Page Comparison

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

Sep 5th

• Virtual meeting in AM 3 4 hours: UT Health New Staff Orientation

• CLI Welcome & Introductions: 30 min LaShonda

• UTHealth orientation: 30 min HR staff

• CLI orientation 30 min Affy

• Travel reimbursement processes and procedures Amy 1 hour

Orientation - HR Staff (8 - 12pm)

• Lunch: 12 - 1 pm

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

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

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

  • Ensure that UTHealth Houston account works successfully Sep 5th 9

  • 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

• on-site staff

  badge access to Amy

• parking

Kadence training

• 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

: Tiffany Hill (3 - 3:30pm)

• Break: 10 min

• Diamond and Wendy 2 hour20 min (3:40 - 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 - 4:30pm)

  • Engage http://www.cliengage.orgTECPDS www.tecpds.org Traci’s TeamATCP 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

• • • on-site staff (4:30 - 5:00pm)

    • badge access to Amy

      • parking

Sep 6th - In office Non Assessment Staff

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

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

• CLI orientation 30 min Affy (9:30 - 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

    • Lunch 12 - 1pm

• Create travel arrangements for summit & travel advance submission to CLI purchasing team jiaping.zhang@uth.tmc.eduAmy / Jiaping (1 - 1:30pm)

• Complete compliance training https://go.uth.edu/learnLunch(1: 12 - 1 pm

• Virtual session PM: Managers check in 1 hour

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

• Wrap up: 30 min30 - 4:30pm)

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

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 staff

  • 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 Check in

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

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

• Explore Engage

Lunch: 12 - 1 pm

• Virtual session PM 1 hour

• Overview of CLI Engage, ATCP and TRS Resources - Jasmine

• Overview TECPDS- Traci

• Jira self-paced training

• TECPDS http://www.tecpds.org Traci’s Team

• Questions about Summit & Travel and Wrap up: 30 min. LaShonda