Kuali Coeus 6.0 Online Help Introduction About This Documentation Types of Documentation Included Prerequisites Purpose and Audience Organization and Conventions Information Architecture and Software Design User Alerts Typographic Conventions Screen Images and Test Data Institutional Business Processes and KC Implementation Configurable Values User Support Information Using the User Documentation Getting Help with Help Supplemental Online Resources Copyright and Licensing Trademarks Intellectual Property Management Software Licensing Acknowledgments Contributor Licensing Third Party Contributions Documentation Licensing Disclaimer Overview About Kuali Foundation, Inc. About Kuali Coeus Project Vision, History and Partners Key Software Components Functional Modules Overview What’s New In This Release? Downloading, Installing, and Configuring Installation Basics and High-Level Overview Technical Requirements Distribution Download Quickstart Setup Embedded Mode Running the Unit Test Suite Where To Find More KC Technical Documentation Access Identity Management Authorization Authentication Roles and Permissions Overview User Roles for Document Development Logging In and Out Impersonation User Interface Orientation Screen Layout & Navigation Group Sections Selection, Entry & Command Tools Default Tabbing Sequence Lookup Action List Action List Filter Doc Search Basic vs. Detailed Search Superuser Search vs. Non Superuser-Search Named Search Document-Specific Searches Searching With Wildcards Search Results E-Doc Fundamentals E-Doc Topology Header Area Tabbed Pages Tabbed Page Sections Subsections Within Tabbed Page Sections Document Locking Common E-Doc Sections Document Overview Notes and Attachments Ad Hoc Recipients Route Log Medusa Custom Data Data Validation Workflow Action Buttons Common E-Doc Procedures Initiating a Document Copying a Document Saving a Document Reloading Closing a Document Canceling a Document Routing a Document Searching for a Document Using the Action List Common Line Item Operations Common Maintenance E-Doc Procedures Maintenance Document Access Maintenance Document Layout Searching for a Maintenance Document Initiating a Maintenance Document Editing a Maintenance Document Copying a Maintenance Document Submitting a Maintenance Document Saving a Maintenance Document Closing a Maintenance Document Canceling a Maintenance Document Maintenance Document Rules & Routing Business Rules Workflow Routing Main Menus Researcher Proposals Awards Negotiations Protocols Compliance Conflict Of Interest IACUC Protocols Quicklinks Personnel Workflow Unit Pre-Award Post-Award Pre-Submission Compliance Post-Submission Compliance Quicklinks Workflow Central Admin Maintenance System Admin Quicklinks Group Pessimistic Lock Lookup Current & Pending Support Grants.gov Opportunity Lookup Rolodex Lookup Sponsor Lookup Change Password Keyword Lookup Person Mass Change New Person Mass Change View Person Mass Change Workflow Group Preferences Routing Report Rules Rule Quicklinks Routing Fundamentals KEW Overview Route Levels Workflow Routing Ad Hoc Routing Viewing Route Levels Routing Rules Route Log Document Id tab Actions Taken, Pending Action Requests, Future Action Requests tabs Viewing Rules Route Status Rule Templates and Attributes KC Proposal Development 6.0 Overview Primary Menu bar: Secondary Menu bar: Proposal Header Proposal Toolbar Proposal Footer: Proposal Left Navigation buttons Compressed Icon View & pop-up menus: Create Proposal Required Fields for Saving: Re-Open a Proposal Proposal Toolbar Functions: Data Validation - Proposal: Turn On Data Validations: Turn Off Data Validations: Print To Print/Preview a Grants.gov Form: To Print/Preview a Sponsor Form Package: To Print Current and Pending Support: Copy Medusa Hierarchy Budget Versions To Add a Budget Version: To Copy a Budget Version To Print Budget Reports: Proposal Details On this screen – Proposal Details: To Edit Proposal Details: S2S Opportunity Search On this screen – Pre-S2S Opportunity Search: On this screen –Post S2S Opportunity Search (after linking an opportunity): Find an Opportunity: Error Messaging in S2S Opportunity Searches: Opportunity tab (linked): Remove Opportunity Change Opportunity Forms Tab On this screen –Forms Tab: Remove Opportunity Change Opportunity Include Optional Forms Preview Forms Submission Details: User Attached Forms: On this screen –User Attached Forms Tab: Retrieving Unstitched Forms from Grants.gov Add a User Attached Form: Delete a User Attached Form: View PDF of User Attached Form: View XML of User Attached Form: Edit the User Attached Form: Delivery Info On this screen – Delivery Information Define Deliver Info: Add an Address Book Entry: Sponsor & Program Information On this screen – Sponsor & Program information: To maintain Sponsor & Program Information: Organizations & Locations: On this screen – Organizations & Locations Applicant Organization To Add a Congressional District: To Delete a Congressional District: Performing Organization On this screen – Performing Organization To Add a Congressional