March 29th, 2016

When:     March 29, 2016

Where:    North Ballroom and Adjoining Rooms, Student Union Memorial Center

The 2016 UAccess Symposium brings together University of Arizona staff and faculty who are interested in furthering the use of UAccess systems in their workplace. The Symposium provides a forum to discuss ideas, find resources, connect with colleagues, and learn about best practice approaches.

Registration has closed.

Unable to attend in person? Join us online!

We know you're busy. If you are unable to attend the UAccess Symposium in person, you can still join us online and view any of the presentations live on your computer! You could even set up a screen in your department conference room and have your entire team attend digitally!

On the day of the Symposium, ten minutes or so before your first session is scheduled to begin, download the Instructions and Links for Live-Streaming document. Follow the few simple instructions on that document, click the appropriate link on that document, and you'll be connected to your presentation. Once you've live-streamed your first presentation, you can connect just a couple of minutes prior to your next presentation. It's that easy!

Presentations will also be recorded and will be available at some point after the Symposium for viewing when you're able.

We hope you'll join us online. It's almost like being there!

Presentations and Presenters

Our presenters come from all across campus, and they will be coming 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 will definitely have broad appeal. You just have to decide where your interests lie.

Check In / Registration - 8:00 AM-2:00 PM

Poster Presentation - 9:00 AM-4:00 PM

Poster Presentation

C'mon out to the Diamond Atrium to peruse our collection of posters. Individuals from UAIR, UITS, and departments from around campus have devised and designed posters to provide information on their processes, with the hope of helping and encouraging you with your own projects and processes. Take a look!

UAccess Analytics: Using Curricular Flow Analytics Metadata Wiki UAccess Employee: Employee Self Service

The remaining posters were from the 2015 UAccess Symposium. Clink the link to open that page in a new window/tab.

Opening Presentation - 9:00-9:30 AM

Opening Presentation - Community: A Common Thread
Hank Childers, Executive Director, University Analytics & Institutional Research (UAIR)

Download PowerPoint Presentation

Mid Morning Sessions - 9:30-10:30 AM

Sub Accounts and Financial Reporting Codes: The Big Picture  Basic Financials / Basic Analytics
Ronald Roberts, Business Manager, Senior, Campus Recreation

In 2011 Campus Rec started taking advantage of many new possibilities around financial reporting by incorporating Sub Accounts and Financial Reporting Codes into their financial processes. Many years down the road they would like to share the story of their success in developing a process that allows them to keep department employees involved and informed on financial issues.

Getting the Full Picture of Student Awards Data: Introducing the New Student Awards Report   Basic Analytics / Basic Student
Tara Mysak, Grants and Finance Manager, Eller College of Management and Jennifer Paine, Senior Business Manager, College of Social and Behavioral Sciences

With the launch of this new report in Analytics, it is now possible to get a fuller picture of individual students’ financial aid before and after assigning awards as well as a view of an organization’s student awards. In this presentation, we will discuss terminology used in the report as well as where the data comes from. In understanding these aspects it is our intention to then explore questions the report can be used to answer from a department-level perspective as well as a college-level perspective. Experts from both student financial aid and UAIR will be on hand to participate in the discussion as needed.

Download PowerPoint Presentation

UAHS/College of Medicine Space Dashboards   Basic Analytics / Basic Space
Mary Ann Nelson, Senior Program Coordinator, and Angela Souza, Senior Director, UAHS Planning and Facilities

This session will discuss how UAHS and College of Medicine utilize the space subject area to evaluate space utilization. This session will include the process of creating these dashboards that provide UAHS and college Leadership with the necessary information and tools to make informed decisions regarding space utilization, growth and projected needs in relation to existing as well as proposed new space for the Health Sciences campuses.

Download PowerPoint Presentation

Mid-Morning Break / Vendor Appreciation / Poster Promenade - 10:30-11:00 AM

Be sure to bring a couple of business cards, as there may be a vendor give-away!

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

Round Up Time at the FRC Corral   Intermediate Analytics / Intermediate Financials
Maria Swarts, Data and Financial Analyst, Eller College of Management

Department Dashboard Provisioning Checklist

It's time to round up all them little subaccount dogies and get ‘em moving along into the Financial Reporting Code (FRC) corral. In this presentation, you will see how subaccounts have been coded with FRCs to track program area expenses back at the Eller Ranch. We'll drill into a program area dashboard page to see a target budget that includes Foundation totals using a MyList; a custom FRC summary report; a subaccount sweep report; and a project code report - everything a ranch manager needs to monitor spending in their area.

