to students, faculty, and staff within the Music Department and the Audiology Department. For additional details, see the Practice Directive, Procedure and Acknowledgement Form. 

The Broadcast Email Practice Directive was created to ensure clear and consistent application of the approval of broadcast email communications. For additional details, see the Practice Directive.

The Telecommuting procedure seeks to expand flexibility in working arrangements for our employees. For additional details, see the Practice Directive and Procedure.

The Captioning and Open Access Technology procedure helps facilitate a culture of accommodation with intrinsic best practices for all members of the campus community, regardless of ability, by operationalizing inherent virtual and physical accommodations-related practices. For additional details, see the Practice Directive, Procedure and Quick Guide.

The Service Animal procedure identifies how individuals with service animals may request accommodation. For additional details, see the Practice Directive and Procedure.

The Fleet Management procedure supports proper fleet management and related expectations. For additional details, see the Practice Directive, Procedure, Fleet Rates and Vehicle Replacement Justification Memo.

The PCI Management procedure ensures the appropriate management of Payment Card Industry (PCI) best practices at UW-Whitewater. For additional details, see the Practice Directive and Procedure.

The Foreign Influence procedure is intended to update reporting guidelines for Section 117 of the Higher Education Act of 1965. For additional details, see the Practice Directive and Procedure.