University of Wisconsin–Madison

Requesting Access to UW Health Computer Systems

This page explains the process to request access to any UW Health-hosted computer systems, including Health Link, for anyone in these populations:

  • UW–Madison employees, students, and affiliates working with SMPH
  • UW Health employees who report to SMPH employees

Process Steps

These steps are an overview of the process and may vary slightly depending on the role of the individual for whom access is being requested and the type of access being requested. Click each step link for detailed instructions.

  1. Submit CSAR: Requestor submits a Computer Systems Access Request (CSAR) and any needed supporting documentation in UW Health ServiceNow
    1. (If applicable) User completes HealthLink training
  2. Verify compliance certification: SMPH Central HR Operations confirms the user’s completion of compliance requirements
  3. (If needed) Complete compliance certification: SMPH Central HR Operations will coordinate with the department’s HR Operations Coordinator to facilitate certification
  4. HIPAA check: SMPH HIPAA Privacy Coordinator reviews requested access to ensure it complies with HIPAA regulations
  5. Departmental approval: HIPAA SMPH department approver confirms that requested access is needed for the employee’s job duties
  6. Provisioning: UW Health provisions requested access. Credentials for new users are delivered to department approver(s)

Contact Info

Compliance certification questions: Email SMPH Central HR Operations

All other questions: Email the SMPH HIPAA Privacy Coordinator


Login Issues

If you have received access to UW Health systems, but are unable to log in, contact the UW Health Service Desk at 608-265-7777. The UW Health Service Desk is available 24 hours a day, seven days a week.

Step 1: CSAR Submission — Departmental Requestor

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All SMPH requests for UW Health systems access must be submitted through the UW–Madison Computer Systems Access Request (CSAR) form in UW Health’s intranet, The Pulse. Anyone with UW Health credentials can submit a CSAR since there will be multiple levels of review to ensure the request is appropriate.

If the above link doesn’t work, follow these instructions to access the form:

  1. Log in to The Pulse portal with your UW Health credentials.
  2. Type “Madison CSAR” into the search bar.
  3. Click on “UW–Madison Computer Systems Access Request” in the search results. Note that there are also forms named “UW Health Computer Systems Access Request (CSAR)” and “UW Health Group Computer Access Request” — do not choose either of these options. Requests for SMPH affiliates or UW Health departmental hires through those forms will be cancelled.

Follow these tips when submitting a CSAR for the most efficient review of your request.

  1. Review your CSARs before submitting. CSARs cannot be modified after they are submitted, so any errors will result in the CSAR being cancelled and you will need to submit a new CSAR. You would also need to submit an additional CSAR for any additional access not included in your initial CSAR – UW Health Security is not likely to notice additional requests in CSAR comments.
  2. CSARs should be submitted by someone who knows the specific access that the user will need and who is also familiar with UW Health systems. It is generally not recommended for SMPH HR employees to submit CSARs since, in most cases, they do not know the user’s computer system needs and they are not familiar with UW Health systems. Vague or inaccurate requests will likely result in questions during the review process or cancellations, which will delay the user getting the access they need.
  3. Submit the request two weeks before access is needed. There are multiple reviews that occur within SMPH before the request is routed to UW Health. UW Health commits to 5 business days to provision the requested access once they get the request, but you should allow additional time for the SMPH reviews and any questions that might arise during those steps.
  4. Search for the user’s name in the User field first. Even if the user is new to your department, they may already have UW Health credentials from a previous job or relationship. If you select “New User” for Type of Access Request and the user already has UW Health credentials, the CSAR will be closed (as incomplete), and you will need to submit a new CSAR.
  5. If you are submitting a New User CSAR — meaning the user does not already have UW Health credentials — you must enter the user’s legal name, even if that’s not the user’s ‘Name in Use’. UW Health Security needs to be able to find the person in their SMPH HR data feed; if the CSAR is submitted under the user’s ‘Name in Use’ name and the SMPH HR data feed contains the user’s legal name, UW Health Security will not be able to find the appropriate record to provision the requested access.
  6. Users within SMPH must have an affiliation to the department selected in User’s Department/Division/Center within the UW–Madison Workday system. This could be an appointment or governance (joint/affiliate) relationship. If SMPH Central HR Operations can not find an affiliation to the selected SMPH department in Workday, they will need to contact you to clarify the person’s affiliation and possibly work with the SMPH HR Operations team to create an appropriate affiliation.
  7. For the User’s Department/Division/Center field, select the department where the user will be doing the work that requires access. Consider these questions: What work is the user doing that requires the access you are requesting? For which department is the user doing this work?
    • Example 1: A user has an appointment in the Department of Surgery, and they require access to a Department of Radiology resource hosted by UW Health for the work they do in their Surgery appointment.

