institutional proposal document - michigan state university · 2016. 5. 24. · kuali coeus 5.2.1...
TRANSCRIPT
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InstitutionalProposalDocument
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 1
Contents
Institutional Proposal 2DocumentOverview....................................................................................................5InstitutionalProposal...................................................................................................6
InstitutionalProposal......................................................................................8Sponsor&ProgramInformation.....................................................................9Financial........................................................................................................11GraduateStudents........................................................................................13NotesandAttachments................................................................................13DeliveryInfo..................................................................................................14Keywords......................................................................................................15
Contacts.....................................................................................................................15ProjectPersonnel..........................................................................................16UnitContacts................................................................................................18CentralAdministrationContacts...................................................................18
CustomData..............................................................................................................19SpecialReview...........................................................................................................20IntellectualPropertyReview.....................................................................................21Distribution................................................................................................................21InstitutionalProposalActions....................................................................................21
DataValidation.............................................................................................22FundedAwards.............................................................................................22AdHocRecipients.........................................................................................23Print..............................................................................................................24
Medusa......................................................................................................................26EditinganInstitutionalProposal................................................................................27
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 2
Institutional Proposal
TheInstitutionalProposaldocumentistheuniversity’sofficialrecordforthesubmittedproposal.
AfewkeypointstoconsideraboutInstitutionalProposals:
• TheInstitutionalProposal(IP)isautomaticallygeneratedbytheKCsystemwhenaProposalDevelopmentdocumentisapprovedtobeSubmittedtoSponsorandactsasthemasterproposalrecord
• ChangestoanInstitutionalProposaldocumentaremadebytheOfficeofSponsoredPrograms(OSP)orBusinessConnect(BC)Attachments,Notes,andQuestionnairesincludedintheProposalDevelopmente-DocdonotflowtotheInstitutionalProposal,however,theycanbeaccessedthroughMedusa
• Institutionalproposalsareversionedwhenchangesaremadetothem• Iftheproposalisfunded,theAwarddocumentislinkedtotheInstitutionalProposaldocument.
SomeoftheAwarddocument’sfieldsareautomaticallypopulatedwithinformationfromtheInstitutionalProposaldocument
Tab Overview
Figure-InstitutionalProposalDocumentLayoutExample
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 3
Table-InstitutionalProposalDocument–PageDescriptions
Tab Description
DocumentOverview StandardKCfieldsfordefiningandtrackingthisdocument
InstitutionalProposal Keyproposalinformation,suchasTitleandActivityType
Contacts Listofprojectpersonnelandadministratorcontactinformation
CustomData Customizedpanelsanddataelementsspecifictoyourinstitution
SpecialReview Specialreviewsrequiredforcompliance
IntellectualPropertyReview MSUwillnotactivatetheIntellectualPropertyReviewtab
Distribution MSUwillnotactivatetheDistributiontab
InstitutionalProposalActions InstitutionalProposalDataValidation,FundedAwards,ProposalNoticeGeneration,emailnotification,androuting
MedusaAhierarchicalviewofKCe-docsandapoint-of-entrytothosee-docs
MedusashowstherelationshipbetweentheInstitutionalProposalandAwards,andallowstheusertonavigatebetweenthem
Permissions YourKCuserroledeterminesyourpermissionstocreate,modify,view,orprintanInstitutionalProposaldocument.Table-InstitutionalProposalPermissions
Role Responsibilities/Permissions
CollegeAdministrator PossessesabilitytoviewInstitutionalProposal.Doesnothavetheabilitytoedittheinformation.
DepartmentAdministrator PossessesabilitytoviewInstitutionalProposal.Doesnothavetheabilitytoedittheinformation.
PrincipalInvestigator PossessesabilitytoviewInstitutionalProposal.Doesnothavetheabilitytoedittheinformation.
OSPContract Possessesabilitytoedit/maintainInstitutionalProposals.
OSPProposal Possessesabilitytoedit/maintainInstitutionalProposals.
BusinessConnectAdministrator Possessesabilitytoedit/maintainInstitutionalProposals.
