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The week between Sep 5 and Sep 12th, assessors will complete the following activities to prepare for the face to face summit.

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• Virtual meeting in AM 3 hours

  • CLI Welcome & Introductions: 30 min LaShonda

  • UTHealth orientation: 30 min HR staff

  • CLI orientation 30 min Affy

  • CAE orientation Brian or LaShonda 30 min

  • Break: 10 min

  • Travel reimbursement processes and procedures Amy 1 hour

  • Q&A and Wrap up: 30 min

  • Lunch: 12 - 1 pm

  • Virtual session PM 3 hours additional content

    • Account set up: UTHealth email account & Google account Mariusz 1 hour

      • Ensure that UTHealth Houston account works successfully Sep 5th

      • login to Outlook email https://outlook.office.com/mail/

        • Set up email signature using CLI branding standards

        • login to Microsoft Teams https://teams.microsoft.com/

          • Set up voice mail

        • Open a support ticket if you need support with your laptop or software https://uthealth.service-now.com/uthealth

        • Amy 1 hour

          • Coupa https://uth-tmc.coupahost.com/

          • Set up accounts in the following systems to support travel

            • concur set up for booking hotel rooms

            • if needed, submit travel advance to CLI purchasing team

      • Break: 10 min

      • Diamond and Wendy 2 hour

        • login to PeopleSoft for time accounting and leave requests https://selfservice.uth.tmc.edu/

        • Jira https://cliengage.atlassian.net/jira/servicedesk/projects/CAEAS

        • Engage www.cliengage.org

        • TECPDS www.tecpds.org Traci’s Team

        • ATCP and TRS Resources

      • Problems logging into systems?

        • caes@cliengage.atlassian.net

        • Raise a ticket at CAE support portal

• Q&A and Wrap up: 30 min

Sep 6th - In office Non Assessment Staff

• Virtual session AM: Managers Check in 1 1/2 hours

• on-site staff

  • badge access to Amy

  • parking

  • Kadence training

• Create travel arrangements for summit

• travel advance submission to CLI purchasing team jiaping.zhang@uth.tmc.edu

• Complete compliance training https://go.uth.edu/learn

• Lunch: 12 - 1 pm

• Virtual session PM: Managers check in 1 hour

• complete compliance training https://go.uth.edu/learn

• Wrap up: 30 min

Sep 7th-In office Non Assessment Staff

• Virtual session AM: Managers Check in 1 1/2 hours

  • login to PeopleSoft for time accounting and leave requests https://selfservice.uth.tmc.edu/ HR

  • Time Sheet Trainings

  • Manager Time Sheet Management- LaShonda

  • Performance Evaluations - LaShonda

  • Complete compliance training https://go.uth.edu/learn

• Lunch: 12 - 1 pm

• Virtual session PM: Managers Check in

• Explore Engage

• Complete compliance training https://go.uth.edu/learn

• Wrap up: 30 min

...

• Virtual session AM 1 hour

  • complete compliance training https://go.uth.edu/learn

  • notification about whether they can pick up equipment at summit or Mariusz needs to ship

    on-site staff

  • badge access to Amy

  • parking

  Kadence training

• Explore Engage

Lunch: 12 - 1 pm

• Virtual session PM 1 hour

• Continue to explore EngageOverview of CLI Engage- Jasmine

• Overview TECPDS- Traci

• Jira self-paced training

• Wrap up: 30 min.