      In this case, “SMPH Surgery” should be selected in User’s Department/Division/Center. If the Department of Radiology resource isn’t listed in the available options with SMPH Surgery selected, the access needed should be clearly described in the Additional Information field (refer to the next section on Supporting Documentation).
    • Example 2: A user has an appointment in the Department of Medical Physics, but they are assisting with work within the Department of Radiation Medicine as a development opportunity. They need access to Department of Radiation Medicine resources hosted by UW Health for this extra work.

      In this case, “SMPH Radiation Medicine” should be selected in User’s Department/Division/Center. If the user doesn’t have an affiliation with the Department of Radiation Medicine in Workday, SMPH HR will need to consult with the requestor to clarify the work that the user is doing and then create an appropriate affiliation in Workday before the CSAR can move forward.
  8. Watch your email inbox for messages from “UWH ServiceNow” (servicenow@uwhealth.org). Any issues or questions regarding your request will be entered as comments in the ticket and ServiceNow will automatically email you about those comments. The ServiceNow emails contain a link at the bottom to open your request within The Pulse where you can reply. If you do not reply to the issue or question about your request within 30 days, your request will be cancelled due to inactivity and you will need to submit a new CSAR.

In some cases, additional information must be included with the CSAR. The additional documentation varies by role and is summarized in this table.

* Excluding requests for access to some Radiology resources hosted by UW Health
** Researchers who are also licensed RNs must obtain approval from the UW Health Nursing Professional Development Department and RN Research Practice Committee prior to practicing as an RN in the UW Health clinical environment. Please refer to UW Health Policy 9.85 for additional information and to access the application (listed under ‘Related Articles’ on the policy page). Contact ResearchRNOnboarding@uwhealth.org for any questions about the Research RN onboarding process.

To check the status of your CSAR:

  1. Log in to The Pulse portal.
  2. Click My Requests in the top right corner.
  3. Click on the specific request from the list.

All activity and communication for your request will be visible within the ticket under the Activity Stream section.

If you have questions or would like an update on an open request, enter a message in the Activity Stream. Anyone with a task assigned to them as part of your request will receive an email notification about your message. Because there are multiple steps that are addressed by different groups of people, it’s much more effective to enter a message in the Activity Stream than to send direct emails.

You may not request additional access not included in the initial CSAR via comment — you must submit another CSAR with the additional access included.

Step 1a (if applicable): HealthLink Training — User

Health Link training is not required for view-only access. However, informational training for view-only Health Link users is available in U-Learn. If needed, create a U-Learn account first.

Health Link training must be completed before a CSAR can be submitted for any Health Link access beyond view-only, including the Research Coordinator role. Visit UW Health’s The Pulse for additional information about Health Link training and helpful Health Link resources. Users can register for/inquire about training by contacting hltraining@uwhealth.org.

Step 2: Verification of Compliance Certification — SMPH Central HR Operations

Once the CSAR form is submitted through ServiceNow, it will be routed to SMPH Central HR Operations to confirm that the user has current compliance certification.

Compliance certification is a process through which SMPH HR staff confirm that the employee has fulfilled compliance requirements comparable to those UW Health has for its employees. Note that compliance certification is not required for anyone with a UW Health appointment. SMPH Central HR Operations will automatically waive compliance certification and move the CSAR forward.

The exact requirements for compliance certification vary based on the employee’s job duties.

All individuals must complete:

Individuals whose job duties include face-to-face interaction with UW Health patients and/or UW human research subjects must also complete:

Compliance certification lasts for one year or until the user’s position changes, whichever occurs first. After that time, a new compliance certification will be required if new access is requested for that user.

