ccrs batch claim - pmi · the ccrs batch claim feature allows providers of credential maintenance...
TRANSCRIPT
CCRS BatIT.2011-01©2011 Pro
ch Claims Prov15.1 21 July oject Managem
vider User Gui2011
ment Institute, In
ide
nc. All rights rreserved.
CCRS BPr
Batch rovider
ClaimUser Gu
IT.2011-021 July
1
ms uide
015.1 2011
CCRS Batch Claims Provider User Guide 2 IT.2011-015.1 21 July 2011 ©2011 Project Management Institute, Inc. All rights reserved.
Table of Contents Table of Contents ................................................................................ 2
Introduction to CCRS Batch Claims .................................................... 3
Audience and Prerequisites ................................................................................................. 3
Frequently Asked Questions ............................................................................................... 3
How to Access CCRS ......................................................................................................... 4
Revision History ................................................................................................................. 4
How to Submit Batch Claims ............................................................... 5
Create a New Batch Claim .................................................................................................. 5
Step 1: Select the Category, Activity and Event ................................................................. 6
Step 2: Select Start and End Dates, Assign PDUs .............................................................. 7
Step 3: Upload Activity Participants ................................................................................... 8
Sample .CSV File.......................................................................................................... 9
Browse and Upload File................................................................................................ 9
Confirm Attendee Roster and Submit the Batch ............................................................... 10
View your Batch PDU Claims Queue .............................................................................. 13
Tips and Troubleshooting .................................................................. 14
.CSV File Import Preparation Tips ................................................................................... 14
Batch Upload Errors ......................................................................................................... 14
.CSV File Errors.......................................................................................................... 14
Credential Holder Database Match Errors .................................................................. 15
Frequently Asked Questions about Errors ........................................................................ 15
Provider User Guide ......................................................................................................... 16
How to Contact PMI Customer Care ................................................................................ 17
CCRS Batch Claims Provider User Guide 3 IT.2011-015.1 21 July 2011 ©2011 Project Management Institute, Inc. All rights reserved.
Introduction to CCRS Batch Claims PMI credential holders use the Continuing Certification Requirements System (CCRS) to report Professional Development Unit (PDU) claims online. The CCRS batch claim feature allows providers of credential maintenance activities (Registered Education Providers or R.E.P.s and Components) to add value and convenience to the credential maintenance experience.
Audience and Prerequisites This quick reference guide applies to all PMI providers (Registered Education Providers or R.E.P.s) and internal PMI Global Operations Center (GOC) staff who support CCRS.
Frequently Asked Questions What is the CCRS Batch Claims Enhancement?
The CCRS batch claims enhancement is a business capability that allows PMI Registered Education Providers (R.E.P.s), chapter leaders and volunteer leaders to upload professional development unit (PDU) claims in groups or batches.
Who can use the CCRS Batch Claim Feature?
CCRS users with provider permissions can use the batch claims feature to submit multiple claims quickly CCRS. For example, an R.E.P. can now upload PDU claims for all credential holders attending an event in a batch instead of searching for each credential holder and submitting the claim individually.
Will credential holders see the option to upload batch claims?
No, credential holders will not see the batch claim feature in CCRS. Only CCRS users with provider permissions will see this new feature.
If a credential holder is part of a batch claim, when should he or she expect PDU claims appear to on the transcript?
PMI CCR processing has a three-business day turnaround time to approve batch claims. PDUs will appear on a credential holder’s transcript when the PMI CCR team approves the batch. While all credential holders included in the batch will receive notification at the same time, each will receive an individual notification.
Are there any limits to the PDU categories that can be claimed in batches?
Only PDU categories A, A1 and B can use the batch claim feature at this time. Category E (item writing PDU claims) cannot use the batch claim feature at this time.
Can a provider upload claims from a spreadsheet?
Yes, the batch claim feature can accept claims in comma separated value (.CSV) file format. PMI recommends first saving the claim spreadsheet in .CSV file format and then importing the .CSV file to CCRS.