Access YoucanaccesstheInstitutionalProposaldocumentinoneofthefollowingways:
• Researchermenu>Proposalsmenugroup>SearchInstitutionalProposalslink• Unitmenu>Pre-Awardmenugroup>InstitutionalProposal • CentralAdminmenu>Pre-Awardmenugroup>InstitutionalProposal • DocumentSearchscreen>SearchResultstable>DocumentIdcolumn>DocumentIdlink
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 4
WhenusinganInstitutionalProposallookupmethod:
• EnteryoursearchcriteriaintheInstitutionalProposalLookupscreen• Locatetheexistingdocumentintheresultspanelandthenclickthe‘open’linkthatcorresponds
totheInstitutionalProposalyouwanttoview.
DocumentHeader
TheDocumentHeader iscommontoallKCdocuments. Itdisplays informationaboutthe InstitutionalProposaldocument:
Figure-InstitutionalProposalDocumentHeader
Table-InstitutionalProposalDocumentHeaderDefinitions
Field Description DocNbr TheuniqueidentifierfortheInstitutionalProposaldocument
Initiator TheusernameofthepersonwhocreatedtheInstitutionalProposaldocument
StatusThestateofthedocumentasitrelatestothecompletionoftheInstitutionalProposaldocumentAutomaticallysettoInitiatedwhenanInstitutionalProposaldocumentiscreatedThisisnotrelatedtosubmissionstatus.
Created ThetimeanddatetheInstitutionalProposaldocumentwascreated
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 5
Document Overview TheDocumentOverviewpaneloftheInstitutionalProposalpageiscommontomoste-docs.ItprovidesageneraldescriptionoftheIP.
Figure-InstitutionalProposalDocument,InstitutionalProposalPage–DocumentOverviewPanel
Table-InstitutionalProposalDocument,InstitutionalProposalPage–DocumentOverviewPanelFieldDescriptions
Field Description Description Descriptionofthedocumentasdefinedbytheuser.TheDescriptionfieldisarequired
fieldoneverye-doc.Itisusedbyeachtransactionandappearsinstandardreports,actionlistanddocumentsearch.
OrganizationDocumentNumber ContainstheLegacyApp#,i.e.theappnumberassociatedwiththeproposalintheeTransmittalsystem.
Explanation Thereasonthedocumenthasbeencreated.ExplainsthepurposeorfunctionofthedocumentinmoredetailthantheDescription.
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 6
Institutional Proposal TheInstitutionalProposaltabcontainsthekeydataforaproposal.ItisthefirsttabwhenyouopenanInstitutionalProposaldocument.Itcontainsthesepanels:DocumentOverview,InstitutionalProposal,Sponsor&ProgramInformation,Financial,GraduateStudents,NotesandAttachments(withcount),DeliveryInfo,andKeywords.Seethetablebelowfordescriptionsofthecontentineachpanelpanel.
WhenyoufirstopenanexistingInstitutionalProposaldocumentfromthesearchwindow,itwillbeinREADONLYmode.Ifyouhavetheproperpermissions,youareabletoclicktheeditbuttonlocatedatthebottomofthescreentomakeanychangestothedocument.
Figure-InstitutionalProposalDocument–InstitutionalProposalTabLayout
Table-InstitutionalProposalDocument,InstitutionalProposalTab–PanelDescriptions
Panel (linked to documentation subtopic)
Brief Description
DocumentOverview Basicidentifyinginformationaboutthedocument.
InstitutionalProposal Consolidatedidentifyinginformationabouttheinstitutionalproposalanddates
Sponsor&ProgramInformation IdentifyinginformationabouttheSponsorandrelateddeadline
Financial Accountinformation,projectperioddates,costamounts
GraduateStudents Headcountandpersonmonthsforgradstudents
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 7
Panel (linked to documentation subtopic)
Brief Description
Notes Miscellaneousnotesandattachments
DeliveryInfo MailBy,MailAccountID,AddressBookID,Type,CopyAmount,DeliveryCommentadditions
Keywords Projectkeywordsandcountries
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 8
Institutional Proposal TheInstitutionalProposalpanelcontainskeyproposalidentificationinformation.
