1. 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

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

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

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

5. Express Delivery Using Agents…
…might be your solution!

6. 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

7. 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 to College Finance Manager
Can go to anyone who is in the cash receipt audit process.

8. Cash Receipts – Agent Email

9. 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 to the cardholder or responsible person for dept cards.
Report is shown in the 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 s are sent daily if there is a match.

10. PCard Action List Reminder – Agent Email

11. 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

12. New Account – Agent Email

13. 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

14. New Hire – Agent

15. 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

16. Employee Terminations – Agent Email

17. 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, is forwarded to fiscal officers if needed
When
If there are results, the 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.

18. Student Employees – Less than 6 Units

19. 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, is forwarded to fiscal officers
When
If there are results, the is sent every Tuesday morning
Activity is usually less than what is seen on the under-enrolled report

20. Student Employees - Inactive Students

21. References Uaccess Tutorials:
Uaccess Rules for Agents
_on_dynamic_agents_01.pdf