CCRS BatIT.2011-01©2011 Pro
How You musclaims op
RevisThis userThe chan
Action
Creation
Revision
ch Claims Prov15.1 21 July oject Managem
to Accest log into CCptions for pr
sion Hisr guide will rnge log descr
DocumeNumber
n IT.2011-0
n IT.2011-0
vider User Gui2011
ment Institute, In
ess CCCRS as a proroviders.
Figure 1:
story receive updaribes new to
ent Effe
015.0 02 J
015.1 20 J
ide
nc. All rights r
CRS ovider befor
: Locate Bat
ates as often pics and oth
ective Date
June 2011
July 2011
reserved.
e creating a
tch Claim F
as necessaryher changes:
e Author
Derek S
Derek S
new batch c
Feature in C
y to reflect C
D
Scott Inu
Scott Roc
claim. There
CCRS
CCRS batch
Description
nitial publicuser guide.
Revised useon 16 July 2changes.
are two batc
claim chang
n
ation of this
er guide ba2011 releas
4
ch
ges.
s
sed e
CCRS BatIT.2011-01©2011 Pro
HowThis sectbatch cla
Creat Locate ththis link t AdditionNew Bat
ch Claims Prov15.1 21 July oject Managem
w to Stion describeaims, provide
te a New
he Submit ato begin you
nally, a list oftch PDU Cla
vider User Gui2011
ment Institute, In
Submes the steps ters can also
w Batc
Batch Claiur new claim
f your claimaim to conti
F
ide
nc. All rights r
it Batthat providersubmit indiv
h Claim
m link in them.
ms displays innue.
Figure 2: Sta
reserved.
tch Clrs must follovidual claims
m
e navigation
n the Batch P
art the Batc
laimsow to processs.
n options at t
PDU Claim
ch Claim
s s batch claim
the left of the
ms Queue. Cl
ms. In additio
e screen. Cli
lick Create
5
on to
ick
a
CCRS BatIT.2011-01©2011 Pro
Step Select theand clickthis timeclaims.
Type theclaim. Se
ch Claims Prov15.1 21 July oject Managem
1: Sele
e PDU Catek Next to con. Only PMI
specific Acelect the Act
vider User Gui2011
ment Institute, In
ect the C
egory and Antinue. Onlystaff membe
Fig
tivity numbtivity # to ad
ide
nc. All rights r
Catego
ctivity Typey PDU categoers acting as
gure 3: Sele
ber or Actividd it to the cl
reserved.
ory, Act
e for the batcories A, A1 CCRS Adm
ect the PDU
ity name to laim and clic
tivity an
ch claim froand B can u
ministrators m
U Category
search for thck Next to c
nd Even
m the drop-duse the batch may submit c
he activity aontinue.
nt
down choiceclaim featur
category B P
and add it to
6
e lists re at PDU
the
CCRS BatIT.2011-01©2011 Pro
Step Use the cdisplay, reach credeach cred
ch Claims Prov15.1 21 July oject Managem
2: Sele
calendar widreview themdential or cerdential or cer
vider User Gui2011
ment Institute, In
ect Star
dgets to selecm to ensure ac
rtification. Brtification. C
ide
nc. All rights r
Figure 4: S
rt and E
ct the start anccuracy. If n
Business ruleClick Next to
reserved.
Select the A
End Dat
nd end datesno PDU values in CCRS wo continue y
Activity
tes, Ass
s for the batcues display, twill alert yoour batch cla
sign PD
ch claim. If Ptype the valuu to PDU vaaim submiss
DUs
PDU values ues that applalue limits fosion.