TheinformationintheInstitutionalProposalpanelcomesfromtheProposalDevelopmentdocument.UserswithappropriatepermissionsmaychangetheinformationintheInstitutionalProposalpanel.
Figure-InstitutionalProposalPanelExample
Table-InstitutionalProposalPanel-FieldDescriptions
Field Description
InstitutionalProposalNumber TheuniquenumberassignedbytheInstitutionalProposalmodulewhenadocumentiscreatedandsaved.
FiscalMonth/Year ThefiscalmonthandyeartheInstitutionalProposalwascreated.
AwardID AuniquenumberassignedwhenafundedproposalissetupintheAwardmodule.
ProposalType Anidentifierforthekindofresearchprojectbeingsubmitted.Includesthefollowingoptions:Continuation,New,NoMoneyAgreement,Pre-Proposal,Renewal,ResearchGift,Resubmission,Revision,orTaskOrder.
InitialContractAdmin ThisfieldisautomaticallypopulatedwiththenameoftheadministratoroftheLeadUnitspecifiedintheProposalDevelopmentdocument.
Updatedby TheusernameofthelastpersontoupdatetheInstitutionalProposal.
ProjectTitle Thetitleoftheproject.
InstitutionalProposalVersion
Thisidentificationnumberisassignedbythesystembasedonyourinstitutionalrulessuchaswhenaninstitutionalproposalislinkedtoanaward(fromwithintheAwardmodule),anewversionoftheinstitutionalproposalwillbecreated.AddingreferencetoanAwardfromwithintheInstitutionalProposalmodulewillnotchangetheversionoftheInstitutionalProposal.
CreatedfromProposalLog TheProposalLogIDontheProposalLogfromwhichtheInstitutionalProposalwascreated.
Status ThecurrentstatusoftheInstitutionalProposalsuchasFunded,Pending,Withdrawn,etc.
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 9
Field Description
ActivityType ActivitytypereferstothemajorfunctionsofaninstitutionsuchasEducation/Instruction,Research,PublicService,FeeforService,Construction,FellowshipandStudentServices.
Sponsor & Program Information TheSponsor&ProgramInformationpanelcontainsinformationaboutthesponsorandsolicitationfromtheProposalDevelopmentdocument.
Figure-InstitutionalProposalDocument,InstitutionalProposalTab–Sponsor&ProgramInformationPanelExample
Table-InstitutionalProposalDocument,InstitutionalProposalTab–Sponsor&ProgramInformationPanelFieldDescriptions
Field Description
SponsorID Thepredefinedcodeassociatedwiththeorganizationoragencyprovidingdirectsupportforthesponsoredproject.
PrimeSponsorID Thepredefinedcodeassociatedwiththeorganizationoragencyprovidingtheoriginalsourceoffundsforthesponsoredproject.
SponsorDeadlineDateThelastmonth,dayandyearthesponsoredagencywillaccepttheproposal.Additionaldeadlinesmaybesetbytheofficeauthorizedtosubmitproposalsonbehalfoftheinstitution(forexample,sponsoredprograms).
SponsorDeadlineType Thetypeofproposaldeadlineestablishedbythesponsor(e.g.postmark,receipt,target).
Doesthisproposalincludesubaward(s)? Anindicationofwhethertheproposalincludessubawardstootherinstitutionsorentities.
CFDANumberAuniqueidentifierforthesponsorandthefundingopportunityannouncement(FOA).Thefirst2digitsofthenumberidentifytheFederalagency.Thelast3digitsofthenumberidentifythespecificFederalprogram.
SponsorProposalID Thesponsorassignedidentifierforaproposal.
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 10
Field Description
NSFScienceCodeAnumericcodethatisusedbytheinstitutiontoindicateafieldofresearchactivity,asdefinedbytheNSF.Forexample,theNSFsciencecodeforChemicalEngineeringis012.ThesecodesareimportantwhenaninstitutioncompilesdatafortheNSFAnnualSurvey,andforotherannualreportingexercises.
SponsorDeadlineTime Thespecifictimeofdaytheproposalisdueasspecifiedbythesponsor.
