141477 CERT-CCMS User Guide.indd
Contents
1. After creating your account you must re authenticate your demographic informa tion before moving on Landing Page Once you have logged in you will be directed to the home screen also known as the Landing Page which serves as your home page with a snapshot of your demographics and certification program status information The IIA will occa sionally place important messages or alerts at the page s bottom a y Home Joseph Smith 1234567 Internal Auditors Joseph Smith 1234567 1234 State Ave ytown ST 01234 Am UNITED STATES 123 456 7890 smith14Bnet com Member No Status Effective Privileged Expiration Visit www theiia org certification for more information PAY Left Navigation Menu The left navigation menu is used to access various areas of your record Logout Signs you out of the CCMS application Home Brings you to the landing page E A Personal Information Displays current demographic information The Institute of Update Personal Info Allows you to edit demographic information Internal Auditors m History Allows you to see various actions on record over time ogo Order History Shows the history of items purchased through CCMS Home Change Password Allows candidates to change and update password Personal informo Update Personal info New Incident Allows candidates to create support tickets History Order His2. Certification Document Acceptable formats are pdf and tit Certification Type Please Select E Document Type Please Select E Submit Submit amp Add New 8 CIA Certificaton 2013 Transition Help GICGAP Certification BCFSA Certification Possible Error Messages Expand All WCCSA Certification 3 Document is required The information provided is not valid What do do if cannot remember my CustomeriCandidate ID number 8 Acceptable formats y Provided Certification Document type is incorrect Please contact administrator Certified individuals and certification candidates must use the Document Upload Portal to transfer forms and other necessary information to The Global Certi fications Department This may include but is not limited to Proof of education forms and other supporting documentation diplomas transcripts etc Character reference forms Experience Verification Forms and other supporting documentation You can access the Document Upload Portal go to https global theiia org certification new Pages Certification Document Upload Portal aspx If you need assistance to access The 5 website go to hitps global theiia org certification Public 20Documents IIA 20Website 20Activation 20 and 20Password 20Reset 20Instructions paf P Y Global Headquarters T 1 407 937 1111 4 247 Maitland Avenue 1 407 937 1101 The Insti
3. Joseph 1234567 Registrations 200 00 USD Pending 06 06 2013 5398226111 Smith Joseph 1234567 Applications 100 00 USD New 07 02 2013 5503484603 Smith Joseph 1234567 0 00 USD Complete Records 1 5 of 5 Proprietary amp Confidentia All Rights Reserved Complete a Form New Incident Candidates can log a support ticket or incident using the New Incident link from the left side menu Incidents can be used for m Name Changes Technical System Issues Questions or Concerns Clicking New Incident will bring you to this screen New Incident Joseph Smith 1234567 The Institute of Internal Auditors Opened Fri Feb 14 11 20 37 CST 2014 Summary Description Status Opened Category Uncategorized Source Web Response Email Y Create Incident Detail Visit www theiia org certification for more information nA Visit www theiia org certification for more information Summary Provide a brief description of the issue Description Describe the issue in full detail Please include any error mes sages you may have received if any and all supporting information Category It is very important to select the correct category because this is how we track issues and identify trends to resolve common ssues Incidents are processed on a first come first served basis Certification Progress Candidates can see their progress displayed in their record by accessing the
4. certification progress link The Status column indicates where a candidate is within an individual program ry Certification Progress Joseph Smith 1234567 The Institute of Internal Auditors Certification in Risk Management Assurance CRMA Certified Government Auditing Professional CGAP Exam Eligibility CCSA Exam Eligibil ibi CIA Part 2 Exam Eligibility CIA Part 3 Exam Eligibility CIA Part 4 Exam Eligibility CIA Part 4 Recognition Credit Exam Eligibility CIA Part 1 3 Part Exam Eligibilty CIA Part 2 3 Part Exam Eligibility CIA Part 3 3 Part Exam Eligibility To see your certification progress Click on the certification name Select History e This displays progress over time Select Requirements e This displays what requirements have been completed in a blue box Requirements still needed are displayed in a box with both blue and white indicators Candidate Progress Test Joseph Smith 1234567 Your Current status is Approved since 01 02 14 The total certificants in this program is 52 366 The number of certificates granted to date is 129 333 Status This illustration indicates the supporting documentation requirement has been been completed as the box is filled in blue The exams not yet completed are indicated by empty white checkboxes If you click on the drop down arrow next to Supporting Documents it will show exactly what documents are missing Comple
