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
UTHealth orientation: 30 min HR staff
CLI orientation 30 min Affy
CAE orientation Brian or LaShonda 30 min
Travel reimbursement processes and procedures Amy 1 hour
Virtual session PM 3 hours additional content
Account set up
Ensure that UTHealth Houston account works successfully Sep 5th
Mariusz 1 hour
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
Diamond and Wendy 1 hour
login to PeopleSoft for time accounting and leave requests https://selfservice.uth.tmc.edu/
Jira https://cliengage.atlassian.net/jira/servicedesk/projects/CAEAS
Engage www.cliengage.org
TECPDS www.tecpds.org
Problems logging into systems?
Raise a ticket at CAE support portal
Sep 6th
Virtual session AM 1 hour
Create travel arrangements for summit
travel advance submission to CLI purchasing team jiaping.zhang@uth.tmc.edu
Virtual session PM 1 hour
Sep 7th
Time Sheet Trainings
Manager Time Sheet Management
Performance Evaluations
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
on-site staff
badge access to Amy
parking
Kadence training
Virtual session PM 1 hour