Step 3 (if needed): Completion of Compliance Certification — SMPH HR Operations team

If Central HR Operations finds that the user is not currently compliance certified, a new task will be created in ServiceNow and assigned to the HR Operations Coordinator supporting the user’s department to facilitate compliance certification. The HR Operations Coordinator will work with the appropriate contacts within the user’s department to gather the required information needed for compliance certification and will then submit a compliance certification request to Central HR Operations through an internal process. Central HR Operations will verify the completion of the compliance requirements and will record compliance certification for the user and move the CSAR forward.

Step 4: HIPAA Compliance and Feasibility Check — SMPH HIPAA Privacy Coordinator

Once SMPH Central HR Operations confirms the user’s compliance certification, the CSAR will be routed to the SMPH HIPAA Privacy Coordinator, who will verify that the requested access complies with HIPAA regulations and is feasible between UW–Madison and UW Health systems.

Step 5: Departmental Approval — Department Leadership

After SMPH compliance approval, the CSAR is sent to the designated approvers for the selected department, division or center to confirm the requested access is appropriate for the employee’s job duties. Approvers receive an email from ServiceNow with a link to review and approve or deny the request in the ServiceNow Service Portal.

This table lists all approvers for each department, division and center. All listed approvers will receive the approval email, but only one approval is required.

wdt_ID Department/ Division/ Center Unit Type Approver
1 Clinical Simulation Center UW Health Programs Shannon DiMarco
2 House Staff Department Coordinators Graduate Medical Education Leigh Larson
3 Office of Legal Affairs UW Administration Mary Link
4 SMPH Academic Affairs Dean's Office Mark Kueppers
5 SMPH Anesthesiology Clinical Departments Jeremy Sullivan
William Katz
7 SMPH Center for Precision Medicine Research Programs Jacalyn Mchugh
8 SMPH Chief of Staff's Office Dean's Office Laura Golden
9 SMPH Clinical Research Office Research Programs Rafael Veintimilla
10 SMPH Clinical Research Unit Research Programs Tammy Kiger
11 SMPH Comprehensive Cancer Center Research Programs Peter Connor

To report any errors with the department approvers listed, email the SMPH HIPAA Privacy Coordinator.

Step 6: Provisioning — UW Health Security

After departmental approval, the CSAR is sent to UW Health for provisioning. Requests may take up to five business days to provision once received by UW Health. If the request includes access that is not available via the predefined roles on the CSAR form, the request may take additional processing time or may not be feasible.

When access is provisioned for individuals without UW Health credentials, their credentials will be provided to the department approver who approved the request.

When access is provisioned for individuals with existing UW Health credentials, the submitter will receive notification that the request has been completed.

Frequently Asked Questions

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All SMPH requests for UW Health systems access must be submitted through the UW–Madison School of Medicine and Public Health Computer Systems Access Request form in UW Health’s ServiceNow.

If the link doesn’t work, follow these instructions to access the form:

  1. Log in to The Pulse portal with your UW Health credentials.
  2. Type “Madison CSAR” into the search bar.
  3. Click on “UW–Madison Computer Systems Access Request” in the search results. Note that there are also forms named “UW Health Computer Systems Access Request (CSAR)” and “UW Health Group Computer Access Request” — do not choose either of these options. Requests for SMPH affiliates or UW Health departmental hires through those forms will be cancelled.

This form should be used for SMPH employees, students, contractors, and UW Health employees who are “departmental hires.”  Departmental hires are paid through UW Health, but are supervised by SMPH personnel and report up through Department Administrators.  Please do not use the UW Health CSAR (as opposed to the SMPH CSAR) for staff in these roles.

Anyone with UW Health credentials can submit an SMPH CSAR through ServiceNow. Departments may wish to create their own processes for how requests get submitted for organizational purposes, but the submitter does not have an impact on the review of the CSAR.

Yes. Individuals automatically receive ServiceNow and The Pulse access when they are provided access to any other systems. If individuals only need access to ServiceNow and/or The Pulse, a CSAR can be submitted for them with nothing selected from the dropdown menus or entered via free text. This will provide the individual with the basic credentials they need to access ServiceNow and/or The Pulse.