District: To Delete a Congressional District: Performance Site Locations On this screen – Performance Site Locations Add a Performance Site Add an Address Book Entry: To Add a Congressional District: To Delete a Congressional District: Other Organizations On this screen – Other Organizations Add an Other Organization To Add a Congressional District: To Delete a Congressional District: Key Personnel On this screen – Personnel Process to Add Personnel: Add a Proposal Person: Proposal Notifications To Notify All: To individually notify: Maintain Personnel Proposal Person Header row Details Organization To Edit fields in the Organization tab: Extended Details Degrees To Add Degrees: To Modify an Existing Degree To Delete an Existing Degree Unit Details To Add Units: To Delete an Unit Person Training Details Proposal Person Certification Include Certification Questions Credit Allocation Compliance On this screen – Compliance Add Compliance Entry Delete a Compliance Entry Attachments Proposal Attachments Tab: On this screen – Proposal Attachments: Add a Proposal Attachment Upload and Add Bulk Proposal Attachments Maintain Proposal Attachments Personnel Attachments On this Screen – Personnel Attachments Add a Personnel Attachment Upload and Add Bulk Personnel Attachments Maintain Personnel Attachments Proposal Hierarchy and Personnel Attachments: Abstracts On this Screen – Abstracts: Add an Abstract Maintain Abstracts Internal On this screen – Internal: Add an Internal Attachment Upload and Add Bulk Internal Attachments Notes On this screen – Notes: Add a Note Maintain Notes Questionnaire On this Screen – Questionnaire: Grants.gov S2S Questionnaire Budget (Versions) Budget Versions screen Add a Budget Version Open an Existing Budget Version Copy a Budget Version Mark a Budget Version ‘for submission’ Print a Budget Version View the Summary of a Budget Version Access On this screen – Access aka Permissions Add access for a user: Edit access for a user: Supplemental Information On this screen – Supplemental Information: Hierarchy Create Hierarchy Link a Child Proposal from the Parent Proposal Link a Child Proposal to a Parent Proposal Sync Hierarchy a from a Child Proposal Sync All from a Parent Proposal Unlink Proposals from a Hierarchy View Hierarchy on the Summary/Submit screen Summary Submit On this screen – Submit Proposal Summary tab Personnel tab: Credit Allocation tab: Compliance tab: Attachments tab: Questionnaire tab: Supplemental Info tab: Key Words tab: Submit For Review: Data Validation - Proposal: Turn On Data Validations: Turn On Data Validations: Ad Hoc Recipients To Create an Ad Hoc Requirement for a Person: To Create an Ad Hoc Requirement for a Group: View Route Log Cancel Proposal Delete Proposal More Actions Send notifications Blanket Approve. Close Approve a Proposal Approver’s view on the Submit screen: Approve a proposal: Disapprove a proposal: Reject a proposal: Recall a Proposal Submit to Sponsor: Submit to S2S: Data Override To Perform a Data Override: Data Override Indicator: (Superuser Actions) On this screen – Superuser Actions To Take Selected Actions: To Approve as Super User: To Disapprove as Super User: KC Budget 6.0 Overview Return to Proposal Navigation Budget Left Navigation buttons Compressed Icon view & pop-up menu: Tip on Progressive-Navigation Budget Header Budget Toolbar Budget Footer: Budget Toolbar Data Validation - Budget Turn On Data Validations: Budget Settings Hierarchy Summary Budget Versions Toolbar Window To Add a Budget Version: To Copy a Budget Version To Print Budget Reports: Autocalculate Periods Periods & Totals On this screen – Periods & Totals: Manually Enter a Summary Budget Add Budget Period aka Adjust Period Boundaries Delete a Period Row Reset to Default Periods Enter a Direct Cost Limit Enter a (Total) Cost Limit To Recalculate with Changes Rates On this Screen – Rates To Sync All Rates To Refresh All Rates Sync to Current Institutional Rates Reset to Default Rate About the Rate Types: Personnel Costs Project Personnel On this screen – Project Personnel: Sync from Personnel Add Personnel Edit Personnel Details Details Tab maintenance: Salary By Period Tab maintenance: Delete a Budget Person Assign Personnel to Periods On this screen – Project Personnel: Assign Personnel To Assign Personnel: To Assign Summary Personnel Groups Create a new Group: Using Groups with Assigned Personnel Edit Assigned Personnel Details (General) Details and Rates Delete Assigned Personnel Calculate Current Period Edit Periods 2, 3, etc… What to do next? Non-Personnel Costs On this screen – Non-Personnel: Add Non-Personnel Expenses to the budget: Add Equipment: Assigned Non-Personnel Add Travel: Assigned Non-Personnel Add Other Direct Costs: Assign Non-Personnel Add Participant Support Non-Personnel Expenses to the budget: Number of Participants for Participant Support budget forms: Edit Assigned Non-Personnel Delete Non-Personnel Action buttons available on all Edit Assigned Non-Personnel tabs: Save & Apply to Other Periods: Sync to Period Direct Cost Limit Sync to Period Cost Limit