5. 5 2013 Status Events Eligible issued in CIA Part 3 Exam Eligibility Jun 5 2013 Jun 5 2013 Status Events Eligible issued in CIA Part 3 3 Part Exam Eligibility Jun 5 2013 Jun 5 2013 Status Events Eligible issued in CIA Part 1 3 Part Exam Eligibility Jun 5 2013 Jun 5 2013 Status Events Approved issued in Certified Internal Auditor CIA Jun 5 2013 Jun 5 2013 Form CIA Application was Submitted Jun 4 2013 Jun 4 2013 Demographic Change Changed Email Address Alternative Email Address Jun 4 2013 Jun 4 2013 Demographic Change Changed IIA Member Jun 4 2013 Jun 4 2013 Demographic Change Demographic record created Complete a Form Visit www theiia org certification for more information Order History Candidates can see their order history and reprint receipts for items that have been purchased through CCMS To print a receipt select the transaction you would like to print You will see the Order Detail screen from which you can select Show Receipt and print a document Order History ii Joseph Smith 1234567 The Institute of Internal Auditors Filter By Order Date All Years Y All Months Y All Days Y Filter Logout M M ul 15 cores Home 06 05 2013 5390331549 Smith Joseph 1234567 0 00 USD Complete 06 05 2013 5390346411 Smith Joseph 1234567 0 00 USD Complete Exam 06 06 2013 5398078722 Wire Transfer Smith
6. a This message would be received because the last name surname in the record and the email address entered did not match an existing record in CCMS b If you have multiple email addresses click the back button on your brows er and you can retry the Account Recovery process using a different email address c If you are not successful contact Customer Relations for further assistance Email customerrelations theiia org Telephone 1 407 937 1111 If you are new to Certifications and have never taken an IIA certification exam before you must create a new record in CCMS Step 1 From the main CCMS login screen click on First Time Users Certification Candidate Management System Login Account Recovery success tul please check your Emad useme I m Welcome to the Certification community IlA s powerful user friendly application helps you apply for complete and maintain your certifications and related information while keeping you connected to and informed about certificabons After you log in you ll be able to Apply for certification programs Register for certification examinations Review your certification status View your exam score report Review next steps in your certification process Update your personal information Review your credential and exam history Contact IIA customer service And much more Step 2 You must read and agree to the Terms of Use This i
7. assistance please log a New Incident through CCMS for further assistance NOTE If you live in one of the following countries contact your local Institute for assistance Argentina Australia Austria Belgium Brazil Bulgaria China Chinese Czech Taiwan Republic France Germany Greece Indonesia Italy Japan Korea Malaysia Mexico Morocco Netherlands New Zealand Norway Singapore South Africa Spain Sweden Switzerland Thailand Turkey Visit www theiia org certification for more information NOTE You must log into The website before accessing the Document Upload Portal This ensures that your login data matches and will automatically populate the required fields If you are unsure or unable to sign into The IIA s website please refer to the assistance link below for help This login could be different than your CCMS login Visit www theiia org certification for more information Document Upload Portal The Document Upload Portal was developed to enhance the experience of certi fication program participants by streamlining the document submission process creating a secure transmission method and reducing response and processing times TI e Institute of al Auditors Global ft Certification to Certification Certification Document Upload Portal Certification Document Upload Portal GivenFirst Name Joseph Sumame Last Name Smith E Mail j smith net com Customer Number Candidate ID 1234567
8. CERTIFICATION CANDIDATE MANAGEMENT SYSTEM CCMS CANDIDATE USER GUIDE THE IIA S GLOBAL CERTIFICATIONS DEPARTMENT OCTOBER 2014 A The Institute of TM pun WA Internal Auditors Global Table of Contents Certification Candidate Handbook 5 Certitication online 5 Certification Candidate Management System CCMS 5 Logging Indo COMS enter AELE 6 Forgotten CredentialS oocoonccccccccnnoncnocnnnncnnncnnnnnononnnnnnnncnnnnnnnnnnnnnnnnenannnnnnoss 7 Landing 10 Left Navigation 11 Updating Candidate Demographic 11 iro Me 12 Orders Voodoo illa 13 MESA Tei DU n 13 Certification Progress 14 Complete a Form 15 Event Based Emails or EBES 2 17 17 Document Upload Portal ooccccnccccncccnoncnoncnoncnnnnnnonnnonononnnnnnonnnonanonacnnannnns 18 Visit www theiia org certification for more information WA WA Certification Candidate Handbook The Certification Candidate Management System CCMS User Guid
