Looking for analysts interested in providing feedback on how to answer fund manager questions.

1. Take a look at the example questions.
2. What report would you use to answer the question?
3. What fields would you use to answer the question?
4. What other information would you need in order to answer the question?
5. What clarification question should the AI ask?

Contact Darcy Frailey (dfrailey@ucsd.edu) to be added to the Teams chat and get access to the spreadsheet.

Fund Manager Coach 1.0 = https://blink.ucsd.edu/technology/ai/tritongpt/fm-coach.html

TritonGPT = https://blink.ucsd.edu/technology/ai/tritongpt/index.html

If you are using the same blend in multiple reports then let BIA know.  Email busintel@ucsd.edu.

Why people blend:

1) Where is everyone's payroll coming from?

2) Who (people, departments, project) is in what lab?

Challenge:

How do I set up my folder/data module/ report to grant the correct access?  Email busintel@ucsd.edu. 

Short Answer:  Your data module and reports need to both be in a folder structure that the customer AD group has consumer access to.  BIA can help you get organized.

1) ITS is too busy = yes, we are busy BUT we do want to make your life easier so we want to add it and we will find a time to add it

2) It's only for our team = maybe, BIA hears about projects across multiple teams so once we know multiple teams need it we can bump up the priority (and help introduce the teams)

3) ITS can't add it to AH by the time I need it = let us try, even if we can't add it for this year we can add it for next year or other use cases

4) ITS is too busy = we may already be working on what you want, let us keep you up to date

5) ITS is too busy = ITS work is prioritized by data stewards, who represent what data departments need. If they don't know what data you need then they can't prioritize it.

Data from SIS in beta testing with the AR team.  Data from Oracle is in the queue but may need to wait until after the ESR TSS project.

Daniel: Customers are using the AR Panorama but would like a more interactive dashboard.

FSPT - Student Financial Data / SIS Accounts Receivable (in progress, data in beta testing, governance in discussion)

Accounts Receivable from Oracle (high in queue, after ESR TSS due to limited resources)

Fixed Assets from Oracle (low in queue)

1. Can send yourself Excel
2. Can the Excel be dropped in an Activity Hub and be made available = BIA doesn't have the resources due to ESR TSS
3. Can an API/Nifi drop an Oracle file in Activity Hub and be made available = the data integration team (ADIS) and BIA would be needed for this and both are limited due to ESR TSS

bah.ucsd.edu > Request Access

Reports that are not on BAH, if you send us the link to the report we can refer you to the Report Developer Team

RSCore website (https://rscore.ucsd.edu/#/main/home) - customers can request access for their role

Health Service employees can request access here: https://ucsdhealth.service-now.com/hub?id=arc_sc_item&sys_id=8e4c782d87d225100548ca68cebb3568

Non-Health Service employees can email: rschelp@health.ucsd.edu

AD Tool: allows you to create groups for security purposes and/or mail list purposes or other

How does AD group membership get managed?

• There is no single teams that creates or edits all AD groups
• Different IT teams can create and edit AD groups
• Challenge #1: find your AD group admin person
  • Biological Sciences should work with their local IT team to manage their AD groups
  • SIO / Marine Sciences should work with their local SIO Help Desk
  • JSOE should work with their local JSOE Help Desk
  • Health Services should work with the Health System Service Desk (UC San Diego Health Information Services (3help.ucsd.edu or 3help@ucsd.edu)
  • Everyone else can contact ITS, specifically the ITS-WorkstationLifecycle (https://support.ucsd.edu/its?id=sc_cat_item&sys_id=de45c412c312310015519f2974d3ae1b)
  • HR/Payroll Reports has a SNOW form to request access bia BAH
  • Budget & Finance has a SNOW form to request access bia BAH
• Once the AD group(s) are created, then the BIA team connects the AD group to the folder
  • Tableau: you can see the permissions per workbook if you are the workbook owner (which are inherited from the folder)
  • Cognos: only BIA can see the permissions per folder
  • To see AD group membership: How to View Active Directory Group Membership
  • Tableau will sync AD groups overnight - you can request a manual same-day sync by emailing busintel@ucsd.edu
  • Cognos will sync AD groups within a matter of mins

https://blink.ucsd.edu/technology/bi/access/index.html

• TeamName-Project-BI-Developer for the group of developers who will be building reports, allows you to save your report to a specific location
• TeamName-Project-BI-Consumer for the group of users who will be viewing or using the reports or you can use existing customer groups

*This is separate from the AH Report Developer Access