CREF request form

Business Administrator Name*
Business Administrator Email*
Department*
Request Type*
- Request a brand new CREF
- Check to see if a CREF is being used in DARTS reports
- Add DARTS Access for Existing CREF
- Edit a CREF
- Delete a CREF
You can check to see if a CREF has been assigned to a faculty by using this report: https://apps.wharton.upenn.edu/reports/1220/.

If they are listed in that report and at least one charge has been recorded for the CREF data will show in the Detail or Summary View reports.
Effective Date of CREF creation*
When would you like this CREF to be accessible? Note: It will take 24 hrs after processing for the CREF to display in reports.
MM slash DD slash YYYY
DARTS Access*
Will this CREF be used to track Faculty DARTS (010702 Funds) or other research (010701 Funds) within the DARTS system?
- Yes
- No
Requested CREF Name*
What would you like the CREF to be titled?
Is or will this be a standing faculty?*
- Yes
- No
Select the fund(s) that are needed*
- Select All
- 010701
- 010702
Report Access*
Will this CREF be accessed by a faculty member? Note: By default BA's will always have access when Faculty Access is selected.
- Faculty Access
- BA Only
Wharton Account*
Have you already requested a Wharton account for this individual AND received the pennkey/email?
- Yes
- Not yet
Pennkey
If you have requested a Wharton account and have not received the Pennkey, leave this blank.
PennID
If you have requested a Wharton account and not received the Pennkey or PennID, leave this blank.
Name of Faculty or Other Researcher*
First Last
Wharton Email
If you are not sure of their Wharton email leave this blank for now.
Estimated Start Date*
If this request is for Faculty or Other Research it may differ from the effective date of CREF creation. e.g. You're faculty has accepted a position, but they may not be on campus for several months. When do you estimate they'll be on campus? Note: It will take 24 hrs after processing for the CREF to display in reports.
MM slash DD slash YYYY
DARTS Related*
Is the CREF in question DARTS related or not?
- Yes, DARTS Related
- No, Not DARTS Related
CREF type*
Is this CREF related to a person or event?
- Person
- Event
CREF Number*
CREF Title*
How would you like this CREF titled on the DARTS Report? i.e. Visitor 5
CREF Title to Delete
What is the CREF title you would like to delete?
Original Title*
What is the current CREF title?
New Title*
What is the new title you would like to associate with this CREF ?
Current PENNKEY*
What is the Pennkey associated with this CREF?
Current PennID*
Current Name*
Current Email*
Change Date*
When should this change be made by?
MM slash DD slash YYYY
Edit Request: Has a Wharton Account been created for the replacement CREF?*
- Yes
- No
New Pennkey to change to*
What is the new users PENNKEY?
New PennID to change to*
New Faculty Name*
First Last
New Email*
What is the new users email?
New User Estimated Start Date*
When do you expect the new users to show up?
MM slash DD slash YYYY
Date CREF can be deleted*
MM slash DD slash YYYY
Additional Request Details
Date CREF removed from User table*
Date the CREF was removed from the User table by ESSd
MM slash DD slash YYYY
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