9. S Primary Address City State Province Postal Code Country Alternative Address City State Province Postal Code History The history link allows you to see various actions on the record over time There is an option to filter history so you can easily find what you are looking for The Details link on the right side of each event will display the date and time stamp of when the action was completed and what was changed updated There are two date columns on this page Event Date denotes when an action was completed Effective Date shows when the action became effective aS 2 History Joseph Smith 1234567 The Institute of Internal Auditors View All Events Y for thelast Al days OR Date Range to AND Description contains Filter Date Range must be in MM OD VVVY format or it will be ignored mation EVENT DATE EFFECTIVE DATE EVENT TYPE gt DESCRIPTION onal inf Feb 14 2014 14 2014 Demographic Change Update from Avectra failed Feb 14 2014 Feb 14 2014 Demographic Change Update from Avectra failed Feb 14 2014 14 2014 Demographic Change Changed Email Addre Feb 14 2014 14 2014 Demographic Change Update from Avectra Dec 31 2013 Dec 31 2013 Demographic Change Update from Avect Dec 3 2013 2 2013 Status Events Registered expired ration Expired issued in CIA Part 1 Exam Eligibility Nov 3 2013 3 2013 Expiration Notification Oct 4 2013 Oct 4 2013 Expiration No
10. application and examination process The IIA may allow access to database information by third parties that orovide technical services but only to the extent necessary to provide vou with those services NOTE If you do not accept the terms and conditions you will be unable to create record in CCMS and you will not be able to partic ipate in The global certification programs Visit www theiia org certification for more information Step 3 Once you have agreed to the terms and conditions you will be prompted to create your user profile in CCMS entering information as appropriate Items marked with a are required fields This information is used for a variety of purposes including keeping you informed of your certification process through the various stages of becoming and remaining certified The IIA does not allow third parties to create records or administer certifica tion activities on behalf of a candidate Candidates must administer their own account in CCMS Personal Information The Institute of New Candidate Record PAS Fields marked with an are required am First Name Middle Name Last Name Birth Date Country UNITED STATES x Primary Address City State Province Postal Code Country Alternative Address City State Province Postal Code Phone Country Code Primary Phone Number Phone Country Code Alternative Phone Number Select
11. asechannel integral 7 This is the login screen you will see when you access CCMS Enter your user name and password and click on the Login button nal Auditors Global First Time Users Forgot your passw Welcome to the Certificabon community IIA s powerful user tnendly application helps you apply for complete and maintain your certifications and related information while keeping you connected to and informed about certifications After you log in youll be able to Apply for IIA certification programs Register for certification examinabons Review your certification status View your exam score report Review next steps in your certification process Update your personal information Review your credential and exam history Contact IIA customer service And much more Forgotten Credentials There is an account recovery process within CCMS This process should be used by Individuals who have NEVER accessed their CCMS record but HAVE PRE VIOUSLY sat for a certification examination must use this method to gain access to a CCMS record m Those who have a username and password but cannot remember what they are Individuals must not create duplicate records If in doubt or experiencing issues please contact our Customer Relations team for assistance Email customerrelations theiia org Telephone 1 407 937 1111 Certification Candidate Management System Login Userna
