SPO Software Knowledge Base

Issue: You are a signing official, a back-up/alternate signing official, or support person designated

There are two ways to look up records and information in Kuali Research. The most common and most

Sometimes you will start a review but have questions for me or Cindy before you continue with the

When you need to provide a signing official or delegator to a signing official instructions on how to

Sometimes FYI recipients need to document that they have viewed a proposal (in the Route Log on the

Since implementing SSO sign-in, external users who have not been provisioned an @csumb.edu account

In Kuali a user is called a Person and a department is called a Unit. a Person's profile is

Digital signatures are a type of e-signature that includes a digital certificate issued by a third-

Kuali Research, including Proposal Development and Protocols, is fully accessible using Chrome by

Make your comments in the protocol per these instructions: https://kuali-research.zendesk.com/hc/en-

Students don't automatically have access to Kuali but we can back-end add one if you (faculty

From your email notification of review assignment, click the URL link directly to the protocol OR log

Check out: Pivot Makes Claiming Your Profiles Easier!

There are many Google add-ons that mail-merge data from Google Sheets but this is what I use: Save As

CITI is integrated with our Single Sign On System (SSO) which means your OtterID+Password work as

SPO USE ONLY When you print an Award Summary, you have to select "Technical Reports" to

SPO USE ONLY Navigate to the Central Admin tab and select Agenda. Enter the search term *workflow*

SPO USE ONLY Yes up to a point. A delegate can be added to a signing official IF the proposal is at a

If you are configured as a delegate (alternate/backup) to a Signing Official (eg: Chair, Dean,

This functionality is for SPO/UD super-users only. NO. Super-users can recall a proposal UP TO the

Yes. Individuals without an OtterID may register and affiliate with CSUMB in order to complete CITI

This is a SPO Admin (super-user only) function. Open your own Action List. Enter the user's

Sign up for Kuali Research training! Who can be trained now: Signing Officials and their designated

We started by training the Chief Financial Officer, Provost, Director of Sponsored Programs, etc.,

There is a 4000 character limit to content but the Route Log will abbreviate the display at 400. Best

Video (recording) of how to do it (by Jess & Jen): https://drive.google.com/drive/folders/

See: What are the minimum required fields I have to complete in order to initiate a Proposal in Kuali

Can't find an answer here? Try the Kuali Research Support Knowledge Base: https://kuali-research.

SPO USE ONLY If you choose 'Continuation', 'Renewal', or 'Resubmission' as

SPO USE ONLY Look up the People Flow by entering "View People Flow" into the landing page/