NoticeofOpportunityThemechanismusedtocommunicateinformationaboutthefundingopportunityforthisproject.Examplesincludefederalsolicitations(e.g.RFP,RFA,PA),nonfederalsolicitations,unsolicitedproposal,verbalrequest,etc.
AnticipatedAwardType ThetypeofawardexpectedtobeofferedtotheprojectsuchasGrant,Contract,Fellowship,etc.
OpportunityTheuniqueidentifierassociatedwitheachsponsor'sfundingopportunity.EquivalenttoFundingOpportunityAnnouncement(FOA).ThisfieldislistedasOpportunityIDintheProposalDevelopmentmodule.
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 11
Financial TheFinancialpaneloftheInstitutionalProposaltabcontainsinformationabouttheprojectcostsfortheInitialandTotalbudgetperiods.
TheinformationintheFinancialpanelpre-populatesfromtheProposalDevelopmentBudgetdocument>BudgetSummarypanel.
Figure-InstitutionalProposalDocument,InstitutionalProposalTab–FinancialPanelExample
Account Info Thisfieldmaybeusedtoidentifyapre-fundingaccountsourceforanyexpensesincurredrelatedtothisproposal.
Figure-InstitutionalProposalDocument,InstitutionalProposalTab,FinancialPanel–AccountInfoSubpanelLayout
Table-InstitutionalProposalDocument,InstitutionalProposalTab,FinancialPanel–AccountInfoSubpanelFieldDescriptions
Field Description AccountInfo
AccountID AccountNumberassignedbyinstitution(basedonaninstitution'schartofaccounts)toidentifytheaccountintheinstitution'sfinancialsystem.
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 12
Project Periods and Amounts
Figure-InstitutionalProposalDocument,InstitutionalProposalTab,FinancialPanel–ProjectPeriodsandAmountsSubpanelLayout
Table-InstitutionalProposalDocument,InstitutionalProposalTab,FinancialPanel–ProjectPeriodsandAmountsSubpanelFieldDescriptions
Field Description ProjectPeriodsandAmounts
RequestedStartDate Thisistherequestedprojectstartdateidentifiedintheproposal.IntheProposalDevelopmentmodule,itisknownastheProjectStartDate.
RequestedEndDate Therequestedexpirationdateoftheproposedproject.
TotalDirectCost Totalcoststhatcanbeidentifiedspecificallywithaparticularproject,orthatcanbedirectlyassignedtoprojectactivitiesrelativelyeasilywithahighdegreeofaccuracy.
F&ACost Coststhatareincurredforcommonorjointobjectivesandcannotbeidentifiedspecificallywithaparticularproject.F&Acostsarealsoknownasindirectcostsandoverheadcosts.
TotalAllCost TotalofDirectCostsandF&ACosts.
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 13
Graduate Students TheGraduateStudentspanelcontainsthenumberofgraduatestudentsandpersonmonthsallocatedtothisproject.Thisfieldmaybeutilizedinlocallydefinedreports.
Figure-InstitutionalProposalDocument,InstitutionalProposalTab,GraduateStudentsPanelLayout
Table-InstitutionalProposalDocument,InstitutionalProposalTab,GraduateStudentsPanelFieldDescriptions
Field Description HeadCount Numberofgraduatestudentsthatwillworkonaproposedproject.
PersonMonths Totalnumberofmonthsthatwillbeworkedbythegraduatestudents.
Notes and Attachments TheNotespanelisacommone-docpanel.Itcontainstheadministrator’snotesaboutthisInstitutionalProposal.ItisimportanttonotethatAttachmentsdon’tflowtotheIPfromtheProposalDevelopmentdocument.TheAttachmentsreferencedherepertaintotheIP.
Figure-InstitutionalProposalDocument,InstitutionalProposalTab,NotesandAttachmentsPanelLayout
Table-NotesandAttachmentsSubpanelFieldDescriptions
Field Description PostedTimestamp
Theyear,monthanddateofwhenanoteorattachmentwasaddedtotheInstitutionalProposal.Valueissystemgenerated.
Author Nameoftheuserwhoenteredthenoteorattachment.Valueissystemgenerated.
