ECRT_DUHS.pdf

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ECRT Effort Reporting Guide
ECRT
Effort Certification and Reporting
Technology
Effort Supporting DUHS (ES-DUHS)
Guide for Effort Coordinators
Revised: 1/26/2010 2:36 PM
Revised: 1/26/2010 2:36 PM
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ECRT Effort Reporting Guide
ECRT Guide
Table of Contents
Introduction to ECRT ................................................................................................ 3
To access ECRT via Duke@WORK:....................................................................... 3
To allow Pop-up Windows from the DUKE@Work Website (via Internet Explorer): 6
To exit ECRT and Logout: ....................................................................................... 7
Overview of Effort Supporting Duke University Health System (ES-DUHS) ........ 8
General Introduction of ES-DUHS in ECRT: ........................................................... 8
Overview of the ES-DUHS Process in ECRT: ......................................................... 8
Quarterly Certification .......................................................................................... 8
Logic Checks ....................................................................................................... 9
Annual Effort Certification .................................................................................. 11
Steps done by Faculty for the ES-DUHS quarterly certification:............................ 12
Processing the ES-DUHS Card .............................................................................. 17
To pre-fill the ES-DUHS effort card for your Faculty:............................................. 17
To process the ES-DUHS quarterly confirmation: ................................................. 22
To process the ES-DUHS annual confirmation: .................................................... 27
Reviewing ECRT Reports for ES-DUHS ................................................................ 33
To access the ECRT reports via IQ Tool in the ECRT Home Page:...................... 33
To review the Medicare Hours Validation Quarterly Report:.................................. 35
To review the Medicare Hours Validation Yearly Report: ...................................... 38
To review the Medicare Incomplete Data Report: ................................................. 41
Revised: 1/26/2010 2:36 PM
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ECRT Effort Reporting Guide
Introduction to ECRT
0B
The Effort Certification and Reporting Technology tool, known as
ECRT, is used at Duke University to certify, approve, and track/report the
effort exerted by Faculty and Monthly Staff that meet the criteria of a
“Certifier”. This tool is used by the Certifier to certify where their time is
spent. This tool is also used by Effort Coordinators to track and approve
the effort certification for their responsible areas.
To access ECRT via Duke@WORK:
4BU
1.
Open a web browser and log into the Duke@WORK website at the
following URL: http://work.duke.edu
Note:
Do NOT type www. at the beginning of the URL.
2
2.
On the Duke University NetID Services screen, enter your NetID
and Password, and click on the Enter button.
3.
Wait for the screen stating that you are being redirected to the
website .
4.
If your browser pops up a security dialog box, click on the “ Yes ”
button.
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ECRT Effort Reporting Guide
Introduction (cont.)
On the Duke@WORK web portal screen:
5
5.
Click on the ECRT tab to open the ECRT tool in the window below.
6.
If your browser pops up a security dialog box, click on the “ Yes ”
button.
7
7.
On the Welcome to ECRT screen, click on the Continue button.
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ECRT Effort Reporting Guide
Introduction (cont.)
On the ECRT Home Page screen:
8
10
9
8.
Notice the navigation tabs across the top of the screen (which
match the navigation options on the wheel outlined in next step).
9.
Notice the The Effort Lifecycle “wheel” in the center of the screen
with lists of the various options available for each section.
Note:
The options listed are based on your security
roles assigned in ECRT. Therefore, only the
options available for the roles assigned will
display.
10.
Notice the links provided on the left navigation pane (navy) to
provide assistance if needed.
11.
Refer to the rest of the Guide for how to perform functions from this
screen (this screen will be the starting point for all other steps).
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