Resources
The following resources are provided to assist administrative staff directly involved in data collection and review.
Should you need to change your password or have trouble logging in, please review the How-to Login documentation.
There are many support tools available within the UFAST portal such as videos, user guides and presentations.
Training resources
Live Training
Drop-In Training Sessions
To assist you in using UFAST, during the coding period the UniForum@SFU team offers daily one hour drop-in sessions. These sessions are aimed at answering specific questions you may have related to:
- using UFAST,
- unique time allocation/direct reports scenarios,
- which activity framework codes apply, and
- other related questions.
When: Daily from May 21 - June 21 at 1:00-1:30pm.
Where: UniForum@SFU Drop-in Training Sessions Zoom Link
Meeting ID: 835 8158 5038
Password: 942740
You can also email uniforum@sfu.ca to set up a scheduled time for one-on-one assistance outside the drop-in sessions.
Coding Parties
UniForum@SFU is offering 'coding parties' for the first time this year. These coding parties are dedicated sessions with our team, potentially a representative from NousCubane, and all Respondents from one Primary Contact area.
This allows for our staff to help provide guidance, improves consistency of coding across the unit for similar jobs, and allows for the Respondents to have a dedicated time in their busy schedules to focus on UniForum@SFU work.
If you are a primary contact and would like to schedule a coding party for your respondents, please send us an email.
Primary contact training resources
The following resources are available to assist administrative staff who are performing the role of Primary Contact within the UniForum@SFU program.
- Primary Contact Guide
A detailed guide outlining the Primary Contact role with step-by-step instructions.
Please note, this guide was created by Cubane Consulting. - How to Review Respondent and Staff Allocations
A detailed guide on how to review Respondent and staff allocations.
- How to Check Respondent Coding Status
A document on how Primary Contacts can check the status of their Respondents coding.
- Reviewing Respondent Coding Video Recording - downloads an mp4 video file
A video recording on how Primary Contacts can check the status of their Respondents coding. (Held June 17,2021)
- Collection Report Guidance
A detailed guide outlining how to use the available Collection Report within UFAST to view your Respondents collection area submissions.
This report can be used to (i) track the progress of your Respondents, (ii) and to view a high-level overview of who the staff are and how they have been coded.
Please note, this guide was created by Cubane Consulting. - Organization Report Guidance
A detailed guide outlining how to use the available Organization Report available within UFAST to review the data that has been submitted for departments within your portfolio.
This report can be used to compare coding between collection years by (i) department, (ii) functions coded (i.e., cost/personnel equivalents coded to each function – say Finance or HR – for the staff in your portfolio), and (iii) staff record type (i.e., full-time vs part-time, etc.).
Note, this report includes both staff and supplier data and was created by Cubane Consulting. - Further videos and guides are available on UFHelp here: What is my role as a Primary Contact? Guide
Unsure which role you are performing? View the Participating Stakeholders definitions. If you are still unsure, please contact us.
respondent training resources
The following resources are available to assist administrative staff who are performing the role of Respondent within the UniForum@SFU program.
- Respondent Guide
A detailed guide outlining the Respondent role with step-by-step instructions.
Note, UniForum@SFU will only be using “perfect matching” (i.e., the position number matches) to pull-forward coding. For privacy reasons, we will not be using coding assistance. Please feel free to skip that section in the above guide.
Please note, this guide was created by Cubane Consulting. - UFAST Respondent video - downloads an mp4 video file
This video provides a short walkthrough of the workflow for Respondents.
Please note, this video was created by Cubane Consulting. - Further videos and guides are available on UFHelp here: What is my role as a Staff Respondent? Guide
Unsure which role you are performing? View the Participating Stakeholders definitions. If you are still unsure, please contact us.
Function Reviewer
The following resources are available to assist administrative staff who are performing the role of Function Reviewer within the UniForum@SFU program.
- Function Reviewer Guide
A detailed guide outlining the Function Reviewer role with screenshots of various reports.
Please note, this guide was created by Cubane Consulting. - Function Reviewer Training Document
Additional guidance on the Function Reviewer role with step-by-step instructions.
- UFAST Function Reviewer Video
This video provides a short walkthrough of the review process done in the collection reports within UFAST/UFAnalytics.
Please note, this video was created by Cubane Consulting. - Further videos and guides are available on UFHelp here: What is my role as a Function Reviewer? Guide
Unsure which role you are performing? View the Participating Stakeholders definitions. If you are still unsure, please contact us.
Below is a listing of all UniForum's activity codes. When the UFAST portal opens, this information is also available there.
- Activity Framework Summary
- Activity Framework Excel
- Activity Framework PDF marked with changes from prior year.
UniForum event video recordings
UniForum@SFU Optional Refresher/Training Event (held May 9, 2024)
- Event slides (pdf)
- Video Recording (stream in browser)
UniForum@SFU Primary Contact Training Event (held May 14, 2024)
- Event slides (pdf)
- Video Recording (stream in browser)
UNIFORUM@SFU RESPONDENT TRAINING AND LAUNCH EVENT (held May 16, 2024)
- Event slides (pdf)
- Video Recording (stream in browser)
Prior Year Recordings
2023 Collection Recordings
- UniForum@SFU Optional Refresher/Training Event (held June 1, 2023)
- Event slides (pdf)
- Video Recording (stream in browser)
- UniForum@SFU Primary Contact Training Event (held June 6, 2023)
- Event slides (pdf)
- Video Recording (stream in browser)
- UNIFORUM@SFU Respondent Training and Launch Event (held June 8, 2023)
- Event slides (pdf)
- Video Recording (stream in browser)
2022 Collection Recordings
- UniForum@SFU Optional Refresher/Training Event (held May 12, 2022)
- Event slides (pdf)
- Video Recording (download) (stream in browser)
- UniForum@SFU Primary Contact Training Event (held May 24, 2022)
- Event slides (pdf)
- Video Recording (stream in browser)
- UNIFORUM@SFU Respondent Training and Launch Event (held May 26, 2022)
- Event slides (pdf)
- Video Recording (stream in browser)