Electronic Certification of

CredentialseCRF

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 statusOne form for all instructor types (GTA, Faculty,

ADJ, etc.)Synchronization with PSHR degree informationPrequalification PageAutomatic link to AcadOrg for course schedulingAutomatic approval notificationsWork 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 notificationsEmail 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 approversAll 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

JustificationsClearance 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 DrisinCollege of Arts and Sciences Gisela CasinesCollege 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 CastilloCollege of Medicine George DambachCollege of Nursing and Health Sciences Helen CornelyHonors College Rosa BarredoSchool of Journalism and Mass Communication Teresa PonteRobert Stemple School of Public Health Mark Williams

School of Hospitality and Tourism Management Randall UpchurchUniversity 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_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)

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 fieldsEmployee TypePID OR Full Name (PID is not available for new

hires)Question #1Question #2Question #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 eCRFNavigation 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?