What to do next? Subawards On this screen – Subawards: Add a Subaward Delete a Subaward Subaward Details To Manually Enter Subaward Expense Details: To Maintain Uploaded S2S Subaward (PDF) Forms What to do next? Institutional Commitments Cost Sharing On this screen – Cost Sharing: To Distribute Cost Sharing: To Add A Cost Sharing Row: To Remove A Cost Sharing Row: To Rest to Default: To Recalculate: To View Subaward Cost Share: Unrecovered F&A On this screen – Unrecovered F&A: To Distribute Unrecovered F&A: To Add an Unrecovered F&A Row: To Remove an Unrecovered F&A Row: To Rest to Default: Project Income On this screen – Project Income: To Add a Project Income line: To Review a Project Income Totals: Modular Budget On this screen – Modular Budget: Populate the Modular Budget from a Detailed Budget: Edit the Sync’d Modular Budget screens: Manually Populate the Modular Budget screens: Add a Rate Row to the Modular Screen: Manually Add Direct Expense Costs on the Modular Screen: Budget Notes On this screen –Budget Notes: Consolidate Expense Justifications in Budget Notes: Budget Summary On this screen – Budget Summary What to do next? Institutional Proposal Institutional Proposal Document Overview Institutional Proposal Sponsor & Program Information Financial Account Info Project Periods and Amounts Graduate Students Notes and Attachments Delivery Info Keywords Contacts Project Personnel Combined Credit Split Unit Contacts Central Administration Contacts Custom Data Personnel Items for Review Project Details Custom Data Special Review Intellectual Property Review Edit IP Review Document Overview Review Data Review Activities Notes and Attachments Ad Hoc Recipients Route Log Finalize Intellectual Property Review changes: Distribution Cost Sharing Unrecovered F&A Institutional Proposal Actions Data Validation Funded Awards Unlinking Funded Awards: Medusa Getting Proposal Budgets Into KC Awards Intellectual Property Review Document Overview Review Data Review Activities Notes and Attachments Ad Hoc Recipients Route Log Proposal Log Edit Proposal Log Negotiation Negotiation Negotiation Custom Data Activities & Attachments Add Activity Activities Activity/Location History All Attachments Medusa Conflict of Interest Financial Entities Contact Information Unit Details New Financial Entity New Financial Entity Financial Entity Relationship Details Attachments Financial Entity Actions Submit a New Financial Entity Refresh a New Financial Entity Cancel a New Financial Entity My Financial Entities Financial Entities Active Entities Inactive Entities Disclosures Overview Business Needs and Purpose Policy Roles and Responsibilities Document Layout Pages Introduction Scope Navigation Path Workflow Status Disclosure Statuses Access to Disclosures Annual Disclosure Create Annual Disclosure Document Overview – Annual Disclosure Reporter – Annual Disclosure Contact Information Unit Details Screening Questionnaire – Annual Disclosure Questionnaire – Annual Disclosure Disclosed Projects – Annual Disclosure Disclosed Projects (Grouped by Projects) Project Details: Questionnaire Financial Entities Disclosed Projects (Grouped by Financial Entities) Project Details: Questionnaire Financial Entities Notes & Attachments – Annual Disclosure Notes: Attachments Certification – Annual Disclosure Disclosure Data Validation – Annual Disclosure Disclosure Actions Disclosure Actions tab Reviewer Actions Notes New Attachment Attached Items Complete Review Administrator Action Add Reviewer Action Financial Entity Status Review (Grouped by Projects) Project Details: (for e.g. Proposal Number 3) Financial Entities Financial Entity Status Review (Grouped by Financial Entities) Project Details: (for e.g. Proposal Number 3) Financial Entities Review Status Approval Action Data Validation New Project Disclosures to Complete New Proposals for Disclosure Create a New Proposal Disclosure Document Overview: New Proposal Disclosure Reporter: New Proposal Disclosure Contact Information: New Proposal Disclosure Unit Details: New Proposal Disclosure Screening Questionnaire – New Proposal Disclosure Questionnaire: New Proposal Disclosure Project & Financial Entity Relationships: New Proposal Disclosure Notifications Notes & Attachments: New Proposal Disclosure Notes: Attachments Certification: New Proposal Disclosure Disclosure Data Validation: New Proposal Disclosure Disclosure Actions Disclosure Actions tab Reviewer Actions Notes New Attachment Attached Items Complete Review Administrator Action Add Reviewer Action Financial Entity Status Review (Grouped by Projects) Financial Entity Status Review (Grouped by Financial Entities) Review Status Approval Action Data Validation New Institutional Proposals for Disclosure Create a New Institutional Proposal Disclosure Document Overview: New Institutional Proposal Disclosure Reporter: New Institutional Proposal Disclosure Contact Information: New Institutional Proposal Disclosure Unit Details: New Institutional Proposal Disclosure Screening Questionnaire – New Institutional Proposal Disclosure Since the system does