1. Click Add Personnel to open the person search window.
2. Select a search type:
a. Employee to search the KC Person table –for the individuals who are employed with the applicant institution, usually supplied to KC from HR data.
b. or Non-Employee to search the Address Book to identify individuals who are not employed by your institution.
3. Enter some search criteria to find the person you are looking for; use several fields in the lookup to limit the search results.
4. Click Continue to proceed with the search
5. Review search results and click the radio button at the end of the row and then click Continue.
a. Or click ‘Go Back’ to perform another search.
b. Or click the ‘x’ button in the upper right of the window to exit and close the search.
6. With a selected person, Assign a role by clicking a radio button beside one of the selections: Principal Investigator or PI/Contact, PI/Multiple, Co-Investigator, or Key Person.
a. Principal Investigator is selected by default for the initial search, and any subsequent search until that role is assigned.
b. PI/Multiple will appear for proposals where the sponsor code has been maintained to the Multi-PI Sponsor Hierarchy.
c. Co-Investigator (or PI/Multiple if maintained) is the default selection once a Principal Investigator is assigned.
d. When Key Person is selected, the Key Person Role field will appear and must be maintained.
e. Proposal Roles can be reassigned in the Details tab after proposal persons are added.
7. Click the Add Person button to complete this task, or click ‘Go back’ to open the previous search results window.