1. Sign into the PLMS and select the External Credit Request tab located at the top of the screen.

 

  2. Select New Request to create a new credit request.

 

  3. Select the appropriate Approval Type for your request. 

• Reimbursement Approval Types Include: 
• Professional Development Reimbursement: Course 
• Professional Development Reimbursement: Conference 

  4. Complete the credit request form, noting that all fields marked with an asterisk are required.

 

Then click Submit for Pre-Approval.                        

 

 

6. The Professional Development department will review and Pre-Approve or Deny your request. You will receive an email notification when this occurs. If your application is denied, you can revise and resubmit your request depending on the reason given for the denial. See the Revise a Denied Request tab for the steps to revise and resubmit a request.

Note: If you want to save your reimbursement request to complete at another time, select Close. When you are ready to finish your request, return to the External Credit Request tab and select the reimbursement request to resume editing. 

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Once the request is sent, the status will depend on its current approval state.

Statuses include:

• Request Not Submitted: The request has gained pre-approval. It will remain in this status until the course or conference is complete and all reimbursement documentation has been submitted.
• Pending Pre-Approval: The request is in the process of gaining approval from the Professional Development department.
• Pending Credit Approval: The request has been pre-approved and reimbursement documents have been submitted. The request is ready to be reviewed for reimbursement processing.
• Denied: The request has been denied. See the approver's notes for more information on the denial.
• Approved: The request has been approved. Points will show on your transcript and reimbursement funds will be awarded.

1. When you have finished the course or conference, return to your original External Credit Request in the PLMS to upload all required documentation. It will be under the Pending/Denied Requests tab. Reimbursement funds and points cannot be awarded until this step is complete.

2. Upload all required documentation.

• Course Reimbursement
  • General Expense Form
    • Make a copy before completing
  • Official Transcript
    • Accounting will process your reimbursement with an unofficial transcript, but an official transcript is required to receive PD points
  • Proof of Payment

 

• Conference Reimbursement
  • General Expense Form
    • Make a copy before completing
  • Proof of Attendance
  • Proof of Conference Payment and Additional Expenses
    • All receipts must be itemized
  • Mileage (if applicable)
    • Please include screenshot from Google Maps showing starting and ending location and miles travelled 

 

Then click Submit for Credit Approval.

 

3. Your submission will be reviewed and, if approved, submitted to Accounting for processing according to this schedule. Accounting issues reimbursements on the second paycheck of every month. You will receive an Approval Notification via email that will include the date you should receive your reimbursement. 

Once you receive the Approval Notification, your request will have an approved status and be under the Approved tab. Additionally, PD points will appear on your transcript.  

 

Revise a Denied Request

1. Sign into the PLMS and select the External Credit Request tab.
2. Your request can be found under the Pending/Denied Requests tab.
3. Click the Credit Request Event Title or select the action menu and select View.

 

   4. Review the reasons for the request denial under History. This can be found on the right-hand side of the page.

   5. Make any necessary edits and changes. Then click Re-Submit For Credit Approval.

 

   6. The request will once again appear as pending.