1. T OUCHBASE FOR ARCs October 21, 2015

2. 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. 3 What We’re Covering Today I NTRODUCTIONS

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

5. 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. 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. 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. 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. 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. 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. 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. 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

13. D ID YOU KNOW THERE ’ S A …

14. 14 Updated Web Page on Getting Access

15. 15 NEW User Guide

16. 16 List of roles & required training

17. 17 Quick Reference Card

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

19. P ROCESS FOR A DDING A N EW ARC 1

20. 20 Adding a New ARC DRAFT

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

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

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