NoteTopic Userdefinedentryforthesubjectofthe"Note"thatwillbeadded.
NoteText Detailedinformationpresentedbytheuserrelatedtothe'Note"and/or"Attachment"beingaddedtotheIP.
AttachedFile Nameofthefileattachedforthe"Note"and/or"Attachment"thatisaddedtotheIP.
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 14
Delivery Info TheDeliveryInfopanelcontainstheinstructionsfordeliveryoftheproposaltothesponsor.
TheinformationintheDeliverypanelautomaticallypopulatesfromtheProposalDevelopmentdocument,ifmaintained.ThedeliveryinformationmaybeeditedintheInstitutionalProposaldocument.
Figure-InstitutionalProposalDocument,InstitutionalProposalTab,DeliveryInfoPanelLayout
Table-InstitutionalProposalDocument,InstitutionalProposalTab,DeliveryInfoPanelFieldDescriptions
Field Description DeliveryInfo
MailBy Thearearesponsibleforsubmittingthefinalversionoftheproposaltothesponsor(e.g.OSP,department,researcher,etc.)
MailAccountID Theinstitution'sinternalnumberassignedtoidentifytheaccountnumbertobechargedanymailingcosts.
RolodexID Theindividualattheinstitutionthatisresponsibleforsubmittingtheproposal.ThisisupdatedthroughtheAddressBook.
Type Themechanismusedtosubmittheproposal(e.g.electronic,expressmail,etc.)
NumberofCopies Thenumberofpapercopiestobemailedtothesponsor,inadditiontotheoriginal.
DeliveryComments
Add Commentsrelatedtothedelivery.
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 15
Keywords Science-related,aswellascountryandworldregionkeywordsrelevanttoresearchprojectsaremaintainedinmaintenancee-docs.Thefunctionalityinthispanelallowsyoutolookupandselectthekeywordsthatapplytotheinstitutionalproposal.
Figure-InstitutionalProposalDocument,InstitutionalProposalPage,KeywordsPanelExample
Table-InstitutionalProposalDocument,InstitutionalProposalTab,KeywordsPanelColumnDescriptions
Field Description Description Thekeywordsspecifictotheprojectthatcanbeusedindatabaselookupsandreports,(e.g.diabetes,shikimic
acid,etc.).
Contacts TheContactstaboftheInstitutionalProposaldocumentallowsyoutoviewandmaintainkeyprojectpersonnelinformation,includingthecombinedcreditsplit.Italsoallowsyoutospecifyadministrativepersonnelwhoareresponsibleforpreandpostawardadministrationfortheproject,aswellasOSPandBCadministratorsassociatedwiththeproposal.
Figure-InstitutionalProposalDocument,ContactsTabLayout
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 16
Table-InstitutionalProposalDocument,ContactsTab–PanelDescriptionsandSubtopicLinks
Panel (linked to subtopic) Description ProjectPersonnel Identifieskeypersonnelandassociatedunit,role,phoneandemailaddressforeach;drill
downtodisplayadditionalProjectPersonneleffortandunitdetails.
UnitContacts Identifiesunitcontactsandassociatedunit,role,phoneandemailaddressforeach.
CentralAdministrationContacts Identifiescentraladmincontactsandassociatedunit,role,phoneandemailaddressforeach.
Project Personnel TheProjectPersonnelpaneloftheContactspagedisplaysKeyPersonnelinformationfromtheassociatedProposalDevelopmentdocument.Basicinformationisdisplayed,withexpandabledetailsubpanelswithinquiryiconsthatallowforthedisplayofmoredetailforcertainfields.
Figure-InstitutionalProposalDocument,ContactsTab,ProjectPersonnelPanelExample
Table-InstitutionalProposalDocument,ContactsTab,ProjectPersonnelPanelFieldDescriptions
Field Description Person Firstandlastnameoftheuserasrecordedinthepersondocument.
Unit HomeUnitforeachkeypersonaslistedintheProposalDevelopmentdocument.
ProjectRole RoleofeachkeypersonaddedtotheassociatedProposalDevelopmentdocument.RolesincludedPI,Co-IandKeyPerson.