12. cable this year and 20 of which are applicable to next year After that to maintain your status as a CCSA you must earn and report an additional 20 CPEs per calendar year Details on reporting requirements and additional information can be found on our website Again congratulations on earning your Certification in Control Self Assessment designation We look forward to a productive ongoing relationship with you as you continue to expand and add to your expertise If you have questions or need assistance regarding your certification or CPE reporting requirements please click here to log in to your CCMS record and submit a New Incident On behalf of The Institute of Internal Auditors best wishes for your continued success Sincerely The IIA Global Certifications Team Candidate ID 1234567 PLEASE DO NOT REPLY TO THIS EMAIL This is a system generated response If you require further assistance please log in to your CCMS Pricing Pricing for applications registrations CPE reporting and other items in CCMS is based on your membership status If you believe you are seeing the incorrect price listed when submitting a form STOP Do not submit the form Contact Customer Relations for assistance in resolving your membership status Email customerrelations theiia org Telephone 1 407 937 1111 NOTE EBEs are sent from an unmonitored email box do not REPLY to an EBE If you have questions or need further
13. e is a companion piece to the Certification Candidate Handbook the cornerstone of the Certification program It details the process from beginning to end program requirements what to expect at the testing center how scores are calculated and everything in between It is strongly recommended that all candidates download the latest version of the handbook go to https global theiia org certification Pages Certification Candidate Handbook aspx Certification Website The IIA s certification programs are clearly and completely detailed on the website under the Certifications and Qualifications tab The website is arranged based on where a candidate is within a certification program New to Certification Currently Enrolled Already Certified The website features links to required forms policies and administrative di rectives governing certification and qualification programs quick access to the Certification Candidate Management System the Document Upload Portal and everything there is to know about IIA certifications To access the Certifications and Qualifications area of the website go to https global thelia org certification Pages Certification aspx Certification Candidate Management System CCMS CCMS is the system of record for The IIA s global certification and qualification programs Candidates and certified individuals administer their own requirements for com puter based examinations through this s
14. m and have therefore earned the Certification in Control Self Assessment CCSA designation This e mail serves as your official notice of certification Please be sure to read this entire email for the important information that follows Obtaining Your Certificate Now that you ve achieved your certification you must initiate the order to receive your personalized certificate which is suitable for framing Completing the Certificate Order Form is the only way to request your certificate and failure to submit the form will result in a certificate not being sent to you Click Here to access the Certificate Order Form Before you complete the order please be sure to go to the update personal info link in CCMS and ensure your personal contact information is accurate and up to date Please be certain to confirm or update how your name will appear on your certificate and the proper mailing address Please note The IIA is not responsible for misprinted or misrouted certificates if you have not validated verified your information Failure to validate this information could result in a US 50 fee if you need to have your certificate reprinted due to error Continuing Professional Education CPE To keep your designation up to date and active you have an obligation to earn and report acceptable Continuing Professional Education CPE credits on an annual basis to The IIA For earning your CCSA you have been awarded 40 CPEs 20 of which are appli
15. me Password Welcome to the Certification community powerful user fnendly application helps you apply for complete and maintain your certifications and related information while keeping you connected to and informed about certifications After you log in be able to Apply for lA certification programs Register for certification examinabons Review your certification status View your exam score report Review next steps in your certification process Update your personal information Review your credential and exam history Contact IIA customer service And much more If you have forgotten your password click the appropriate link the next screen will prompt you to enter your Last Name Surname and email address on file in your CCMS record Account Recovery The Institute of Last Name Internal Auditors Email Address Enter your last name and e mail address Within a few minutes you should receive an e mail containing a hyperlink to a page where you can reset your password and or change your username NOTE Generally speaking your username should be your Global membership ID number or Customer ID number Visit www theiia org certification for more information Visit www theiia org certification for more information Once you enter your last name email address and click Submit one of two things will occur 1 If successful you will be returned