7
ly to or
CCRS BatIT.2011-01©2011 Pro
Step There are
1. U2. U
cr
ch Claims Prov15.1 21 July oject Managem
3: Uplo
e two option
Use the UploUse Search oredential hol
vider User Gui2011
ment Institute, In
Figu
oad Act
ns to upload t
ad button toour Databaslders and add
ide
nc. All rights r
ure 5: Activ
tivity Pa
the activity p
o upload a base to submit ding each to
reserved.
vity Start an
articipa
participants
atch claim frindividual c
o a batch.
nd End Date
ants
for your bat
rom a spreadclaims by sea
e
tch claim:
dsheet. arching for iindividual
8
CCRS BatIT.2011-01©2011 Pro
Sampl
Click Doupload. Y
Brows
Click Br
ch Claims Prov15.1 21 July oject Managem
e .CSV F
ownload to vYou must de
e and Up
owse to sele
vider User Gui2011
ment Institute, In
Figu
ile
view a sampllete the head
pload File
ect your batc
Figure 7:
ide
nc. All rights r
ure 6: Uploa
le .CSV file der row of th
e
ch file, and th
: Sample Fil
reserved.
ad Activity P
that you canhe .CSV file
hen click Up
le and Batch
Participants
n use to entebefore uplo
pload to perf
h Upload O
s
er claim dataoading the ba
form the bat
Option
a for the batcatch.
tch upload.
9
ch
CCRS BatIT.2011-01©2011 Pro
ConfThe Atteon screenUpload ecan also r
The Conyour batcprocess ythe future
ch Claims Prov15.1 21 July oject Managem
irm Attendee Rosten when yourerrors will diremove indi
nfirmation ach and attestyour batch. Ye.
vider User Gui2011
ment Institute, In
endee r, a list of th
r upload is coisplay with thvidual crede
Figu
and Submiss that the info
You can also
ide
nc. All rights r
Roster he credentialomplete. Revhe option to
ential holder
ure 8: Batch
sion screen dormation youo Save Progr
reserved.
and Sul holders fromview the Attmanually ad
s from the b
h Claim Ro
displays. Revu are submitress to retur
ubmit tm your batchtendee Rostdd credentiaatch before p
ster Details
view the cretting is corrern later and a
he Batch claim spreter to ensureal holders to processing t
s
edential holdect. Next, cliadd to the ba
ch eadsheet, dispe it is compleyour back. Y
the remainde
ders includedick Submit tatch or subm
10
plays ete. You er.
d in to
mit in
CCRS BatIT.2011-01©2011 Pro
A succesReturn tcomplete
ch Claims Prov15.1 21 July oject Managem
ss message dto Queue to e.
vider User Gui2011
ment Institute, In
Figu
displays oncereturn to yo
ide
nc. All rights r
ure 9: Conf
e submissionour batch clai
reserved.
firm and Su
n of your batims queue (F
ubmit Batch
tch is compleFigure 11) o
h
ete (Figure 1once your sub
10). Click bmission is
11
CCRS BatIT.2011-01©2011 Pro
Figure
ch Claims Prov15.1 21 July oject Managem
e 10: Batch
Figure
vider User Gui2011
ment Institute, In
Submission
11: Return
ide
nc. All rights r
n Success M
to Batch C
reserved.
Message and
laims Queu
Summary R
ue after Sub
Report Dow
bmitting Cla
wnload Opti
aim.
12
ion
CCRS BatIT.2011-01©2011 Pro
View Use the Bto return status of
ch Claims Prov15.1 21 July oject Managem
your BBatch PDU to saved clasubmitted an
vider User Gui2011
ment Institute, In
Batch PClaims Que
aims that reqnd in-proces
Figure 1
ide
nc. All rights r
DU Claeue option to
quire edits. Yss claims fro
12: PDU Cla
reserved.
aims Quo view a list
You can also,m the queue
aims Queue
ueue of all submi
, create a newe.
