Overview
Instead of using Microsoft Forms to request a new Affiliation Agreement, these requests will now be submitted in Salesforce (beginning September 2025). Once the requests are submitted, the Agreement and Compliance Manager will review and submit for approval. This article explains how to check if the Affiliation Agreement already exists and how to create a new one.
Search Salesforce to see if Affiliation Agreement already Exists
- Log in to Salesforce: https://ouhcom.my.salesforce.com/
- Make sure you are in the 'Preceptor' application via the waffle
3. In the Search Bar at the top of the page - search for the name of your Affiliation Agreement.
4. When the search results appear - you're looking for an Affiliation Agreement Record. You'll likely have to scroll down a bit to find that area.
5. If your new Affiliation Agreement does not exist, create a new request.
Requesting a New Affiliation Agreement
- Return to the 'Home' tab and click the green 'Affiliation Agreements' tile.
2. On the page that loads, click the 'New' button in the right hand corner.
3. Enter data in the 'Intake' section of the page. It will be the same data points collected from the Microsoft form. You do not need to worry about filling out any fields in the 'Details' section.
4. Upon 'Save', the 'Processing Status' will be set to 'New' and a notification will be sent to hcom.agreements@ohio.edu, notifying them of the request.
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