April 1st, 2014

When:     April 1, 2014

Where:    North Ballroom, Student Union

The 2014 UAccess Symposium brought together University of Arizona staff and faculty who were interested in furthering the use of UAccess systems in their workplace. The Symposium provided a forum to discuss ideas, find resources, connect with colleagues, and learn about best practice approaches.

We had a whole series of presentations lined up for you! All of the presentations were recorded and are available online.

Presentations and Presenters

Our presenters came from all across campus to tell you all about their particular business processes or what specific challenge, obstacle, or issue they've successfully addressed in their organization. Each of the presentations definitely has broad appeal. You just have to decide where your interests lie.

Opening Presentation - 9:30-10:00 AM

Campaign for Common Sense
Allison Vaillancourt, Vice President for Institutional Effectiveness & Human Resources

The Campaign for Common Sense is a University-wide initiative that is identifying opportunities to facilitate collaboration, encourage innovation, reduce frustration, and save both money and time. Do you have ideas about how to do things better, faster or smarter? Are you interested in sharing feedback about what you consider to be dysfunctional rules, outdated protocols or byzantine organizational structures? Do you want to weigh in on things that are working really well? Learn how you can share your ideas.

Mid Morning Sessions - 10:00-11:00 AM

Smart Planner
Heather R. Jepsen, Business Analyst, UITS

Colleges should be paying close attention to student enrollment and success. Misleading, incorrect, or missing information may impact whether or not students choose to enroll in your courses. Smart Planner provides academic and student affairs professionals the opportunity to increase meaningful interaction with students. It also offers a user-friendly and engaging way for students to view important degree requirement information, providing them with the tools they need to reach their academic goals within four years. This presentation will help you understand how Smart Planner and Degree Search can help you reach prospective students.

Postcards from the PCard Trenches
Mary M. Griffin,Administrative Associate, Dept of Chemistry and Biochemistry

The tips, tricks and tools we use that help keep our PCard program out of the mud.
Lessons learned the hard way are often the best teachers. Whether you are PCard holder, liaison, reconciler, or fiscal officer/approver/delegate, you play an important and necessary part in the PCard process. Join us for an overview of one department’s journey from a 9-month compliance deficit to staying on track (or ahead) with monthly PCard compliances. Find out what worked, what didn’t work, the tools we used to get on top of things, and the tips and tricks that help us stay there.

UAccess Provisioning Gets a Makeover
Laurel E. Wadlund, Assistant Director, and Julie Dupuy, Sr. Information Security Analyst, UITS

The Enterprise Applications Security Team (EAST) will demonstrate a new method of requesting access to the UAccess Enterprise Systems. EAST will also shed light on the approval and workflow process, tools for monitoring requests or access, available training for the new request process, and, helpful resources.

Late Morning Sessions - 11:00 AM-12:00 PM

Proactive Advising Using Analytics
Sarah J. Wieland,Director, Student Services, UA South

Learn how to using existing reports and data to help advisors identify problems before they happen and to process things for students before they self-identify.

Top Financials Questions That Aren't About Money
Suellyn E. Caywood,Director, Initiatives/Outreach; Mary G. Baum, Sr. Business Analyst; and Alexa M. Rohr, Business Analyst, Financial Services Office

Do you know what to do when your Fiscal Officer is stuck in the Polar Vortex, has no Wi-Fi, and a document must be approved immediately? Or how to remove items in your action list from a department you no longer belong to? Join FSO Outreach to discuss these types of questions and their solutions. In addition to covering the top asked questions, Outreach invites you to bring your tips, tricks, and questions to share during the Q&A discussion.

Coming Soon! Managing Employee & Student Training
Melanie A. Cooley, IT Training Manager, UITS

Ever wondered what training your new employee needs to take and where to find it? Or have you struggled to find out whether an employee has completed all their required trainings? Help is on the way! University Information Technology Services and Human Resources are currently working to implement an enterprise-level system that will allow the University to administer and track employee and student training in a single system. Come to this session to find out more about the new system and the project progress.

Early Afternoon Sessions - 1:00-2:00 PM

Course Scheduling
Sergio J. Canez, Student Academic Specialist, School of Theatre, Film, & Television

Are you prepared for the Spring 2015 Open Scheduling Period? Join us to for this presentation and we'll share a few tips, including information on combined (co-convened and cross-listed) courses, meeting patterns, enrollment capacities, and dynamically dated sessions. Includes a quick look at a helpful Analytics report that can be used when scheduling classes.

Responsibility-Centered Management (RCM): A New Budget Model
Lisa Rulney, Assistant Dean of Finance & Adminstration, College of Engineering

Department business managers will want to see this overview of RCM basics to help prepare them for successful navigation of the implementation process. Learn about the guiding principles the RCM Steering Committee used to formulate recommendations for the UA's model, learn the difference between an RCM budget and an incremental budget, and learn some strategies for navigating the UAccess Analytics RCM dashboards.

Actively Tracking Retirement Eligibility
Brian Berrellez, Sr. Applications Systems Analyst, College of Agriculture and Life Sciences

"Employees who are employed at .50 FTE (20 hours per week) or more for a period of twenty (20) weeks or longer are required to participate and contribute to an eligible retirement program." How do we keep track of this in a way that does not require you to look up every one of your part time employees? You will learn how here and save yourself time and frustration.

Mid Afternoon Sessions - 2:00-3:00 PM

Academic Dashboards for Admins, Coordinators, Deans, and Dept Heads
Brian Berrellez, Sr. Applications Systems Analyst, College of Agriculture and Life Sciences

Learn how you can actively monitor your students, academic programs, and associated trends. Find out how to stay apprised of changes in student records and academic data. This session will present a sample one-stop-shop dashboard for Admins/Coordinators, Deans, and Department Heads. In addition, there will be tips in Analytics and ideas for how you can proactively manage your academic data now. The goal in this session is for you to learn and to come up with ideas for your department workflows as well.

Varied Views for All Active Employees
Catherine Zavala, IT Training Specialist, UITS

Have you been struggling to find a report that shows you a list of recently terminated employees? Do you need a report that shows you a list of all the adjunct faculty in your department? What about employees with joint appointments? Gathering all this information used to be fairly complicated, but fret no more. There is a new report that can give you all this and more in one place! Come and learn how to Analyze the All Active Employees report and create a variety of smaller reports to get you the employee information you've been struggling to find.

The Future for UAccess Research
Lori Ann Schultz, Assistant Director, Sponsored Projects Services

In 2014, the UA will begin the process of upgrading UAccess Research to version 5.2. This upgrade will include new modules, features, and functionality for campus users. Join us as we talk about exciting new functionality coming to the UA, and what you can expect from the application over the next year and beyond.


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Sponsorship Opportunities



North Ballroom, Student Union Memorial Center