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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CLI Welcome & Introductions: 30 min LaShonda (1:00pm - 1:30pm) Bluebonnet Room
CAE orientation: Brian 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
Kadence training: Tiffany Hill (3:00pm - 3:30pm)
Break: 10 min
Equipment Survey Diamond 20 min (3:40pm - 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
CLI Engage Accounts Wendy 30 min (4pm - 4:30pm)
Engage http://www.cliengage.org
Problems logging into systems?
Raise a ticket at CAE support portal
On-site staff (4:30pm - 5:00pm)
badge access
parking (1st floor)
Compliance Training (Remote Staff)
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Morning Check in/ Agenda -Brian (8 - 8:30am)
Jira self-paced training (8:30am - 9:30am)
CLI orientation 30 min Affy (9:30am - 10am)
UTHealth Travel Policies and Procedures LaShonda (10:00-10:15)
UT Corporate Card https://inside.uth.edu/travel/services/travel-card.htm
https://inside.uth.edu/travel/services/Travel-Card-User-Agreement.pdf (Email to LaShonda Brown for signature)
Travel reimbursement processes and procedures Amy (10:15am-12:00pm)
Amy 1 hour
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
Request for Travel Authorization https://inside.uth.edu/finance/procurement/procurement-expenses/documents/RTA.pdf
Request for Travel Advance https://inside.uth.edu/dotAsset/5935f28e-69af-4162-be3d-5e25469a80d0.pdf
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Morning Check in/ Agenda LaShonda (8:00am-8:30am)
Performance Evaluations - LaShonda (8:30am-9:00am)
Timesheets and Leave Request
Login to PeopleSoft for time accounting and leave requests https://selfservice.uth.tmc.edu/
Time Sheet Trainings (9:00am-9:30am)
Manager Time Sheet Management- LaShonda
Time Sheet Trainings
Complete compliance training https://go.uth.edu/learn (109:30am-12:00pm)
Lunch: 12 - 1 pm
Virtual session PM: Managers Check in (1:00pm-1:15pm)
Explore Engage (1:15pm-2:15pm)
Explore the PD Section
Complete compliance training https://go.uth.edu/learn (2:15pm-4:30pm)
Check in/ Wrap up: LaShonda (4:30pm-5:00pm)
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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
Q & A about CAE Summit & Travel and Wrap up: 30 min (3:00pm-4:30pm) LaShonda
Telework Agreement overview and remote office set-up (4:30pm-5:00pm)