not enforce the rule that only question with “Yes/No” response type should be defined within the Screening Questionnaire – for the screening question functionality to work, implementing institutions must ensure that only questions wi Questionnaire: New Institutional Proposal Disclosure Project & Financial Entity Relationships: New Institutional Proposal Disclosure Notifications Notes & Attachments: New Institutional Proposal Disclosure Notes: Attachments Certification: New Institutional Proposal Disclosure Disclosure Data Validation: Disclosure Actions Disclosure Actions tab Reviewer Actions Notes New Attachment Attached Items Complete Review Administrator Action Add Reviewer Action Financial Entity Status Review (Grouped by Projects) Financial Entity Status Review (Grouped by Financial Entities) Review Status Approval Action Data Validation New Awards for Disclosure Create a New Award Disclosure Document Overview: New Award Disclosure Reporter: New Award Disclosure Contact Information: New Award Disclosure Unit Details: New Award Disclosure Screening Questionnaire – New Award Disclosure Questionnaire: New Award Disclosure Project & Financial Entity Relationships: New Award Disclosure Notifications Notes & Attachments: New Award Disclosure Notes: Attachments: Certification: New Award Disclosure Disclosure Data Validation: Disclosure Actions Disclosure Actions tab Reviewer Actions Notes New Attachment Attached Items Complete Review Administrator Action Add Reviewer Action Financial Entity Status Review (Grouped by Projects) Financial Entity Status Review (Grouped by Financial Entities) Review Status Approval Action Data Validation New (IRB) Protocols for Disclosure Create a New IRB Protocol Disclosure Document Overview: New Protocol Disclosure Reporter: New Protocol Disclosure Contact Information: New Protocol Disclosure Unit Details: New Protocol Disclosure Screening Questionnaire – New Protocol Disclosure Questionnaire: New Protocol Disclosure Project & Financial Entity Relationships: New Protocol Disclosure Notifications Notes & Attachments: New Protocol Disclosure Notes: Attachments: Certification: New Protocol Disclosure Disclosure Data Validation: Disclosure Actions Disclosure Actions tab Reviewer Actions Notes New Attachment Attached Items Complete Review Administrator Action Add Reviewer Action Financial Entity Status Review (Grouped by Projects) Financial Entity Status Review (Grouped by Financial Entities) Review Status Approval Action Data Validation New IACUC Protocols for Disclosure Create a New IACUC Protocol Disclosure Document Overview: New IACUC Protocol Disclosure Reporter: New IACUC Protocol Disclosure Contact Information: New IACUC Protocol Disclosure Unit Details: New IACUC Protocol Disclosure Screening Questionnaire – New IACUC Protocol Disclosure Questionnaire: New IACUC Protocol Disclosure Project & Financial Entity Relationships: New IACUC Protocol Disclosure Notifications Notes & Attachments: New IACUC Protocol Disclosure Notes: Attachments: Certification: New IACUC Protocol Disclosure Disclosure Data Validation: Disclosure Actions Disclosure Actions tab Reviewer Actions Notes New Attachment Attached Items Complete Review Administrator Action Add Reviewer Action Financial Entity Status Review (Grouped by Projects) Financial Entity Status Review (Grouped by Financial Entities) Review Status Approval Action Data Validation Manual Disclosures Document Overview: Manual Disclosure Reporter: Manual Disclosure Contact Information: Manual Disclosure Unit Details: Manual Disclosure Screening Questionnaire – Manual Disclosure Manual Award Event Disclosure Questionnaire: Manual Award Event Disclosure Manual Event & Financial Entity: Manual Disclosure Manual Award Event Type: Completing the Manual Award Event Disclosure: Questionnaire: Manual Proposal Event Disclosure Manual Proposal Event Type: Completing the Manual Proposal Event Disclosure: Questionnaire: Manual IRB Protocol Event Disclosure Manual IRB Protocol Event Type: Completing the Manual IRB Protocol Event Disclosure: Questionnaire: Manual IACUC Protocol Event Disclosure Manual IACUC Protocol Event Type: Completing the Manual IACUC Protocol Event Disclosure: Questionnaire: Manual Travel Disclosure Manual Travel Disclosure Event Type: Completing the Manual Travel Disclosure: Notifications Notes & Attachments: Manual Event Disclosures Notes: Attachments: Certification: Manual Event Type Disclosures Disclosure Data Validation: Disclosure Actions Disclosure Actions tab Reviewer Actions Notes New Attachment Attached Items Complete Review Administrator Action Add Reviewer Action Financial Entity Status Review (Grouped by Projects) Project Details: Event Financial Entities Financial Entity Status Review (Grouped by Financial Entities) Project Details: Event Financial Entities Review Status Approval Action Data Validation Master Disclosure Document Overview Reporter Contact Information: Master Disclosure Questionnaire Disclosed Projects Disclosed Projects (Grouped by Projects) Project Details: (for e.g. Proposal Number 3) Questionnaire Financial