All existing and in progress Professional Accreditation forms can be viewed from the CourseLeaf CIM Miscellaneous Request Management dashboard. This dashboard is used to manage both Professional Accreditation and Professional Licensure/Certification forms for Penn State programs.
To search for a Professional Accreditation form, log in to the Miscellaneous Request Management dashboard.
The dashboard includes a search field as well as a form inventory table that lists all Professional Accreditation and Professional Licensure/Certification forms that have been entered into the CIM system.
The form inventory table includes six columns of information about each form listed. The table can be sorted by clicking on any column header.
The column headers refer to the following:
In the Search field, enter the appropriate search terms (using the guidance below) and click the green Search Button. The search results will appear below in the table.
There are several different ways to search for a Professional Accreditation form using the Search field. Keep in mind that the Search field does not function the same as a free-form Google search box. Instead, it is only searching on information presented in the following four columns in the form inventory table: Request Code, Title, Workflow, Status. An asterisk operates as a wildcard and can be used at any place within your search terms to stand in for missing information.
Since the Request Code is a unique numerical ID, entering that number in the Search field will return an exact match with the form assigned that number.
For example, entering 6 in the Search field will return the form assigned the Request Code of 6.
To search for the form Title, you can enter the Title name exactly how it was typed on the form with no asterisks.
For example, entering Accreditation: HH - CAHME will return any form with that exact Title name.
If you do not the exact form Title but know part of it (such as the accrediting agency acronym used), you can enter keywords plus asterisks.
For example, if you know the form title includes CAHME as the accrediting agency acronym, entering *CAHME* will return any form with that keyword in the Title.
Tip: The Search field is not case-sensitive so you can enter the keywords as upper or lowercase.
To search for forms at a particular step in the approval workflow, enter the workflow step name in the Search field.
For example, entering NR Accreditation Approver will return all forms currently sitting at the NR Accreditation Approver workflow step.
There are two ways to search for forms by Status. The first is to enter the status name (e.g., Added or Edited) in the Search field.
For example, entering Added will return all forms currently in Added status.
The second is to select the Status from the Quick Searches... dropdown menu.
To see the information entered on a Professional Accreditation form, log in to the Miscellaneous Request Management dashboard.
Once you locate the appropriate Professional Accreditation form in the form inventory table, select the form row in the table.
Below the table will be a preview panel of the currently selected Professional Accreditation form.
When you need to update the Professional Accreditation information on an existing form, you can edit the existing Professional Accreditation form instead of submitting a brand new form. To edit an existing Professional Accreditation form, log in to the Miscellaneous Request Management dashboard.
Once you select the appropriate Professional Accreditation form from the table and the preview panel appears below, click the green Edit Request Button that appears in the upper right-hand corner of the preview panel.
The Professional Accreditation form will open in a new browser window. If you have not previously edited the form, it will be populated with information from the last approval. If you already began editing the form, it will be populated with the information that was saved during the last edit.
A detailed description of all Professional Accreditation form fields can be found on the How to Submit a New Professional Accreditation Form User Guide.
CIM History provides a permanent record of the approved Professional Accreditation form from the last time it went through workflow. History displays the submitted accrediting agency/program information, approval path, workflow steps, comments, and red/green mark up. Only forms that have been completely approved will show up in history. History is view-only; it cannot be edited.
To view the history for a Professional Accreditation form, log in to the Miscellaneous Request Management dashboard.
Once you select the appropriate Professional Accreditation form from the table and the preview panel appears below, the available history for the form will appear along the right sidebar of the preview panel in the History Box. Each available history item is available by its date of approval in CIM.
Click on the date of the history you wish to review. The approved form from that date will open in a new window.