e showing St
itted claims.w batch clai
tatus
. Use this opim and check
13
ption k the
CCRS BatIT.2011-01©2011 Pro
TipsThis sect
.CSV You mussample fifrom inte
BatchHere are process:
.CSV F
The error.TXT for
ch Claims Prov15.1 21 July oject Managem
s and tion describe
File Imst delete the hile to create erpreting the
h Uploaexamples of
File Errors
r message inrmat. If you r
F
vider User Gui2011
ment Institute, In
Troues batch claim
mport Pheading rowyour upload headings as
Figure 1
ad Errof three possi
s
n Figure 14 dreceive this
Figure 14: E
ide
nc. All rights r
bleshms process t
reparatw from the Cd. This prepas data and ca
13: How to E
ors ble errors th
displays if yoerror, check
Error is the
reserved.
hootintips and troub
tion TipSV file prior
aration step pausing an err
Exit from a
hat you migh
ou attempt tok the file type
e wrong type
ng ubleshooting
ps r to uploadinprevents the ror.
Course Mo
ht encounter
o upload a fie and try aga
e of file is u
information
ng if you arebatch claim
odule
during the b
ile that is noain.
uploaded
n.
e using the import proc
batch upload
t in .CSV or
14
cess
d
r
CCRS BatIT.2011-01©2011 Pro
The errorbefore thcorrect th
Creden
This errodatabase remaindeabout Er
FrequHere are processin
If a credupload w
Ycr
If a provcontact?
Tcop
ch Claims Prov15.1 21 July oject Managem
r message inhe claim datahis error, rem
ntial Hold
or message drecords. Un
er of the batcrrors, for in
Fi
uently Asome freque
ng batch clai
dential holdewithout this r
Yes, if there isredential ho
vider cannot
The provider ontact PMI Crocessed. W
vider User Gui2011
ment Institute, In
n Figure 15 da. The uploadmove the hea
Fig
der Datab
displays if a cnless you selech can be proformation on
igure 16: Er
Asked Qently asked qims in CCRS
er cannot be record?
s a problem lder claims a
add a crede
should contCustomer Ca
While the batc
ide
nc. All rights r
displays if yod utility interading row, sa
gure 15: Per
base Matc
credential hoect to add thocessed. Refn how to res
rror if uploa
Questioquestions thaS.
added to a b
processing and continue
ential holder
tact the credeare to investch feature al
reserved.
ou upload a rprets the heave the .CSV
rson ID Erro
ch Errors
older includehis record bacfer to the nexspond to this
ad does not
ons aboat relate to e
batch claim,
a batch, the e processing
r to a batch c
dential holdertigate the reallows provid
file with a heading row aV file, and tr
or Message
s
ed in the batck to the batxt section, F error messa
match PMI
out Errerrors that yo
, can the pro
provider cag the batch.
claim, whom
r. The credeason why his
ders to add va
heading row as batch claimry the upload
tch does not tch, it will be
Frequently Aage.
I database
rors ou might enc
ovider comp
an remove in
m should tha
ential holders or her claialue and con
that displaysm values. Tod a second ti
match PMI e left out, anAsked Ques
counter when
plete the batc
ndividual
at provider
r must then im could notnvenience to
15
s o ime.
nd the tions
n
ch
t be o the
CCRS BatIT.2011-01©2011 Pro
crre
ProviRefer to tdisplays
ch Claims Prov15.1 21 July oject Managem
redential maesponsibility
ider Usthe Providerto users who
vider User Gui2011
ment Institute, In
aintenance exy to claim PD
ser Guidr User Guideo have the Pr
ide
nc. All rights r
experience, itDUS and ma
de e for additionrovider role
reserved.
t does not chaintain his or
nal CCRS ho– it does not
hange the crr her creden
ow-to instrut display to c
redential holntial.
uctions. This credential ho
lder’s
user guide oolders.
16
only
CCRS BatIT.2011-01©2011 Pro
How Contact PCustome
ch Claims Prov15.1 21 July oject Managem
to ConPMI Customr Care servic
vider User Gui2011
ment Institute, In
tact PMmer Care if yo
ce center res
ide
nc. All rights r
MI Custou have anysponsible for
reserved.
omer Cy questions abr your geogr
Care bout CCRS
raphic regionBatch Claim
n.
ms. Contact t
17
the