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Client resources have been moved to Folderize, please visit the UCB Ombuds Admin Matter for the most updated resource.  

UC Berkeley Staff Ombuds Team Resources

This page contains resources for MWI’s UC Berkeley ombuds team members to serve visitors. Please do not share this page or the page password with others.

Scope of Visitors: MWI serves all UC Berkeley staff.

UC Berkeley has 13,695 potential visitors

  • Potential visitors include staff, non-senate academics, and other faculty.
  • 1,500 faculty also have access to the Faculty Ombuds.

Locations: CA (Pacific Time)

Resources for UC Berkeley Ombuds Team Members

Policies and Organizational Resources

Personnel Policies for Staff Members Abusive Conduct Policy Whistleblower Policy Employee Relations Policies List of Campus Offices and Servies
SV Resource Hub SVSH Staff Ombuds Website Performance Management Employee Assistance (incl. Wellness, Ergonomics, etc.)
Staff Omnbuds Website Berkeley Website Staff Ombuds Office History Employee Labor Relations Whistleblower Dept.
People & Culture/HR Office for the Prevention of Harassment and Discrimination (OPHD)

 

Ombuds Team Client Contacts

MWI Outsourced Ombuds Manual

This section is designed to provide the UC Berkeley ombuds team members with the tools and support needed to give UC Berkeley high-quality and responsive ombuds services. Please take the time to review and implement these tools and billing protocols.

Salesforce Training Videos

This section contains videos on how to use the Ombuds Tracker, Salesforce, to create a matter, close a matter, add billable time, find visitor information and more.

Ombuds Expectations

This section of MWI’s Outsourced Ombuds Manual provides ombuds team members with an overview of the standards and commitments that MWI has promised to MWI’s ombuds clients.

Billing & Invoicing

This section explains billable vs. nonbillable work as well as logging your time in Salesforce. You can learn more here.

Setting Up & Getting Started

This section of the outsourced ombuds manual provides information and instructions regarding activities that must be completed before starting work with MWI’s clients. Each section requires an action for you to take to prepare for working with visitors. Click on each link to learn more about resources on MWI Website using Email, Calendly, Zoom, Google Voice, Chatter, and MWI’s Ombuds Tracker.

Managing Visitors & Matters

Learn more about Creating Matters & Visitors, Creating & Managing Tasks, Other Features in Matters & Visitors, When and How to Close a Matter, Viewing Reports, Viewing & Editing a Matter, and Visitor Record and visitor resources. To view the entire section, click here.

Updating Visitor Record with stored demographic data (Potential Visitors)

All potential visitors’ contact and demographic information for the client are stored in Salesforce. This allows you to update (or pull in) a Visitor record with accurate and complete demographic information. Here you can learn to Update an Existing Visitor or Create a New Matter & Visitor

A Practical Guide To Organizational Ombuds

Questions?

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