16. ot able to complete it at that time you can select Save for Later The form will automatically move to the In Process Form tab until you complete and submit that form If you are unable to see a particular form you may not have authorized access to it Several factors determine which forms you can see For example if you are not required to report Continuing Professional Education CPE due to having only recently been certified you will not be able to see this form m In Process Forms Forms opened but not completed or submitted will reside here until you submit them If you need to access a form under the In Process tab click on the form name Then select the blue Edit button on the top left of the form This will allow you to edit and make changes to the form Make sure you save your changes Completed Forms Keeps track of your history of completed forms Once a form is submitted and your payment has processed you will receive an event based email EBE providing you with next steps if any and payment confirmation Event based Emails or EBEs Candidates will receive an event based email EBE when a status change occurs on their record a milestone is reached or to remind you of an upcoming re quired action Here is an example of an EBE Dear Test Candidate Congratulations We are pleased to inform you that you have completed all of the requirements for the Certification in Control Self Assessment CCSA progra
17. s also the screen where you can access The privacy policy It is recommended that you review the page fully including additional links prior to agreeing to the terms and conditions ii A Terms of Use The Institute of Internal Auditors Candidate ID Agreement Acceptance of Terms By accessing or using any of the functionality the Services available on the Web site owned or operated by The Institute of Internal Auditors Inc IIA you agree to accept and comply with the terms conditions and notices stated herein or as may be modified by The IIA from time to time with or without specific notice to you the Terms of Use These Terms of Use constitute a binding contract between The and you You are responsible for regularly reviewing the Terms of Use You can review the most current version of the Terms of Use at any time by visiting The Web site at www theiia org If you do not wish to be bound by these Terms of Use please do not access or use any content or functionality accessible on The IIA Web site or immediately discontinue such use Use of Personal Data To complete the application for Certification and or membership you will be required to provide with some personal information including contact information and information about your qualifications for certification and or membership Please see The IIA privacy policy for details regarding the protection and use of this data As part of the
18. te a Form This area allows candidates to take specific action within their certification pro grams Form examples include but are not limited to m Applications exam registrations Continuing Professional Education CPE reporting and requesting a certificate You only have access to forms for which you are authorized based on your certi fication status For example you will not see the Certificate Order Form until you hold a certified status Complete a Form Joseph Smith 1234567 New Forms In Process Forms Completed Forms PAY NOTE Each certification pro gram offers a four year eligibility window This means you have four years to complete all requirements from the time your application is approved There is a 180 day regis tration window for exam parts Each registration allows you to sit for that exam one time You will need to schedule and sit for the exam part during that 180 day period There is a 90 day waiting period for retaking a failed exam part There is a three year waiting period for retaking a previously passed exam parts Visit www theiia org certification for more information Visit www theiia org certification for more information There are three tabs in this menu m New Forms Forms are grouped by headers such as Application to group similar forms together You can click on the header to show or hide forms within that section If you open a form and are n
