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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 4 hours: UT Health Orientation - HR Staff (8 - 12pm)

    • Lunch: 12 - 1 pm

  • CLI Welcome & Introductions: 30 min LaShonda (1:00pm - 1:30pm)

  • CAE orientation: Brian and LaShonda 30 min (1:30 - 2pm)

  • Account set up: UTHealth email account & Google account Mariusz 1 hour (2- 3:00pm)

  • Kadence training: Tiffany Hill (3:00pm - 3:30pm)

    • Break: 10 min

  • Diamond 20 min (3:40 40pm - 4:00pm)

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

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

    • Wendy 30 min (4 4pm - 4:30pm)

    • Engage http://www.cliengage.org

  • On-site staff (4:30 - 5:00pm)

    • badge access to Amy

    • parking

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  • Virtual session AM: Managers Check in 1 1/2 hours (8 - 8:30am)

  • Jira self-paced training (8:30 30am - 9:30am)

  • CLI orientation 30 min Affy (9:30 30am - 10am)

  • Travel reimbursement processes and procedures Amy 1 hour (10 - 12pm)

  • 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

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  • Virtual session AM: Managers Check in (8:00am-8:30pm30am)

  • Login to PeopleSoft for time accounting and leave requests https://selfservice.uth.tmc.edu/ HR staff (8:30am-9:00am)

    • Time Sheet Trainings (9:00am-9:30am)

    • Manager Time Sheet Management- LaShonda (9:30am-10:00am)

    • Performance Evaluations - LaShonda (10:00am-10:30am)

    • Complete compliance training https://go.uth.edu/learn (10:30am-12:00pm)

Lunch: 12 - 1 pm

  • Virtual session PM: Managers Check in (1:00pm-1:15pm)

  • Explore Engage (1:15pm-2:15pm)

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

  • Check in/ Wrap up: 30 min: (4:30pm-5:00pm)

Sep 8th

  • Virtual session AM 1 hour Check in (8:00am-8:30pm)

  • Complete compliance training https://go.uth.edu/learn (8:30-10:30am)

  • Explore Engage (10:30am-12:00am)

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  • Virtual session PM

  • Overview of CLI Engage, ATCP and TRS Resources - Jasmine (1:00pm-2:00pm)

  • TECPDS http://www.tecpds.org (2:00pm-3:00pm) Traci’s Team

  • Questions about Summit & Travel and Wrap up: 30 min . (4:30pm-5:00pm) LaShonda