Training

Within UBI there are numerous data sets available, all requiring certain access levels. During the UBI training process, we recommend users request the appropriate UBI responsibility in ESHARP.

Please review the ESHARP Responsibility Mapping Guide before registering with ESHARP.

More than 100 stakeholders have received UBI fundamentals through classroom training in recent months. Now, the MRP team wants to bring the same training directly to you. 

Course Description
A one-hour introductory session to the reporting tool with the primary objectives of driving awareness and engagement with the user community. This session includes a presentation, demonstration, and hands-on activities to introduce users to the high-level goals and basic functionality of the new toolset. It is intended to serve as good first exposure to the tool and those who attend will be better positioned to maximize the benefits of the subsequent training classes. 

Course Objectives
1. The student will be able to describe why the University is implementing UBI.
2. The student will be able to describe how the UBI implementation will impact him/her and on what timeline.
3. The student will be able to list expected benefits of the UBI implementation.
4. The student will experience hands-on use of the new toolset.
5. The student will be adequately prepared for the upcoming changes.

Format
In-person, hands-on demonstration. At your location.

Audience
Anyone interested in learning more about UBI.

Prerequisites
None

Register
See "Current Offerings" below, or request a class.

This course is required for access to UBI.

Course Description
This course will focus on the navigation and basic functionality of UBI.

Course Objectives
1. Explain why the University is implementing UBI.
2. Describe the steps necessary to get access to UBI.
3. Navigate within UBI.
4. Use the basic tool functionality.
5. Access all of the data in UBI that users accessed in Discoverer (for the available data points).
6. Create, use, and share bookmarks within UBI.
7. Describe some of the functionality available in UBI that extends beyond Discoverer replacement.
8. Find available support resources.

Format
This course is offered in an online format.  Online training is currently available for Finance and SIS.

Any user requiring UBI access can take any Intro to UBI course listed above to gain access. The same concepts and tasks are taught in each course - only the modules used for demonstration purposes are different.

Audience
The course is appropriate for any new user to UBI who needs access to (any of) the UBI modules.

NOTE: Current UBI Finance users are not required to take this course again to receive access to the SIS modules (and vice versa); however, the appropriate SIS responsibility must be requested in ESHARP.

Prerequisites
None

Register
See "Current Offerings" below, or request a class.

This course is required for access to Qlik Sense Streams.

Course Description
This course covers the basic function and navigation of Qlik Sense in the context of UBI and the Distributed Governance Framework.

Course Objectives
1. Describe Qlik Sense and its role in UBI reporting.
2. Compare and contrast Qlik Sense and QlikView.
3. Navigate within the Qlik Sense environment.
4. Use basic Qlik Sense functions.
5. Find available support resources.

Format
This course is currently offered in an Online-only format:
All 3 lessons must be completed for the training to register as complete.

Audience
This course is highly recommended for any user requiring access to Qlik Sense Streams. App-level access may require additional roles as requested through ESHARP.

Prerequisites
None

Register
See "Current Offerings" below, or request a date.

In-person, structured training for users after they have completed Intro to UBI, and have spent time using the reporting environment. This class focuses on specific UBI modules and reports.

Course Description
The intent of the UBI Workshops is to offer in-person support to users. The trainer can come with specific topics to be covered or open sessions may also be offered for attendance by anyone with business specific questions who needs support. The workshop will include an overview of the modules and time for Q&A.

Course Objectives
1. The student will be able to get tool, dashboard, report, business case questions answered
2. The students will be increasingly comfortable using the tool.
3. The students will know where to find additional support resources.

Format
In-person session to focus on specific questions, data, reports, and dashboards.

Audience
Current UBI users

Prerequisites
1. Complete Intro to UBI
2. Have spent some time in UBI, using it to complete work

Register
See "Current Offerings" below, or request a class.

Course Objectives

1. Describe the difference between a Bookmark and the MySheet tab.

2. Create a customized MySheet object from copying an existing object.
3. Create a basic MySheet object from a new sheet object.
4. Access additional resources via the UBI Community.

Format
Instructor-led, face-to-face session; 2.5 hours duration.

Audience
Any UBI users, but preferably those that has spent some time using UBI. Users should have a solid understanding of using the core functionality of UBI and be able to execute basic reports. 

Prerequisites
Complete Intro to UBI

Recommended: UBI Workshop

Register

See "Current Offerings" below, or request a class.

These open-house style sessions allow you to get hands-on assistance with creating UBI reports, navigating the UBI environment, or any other things you may need help with in UBI. No registration is required.

It's suggested but not required that you request ESHARP access prior to enrolling in the course.

Online Offering

• 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.

Online Offering

• Complete the Intro to UBI – SIS online course through the Learning application in Workday.
  • Click this link to enroll through Workday.
  • Click Enroll.
  • Complete all three lessons in the course.

Online Offering

• Complete the Intro to Qlik Sense online course through the Learning application in Workday.
  • Click this link to enroll through Workday.
  • Click Enroll.
  • Complete all three lessons in the course.

To enroll, click here.

Dates 

RSVP to the associated Event in the UBI Community to let us know that you will be coming.

Dates

UBI Workshops

UBI Refresher

To enroll, click here.

Dates