Entities Disclosed Projects (Grouped by Financial Entities) Project Details: (for e.g. Proposal Number 3) Questionnaire Notes & Attachments: Master Disclosure Notes: Attachments: Disclosures Data Validation Update Master Disclosure Document Overview Reporter Contact Information: Update Master Disclosure Unit Details: Update Master Disclosure Screening Questionnaire – Update Master Disclosure Questionnaire Disclosed Projects – Update Master Disclosure Disclosed Projects (Grouped by Projects) Project Details: Questionnaire Financial Entities Disclosed Projects (Grouped by Financial Entities) Project Details: Questionnaire Financial Entities Notes & Attachments: Update Master Disclosure Notes: Attachments: Attached Items: Certification Data Validation Disclosure Actions Disclosure Actions tab Reviewer Actions Notes New Attachment Attached Items Complete Review Administrator Action Add Reviewer Action Financial Entity Status Review (Grouped by Projects) Project Details: (for e.g. Proposal Number 3) Financial Entities Financial Entity Status Review (Grouped by Financial Entities) Project Details: (for e.g. Proposal Number 3) Financial Entities Review Status Approval Action Data Validation Protocol Protocol Document Overview Required Fields for Saving Document Status & Dates Risk Levels Additional Information Other Identifiers Area of Research Organizations Funding Sources Participant Types Personnel Add Personnel Person Details Personnel Attachments Add Personnel Attachment Questionnaire Custom Data Course Related Special Review Permissions Assigned Roles Users Notes & Attachments Protocol Attachments Add Protocol Attachment Attached Items Notes Protocol Actions Request an Action Common Protocol Document Life Cycle Stages By User Type/Status When Logged In As An IRB Researcher Un-submitted Protocol – Status: Pending/In Progress Submitted Protocol – Status: Submitted to IRB Approved Protocol – Status: Active – Open to Enrollment When Logged In As An IRB Administrator Submitted Protocol, Full Board – Status: Submitted to IRB Submitted Protocol, Expedited – Status: Submitted to IRB Submitted Protocol, Exempt – Status: Submitted to IRB Submitted Protocol, Response – Status: Submitted to IRB Approved Protocol – Status: Active – Open to Enrollment Abandon Approve Assign Reviewers Assign to Agenda Close Close Enrollment Create Amendment Create Renewal with Amendment Create Renewal without Amendment Data Analysis Only Defer Action Delete Protocol, Amendment, or Renewal Disapprove Expedited Approval Expire Grant Exemption IRB Acknowledgement Make Administrative Correction Manage Notes Manage Review Comments Manage Review Attachments Modify Amendment Sections Modify Submission Request Notify Committee Notify IRB Record Committee Decision Re-open Enrollment Request for Data Analysis Only Request for Suspension Request for Termination Request to Close Request to Close Enrollment Request to Re-open Enrollment Response Approval Return to PI Review Comments Review Not Required Specific Minor Revisions (SMR) Submit for Review Substantive Revisions Required Suspend Suspend By DSMB Terminate Undo Last Action Withdraw Protocol Data Validation Print Summary & History Summary Submission Details History Amendment/Renewal History Copy to New Document Route Log Ad Hoc Recipients Online Review (IRB Administrator view) Online Review (Assigned Reviewer view) Medusa Medusa Watermarking Watermarking Features Customizing a watermark: Correspondences How Correspondences are maintained within Kuali Coeus Batch Correspondence Protocol Renewal Reminders Reminder to IRB Notifications Detailed Process Flows Committee Committee Document Overview Committee Area of Research Members Member Details Section Person Details Contact Information Roles Expertise Schedule Schedule Add to Schedule Schedule Meeting Meeting Information Meeting Details Protocol Submitted Other Actions Attendance Minutes Attachments Meeting Actions Page Agenda Minutes Print Correspondence Actions Batch Correspondence Generate Batch Correspondence Generated Batch Correspondence Batch Correspondence History Batch Type: Protocol Renewal Reminders Batch Type: Reminder to IRB Notifications Print Detailed Process Flows IACUC Protocol Protocol Document Overview Required Fields for Saving Document Status & Dates Additional Information Area of Research Additional Information Other Identifiers Organizations Funding Sources Personnel Add Personnel Person Details Personnel Attachments Add Personnel Attachment The Three R’s The Three R’s Alternate Search Questionnaire Species/Groups Procedures Overview and Timeline Procedures Procedures Included Categories Procedure specific section (e.g. Drugs: Analgesics) Personnel Associating Procedure to Personnel: Updating IACUC Personnel Training Information: Location Associating Procedures to Locations: Summary Protocol Exception Custom Data Course Related Permissions Assigned Roles Users Notes & Attachments Protocol Attachments Add Protocol Attachment Attached Items Notes Protocol Actions Request an Action Common Protocol Document Life Cycle Stages by