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 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
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
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?
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
Sep 8th
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
Explore Engage
Lunch: 12 - 1 pm
Virtual session PM 1 hour
Overview of CLI Engage- Jasmine
Overview TECPDS- Traci
Jira self-paced training
Wrap up: 30 min.