Presented by Mary Durham, Tara Mysak & Maria Swarts Express Delivery Using Agents A sampling of Analytics Agents used in the Eller College of Management Presented by Mary Durham, Tara Mysak & Maria Swarts

Express Delivery Using Agents Do you use analytics for action items, but get too busy to log in and find them?

Express Delivery Using Agents Is it hard to get your info in a timely manner?

Express Delivery Using Agents Did you forget where you found that dashboard the last time you needed info?

Express Delivery Using Agents… …might be your solution!

About Reports and Agents Reports are custom Saved in UAccess Analytics (personal or shared dashboard or file) Recipients must be provisioned for the subject area where data lives or the dept dashboard that holds the report

Cash Receipts for Eller College Why Org Review does not pull cash receipts Cash deposit verification per cash handling policy What Report shows finalized cash receipts for the entire college. When Report filter pulls transactions that finalized the previous business day Agent runs every business day- reports sent only when data is returned Who Agent sends email to College Finance Manager Can go to anyone who is in the cash receipt audit process.

Cash Receipts – Agent Email

PCard Action List Reconcile / Approve Reminder Why Easy to miss edocs in a busy action list. Avoid after-the-fact reconciliation and compliance issues. What PCard report that shows transactions that have not been reviewed AND are within ~3 days of auto-approve date. Who Agent sends email to the cardholder or responsible person for dept cards. Report is shown in the email with link to edoc. When Report calculates transaction date plus 14 days, which is ~3 days before the auto- approve date. Agent is triggered when TD+14 is equal to the current date and emails are sent daily if there is a match.

PCard Action List Reminder – Agent Email

New Account Report Why What Who When Add account delegates Verify account responsibility roles and other account attributes What Report shows when a new account is created in any Eller dept. Shows account details for review Who Agent sends to College Budget Analysts and Finance Manager When Looks at new accounts created in the last 7 days Agent runs every Wednesday

New Account – Agent Email

New Hire Notice Why What Who When UA Provisioning for new hires College access What Shows new hires and rehires in the college. Who College HR Liaisons Eller IT When Filters by start date and runs every business day Peak times are at the start of each term

New Hire – Agent Email

Employee Terminations Why Remove access to college systems Security What Shows employees in the college who have recently terminated Who Eller IT When Pulls terminations over the past week Peak times are at end of academic terms and fiscal year-end

Employee Terminations – Agent Email

Enrollment Requirement Review for Student Employees Under-Enrolled Students Why ASRS compliance- If a student group worker is not continuing in classes for the spring, the last day they can work would have been the last day they had a final.  Reminds fiscal officers to confirm if anyone is graduating or leaving and terminate them on their last day of finals. Provides timely report for follow up to avoid delays in resolving compliance issues and cost to depts. What Series of reports that show which student employees are not enrolled in 6 or more units for the current or next academic semester Shows position information, fiscal officer, time approver, and last date paid Who College level HR liaisons After Liaison review, email is forwarded to fiscal officers if needed When If there are results, the email is sent every Tuesday morning. Peak times are at the beginning of the Spring semester and over the summer as students employees are enrolling for the next academic term.

Student Employees – Less than 6 Units

Enrollment Requirement Review for Student Employees Inactive Students Why ASRS compliance Provides timely report for follow up to avoid delays in resolving compliance issues and cost to depts What Series of reports that show which student employees have recently become inactive in the Student system Shows position information, fiscal officer, time approver, and last date paid Who College level HR liaisons After Liaison review, email is forwarded to fiscal officers When If there are results, the email is sent every Tuesday morning Activity is usually less than what is seen on the under-enrolled report

Student Employees - Inactive Students

References Uaccess Tutorials: http://uits.arizona.edu/workshops/current_workshops Uaccess Rules for Agents http://uair.arizona.edu/sites/uair/files/uafiles/uair_policy _on_dynamic_agents_01.pdf