Download PowerPoint Presentation

Finding Your Way in a Maze of Student Data   Basic Analytics / Basic Student
Brian Berrellez, Data Solutions Analyst, College of Agriculture and Life Sciences and Benjamin Markwart, Data Solutions Analyst, College of Education 

In this presentation we aim to provide our fellow analysts and Analytics users tools that will help them efficiently navigate their way through University student data. We will provide a brief overview of performance-based fundamentals, including which student data points are crucial to successful planning (relating to RCM where appropriate). Next, we will outline and explain the various types of student data, highlighting how to retrieve data, what to look for, and common questions different types of student data can appropriately answer. We will include a series of common scenarios we anticipate other users have encountered or will encounter as we move forward.

Download PDF Presentation

Access Provisioning: Navigating the Request Process   Basic Provisioning
Jim Lewis and Stella Le, Senior Information Security Analysts, Enterprise Application Security Team (EAST), UITS

Everyone on campus needs some level of security within the UAccess systems. Learn how UITS works with the UA community to match business needs with security levels and guide access requests through the approval process. Come with us on a journey through the request lifecycle to uncover the secrets of composite roles and row level security, learn how security is used to protect sensitive data, and discover resources available to navigate the process smoothly.

Download PowerPoint Presentation

Lunch - 12:00-1:00 PM

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

Managing Cash-Style Accounts: Budgeting, Tracking, and Reporting   Basic Financials / Basic Analytics
Jennifer Paine, Senior Business Manager, College of Social and Behavioral Sciences

Why budget a cash-style account?  Budgeting a cash-style account is a step towards good financial management of your university accounts. It allows you to see easily what you have spent in the past fiscal year and to plan for the upcoming fiscal year.  We'll show you how to turn your cash-style account into a budgeted account by setting up sub-accounts for expenses relevant to your organization, loading budget into them, tracking expenses against your annual allocation, and how easy reporting is using these sub-accounts. Also, we’ll share our best practices, tips and tricks, and pitfalls to avoid.

Download PowerPoint Presentation

Twelve Budget Questions   Basic Budget
Garth Perry, Assistant Director, Budget Office

It’s just like the 20 Questions game! The questions are already provided, however, there are only 12 of them, and they're all about UA Budgeting! Okay, so it's not anything like 20 Questions. Instead, Garth discusses, and might even fully answer, 12 questions about the UA Budget System, Lines, RBCs, RCM, and all things new in the magical world of UA budgeting.

Download PowerPoint Presentation

Express Delivery Using Agents   Intermediate Analytics
Mary Durham-Pflibsen, Business Manager, Eller College of Management

Do you or others in your department use Analytics to find action items? Is it hard to find the time to go out and get your information? See how Eller College uses agents to provide immediate notification of new account creation, p-card reconciliation reminders, cash deposit notices, new hire notices and two different types of ASRS student employee compliance reviews using data in the Financials and Employee subject areas. This presentation is an overview. Based on your input from this presentation, we might have follow-up lunch and learn sessions later in the year to help you create these agents for your own use.

Download PowerPoint Presentation

Mid-Afternoon Break / Vendor Appreciation / Poster Promenade - 2:00-2:15 PM

Be sure to bring a couple of business cards, as there's sure to be at least one vendor give-away!

Mid-Afternoon Sessions - 2:15-3:15 PM

Agents, Dashboards, and You   Intermediate Analytics
Eddie Caratachea, Business Manager, College of Engineering

In this presentation, you will learn how to incorporate agents and dashboards into your daily, weekly, or monthly business processes and make Analytics work for you.

Download PowerPoint Presentation

Responsibility-Centered Management (RCM): UA's Budget Model   Intermediate Budget
Lisa Rulney, Assistant Dean of Finance & Administration, College of Engineering

As we approach the second year of RCM budget allocations do you have questions about RCM? Department business managers will want to attend this session to help them prepare for and understand allocation process. This session will include an overview of RCM as well as answers to frequently asked questions. Attendees will also be introduced to the UAccess Analytics RCM dashboards.

Download PowerPoint Presentation

Beyond Information: The Importance of Presentation & Delivery   Intermediate Analytics / Intermediate Financials
Brian Berrellez, Data Solutions Analyst, College of Agriculture and Life Sciences

Are you creating spreadsheets or reports out of one of the UAccess systems and using tools like Excel? Are your reports and spreadsheets being created effectively? Are others easily understanding your message? This presentation provides guidance for improving communications, presenting and creating effective spreadsheets, graphs, and visualizations, and delivering complicated and day-to-day information.

Download PDF Presentation Part 1
Download PDF Presentation Part 2

Closing Session - 3:15-4:15 PM

Discussion Panel / Q&A
Moderator Melanie Cooley, IT Training Manager, UITS

Come prepared with your questions and submit them to the folks at the Registration desk throughout the day (but by 2:00 PM). Melanie will collect your questions, collate them, and pose as many of them as possible to our illustrious panel during this one hour session. Time may be available for additional questions from the floor.


If you have any questions, please contact the UAccess Symposium Team.

Sponsorship Opportunities

Check out our 2016 UAccess Symposium Sponsorship Opportunities page!



North Ballroom and Adjoining Rooms, Student Union Memorial Center