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?