User Type/Status When Logged In as an IACUC Investigator Unsubmitted Protocol – Status: Pending/In Progress Submitted Protocol – Status: Submitted to IACUC Approved Protocol – Status: Active When Logged In as an IACUC Administrator Submitted Protocol: Submitted to IACUC Approved Protocol – Status: Active Abandon Administrative Determination Administratively Approve Protocol Administratively Mark Incomplete Protocol Administratively Withdraw Protocol Approve Assign to Agenda Create Amendment Create Continuation with Amendment Create Continuation without Amendment Create Renewal with Amendment Create Renewal without Amendment Deactivate Delete Protocol, Amendment, Renewal, or Continuation Disapprove Expire Hold IACUC Acknowledgement Lift Hold Make Administrative Correction Manage Notes Manage Review Comments Manage Review Attachments Modify Amendment Sections Modify Submission Request Notify IACUC Record Committee Decision Remove from Agenda Request to Deactivate Request to Lift Hold Return for Minor Revisions Return for Major Revisions Return to PI Review Comments Review Not Required Submit for Review Suspend Table Protocol Terminate Undo Last Action Withdraw Protocol Print Summary & History Summary Submission Details History Amendment/Renewal History Copy to New Document Data Validation Online Review (IACUC Administrator view) Online Review (Reviewer view) Medusa Medusa IACUC Watermarking Watermarking Features Customizing a watermark: IACUC Correspondences How Correspondences are maintained within Kuali Coeus IACUC Batch Correspondence Protocol Renewal Reminders Reminder to IACUC Notifications IACUC Committee Committee Document Overview Committee Area of Research Members Member Details Section Person Details Contact Information Roles Expertise Schedule Schedule Add to Schedule Schedule Meeting Meeting Information Meeting Details Protocol Submitted Other Actions Attendance Minutes Attachments Meeting Actions Page Agenda Minutes Print Correspondence Actions Batch Correspondence Generate Batch Correspondence Generated Batch Correspondence Batch Correspondence History Print Award Award Document Overview Funding Proposals Add Funding Proposals Adding the Initial Funding Proposal at Award Set-up: Adding Subsequent Funding Proposals to an Existing Award: Current Funding Proposals Details & Dates Current Action Institution Sponsor Sponsor Funding Transferred Time & Money Subawards Approved Subawards Sponsor Template Keywords Contacts Key Personnel and Credit Split Unit Contacts Sponsor Contacts Central Administration Contacts Commitments Cost Sharing Rates F&A Rates Benefits Rates Preaward Authorizations Sponsor Authorization Institutional Authorization Budget Versions Budget Overview Budget Versions Budget Limits Payment, Reports & Terms Payments & Invoices Payment & Invoice Requirements Award Payment Schedule Reports Report Classes Miscellaneous Procurement/Purchasing Terms Special Approval Closeout Special Review Special Review Custom Data Comments, Notes & Attachments Comments Notes Attachments Award Actions Data Validation Custom Data Hierarchy Actions Multi-Node Award Print Ad Hoc Recipients Route Log Medusa Time And Money Document Overview Award Hierarchy Transactions Direct/F&A Funds Distribution Summary Summary Dates & Amounts Award Details Recorded Investigators Action Summary History Ad Hoc Recipients Route Log Award Budget Budget Versions Create & Open a Budget Version: Parameters Budget Overview Budget Periods & Totals Begin an Award Budget with a Funding Proposal Budget Rates Fringe Benefits Inflation Vacation Lab Allocation – Salaries Lab Allocation – Other Other Summary Personnel Select Budget Period Project Personnel Budget Overview Personnel Detail How to Add Project Personnel to Personnel Details Calculate Current Period View Personnel Salaries What to do next? Non-Personnel Select Budget Period Budget Overview Equipment How to Add Equipment Line Items Travel How to Add Travel Line Items Participant Support How to Add Participant Support Line Items Other Direct How to Add Other (direct cost) Line Items Distribution & Income Cost Sharing Unrecovered F&A Project Income Income Details Income Summary Budget Actions Print Forms Budget Justification Data Validation Ad Hoc Recipients Route Log Award Budget Submission Process Subaward To initiate a Subaward document: To complete the Financial page of a Subaward document: To Add an Invoice to the Subaward document: Subaward Subaward Funding Source Contacts Closeout Financial History of Changes Invoices Maintain Invoice entries: Custom Data Template Information Template Reports Attachments Page level Action Buttons Subaward Actions Data Validation Print Ad Hoc Recipients Route Log Finalizing the Subaward Document Medusa Update an Existing Subaward Documents Report Tracking Change View Options Aggregate View Report View Maintenance Documents Shared Activity Type Address Book Appointment Type Argument Value Budget Category Budget Category Mapping Budget Category Maps Budget Category Type Citizenship Type Comment Type Contact Type Contact Usage Cost Share Type