Locate the section of the proposal you would like to autofill Click the

Transcription

1 Module 6 Proposal Basics Topics covered 1. AutoFill 2. Add Performance Sites 3. Senior / Key Persons 4. Adding Senior / Key Persons on the Fly 5. Sorting Senior / Key Persons 6. Attaching Biosketches 7. Targeted / Planned Enrollment Table 8. Inclusion Enrollment Report 9. Overriding the Enrollment Tables

2 Proposal Basics Autofill functionality Use the icon to autofill fields Autofilled information is extracted from either the Professional or Institutional Profile(s) () If profile information changes during the proposal preparation process, you can autofill again to import the most recent information When you autofill certain sections, Cayuse424 also autofills other logically-connected fields When the proposal is created and displayed for the first time: Applicant Organization and Pi Principal i Investigator t dt data has already been autofilled Locate the section of the proposal you would like to autofill Click the

3 Module 6 Proposal Creation / Page 3 of 13 Autofill (continued) Select the appropriate data to be autofilled Click Close Autofill Window Notice data has been autofilled into section

4 Add Performance Sites Module 6 Proposal Creation / Page 4 of 13 Upon proposal creation the Project/Performance Site Primary Location will be partially autofilled for you To add additional performance sites navigate to the Performance Site page and click the Click OK on the Add a new Performance Site? prompt Notice a blank Performance Site location has been created

5 Add Performance Sites (continued) If adding a new site, complete form manually Module 6 Proposal Creation / Page 5 of 13 If adding a site with a pre-existing Institutional Profile, click the Autofill Pencil and select Institution Senior / Key Persons Provides the ability to add/autofill/edit and delete Senior/Key Persons Allows you to add as many Senior/Key Persons as you need Handles the overflow (8 or 40) by auto-generating an overflow PDF and attaching it to the proposal Provides a sort button that automatically alphabetizes the final list Autofills Senior/Key persons and salary information on the budget pages when you add them on the SF424 Key Persons page Navigate to the SF424 RR Key Person page Click Add/Edit KP

6 Senior / Key Persons (continued) Module 6 Proposal Creation / Page 6 of 13 NOTE: If you need to add a key person that is not a University of Delaware employee nor in the professional profile please contact your Contract and Grant Administrator to have an institutional profile established to which this person can be associated. You will need to provide the institution s legal name and DUNS number. For additional information regarding this see module #3 Professional Profiles. Scroll down the Key Persons window and select the person you wish to add The Autofill Window displays all information currently stored for that individual

7 Adding Senior / Key Persons In the Key Persons autofill window you can: Edit Role Module 6 Proposal Creation / Page 7 of 13 Define budget periods during which Key Person will be named in the grant. By checking or unchecking the Budget Period boxes, you can control whether or not the name and salary information autofills onto the budget page Attach biosketch Edit appointment type and salary Escalate salary Enter level of effort Once you enter level of effort, Cayuse424 auto-calculates Requested Salary, Fringe Benefits and Funds Requested You can also manually input this information into the budget page for each budget period (see Budget module for details)

8 Adding Senior / Key Persons on the fly Module 6 Proposal Creation / Page 8 of 13 Adding a Senior/Key Person On-the-Fly allows you to quickly create a Professional Profile from within the proposal From the SF424 RR Key Person page (or Detailed Budget page) Click on Add/Edit KP Click the Create New Key Person button in the Key Person autofill window Enter First and Last Name Click the Create New Profile button Fill out the Create New Key Person form and click the Save Key Person button A P f i l P fil ill b d i ddi i h K P b i dd d h A Professional Profile will be created in addition to the Key Person being added to the Senior/Key Person page and Detailed Budget page

9 SORTING Senior/Key Persons Module 6 Proposal Creation / Page 9 of 13 Once you have added all key persons, click the Sort Senior/Key Persons icon to alphabetize your list. Key Persons will be sorted first while Other Significant Contributors will appear at the bottom of the list

10 Attaching Biosketches to the Proposal Module 6 Proposal Creation / Page 10 of 13 Navigate to the SF424 RR Key Persons page Click the Add Attachment button The Attach Biosketch window enables you to attach the PDF and the Source (Word) file from: Professional Profile Another location using the Browse button

11 Targeted / Planned Enrollment Table Module 6 Proposal Creation / Page 11 of 13 This form is only used for NIH Proposals. Automatically calculates the totals Uploads this form in PDF format to the Research Plan section of the grant proposal The checkbox on the navigation bar must be checked in order to send this form to Grants.gov

12 Inclusion Enrollment Report Module 6 Proposal Creation / Page 12 of 13 Automatically calculates the totals Uploads this form in PDF format to the Research Plan section of the grant proposal The checkbox on the navigation bar must be checked in order to send this form to Grants.gov

13 Overriding the Enrollment Tables Module 6 Proposal Creation / Page 13 of 13 There may be occasions when you have completed the enrollment tables separately; or you have multiple pages of each enrollment tables When this is the case you may override the generated attachment and attach your own document(s) When uploading your own Enrollment tables make sure you uncheck the inclusion box to ensure your uploaded forms are submitted, rather than the generated forms Navigate to the Research Plan page in Cayuse424 Click the Override button next to the appropriate Enrollment table forms Click the Browse button to locate the appropriate Enrollment table and click Open Click Upload Enrollment table is now attached