Read and review the program policies before registering for courses in the CWRU Administrative Professional Series (CAPS).
- The CWRU Administrative Professional Series (CAPS) is comprised of a collection of courses that focus on the financial management of administrative units in the university.
- The intent of the CAPS program is twofold:
- To educate individuals on the policies and procedures that direct their use and management of university funds
- To attest to the knowledge of individuals who have completed the requirements of CAPS by issuing them a Certificate of Achievement.
- CAPS is proprietary to Case Western Reserve University.
- CAPS consists of a curriculum designed by Information Technology Services and functional leaders from the Offices of Finance and Administration and Sponsored Projects Accounting.
- The redistribution of CAPS material is prohibited except by members of CAPS Program Administration (section six).
- CAPS is intended to be used by individuals as an opportunity for training and development.
- CAPS is neither accredited for academic credit nor recognized by the university as an academic program.
- Recognition of employees that attain the Certificate of Achievement is done at the discretion of the administrative unit by which the individual is employed.
- All full-time and part-time employees of Case Western Reserve University are eligible to participate in CAPS as applicable to their job-related functions. Student employees are not eligible for participation in CAPS.
- Individuals who participate in CAPS are expected to read the CAPS Policies and Certification Process prior to registering for any course.
- Individuals who attend CAPS courses are not required to achieve a certificate.
- Individuals are permitted to attend courses without intent to complete the certification program.
- Individuals who require access to any of the three end-user modules in PeopleSoft Financials must complete the module’s corresponding CAPS course prior to attaining access. Individuals needing access to eProcurement and/or Accounts Payable must take Purchasing from A-Z. Individuals needing access to the General Ledger must take Financial Journals.
- All individuals who attend a CAPS class and adhere to the CAPS Attendance Policies (section 3) will receive proof of attendance for that class.
Certificate of Achievement in Financial Management Requirements
- The program requirements for the Certificate of Achievement in Financial Management are:
- Completion of 3 “core” courses; two required courses and the choice of one other core course.
- Completion of 5 elective courses; core courses that are taken in excess of the 3 required are counted as electives.
- Completion of the CAPS Cumulative Exam with a passing score of 75 percent or higher.
- Cumulative exam questions are based on the content of courses taken by the student.
- Cumulative exam questions are grouped by the course in which the information was taught.
- If a student fails the CAPS exam, it may be taken one more time. Only two testing attempts are permitted. Students may retake selected courses at their discretion prior to retesting.
- CAPS participants who intend to achieve certification must complete the required coursework within one year (twelve months) of beginning the program.
- Certificates of Achievement in Financial Management are awarded only to those individuals who have completed the CAPS requirements as stated in this policy.
- Individuals may not take the cumulative exam without completing the CAPS requirements.
- Credit for certification will not be awarded for any courses taken outside of CAPS, or tests taken and passed on similar course material that is not a part of CAPS.
CAPS Attendance Policies
- Individuals must register for classes in order to attend.
- It is requested that individuals who must cancel their participation give at least 24 hours notice to the CAPS training team.
- A $25 no-show fee will be assessed to the department of an individual that registers for a class but does not appear and had not cancelled his/her registration.
- All CAPS classes will start at the time scheduled. Registrants are asked to arrive five to ten minutes early in order to be prepared for class.
- Registrants who are more than 10 minutes late for a class or who depart 10 minutes early from a class will not receive credit for the course towards certification. If time accommodations need to be made, registrants should contact the CAPS facilitator at firstname.lastname@example.org at least 24 hours prior to the start of class.
- The attendance sheet will serve as the official record of attendance at all CAPS classes. Course credit will only be awarded to those individuals who sign the attendance sheet.
- No cell phones, PDA’s, or other electronic communication devices may be used in CAPS classes. All devices should be silenced prior to the beginning of class.
- Please avoid leaving the class if possible. Short breaks will be given during classes that are scheduled for more than one and one half hours.
- Policies specific to classes that take place in computer labs:
- No food or drink is permitted.
- Participants are asked to refrain from checking email or surfing the internet during class as a courtesy to the instructor.
- CAPS is administered by Information Technology Services in partnership with the Offices of Finance and Administration and Sponsored Projects Administration. All policies herein are administered by the aforementioned parties.
- The CAPS administration has the right to add, update, and remove CAPS courses from the CAPS curriculum at any time.
- The CAPS administration has the right to cancel and/or reschedule CAPS classes up to 24 hours' in advance of the scheduled start time if:
- Adequate instruction is not available.
- Registration for the class is less than or equal to four registrants.
- The CAPS administration, in conjunction with the functional leadership for each area, reserves the right to revise program policies as needed.