1. Electronic Certification of Credentials eCRF

2. 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

3. 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

5. 24/7 workflow status

6. 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

7. eCRF Workflow

8. Synchronization with PSHR degree information

9. 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.

10. 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

11. New workflow

12. 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.

13. 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.

14. 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

15. Justifications Clearance method can be selected from the drop down per course The justification memo and course objective is integrated into the new eCRF

16. Justification and Course objective

17. Credentialing Contacts CollegeName College of Architecture and the ArtsAdam Drisin College of Arts and SciencesGisela Casines College of BusinessAnezka Martinez-Rios College of EducationDeborah Hasson/Alexis McKenny/Charmaine Defrancesco College of Engineering and Computing SciencesCesiah Leon College of LawDanilo Castillo College of MedicineGeorge Dambach College of Nursing and Health SciencesHelen Cornely Honors CollegeRosa Barredo School of Journalism and Mass CommunicationTeresa Ponte Robert Stemple School of Public HealthMark Williams School of Hospitality and Tourism ManagementRandall Upchurch University College - Dual EnrollmentSherilyn Lukas

18. The role of a credentialing liaison Mediator of a credentialing actions for the unit Confirm CRID has been included in the Initial Appointment Forms

19. Queries Query NameDescription 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_TRANSCRIPTReturns all degrees marked as “required” GET_CR_DEGREES_YEAR_AQUIREDReturns 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) Queries available to the public relating the the eCRF

20. Questions?

21. Creating an eCRF Hands on training

22. 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

23. Required fields Employee Type PID OR Full Name (PID is not available for new hires) Question #1 Question #2 Question #3

24. 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

25. 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

26. 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

27. Save or Submit your done creating a new eCRF

28. 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

29. Questions?