UB CPE Support Team Responsibilities

The UB CPE support team will perform the following administration tasks for UB CPE offerings and the associated courses in UB Learns.

• Guide units and departments through the process of establishing UB CPE offerings
• Respond to UB CPE tickets and emails
• Create and maintain the UB CPE storefront, offerings and enrollment pages
• Associate UB CPE offerings with courses in UB Learns
• Process refund requests submitted by units or departments
• Reset participants’ passwords

Sponsors will be asked to work with the UB CPE support team to remove inactive participant accounts. Every two years, the UB CPE support team will run an audit report to identify inactive participant accounts and send it to sponsors for verification. Inactive accounts that are no longer needed will be deleted. By deleting inactive accounts, we can reduce security risks and exposure of participant information.

Departments can receive reports from a variety of areas:

• Financial Management provides state account reports through SIRI
• A list of participants in the UB Learns course can be found by clicking Classlist on the navbar
• UB CPE has financial and transaction reports that they can provide to departments via email
  • Overall Department (by Entity Code) Number of Transactions and Revenue Generated by specified week, month, quarter or year
  • Transaction report by Product (Product Code)