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Annual Certification - Action Required


This article provides guidance on what to do when your annual certification requires further action. You will receive an error message when submitting your annual certification report if:

  • You have unsubmitted prior approval forms (Category I, Student Involvement, Exceed TH etc.)
  • A stock payment that has not been valued
  • No effort has been reported on an activity (warning only, does not prevent certification)

Unsubmitted Prior Approval Forms

An error message will appear on the "My Annual Certifications" tab when you have a form that needs to be submitted.  All prior approval forms must be submitted before you can complete your annual certification.

 

To fix the error: 

  1. Click the review link after the error message or select the My Activities and Forms tab.
  2. Locate the activity in your workspace that has the resubmitted form. Complete and submit the Category I form or delete the activity. Once this is complete you can submit your Annual Certification.

No Reported Earnings / Effort

If there are activities in your workspace with no earnings or hours reported, a message will appear in the Summary section of the "My Annual Certifications" area and at the bottom of your Annual Certification report. While adding effort is not required, it is recommended to include an activity note if you did not participate in the activity. This note helps reviewers and approvers understand why no effort was reported for that activity.


Pending Stock Valuation

All reported stock payments must be valued before you can submit your Annual Certification. If you attempt to submit your Annual Certification before the stock payment is valued, an error message will appear, including the name(s) of the Stock Evaluator(s) responsible for the valuation. You may contact the listed Stock Evaluator(s) to request processing of your stock payment, as they might require additional documentation from you. Once the stock payment is valued, you will be able to submit your Annual Certification.

Last Modified: 2020-08-27 10:01:34.74275-07