Custom Attribute Custom Attribute Document F&A Rate Type Institute La Rates Institute Rate Investigator Credit Type Keywords Notice of Opportunity Notification Notification Module Roles NSF Code Object Code Organization Organization Type List Person Document Type Proposal Type Rate Class Rate Class Type Rate Class Exclusion Rate Class Inclusion Rate Type Formulated Type Unit Formulated Cost Question Questionnaire S2S Opportunity Form to Questionnaire Mapping Question Category Question Type Special Review Approval Status Special Review Type Special Review Usage Training Stipend Rate Valid Special Review Approval Valid Calculation Type Valid Cost Element Job Code Valid Cost Element Rate Type Unit Administrator Unit Administrator Type Yes/No Questions Watermark Person Signature Person Signature Modules Miscellaneous Closeout Report Type Current Locks Module Names Research Areas Rule Functions Rule Functions Argument Rule Variables School Code Sponsor Sponsor Contact Type Sponsor Forms Sponsor Form Templates Sponsor Hierarchy Sponsor Type Training Person Training Unit Unit Hierarchy Valid Rates Custom Report Details Custom Report Type Custom Report Document Custom Report Default Parms Proposals Abstract Type Budget Categories Budget Status Mail Type Object Code Deadline Type Degree Type IP Review Activity Type IP Review Requirement Type IP Review Result Type Job Code Proposal Location Type Mail By Narrative Status Narrative Types Person Document Type Person Table Editable Columns Proposal Award Person Role Proposal Dev Editable Columns Proposal Development Status Rate Class Rate Type Rate Class Exclusion Rate Class Inclusion S2S Error S2S Submission Type S2S Revision Type Training Stipend Rate Valid Calculation Type Valid Cost Element Rate Type Valid Narrative Form Institutional Proposal Status Proposal Log Status Proposal Log Type To Be Named Person Awards Account Type Attachment Type Award Status Award Type Basis of Payment Valid Award Basis of Payment Valid Class Report Frequency Valid Frequency Base Valid Basis and Method of Payment Frequency Frequency Base Method of Payment OSP File Copy Report Report Class Report Status Sponsor Template Sponsor Terms Award Transaction Type Negotiations Negotiation Activity Type Negotiation Agreement Type Negotiation Association Type Negotiation Status Negotiation Location Subawards Closeout Type Subaward Approval Type Subaward Forms Subaward Status Subaward Template Type Subaward Cost Type Subaward Copyrights Type Subaward Report Type Subaward Attachment Type Compliance - Conflict of Interest COI Attachment Type COI Disclosure Status COI Disposition Status COI Committee Role Type COI Disclosure Event Type COI Note Type COI Review Type COI Reviewer COI Status Entity Relationship Type Entity Status Entity Data Groups Entity Data Matrix COI Review Status COI Recommended Action Type Compliance - Shared Attachments Entry Type Committee Decision Motion Type Committee Membership Type Committee Type Exemption Type Funding Source Type Membership Role Minute Entry Type Scheduled Other Action Type Schedule Status Compliance – IRB Batch Correspondence Correspondence Generated Correspondence Template Correspondence Type Correspondent Type Exempt Studies Checklist Expedited Review Checklist Organization Correspondents Participant Type Protocol Action Notification Template Protocol Action Type Protocol Affiliation Type Protocol Attachment Group Protocol Attachment Status Protocol Attachment Type Protocol Attachment Type Group Protocol Contingency Protocol Follow-up Actions Protocol Person Role Protocol Online Review Determination Recommendation Codes Protocol Online Review Status Codes Protocol Organization Type Protocol Review Type Protocol Reviewer Type Protocol Status Protocol Type Reference Type Risk Level Submission Status Submission Type Submission Type Qualifier Unit Correspondents Valid Protocol Submission Review Type Valid Protocol Submission Type Qualifier Compliance – IACUC IACUC Alternate Search Database IACUC Batch Correspondence IACUC Correspondence Generated IACUC Correspondence Template IACUC Correspondence Type IACUC Correspondent Type IACUC Exception Category IACUC Location Name IACUC Location Type IACUC Organization Correspondent IACUC Pain Category IACUC Person Training IACUC Procedure IACUC Procedure Category IACUC Procedure Category Custom Attribute IACUC Protocol Action Type IACUC Protocol Affiliation Type IACUC Protocol Attachment Group IACUC Protocol Attachment Status IACUC Protocol Attachment Type IACUC Protocol Attachment Type Group IACUC Protocol Contingency IACUC Protocol Follow-up Actions IACUC Protocol Online Review Determination Recommendation Codes IACUC Protocol Review Determination Recommendation Codes IACUC Protocol Online Review Status Codes IACUC Protocol Organization Type IACUC Protocol Person Role IACUC Protocol Project Type IACUC Protocol Reference Type IACUC Protocol Review Type IACUC Protocol Reviewer Type IACUC Protocol Status IACUC Protocol Type IACUC Research Areas IACUC Species IACUC Species Count Type IACUC Submission Status IACUC Submission Type