Smeal CRM Technology User Agreement


Required clearances/trainings - available on https://hr.psu.edu/learning. 


  • Information Security Awareness Training (Office of Information Security) 

    • To Access the Course: Log in using the link above and then search for Information Security Awareness Training. Select the most recent version of the course.


    • This course will teach you best practices for keeping yourself safe online, spotting malicious email messages, and creating a strong password to safeguard your Penn State Access Account. It will make you aware of University Policy AD95, Information Assurance and IT Security, and University Policy AD96, Acceptable Use Policy and its corresponding security standards. Finally, you will learn best practices for online safety and security and the requirements for properly protecting the information you access while working with or on behalf of Penn State. 

    • Policies referencedThese policies outline what you may and may not do while accessing information resources at Penn State, and how information at Penn State is classified and protected. There are 14 Standards to AD95 which detail the security measures that must be placed to be considered compliant with the policy. 

  • FERPA Tutorial

    • Although only some users have FERPA information access, this allows clear communication with the Registrar and other data regulatory units as we grow our system integrations. Because FERPA info is in the system, even if not all can see it, everyone should have FERPA understanding. https://www.registrar.psu.edu/faculty-staff/ferpa-tutorial/ 

      • This will take you to the site below, where you'll simply read each module. When done, click "Mark Complete" to tell the system you're done. You'll do a "Launch" --> "Mark Complete" series until you reach the Quiz. Then click "Launch Test/Quiz" and you'll go through 20 questions, receiving a completion certificate upon passing (70%). 

      • We will not collect completion certificates. If the Registrar requires it at a later date, we will follow up for you to retrieve it in the LRN. 

  • CRM Technology / Salesforce Data Sharing and Business Process Guidelines  

    • This describes who has access to what data in our primary CRM system, Salesforce, including best practices and guidelines for use.  

  • CRM Prospect Outreach Best Practices 

    • This offers best practices for how we conduct communication with prospective stakeholders across all units.