OfficePhone Phonenumberforeachkeyperson.
Email Emailaddressforeachkeyperson.
Faculty IndicateswhethereachmemberoftheProjectPersonnelisafacultymemberattheinstitution.Thefieldwillbefilledinwitheithera"Yes"or"No"whileindisplaymode.Ineditmode,thefieldwillbeacheckbox.
TotalEffort Totalpercentageofefforteachkeypersonwillspendontheproject.
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 17
Field Description AcademicYearEffort
Totalpercentageofefforteachkeypersonwillspendontheprojectduringtheacademicyear(AY)ifthekeypersonhasanAYappointmente.g.9monthappointment.
SummerEffort TotalpercentageofefforteachkeypersonwillspendontheprojectduringthesummerifthekeypersonhasanAYappointmente.g.3months.
CalendarYearEffort
Totalpercentageofefforteachkeypersonwillspendontheprojectifthekeypersonhasacalendaryearappointmente.g.12monthappointment.
LeadUnit AnindicatorofwhichunitassociatedwiththePrincipalInvestigatoristheleadfortheproject.
UnitName Nameofeachunitassociatedwithkeypersons.
UnitNumber TheOrganizationCodefortheunit(s)theindividualisassignedto.
OSPAdministrator
NameoftheOSP/BCAdministratorassociatedwiththeUnitNameassociatedwitheachmemberoftheProjectPersonnel
Combined Credit Split TheCombinedCreditSplitsectionidentifiesthepercentageofcreditattributabletoeachPI,Co-IandKeyPersonforF&AAllocation,PostAwardUnit,andSpacecredit.TheCombinedCreditSplitpanelcontainsonerowforeachkeypersonandarowforeachUnitidentifiedinthekeypersonsselectedprofile.PleasenotethatonlyonePostAwardUnitisallowed.
Figure-InstitutionalProposalDocument,ContactsPage,CombinedCreditSplitPanelExample
Clickthe buttontorefreshthedisplaywiththemostcurrentamountstoreflectrecentupdates.
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 18
Unit Contacts TheUnitContactspanelallowsyoutoviewtherolesofindividualsbasedontheirorganizationalunit.
Figure-InstitutionalProposalDocument,ContactsTab,UnitContactsPanelLayout
Table-InstitutionalProposalDocument,ContactsTab,UnitContactsPanelColumnDescriptions
Column Description Person NameofthepersonselectedasaUnitContactforaspecifiedProjectRole.
Unit ThenameoftheunitassociatedwitheachpersonselectedasaUnitContact.
ProjectRole TheroleofeachpersonselectedasaUnitContact.
OfficePhone TheofficephonenumberofeachpersonselectedasaUnitContactfortheproject.
Email TheemailaddressofeachpersonselectedasaUnitContactfortheproject.
Central Administration Contacts TheCentralAdministrationContactspaneldisplaystheperson,unit,projectrole,phoneandemailinformationabouttheindividualswhowillbeinvolvedinInstitutionalProposaladministrationand/orpotentialsubsequentAwardadministration.
Figure-InstitutionalProposalDocument,ContactsTab,CentralAdministrationContactsPanelExample
Table-InstitutionalProposalDocument,ContactsTab,CentralAdministrationContactsPanelColumnDescriptions
Column Description Person NameofthepersonselectedasaCentralAdministrativeContactfortheproject.
Unit ThenameoftheunitassociatedwitheachpersonselectedasaCentralAdministrativeContact.
ProjectRole TheroleofeachpersonselectedasaCentralAdministrativeContact.
OfficePhone TheofficephonenumberofeachpersonselectedasaCentralAdministrativeContactfortheproject.
Email TheemailaddressofeachpersonselectedasaCentralAdministrativeContactfortheproject.
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 19
Custom Data TheProposalpanelontheCustomDatatabcontainsVoluntaryCostShareinformation.
Figure-InstitutionalProposalDocument,CustomDataTab–ProposalExample
Table-InstitutionalProposalDocument,CustomDataTab–PersonnelItemsforReviewPanelFieldDescriptions
Field Description VoluntaryCostShare Adescriptionofvoluntarycostshareincludedintheproposal(ifany).