IACUC Submission Type Qualifier IACUC Unit Correspondent IACUC Valid Protocol Submission Review Type IACUC Valid Protocol Submission Type Qualifier System Administration System Employee Status Employee Type Messages Of The Day Person Extended Attributes Document Configuration Hierarchy System Options Batch Batch Schedule Configuration Parameter Parameter Component Parameter Type Namespace Pessimistic Lock Configuration Viewer Rice Configuration Viewer Identity Identity Person Group Role Permission Responsibility Locations Campus Country County Postal Code State Reference Address Type Affiliation Type Campus Type Citizenship Status Email Type Employment Status Employment Type Entity Type External Identifier Type Name Type Phone Type Role/Group/Permission/Responsibility Type Workflow Rule Attribute Rule Template XML Stylesheets XML Ingester Statistics Document Operation Document Type Notification Send Simple Notification Send Event Notification Manage Content Types Service Bus Message Queue Thread Pool Service Registry Quartz Security Management Appendix A: Configuration Parameters build.environment build.version kim.runmode kcb.runmode kew.runmode ken.runmode dev.mode rice.app.url kra.externalizable.images.url core.rice.struts.message.resources kc.struts.message.resources rice.struts.message.resources datasource.url datasource.username datasource.password datasource.platform server.datasource.url server.datasource.username server.datasource.password server.datasource.ojb.platform server.datasource.platform server.datasource.driver.name server.datasource.pool.validationQuery server.datasource.pool.maxWait server.datasource.pool.minSize server.datasource.pool.maxSize server.datasource.pool.size server.datasource.connectionTimeout keystore.alias keystore.file keystore.password filter.login.class filtermapping.login.1 application.custom.image.url.copyoneper application.custom.image.url.copyallperiods s2s.keystore.location s2s.keystore.password s2s.truststore.location s2s.truststore.password grants.gov.s2s.host grants.gov.s2s.port Appendix B: Grants.gov Form-Specific Instructions & Mapping Information Attachments V1.1 Budget V1.1 (Budget Attachments) CD-511 V1.1 (aka US Dept. of Commerce Certification Regarding Lobbying) ED Abstract V1.1& 1.0 (Dept. of Education) ED Certification Debarment V1.1 (Dept. of Education) ED GEPA 427 V1.1& 1.0 (Dept. of Education General Education Provisions Act Notice) ED524 Budget V1.1 (Dept. of Education Non-Construction Programs) ED SF424 Supplement V1.1 FaithBased Survey on EEO V1.2 (ensuring equal opportunity for applicants) GG Lobbying Form V1.1 NASA Other Project Information V1.0 NASA PI and AOR Supplemental Data Sheet V1.0 NASA Senior/Key Person Supplemental Data Sheet V1.0 NSF CoverPage V1.3 NSF Deviation Authorization V1.1 NSF Suggested Reviewers V1.1 Other Attachments V1.1 PHS 398 Career Development Award Supplement form V2.0 PHS 398 Checklist V1.3 PHS Cover Letter V1.2 PHS 398 Cover Page Supplement V 2.0 PHS Fellowship Supplemental V2.0 PHS 398 Modular Budget V1.2 PHS 398 Research Plan V2.0 PHS 398 Research Training Program Plan V2.0 PHS 398 Training Budget V1.0 PHS 398 Training Subaward Budget V2.0 Performance Site V2.0 Project V1.1 RR Key Person V1.1 RR Key Person Expanded V2.0 RR Other Project Information V1.3 RR Personal Data V1.2 RR SF 424 V2.0 RR Budget V1.3 (5 yr) & RR Budget 10 V 2-0(10 yr) RR FedNonFed Budget V1.1 (5 yr) & (10 yr) RR Subaward Budget Attachment(s) Forms – Detailed & Federal/Non-Federal SF 424A V1.0 (Budget Information – Non-Construction Projects) RR SF 424-B V1.1 (aka Assurances for non-construction) SF 424 V2.0 (not R&R) SFLLL V1.1 (aka Disclosure of Lobbying Activities) SF 424B V1.1 (aka Assurances – Non-Construction Programs) SF 424 Short V1.0 Appendix C: Kuali Financial System Integration Overview KFS-KC Integration Feature Summaries by System KC 3.1.1 KFS 4.1.1 KR 1.0.3.3 Account Setting up Account creation integration Prerequisite Condition Checklist Account Auto-Creation Defaults Maintenance Document FIN_SYSTEM_INTEGRATION_ON Parameter Creating a KFS Account from a KC Award Overview Quick Reference Guide - Abbreviated Procedure Detailed Procedure Process Flow Routing And Status Error Troubleshooting Budget Adjustment Setting up BA creation integration Prerequisite Condition Checklist KFS Account from KC Award KC Object Code Table with Financial Object Codes Financial Object Code Mapping Maintenance Document KFS RESEARCH_ADMIN_INCOME_OBJECT_CODE_BY_SPONSOR_TYPE Parameter Creating a KFS Budget Adjustment from a KC Award Budget Overview Quick Reference Guide – Abbreviated Procedure Detailed Procedure Process Flow Routing And Status Error Troubleshooting Advanced Adjustments Changing Budget Amounts using KC Time and Money document CFDA Batch Setting up CFDA batch integration CFDA Maintenance Document Effort Certification KFS Effort Certification doc routes to PI from KC Award KFS Federal Pass Through Checking From KC Sponsor Type KFS Account Inquiry Retrieves KC Award Data Cross-Application Doc Search, Inquiry and Retrieval Glossary of Terms Index