T OUCHBASE FOR ARCs October 21, 2015

2 What We’re Covering Today Tips for getting requests through faster Resources available to you Process for adding a new ARC Access request tool wish list Your questions

3 What We’re Covering Today I NTRODUCTIONS

T IPS FOR G ETTING A CCESS R EQUESTS T HROUGH FASTER

5 Getting Access Requests Through FASTER 1 Much of the process is manual  The business analysts have to validate the access requested.  The training team isn’t notified if training has been completed – they have to check.  We aren’t notified if FERPA has been completed or the Terms of Use agreed to – the security team has to check.

6 2 Encourage everyone to take the Terms of Use and FERPA (if applicable) ASAP  Everyone has to take the Terms of Use.  FERPA: on the Registrar’s website  Terms of Use: on the ConnectCarolina home page Getting Access Requests Through FASTER

7 3 Encourage requesters to take training ASAP  Training page on ccinfo.unc.edu has links to CBT and to training schedule  For Finance classes—go ahead and register for all needed classes  Take CBTs any time Getting Access Requests Through FASTER

8 4 When making changes, you don’t need to mark all roles the person already has  Just mark the changes (roles to add or delete)  Or describe the data access that needs to change Getting Access Requests Through FASTER

9 5 Finance data access is different than HR  HR: have to request data access. Finance: only request data access for a secured chartfield role or a foundation.  For foundations, have to include a justification on the form.  The Finance team will work with you and the foundation contact to get the access approved. Getting Access Requests Through FASTER

10 6 “Posted” status means done  “Complete” just means it’s reached the last step in the approval process  The Security team may not have taken action  Sometimes the request has to wait for the requester to complete the Terms of Use Policy Getting Access Requests Through FASTER

11 7 Separate requests if you can  Training completed & training not required together  Training required  Tracking what training has been completed and then letting the security team know to give access is a manual, cumbersome process with lots of room for error Getting Access Requests Through FASTER

12 8 You can check the status of requests  Most approvers make notes at the bottom of the requests for ourselves and for you – so you can tell what’s happening. Getting Access Requests Through FASTER

D ID YOU KNOW THERE ’ S A …

14 Updated Web Page on Getting Access

15 NEW User Guide

16 List of roles & required training

17 Quick Reference Card

18 List of ARCs & InfoPorte Admins InfoPorte > Tools > Data Dictionary > General Information

P ROCESS FOR A DDING A N EW ARC 1

20 Adding a New ARC DRAFT

A CCESS R EQUEST T OOL W ISH L IST We want to collect your thoughts on improvements you’d like to see

? What questions do you have? Panel Q & A Session

23 Find slides, parking lot questions and other materials on ccinfo.unc.edu For After the Conference