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 20
Special Review TheSpecialReviewtabincludescomponentsofaprojectthatrequireadditionalreviewbyaninstitutionalcommitteeorofficial(forexample,projectsthatincludehumansubjects).
Figure-InstitutionalProposalDocument,SpecialReviewTab–SpecialReviewPanelExample
Table-InstitutionalProposalDocument,SpecialReviewTab–SpecialReviewPanelColumnDescriptions
Field Description Type Thetypeindicateswhichspecialreview,ifany,isrelevanttothedocument.Typeselectionsinclude
useofhumansubjects,animalusage,internationalprograms,exportcontrol,spacechanges,etc.Thedownarrowdisplaysthelistofoptionsandtheselecteditempopulatesthatbox.
ApprovalStatus ThisfieldisrequiredifaTypeisselectedandaselectionlistismadeavailableandindicatesthestatusoftheprootcol'sapproval.StatusesincludeExempt,Approved,Pending,LinktoIRB,LinktoIACUC,NotYetAppliedandRejected.
ProtocolNumber Theprotocol#isthenumberassignedtotheprotocolsubmittedbythePItotheinstitution'srelevantcommittee(e.g.IACUC,IRB,etc.).
ApplicationDate Userentereddatetheprotocolwassubmittedtotheregulatorycommittee.
ApprovalDate ThedateestablishedbytheIRB(orIACUC)thatresearchsubjectscanbeenrolledinanapprovedresearchprotocol.
ExpirationDate ThedateonwhichthePrincipalInvestigatorandKeyPersonnelwouldbeoutofcomplianceforenrollingnewparticipants,continuingwithresearchwithexistingresearchparticipants,oranalyzingdata.ForIRB,theexpireddateisnolongerthan365daysafterthepreviousapprovaldateandforIACUC,theexpireddatewouldbenolongerthanthree(3)yearsfromtheapprovaldate.
Exemption# OneofsixcategoriesofexemptresearchspecifiedbytheCommonRule(45CFR46.101(b)).
Comments Addanycommentsinthisfield.
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 21
Intellectual Property Review MichiganStateUniversitywillnotbeallowingdataentryintothistabduringthecreationofanInstitutionalProposal.
Distribution MichiganStateUniversitywillnotbeutilizingtheDistributiontabfortrackingCostSharingorUnrecoveredF&A.
Institutional Proposal Actions TheInstitutionalProposalActionstaboftheInstitutionalProposaldocumentisusedtovalidatekeydataandprintnotificationsandreports.
Figure-InstitutionalProposalDocument,InstitutionalProposalActionsTabLayout
Table-InstitutionalProposalDocument,InstitutionalProposalActionsTab–PanelDescriptionsandSubtopicLinks
Panel (linked to topic) Brief Description DataValidation Validatedatapriortogeneratingandsubmittinganewversionofthedocument.
FundedAwards ViewtheAwardID,Version,ProposalVersionandAccountIDassociatedwiththeInstitutionalProposaldocument.
AdHocRecipients Specifypersonsorgroupswho,outsidetheformalrouting,willreceiveactionrequestsregardingthedocument.
Print Printproposalnotices.
RouteLog Viewdocumentworkflowstatus,actionstaken,andfutureactionrequests.
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 22
Data Validation WhenanInstitutionalProposalhastobeeditedbyOSPorBC,DataValidationcanbeusedtoensuretheinformationenterediscorrect.
Figure-InstitutionalProposalDocument,InstitutionalProposalActionsTab,DataValidationPanel
1. Clickthe button.
2. AnyerrorspresentintheInstitutionalProposale-Docwillbehighlightedwitherroricon .
3. Clickthe buttonontherightsideofthepanel—thiswilltakeyoutotheerrorwhereitcanbeaddressedbeforesavingorsubmittingthedocument.
Table-InstitutionalProposalDocument,InstitutionalProposalActionsTab,DataValidationPanelDescriptions
Button Description turnonvalidation Clicktodisplayerrorandwarningmessages.The“fix”buttonslinktothecorrespondingpanelsin
thee-Doc.
