Step-by-Step Guide. Electronic Proposal Routing in Cayuse 424. Office of Research & Sponsored Programs (ORSP)

Transcription

1 Step-by-Step Guide Electronic Proposal Routing in Cayuse 424 Office of Research & Sponsored Programs (ORSP)

2 Step # 1 Look for an from Cayuse entitled Cayuse424 System Notification: Proposal Awaiting Your Attention and click on the link provided in the

3 Step # 2 After clicking on the link provided in the it will take you to the Cayuse Homepage where you will enter your Username (first initial>>last name) and Password (first initial>>last name>>1). Click on Sign In.

4 Step # 3 Next, click on the Routing & Approval link. You will see an * which means there is a routing document awaiting your approval.

5 Step # 4 Click on the proposal which will be highlighted in blue as illustrated below: Steps Away = # of people who need to approve the proposal before you Days Old = # of days the routing documents have been awaiting your approval

6 Step # 5 Review the information entered either by ORSP or your Grant Facilitator on the Proposal Summary Page in Cayuse. You will want to review Investigator Data, Sponsor Data, Project Data, and Budget Data.

7 Proposal Summary Proposal Number: Sponsor Deadline: Submission Type: Proposal Status: Submission Method: INVESTIGATOR DATA PROJECT DIRECTOR / PRINCIPAL INVESTIGATOR CONTACT INFORMATION Prefix: First Name: Middle Name: Last Name: Suffix: Ms Liliana Renteria Position/Title: Coordinator for Grant Development Organization: University of Central Oklahoma Department: Office of Research & Grants Division: Street1: 100 N. University Drive Street2: NUC341D City: Edmond County: State: OK Zip Code: Country: USA Employee ID: Phone: Fax: lrenteria@uco.edu First Budget Period Effort: Calendar: Academic: Summer: Status of PI: Status Waiver Required? Signed Intellectual Property Waiver Attached? Signed Conflict of Interest Disclosure Attached? Agency Certification Documentation Attached? Cost Sharing Authorization Form Attached? SPONSOR DATA Agency: Proposal Type Sponsor Mechanism: Sponsor Type: Sponsor Code: Sponsor Name: SubDivision 1: SubDivision 2: Other PROJECT DATA Title of Project: Is This a Subcontract? If Yes, who is prime? Type of Proposal: Type of Agency: Kind of Application: Previous Grant # or Federal Identifier: Change in grantee institution? Type of Project: No PROJECT ADMINISTRATION Who is responsible for this research? Departmental Identification Number: Primary: Secondary: Departmental Name: Primary: Secondary: Primary Dept. Contact Info: Account Classification: Primary: Secondary: Other Institutional Code: NAICS Code: COMPLIANCE DATA Are animal subjects used? Is IACUC review pending? Proposal Summary page 1 of 2

8 IACUC Protocol # IACUC Approval Date: Are human subjects used? No Is IRB review pending? IRB Protocol # IRB Approval Date: Does this project involve use of any of the following? Radioactive Material(s), Radiation Producing Devices(s), Recombinant DNA, Biohazardous Chemical(s), Class IIIb or IV Lasers, Other certifications of health, safety and/or environmental compliance. BUDGET DATA Performance Dates Begin Date End Date First Budget Period: Cumulative Budget Period: Proposal Summary (cont'd) Cost Sharing Information Committed: Amount: Source: Mandatory Voluntary Budget Period Direct Cost Indirect Cost Total Cost Period 1: 0 0 Total: 0 0 AWARD DATA Award #: Contract #: Date: Budget Period Direct Cost Indirect Cost Total Cost Period 1: Total: EXPORT CONTROL 1. Will the project involve participation, collaboration or access to information by foreign nationals, defined as: individuals with foreign citizenship, foreign governments, foreign associations and corporations, or foreign political parties? Note: Foreign nationals granted US citizenship, or permanent residence "green card" or granted status as a "protected individual", e.g., political refugees and political asylum holders are "EXEMPT" from deemed export rule. 2. Will the project involve the shipment of equipment, technology, software, materials data or other information? 3. Will the project involve a foreign subcontract or other foreign contractual agreement? COMMENTS AND EXPLANATIONS PLEASE INDICATE ANY SPECIAL INSTRUCTIONS BELOW: Proposal Summary page 2 of 2

9 Step # 6 You will be able to review the intent to submit form, abstract, budget, and budget justification on the Documents Page as illustrated below:

10 Step # 7 If everything looks good, check the box next to your name. If something needs to be modified, uncheck the box to retract and an is sent to the person above your name to fix the error.

11 Step # 8 Once the error is fixed, you should receive another which is pasted below.

12 Step # 9 Once everyone in the chain has approved the routing documents, each person will receive a final indicating the proposal is now authorized for submission.

13 Troubleshooting Be sure to check your Junk for notifications from Cayuse. We have reached out to IT to ensure that s from Cayuse are not sent to your Junk box but if they end up there, we have provided some troubleshooting information below. Right click on the in your Junk , go down to Junk, then click Junk Options, as noted below.

14 Next, click on the Safe Senders tab and you will in the list. Click on the Add button to the right then click on the OK button to ensure all future s from Cayuse go straight to your Inbox instead of Junk .