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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.

The Graduation Checklist is an object in Salesforce used by multiple departments to verify that a medical student has met the criteria for Graduation. This object is created and updated via some Process-Builders and Flows. This article will describe these automations.

OMS II students on the Athens campus are required to submit an Athens Campus Clinical Education Site Assignment Process (AC-CESAP) Attestation in their HCOM student portals and their Clinical Site Rankings. Additionally, students have the opportunity to express an interest in participating in the Clinical Site Selection of Students (CSSS), Students must complete the attestation, rankings, and optional requests in their HCOM Student Portals by the deadline.

This article provides detailed instructions for clinical medical students, (OMS III's and IV's) on how to submit Didactic OMM absence requests through their HCOM Student Portals.

Detailed article on how third and fourth year medical students submit absence requests in their student portals.

Detailed article on what documents are required for OMS III's and how to upload them in the HCOM Student Portal.

Detailed article on what documents are required for OMS IV's and how to upload them in the HCOM Student Portal.

Detailed article on what documents are required for OMS II's and how to upload them in the HCOM Student Portal.

Detailed article on what documents are required for OMS I's and how to upload them in the HCOM Student Portal.

From the AAMC Form Salesforce object, a report is pulled to use as a mail-merge file to create the PDF documents for the students. Once the documents are generated, they are then uploaded to the Student Documents Details object and shared with the student through the HCOM Student Portal. This article explains in further detail how to pull the report, create the mail-merge document, and share it with the students.

Detailed article on how medical students submit research and scholarly activities, research disseminations, and elective research rotations in their student portals.

Salesforce uses an object titled 'Campaigns' that can be used to send a list of Contacts emails in mass. Contacts can be added directly from  Salesforce reports and either pre-built email templates can be used, or you can build one directly from a campaign. This article explains the necessary permissions, how to create a campaign, add contacts, and send an email.

Evaluations of Preceptors and Students are loaded from eMedley into Salesforce on a monthly basis. Upon import, depending on the type of Evaluation, it assigned to a Faculty or Staff Member for review. Evaluations are reviewed and monitored or elevated if needed. This article explains how the faculty and staff members can navigate to their assigned Evaluations for review, as well as, access dashboards and reports for Evaluations.

All medical students are able to submit Budget Appeals, Cost of Attendance Surveys, and Emergency Loan Requests to the Financial Aid Office through their HCOM Student Portal.