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New CBM001 Submission Process Victor Reyna Director, EDC July 16, 2019 1
New CBM001 Submission
ProcessVictor ReynaDirector, EDCJuly 16, 2019
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New CBM001 Submission Process
2Texas Higher Education Coordinating Board
The new process will consist of two components
• CBPass• EDC Submission Process – Web Application
New CBM001 Submission/Review Process
3Texas Higher Education Coordinating Board
What is CBPass?
THECB uses the CBPass security management system to provide user access to applications. You must register with CBPass to access these applications.
1. New UsersA. Register for a CBPass accountB. Request access to the “EDC Portal” application in CBPass
2. Current users who already have access to CBPass because they currently use another THECB application will only need to “Request” access to “EDC Portal”
CBPass
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Examples of current CBPass applications
CBPass
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Accessing the “EDC Portal”
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A link to the CBPass application will be forwarded with instructions when the pilot is completed
Accessing the “EDC Portal”
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Logging into CBPass will display the “CBPass Welcome” screen
EDC Portal Roles
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The EDC Portal will have three roles
Institutional Administrator
EDC User
Reviewer
NOTE: This portion of the application is still in development, there may be minor changes prior to going “LIVE”.
EDC Portal Roles
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Institutional AdministratorsA. Submit CBM reportsB. Review Edit reportsC. Approve/Remove other users at your institution as “EDC Users”
EDC UsersA. Submit CBM report(s)B. Review Edit report(s)
ReviewersA. Review Edit Report(s)
EDC Administrator Role
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Institutional Administrators
The institutional administrator will be the “gatekeeper” at the institution.
Only one staff member at each institution will be permitted to be assigned in the “Administrative” role.
Accessing the “EDC Portal”
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Logging into CBPass will display the “CBPass Welcome” screen
EDC Portal Home Screen
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Submitting a CBM File
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Submitting a CBM File
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Click the “Browse” command button
Submitting a CBM File
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Click the “Browse” command button
Submitting a CBM File
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Click the “Upload” command button
Submitting a CBM File
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“Uploading” Screen
Submitting a CBM File
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File Upload Complete Screen
Review Submissions
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Reviewing the Submission Status Screen
Reviewing Submission Status
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Apply appropriate filters and click the “Get Submission Status” command button
Reviewing Submission Status
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Click the “Report” link = Blue indicates file submitted and ready for review
Edit Report
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Each Section Can Be Collapsed
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Each Section Can Be Collapsed
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Edit Report Is Exportable to Excel
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Next Steps
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A pilot with two to three Public CTC’s and Universities' will occur (participants to be determined)Assuming no major issues are found,
• A memo will be sent notifying all institutions that the CBM001 will begin the new submission process with the Fall 2019 submission
• Instructions will be included to enroll/register for CBPass• Each institution will have to determine who will be the “Delegate” at
the institution
Projected Timeline
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“TENTATIVE” Timeline
