Get Started

UBI supports Finance and Student Information System (SIS) reports and dashboards. To gain access to certain Finance or SIS modules, please complete the following steps:

Access to Finance UBI Reporting

1. Request the appropriate responsibility in ESHARP

Request ESHARP access - Finance

Go to ESHARP

Select University Business Intelligence on the “Select an Application” screen.

Click “Request Add/Remove Access.”

Click “New Request.”

Click “Continue” in the Request Information box.

On the Select a Responsibility screen, expand “Finance” and select EDW_P_Finance.

On the Responsibility Details screen, click “Continue.”

Click “Submit Request for Review.”

2. Enroll and complete training for UBI Reporting - Finance (Online).

Complete Intro to UBI - Finance Training

The Intro to UBI - Finance online training course is required for accessing Finance modules in UBI. Please refer to the UBI Training page for more details on this class as well as the complete offering of UBI-related course definitions and training opportunities.

Complete the Intro to UBI – Finance online course through the Learning application in Workday
- Click this link to enroll through Workday.
- Click Enroll.
- Complete all three lessons in the course.
It's suggested - but not required - that you request ESHARP access prior to enrolling in the course.

Note: Current UBI SIS users are not required to take this course again to receive access to the Finance modules; however, the Finance responsibility must be requested in ESHARP. If you need help determining what roles to request, please consult the ESHARP Responsibility Mapping Guide.

Access to SIS UBI Reporting

The following steps must be completed to become a SIS user in UBI :

1. Request the appropriate level of responsibility in ESHARP.

Request ESHARP access - SIS

The UBI modules contain many different data sets, therefore, the proper level of security is required to access UBI. Please request the appropriate responsibility in ESHARP using the instructions below.

For additional help identifying the appropriate responsibility, see the ESHARP Responsibility Mapping Guide (WORD download). This guide can also be found on the UBI Training page.

Go to ESHARP
Select University Business Intelligence on the “Select an Application” screen.

Click “Request Add/Remove Access.”

Click “New Request.”
Click “Continue” in the Request Information box.
On the "Select a Responsibility" screen, expand the dropdown menu (expand by clicking on the [+] icon to the left of each responsbility).

Select one of the following responsibilities (modules in bold, below):

SIS - STUDENT FINANCE RESPONSIBILITIES

EDW_P_Student_Finance (Module(s): SIS_SF_Aged Receivables; SIS_SF_Charges_Paid; SIS_SF_Item Details; SIS_SF_Item Summary; SIS_SF_GSAS_Grad_Tuition; SIS_GL_Accounting_Recon)

SIS - FINANCIAL AID RESPONSIBILITIES

EDW_P_FAID_Department (Module(s): SIS_FA_Award_Activity; SIS_FA_SAFM; SIS_FA_SAFM Health Subsidy Action)
EDW_P_FAID_Prof_School (For the Financial Aid offices in LAW, MED, & DARDEN) (Module(s): SIS_FA_Award_Activity; SIS_FA_SAFM)

SIS - STUDENT RECORDS RESPONSIBILITIES

EDW_P_SR_Non_Student (Module(s): SIS_Class_Scheduling; SIS Course Catalog)
EDW_P_SR_Ltd_Student (Module(s): SIS_Class_Scheduling; SIS_SR_Student Info; SIS_SR_Honors and Awards; SIS Course Catalog)
EDW_P_SR_Full_Student (Module(s): SIS_Class_Scheduling; SIS_SR_Academic_Requirements; SIS_SR_Course_Enrollment; SIS_SR_Sources_for_Enrollment; SIS_SR_Grading Reports; SIS_SR_Student Info; SIS_SR_Advisor_Advisee_Milestones; SIS_SR_GPA_Test Scores; SIS_SR_Honors and Awards; SIS_SR_Test_Transfer_Credits; SIS_SR_Course Planner; SIS_SR_Graduation Processing; SIS Course Catalog; SIS_SR_Term Active Reports; SIS_SR_Academic Requirement Exceptions)

SIS - ADMISSIONS RESPONSIBILITIES

EDW_P_Admissions UGRD Admissions (Module(s): SIS_UGRD_Admissions)
On the Responsibility Details screen, click “Continue.”
Click “Submit Request for Review.”

2. Enroll and complete training for UBI Reporting - SIS (Online).

Complete Intro to UBI-SIS Training

Introductory training is required for accessing SIS modules in UBI. In most cases, the Intro to UBI - SIS online training course is required. Please refer to the UBI Training page for more details about this course as well as the complete offering of UBI-related training opportunities.

Complete the Intro to UBI – SIS online course through the Learning app in Workday
- Click this link to enroll through Workday.
- Click Enroll.
- Complete all three lessons in the course.
It's suggested - but not required - that you request ESHARP access prior to enrolling in the course.

Access to IRA Student Records Modules

If you are only seeking access to the IRA Student Records modules (such as, IRA Enrollment) on the UBI Analytics platform, then you should complete the Intro to Qlik Sense online training course instead of Intro to UBI - SIS. Click this link to enroll in that course or see Access to UBI Analytics below. Please add a comment in your ESHARP request that you desire access to the IRA modules only. If you have questions or are unsure which course to complete, contact us at ubi@virginia.edu.

Note: Current UBI Finance users are not required to take the SIS Introductory course to receive access to the SIS modules; however, the appropriate SIS responsibility must be requested in ESHARP. If you need help determining what roles to request, please consult the ESHARP Responsibility Mapping Guide.

Access to UBI Analytics

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.

ESHARP Responsibility Mapping Guide

To explore ESHARP roles and their corollary access, please view the ESHARP Responsibility Mapping Guide.

Search form

SIS - STUDENT FINANCE RESPONSIBILITIES

SIS - FINANCIAL AID RESPONSIBILITIES

SIS - STUDENT RECORDS RESPONSIBILITIES

SIS - ADMISSIONS RESPONSIBILITIES