How do I add a new sponsor to Kuali?

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Jennifer Bliss

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May 5, 2017, 6:54:20 PM5/5/17
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**THIS PROCESS IS FOR SPO+UA GRANT STAFF ONLY**

If you have permissions to add a sponsor, such as SPO and UA grant staff, add a new sponsor by navigating to:
  1. System Admin Portal > Miscellaneous > Sponsor
  2. In Sponsor Lookup: Search BROADLY for an existing entry for the sponsor you intend to add. This is CRUCIAL to avoid duplicate sponsor creation (which is really hard to undo). Try multiple variations of the sponsor name with * flanking the words (i.e.: *water*).
  3. If you can't find it in Sponsor Lookup, THEN click the "create new" button at the upper right corner of the window directly under your Kuali UserID (same as your OtterID) which is near your Action List link.
  4. Enter the following information listed in RED about the sponsor:
    • Description: Anything (this isn't crucial for this proces it's just a required field) 
    • Optional: Acronym
    • Owned by Unit: 000001 (top node is University Corporation = correct) 
    • Sponsor Name: complete/full sponsor name
    • Sponsor Type 
    • Address Line 1 (main address)
    • Optional: Address Line 2 (i.e.: suite or box number) 
    • City 
    • Optional: Comment
    • Country Code
    • County
    • Optional: Email Address
    • Optional: Phone Number 
    • Postal Code: Zip Code
    • State 




 
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