Transcript Electronic Certification of Credentials

Electronic
Certification of Credentials
eCRF
What is an eCRF?
 eCRF is an electronic certification of credentials form
for verification of faculty credentials.
 The eCRF is required for all Faculty or instructor who
will be assigned as the PI of a course.
 The eCRF will be available 24/7 on PantherSoft Campus
Solutions
 Eliminates the need to request primary instructors to be
added to the instructor advisor table.
PI = Primary Instructor
Benefits of the eCRF
 24/7 workflow status
 One form for all instructor types (GTA, Faculty, ADJ,
etc.)
 Synchronization with PSHR degree information
 Prequalification Page
 Automatic link to AcadOrg for course scheduling
 Automatic approval notifications
 Work List
24/7 workflow status
One form for all instructor types
(GTA, Faculty, ADJ, etc.)
 Credentialing for Primary
instructors will be done
using the eCRF
 Including GTA’s
 Credentialing not required
for secondary instructors
 Any teaching overloads will
be classified as adjuncts for
the purposes of the eCRF
eCRF Workflow
Synchronization with PSHR degree
information
Prequalification page
 Search By PID - all currently
existing data based on degree in
the PSHR person profile or
previously approved credentials
will populate.
 Search By Degree earned (Both
degree type and degree CIP
MUST be entered) - all approved
courses will populate.
 Search By Course (Both subject
and catalog number MUST be
entered) - Will return all
possible degrees that will clear
to teach the specified course.
Automatic link to AcadOrg for
course scheduling
 Any new hire or faculty with an approved eCRF will be
automatically added to the instructor advisor table
according to the approved courses from the eCRF.
 Secondary Instructors will continue the current process
of requesting linkage to OCM
New workflow
Automatic approval notifications
 Email notification to approver of pending eCRF through
workflow.
 Approved email confirmation sent to
Initiator/Chair/Dean
 Approved with changes email notification to
Initiator/Chair/Dean
 Pushback or Denied email notification sent to
Initiator/Chair/Dean
 Cancelled form notification sent to creator and current
user.
Work List for approvers
All pending eCRF forms will be available in the Worklist for
Chair role, Dean role and Academic Affairs role.
Once eCRF is approved the link will be automatically be
removed from the Worklist.
How the eCRF affects initiators
 CV and supporting documentation must be attached to
eCRF
 Foreign transcripts and evaluations can be attached but
not transcripts due to sensitive information
 CRID is now required on the Initial Appointment Forms
to confirm credentialing for all new hires
Justifications
 Clearance method can be selected from the drop down per
course
 The justification memo and course objective is integrated
into the new eCRF
Justification and Course objective
Credentialing Contacts
College
Name
College of Architecture and the Arts
Adam Drisin
College of Arts and Sciences
Gisela Casines
College of Business
Anezka Martinez-Rios
College of Education
Deborah Hasson/Alexis McKenny/Charmaine Defrancesco
College of Engineering and Computing Sciences
Cesiah Leon
College of Law
Danilo Castillo
College of Medicine
George Dambach
College of Nursing and Health Sciences
Helen Cornely
Honors College
Rosa Barredo
School of Journalism and Mass Communication
Teresa Ponte
Robert Stemple School of Public Health
Mark Williams
School of Hospitality and Tourism Management
Randall Upchurch
University College - Dual Enrollment
Sherilyn Lukas
The role of a credentialing liaison
 Mediator of a credentialing actions for the unit
 Confirm CRID has been included in the Initial
Appointment Forms
Queries
 Queries available to the public relating the the eCRF
Query Name
Description
GET_CR_DEGREES_NON_TERMINAL
Returns all degrees marked as “required” but not marked as
terminal
GET_CR_DEGREES_WITH_FOREIGN
Returns all degrees marked as “required” with foreign
institutions
GET_CR_DEGREES_WITH_TRANSCRIPT
Returns all degrees marked as “required”
GET_CR_DEGREES_YEAR_AQUIRED
Returns all degrees with year acquired >= current date
GET_CR_EXPIRED_CRSES_FA_ADJ
Returns all courses for Credentialed instructors as faculty or
adjunct that have expired.(is 7 years after the effective date
for Faculty and 5 years from the effective date for adjuncts)
Questions?
Creating an eCRF
Hands on training
Creating an eCRF
 Preferred Internet Browser: Internet Explorer or Firefox.
 Navigation from PS Campus Solutions:
FIU Custom > Student Records > Use > Credentialing Process >
Credentialing & Cert. Form > Add a New Value
 Department selected is based on who has the
credentialing responsibility
Required fields
 Employee Type
 PID OR Full Name (PID is not available for new hires)
 Question #1
 Question #2
 Question #3
Copy existing degree details
 If any degree is available in the PSHR Person Profile page, the
information will populate
 New Hires will not have degree information in the PSHR
Person Profile page
Entering Degree Details
 Highest degree should be entered first
 Degree CIP = 6 digit code representing the
Discipline/Major/Degree plan
 To search for a degree CIP use the magnifying glass
 Institution name will be populated once school code is selected
 Foreign Transcripts will require the evaluation request date
 Terminal Degree will be flagged automatically
Proposed course assignment
 Select one of the following choices:
1. Entire departments by using the AcadOrg,
2. All courses with the same prefix by adding the Subject Area or
3. Specific courses by entering both Subject and Course Catalog Nbr
 Use the “+” sign to enter multiple entries.
 If the course auto-clears you will see a Verified check on
the right
Save or Submit
your done creating a new eCRF
Status of eCRF
Navigation from PS Campus Solutions:
FIU Custom > Student Records > Use > Credentialing Process >
Credentialing & Cert. Form > Add a New Value
Search Saved or Submitted eCRF on the search
Questions?