On-boarding checklist

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

• Sep 5th

  • UTHealth orientation

  • CLI orientation

  • CAE orientation

    • 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

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

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

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

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

      • Engage www.cliengage.org

      • TECPDS www.tecpds.org

      • Problems logging into systems?

        • caes@cliengage.atlassian.net

        • Raise a ticket at CAE support portal

    • Set up accounts in the following systems to support travel

      • concur set up for booking hotel rooms

• Sep 6th

  • Create travel arrangements for summit

• Sep 8th

  • 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