There are many individuals in each department who have UW Health credentials and should be able to assist you with submitting a request. They may either submit the CSAR for the employee’s system access if the request is urgent, or they may submit a CSAR to request UW Health credentials for you. Once you have UW Health credentials, you will be able to submit any future CSARs yourself.

If the user is already compliance certified and you requested only items from the dropdown menus on the SMPH CSAR ServiceNow form, Central HR Operations and the SMPH HIPAA Privacy Coordinator will typically validate requests within 3 business days. However, requests can take longer if compliance certification needs to be completed or if you request access that is not standard (entered via free text instead of selected from the dropdown menus).

Once the SMPH approvals from Central HR Operations, HIPAA Privacy Coordinator, and department approvers are received, the request will be routed to UW Health Security, who can take up to 5 business days to provision the requested access. Again, this timeline might be extended if UW Health has questions about the requested access.

In total, we recommend allowing two weeks for requests to be fully processed.

New providers to be credentialed through the Provider Enrollment department will receive UW Health computer access as part of provider onboarding at UW Health. There is no need to complete the UW–Madison CSAR form. The user credentials will be provided to the Education department for release to the provider during their initial Health Link training session.  Authorization for credentialed staff is inferred by the credentialing process and UW Health Information Services maintains a list of standard permissions for each clinical specialty and provisions standard access for all providers in the same discipline.

After a new provider receives account credentials from UW Health and determines permissions are missing, or if a new access need is identified for an existing provider, departments should use the UW–Madison CSAR form.  Please use the departmental selections available on the dropdown menus, or where necessary, use the Additional Information field.

To minimize delays:

  • Be as specific as possible when using the Additional Information field.
  • Include contextual information, including who advised the physician to obtain the access and what the access will be used for.

At this time, there is no group request for SMPH employees. While there is a Group Request form available in ServiceNow for UW Health employees, that form does not leverage the unique workflow for SMPH that assures compliance and authorization steps are completed.

Clicking the paper clip icon in the bottom right corner of the CSAR form allows users to attach documents.

Users can access UW Health resources remotely by utilizing the SMPH VPN from their SMPH-issued device. Contact SMPH IT staff if assistance is needed getting connected to the SMPH VPN.

In most cases, termination notifications are not needed for SMPH employees if their last day working/in the office is the same as the last day in the UW–Madison HR system. These terminations will be automatically sent to UW Health and processed. If the user does not have an SMPH appointment or their last day working/in the office is before their last day in the UW–Madison HR system, a term notification is needed and should be submitted via the SMPH CSAR.

The most common sources of delay are requesting items that are not available via the dropdown menus on the CSAR (i.e., entering a free text request) and a user who needs to complete the compliance certification process.

If the item that you would like to request is not available via one of the dropdown menus on the CSAR, please enter it in the free text box at the bottom of the form along with 1) the name and contact info for the person who recommended this access and 2) what you hope to accomplish with this request.

Only individuals with UW Health credentials are searchable via the CSAR. If the individual does not have a UW Health account, please select “New User (Does not have UW Health credentials)” in the Type of Access Request field, and type in the user’s info.

No. The request itself cannot be modified after submission, because there needs to be clear documentation of what was requested, approved and provisioned. If a different item needs to be selected on the CSAR, a new submission will be needed.

The specific reason that your ticket was closed will be documented in the ticket and automatically emailed to you. The most common reasons for closing a ticket as incomplete include: typing in an item that cannot be provisioned, failing to respond to a request for additional information for 14 or more days, or when incorrect items were selected on the CSARs.

Medical students receive standard access to Health Link and PACs, which can be used for research, including the Shapiro Summer Research Program.

Additionally, medical students in the Shapiro Program may be granted access only to the items listed in the Department Access dropdown menu when SMPH Student Services is selected as the department on the CSAR. Shapiro students are not eligible for any access beyond what is listed in the Department Access dropdown menu. Likewise, students requesting access for purposes other than participation in the Shapiro Program are not eligible for additional access. Any data needed for medical student research must be requested through CHI2.

No, individuals must be 18 years of age or older to obtain access to UW Health systems.