The instructions below explain how to successfully submit a new Professional Licensure/Certification form in the CIM system. If you want to edit an existing form, please follow the instructions for how to find and edit an existing Professional Licensure/Certification form.
To determine if a program requires submission of a Professional Licensure/Certification form, please review the Guidelines to Identify a Program as PLC Decision Tree.
Go to the CourseLeaf CIM Miscellaneous Request Management dashboard at: https://psu-next.courseleaf.com/miscadmin/.
Log in with your Penn State user ID and password.
A dialog box will appear requesting that you complete your login to CourseLeaf. Click the circle icon in the dialog box to proceed to the CourseLeaf CIM Miscellaneous Request Management dashboard.
Once logged in, you will see the CourseLeaf CIM Miscellaneous Request Management dashboard. Click the Propose New Miscellaneous button to open a new Professional Licensure/Certification submission form.
The miscellaneous form will open in a new browser window.
The CIM miscellaneous request form is used to submit both Professional Licensure/Certification and Professional Accreditation information for Penn State programs. The information submitted will be used to complete University reporting requirements for Professional Licensure/Certification and Professional Accreditation and to provide the necessary disclosures to students planning to pursue employment in a career that requires professional licensure/certification.
Before starting on a new Professional Licensure/Certification form, please read the following tips and guidelines to help you successfully navigate form features and requirements.
The CIM miscellaneous request form is a dynamic form that allows you to submit either Professional Licensure/Certification or Professional Accreditation information for your programs. The fields that appear on the form will change depending on your answers to certain questions. For example, if you select "Professional Licensure/Certification" for the Request Type, the form will populate with form fields pertaining to Professional Licensure/Certification. If you select "Accreditation" for the Request Type, the form will populate with form fields pertaining to accreditation of your programs.
Fields that are required are outlined in red. You cannot start workflow (i.e., begin the review and approval process) on your form until all required fields have been completed. You can, however, save changes to your incomplete form and return to complete and submit the form later.
Instructions for each question appear in italics above the question heading and field. Please read these instructions carefully before entering your information into the form.
You can save your changes to a form at any time by clicking the Save Changes button at the bottom of your screen. This will save all changes made but will not submit the form to the approval workflow process. Saving changes allows you to come back to your form and finish editing at a later date.
Clicking the Cancel button will close the form without saving any changes made.
Once your form is finished and ready to begin the review process, click the Start Workflow button to submit the form to the approval workflow process.
A separate Professional Licensure/Certification (PLC) form must be submitted for every individual major, minor, and certificate that leads to licensure/certification. For majors with no options, a separate Professional Licensure/Certification form must be completed for every unique LionPATH plan code. For majors with options, a separate Professional Licensure/Certification form must be submitted for each option leading to licensure/certification with a unique LionPATH plan or sub-plan code. A PLC form is not required for options that do not lead to licensure/certification.
The listing below displays all form fields for the Professional Licensure/Certification form as well as instructions on how to pre-populate your blank form with the PLC template or information from an existing PLC form.
When there are multiple programs that share the same licensure information in many of the form fields, pre-populating a new PLC form with information from a form that is already completed can quicken the data entry process.
The existing form you import to your new form will pre-populate all form fields with what is entered on the existing form. Where needed, that information can then be edited with your program's specific licensure information.
Examples of when using an existing PLC form to pre-populate your form may be helpful includes:
Note: You should only access an existing PLC form to pre-populate a brand new (blank) form. If you choose to pre-populate from an existing form on a form that you have already entered information into, all form field entries will be deleted and replaced with the information from the existing PLC form, even if you have completed some form fields.
In your new form, click the Propose New from Existing button.
From the dropdown menu, select the Title of the existing form you wish to copy. You can also begin typing the form title so the list automatically jumps to the correct form.
Next, click the Copy Misc button.
All form fields on your blank form will now populate with the chosen existing form responses.
Once the existing form has been copied to your new form, you can proceed to edit the form fields with your program-specific data following the Form Field Descriptions and Step-by-Step Walkthrough.
Note: It is important to change the Title of your form before saving or starting workflow so that your form does not get confused with the existing form you copied in the CIM system.
Note: To review and/or edit information for each listed state/territory, click the Pencil tool in the row of the State/Territory you wish to view and/or edit.
This will open the Licensure sub-form in a new window, displaying the state/territory form fields.
The information from the copied existing form will be pre-poulated in the form fields.
The automated approval process in CIM is called the workflow. Once you click the green Start Workflow Button, your PLC form will begin this approval process.
Once a PLC form is submitted to workflow, it will be made available to your college's Associate Dean (for Graduate or Undergraduate Education, depending on which program is submitted) for review and approval. The remaining workflow steps are administrative process steps to ensure University systems and publications are updated accordingly. As reviewers in each step approve the form it will move to the next step of the workflow. As the form moves to the next workflow step, the appropriate user(s) will be notified via an automated email that the PLC form is ready to be reviewed, edited, approved, or rejected.
You can log in to the CourseLeaf CIM Miscellaneous Request Management dashboard at any time to see where your PLC form is in the workflow process. Once you have located your form in the dashboard, the preview will include the full list of workflow steps the form must complete. The current workflow step for the form will be in bold orange text. Completed workflow steps will be in bold green text.
At any point in the approval process a reviewer might have questions about the form. If a form edit is required, you can be added as a workflow step so you can directly edit your form while it is in the workflow process.
A reviewer may also choose to rollback the form to a previous step in the workflow. In this case, the form will need to repeat the workflow steps from the point the form was rolled back to.
After approval from the Associate Dean, the PLC form will go to the Office of the University Registrar to add the necessary PLC data to your program in LionPATH. This will enable the system to provide disclosures to individual students as needed. Then, the PLC form will go to the appropriate University Bulletins editor to add the PLC statement and interactive map link to your program page in the Bulletins publication.
Once the PLC form has completed the approval process, the form submitter will receive an automated email message notifying you of the form approval.
Using the PLC data inputted into CIM, the University's Professional Licensure and Certification interactive map will be updated every year in July. In some circumstances, such as a change to a popular program, there will be an opportunity for an on-demand map refresh outside the normal update period. If you believe the data submitted via the PLC form in CIM should be incorporated into the map before July, please contact the Office of Planning, Assessment, and Institutional Research at opair@psu.edu.
