CC - OTu Account Process

Purpose

The purpose of this document is to outline the OTu account process.

Faculty

EIM partners with OTu to arrange free faculty accounts for our University Partners. This is tracked on the Course Counts & Code Management monday board.  

1. Curriculum Manager will request a University Partner point of contact (UP POC) for OTu 

2. Curriculum Coordinator will add contact information to the Course Counts & Code Management board 

3. UP POC will send Curriculum Coordinator faculty names and email addresses 

4. Curriculum Coordinator will add requests to the UP’s conversation bubble on the Course Counts & Code Management board

5. Curriculum Coordinator will send an EIM branded email to notify faculty their OTu account is coming 

6. Curriculum Coordinator will update UP’s conversation bubble on the Course Counts & Code Management board

7. Curriculum Coordinator will email Yolanda LeMonds (yolanda@clinicalpattern.com) to request free faculty account  

8. Yolanda LeMonds will “cc” Curriculum Coordinator on account email and/or follow up with an email when the task is complete 

Students

EIM partners with OTu to provide discounted student accounts for our University Partners. This is tracked on the Course Counts & Code Management board.

1. Curriculum Manager will request a University Partner point of contact (UP POC) for OTu 

2. Curriculum Coordinator will add POC information to the Course Counts & Code Management board

3. UP POC will send Curriculum Coordinator student names and email addresses 

4. Once the roster is received, the Curriculum Coordinator will upload it the Roster File for the UP on the Course Counts & Code Management board and change the P/O Roster Status to "Roster Received"

5. Curriculum Coordinator (notify Tammie to do this) will copy and paste OTu codes into the Roster File for the UP on the Course Counts & Code Management board

6. Curriculum Coordinator will send an EIM branded email to give students their code and log in information using Mail Merge
   

7. Once the emails have been sent, the Curriculum Coordinator will change the P/O Code Status to "Codes Issued"

EIM Team Members

CDD can request a free “faculty” account for our team members. This will allow them to reference the resource when working with University Partners.   

1. Curriculum Coordinator will email Yolanda LeMonds (yolanda@clinicalpattern.com) to request free a faculty account for team members 

2. Yolanda LeMonds will “cc” CC on account email and/or follow up with an email when the task is complete 

3. Curriculum Coordinator will add EIM team member requests on the CC Workflow board