Funded Awards AfteranInstitutionalProposalislinkedtoanAward,theFundedAwardspanelshowsthefollowing:
• AwardID• Awardversion• Proposalversion• AccountID
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 23
Figure-InstitutionalProposalDocument,InstitutionalProposalActionsTab,FundedAwardsPanelExample
Ad Hoc Recipients AdministratorscanusetheAdHocRecipientspaneltorouteanInstitutionalProposale-DoctoanindividualorgroupwhoisnotintheusualworkflowofInstitutionalProposalrouting.Forexample,thisisanoptionwhenaperson,notalreadyconnectedtotheproject,needstobenotifiedofachangeintheInstitutionalProposal.
TheAdHocRecipientspanelhastwopanels:PersonRequestsandAdHocWorkgroupRequests.Useoneorbothofthepanelstoroutethedocumenttoaperson,workgroup,orboth.
NOTE:UnlikeinstancesofAdHocroutinginotherKCmodules,theonlyActionRequestedcategoryavailablehereisFYI.
Figure-InstitutionalProposalDocument,InstitutionalProposalActionsPage,AdHocRecipientsPanelLayout
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 24
Print UsethePrintpaneltoprintproposalnoticesandgenerateandprintcurrentandpendingreportsforaspecifiedinvestigator.
Figure-InstitutionalProposalDocument,InstitutionalProposalActionsTab,PrintPanel–Example
Figure“”PageOneProposalSummary-Example
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 25
Route Log
TheRouteLogpanelhasfoursubpanelsdisplayingthestatus,actionstakenandfutureactionstobetakenontheInstitutionalProposal.
Figure-InstitutionalProposalDocument,InstitutionalProposalActionsTab,RouteLogPanelExample
IDSubpanelThissubpanelshows:
• WhocreatedtheInstitutionalProposal• Whenitwascreated• Whenitwaslastmodified• TheProposaltowhichitislinked
ActionsTakenSubpanelListsalltheactionsalreadytakenontheInstitutionalProposal.FutureActionRequestsSubpanelListsanyactiontobetakeninthefuture.
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 26
Medusa MedusaisatoolthatconsolidatestheessentialdatarelatedtoanInstitutionalProposalorAwardonasummaryscreen.Itshowslinkeddocumentsandhierarchicalrelationships.Medusaaccessesdatafromtheothertabbedpanelssotheycanbequicklyandeasilyviewed.
• Medusadataisnoteditable.Informationcanonlybeeditedonceadocumentisopenedin“edit”mode
• Clickonthelinkstoaccessanyoftherelateddocumentsinthisproject“package”,suchasProposalDocument,Negotiation,Award
Therearetwoviewingoptionswhichallowsuserstoflipthehierarchicalstructure(proposaltoawardandawardtoproposal).
Figure-InstitutionalProposalDocument,MedusaTab,MedusaPanel–Proposal>AwardExample
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 27
Editing an Institutional Proposal ItispossibletoeditanInstitutionalProposal.ChangestoanInstitutionalProposalareexecutedbyOSPorBC.EditswillonlybeinitiatedtocorrectproposalinformationintheIPrecordtomatchthesubmittedproposal–e.g.ThetitleinIPdoesnotmatchthetitleincludedonthesubmittedproposal.
Steps
1. OpentheInstitutionalProposalinKC;itopenstotheInstitutionalProposaltab.
2. Click atthebottomofthepageandadialogboxappears.
3. Click andimplementeditstotheInstitutionalProposal.Whentheeditsarecomplete,clickthe actionbuttonatthebottomofthescreen.
4. ClickontheInstitutionalProposalActionstabandclick tofinalizethenewversionoftheInstitutionalProposal.Thisactioncreatesaninstitutionalrecord.
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Kuali Coeus 5.2.1 User Guide—Institutional Proposal Section 28
Thefollowingscreenwillappearbriefly.
Finally,you’llbereturnedtotheInstitutionalProposalActionstab,whereanyofthethreeactionbuttonscanbeselected.