19. tification Sep 4 2013 Sep 4 2013 Expiration Notification Aug 13 2013 Aug 13 2013 Demographic Change Changed Primary Address Aug 13 2013 Aug 12 2013 Status Events Remove CRMA Registration issued in CRMA Exam Eligibility Jul 2 2013 Jul 2 2013 Status Events Registered issued in CRMA Exam Eligibility Jul 2 2013 Jul 2 2013 Form CRMA Exam Registration was Submitted Jul 2 2013 Jul 2 2013 Status Events Eligible issued in CRMA Exam Eligibility Jul 2 2013 Jul 2 2013 Status Events Approved issued in Certification in Risk Management Assurance CRMA ct Us Jul 2 2013 Jul 2 2013 Form Application was Submitted incident History Jul 1 2013 Jul 1 2013 Incident 25431050736 Closed test Jun 12 2013 Jun 12 2013 Incident 25431050736 Closed test Jun 6 2013 Jun 6 2013 Form CIA Part 2 Registration was Submitted Jun 5 2013 Jun 5 2013 Form CIA 2012 Continued Professional Education CPE Reporting Form was Submitted Jun 5 2013 Jun 5 2013 Status Events Registered issued in CIA Part 1 Exam Eligibility Jun 5 2013 Jun 5 2013 Form CIA Part 1 Registration Fee Waived was Submitted Jun 5 2013 Jun 5 2013 Status Events Eligible issued in CIA Part 2 Exam Eligibility Jun 5 2013 Jun 5 2013 Status Events Eligible issued in CIA Part 4 Exam Eligibility Jun 5 2013 Jun 5 2013 Status Events Eligible issued in CIA Part 2 3 Part Exam Eligibility Jun 5 2013 Jun 5 2013 Status Events Eligible issued in CIA Part 1 Exam Eligibility Jun 5 2013 Jun
20. to the main CCMS login screen which reads Account Recovery successful please check your email Certification Candidate Management System Login Account Recovery successful please check your E mail Username C sw m3 Welcome to the HA Cerbficabon community powerful user friendly application helps you apply for complete and maintain your certifications and related information while keeping you connected to and informed about certifications After you log in youll be able to Apply for certification programs Register for MA cerbficabon examinations Review your certification status View your exam score report Review next steps in your certification process Update your personal information Review your credential and exam history Contact customer service And much more 2 If the process was unsuccessful you will see an error message indicating We could not locate your record or your record does not contain a valid email address Please contact customer support Account Recovery We could not locate your record or your record does not contain a valid e mail address please contact customer support Last Name Smith Email Address joe smith thella org Enter your last name and e mail address Within a few minutes you should receive an e mail containing a hyperlink to a page where you can reset your password and or change your username Submit
21. tory Change Password New Incident Certification Progress Provides access to a requirements tree indicating progress toward earning a designation Contact Us Different ways to contact The IIA Soe Incident History Allows you to review the incidents you have logged over FAQ time Contact Us incident History Complete a Form Used to access forms such as application exam registra tions and Continuing Professional Education to name a few Complete a Form Updating Candidate Demographic Information Candidates should use CCMS to update demographic information such as email mailing address and phone number Once you have updated your information scroll to the bottom of the page to click Submit to save the new information If a field is not editable click New Incident in your CCMS record and submit a description of the issue for assistance You can access the Update Personal Information screen two ways 1 From the left navigation menu select Update Personal Info 2 From the Update link on the top right of the Landing Page Visit www theiia org certification for more information Update Personal Info Joseph Smith 1234567 ernal Auditors Candidate Record Fields marked with an are required First Name Middle Name 10 ID Updated Last Name Registry 1D 1234567 03 13 2014 Birth Date Company Name Preferred Mailing Address primary Addres Country UNITEO STATE
22. tute of 8 Internal Auditors Altamonte Springs Florida 32701 USA www globaliia org Global lt o 3 T E ac a N N o
23. ystem which also allows candidates to Apply to individual global certification and qualification programs m Register for exams Review certification status View official exam results Monitor progress in your chosen certification program Visit www theiia org certification for more information 7 Visit www theiia org certification for more information Report Continuing Professional Education CPE and Continuing Professional Development CPD credit Interact directly with The Global Certifications staff for inquiries and assistance CCMS works to a limited degree with The IIA s membership system association management system meaning both systems hold demographic and contact information on members and certification candidates The key difference is that if you update your information in one system it will not automatically update your information in the other system For example if you update your email address in CCMS you must also log into your membership profile within The IIA s main website to update your information in that system A project is underway to streamline this process but until that occurs you must make updates to both systems individually Logging In to CCMS CCMS is a web based application To access the system open your web browser and navigate to the following page https i7 p integral 7 com durango do log in ownername iia amp channel iia amp b
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