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 4 hours: UT Health Orientation - HR Staff (8 - 12pm)
Lunch: 12 - 1 pm
CLI Welcome & Introductions: 30 min LaShonda (1 - 1:30pm)
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 - 3:30pm)
Break: 10 min
Diamond 20 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.org
Problems logging into systems?
Raise a ticket at CAE support portal
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
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/learn (1:30 - 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
Sep 8th
Virtual session AM 1 hour Check in
complete compliance training https://go.uth.edu/learn
Explore Engage
Lunch: 12 - 1 pm
Virtual session PM 1 hour
Overview of CLI Engage, ATCP and TRS Resources - Jasmine
TECPDS http://www.tecpds.org Traci’s Team
Questions about Summit & Travel and Wrap up: 30 min. LaShonda