Electronic Certification of Credentials eCRF. What is an eCRF? eCRF is an electronic certification...
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Transcript of Electronic Certification of Credentials eCRF. What is an eCRF? eCRF is an electronic certification...
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 ContactsCollege 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
Query Name Description
GET_CR_DEGREES_NON_TERMINAL Returns all degrees marked as “required” but not marked as terminal
GET_CR_DEGREES_WITH_FOREIGNReturns 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)
Queries available to the public relating the the eCRF
Questions?
Creating an eCRFHands 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 Submityour 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?