Access to UBI Analytics can require certain EDW roles before access is granted. For example, access to the Research Administration Dashboard (RAD) requires the EDW_P_Finance responsibility and access to the IRA Enrollment app requires either the EDW_P_SR_Ltd_Student or EDW_P_SR_Full_Student responsibility. Therefore, if you do not already have the required role, you will need to request it in ESHARP and compete the training requirements for that role.
Note: Principle Investigators (PIs) do not require the EDW_P_Finance role to access the RAD app. PIs can access RAD through ResearchUVA by clicking the corresponding link on the left-side within ResearchUVA.
It is also highly recommended that you complete the Intro to Qlik Sense online training course prior to accessing the system or shortly thereafter. Use the steps below to enroll and complete the training.
- Click this link to enroll through Workday.
- Click Enroll.
- Complete all three lessons in the course.
Note: When requesting responsibilities in ESHARP, be sure to select UBI - University Business Intelligence from the Application list in ESHARP. If you need help determining which roles to request, consult the ESHARP Responsiblity Mapping Guide.