SPO Software Knowledge Base

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Welcome to CSUMB's Sponsored Programs Office Software Knowledge Base.

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Jennifer Bliss

6/27/18

Q&A

Can a non-CSUMB affiliated or engaged researcher complete our CITI training?

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

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Q&A

Can a non-CSUMB affiliated or engaged researcher complete our CITI training?

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

6/27/18

Christine Limesand

11/2/17

Q&A

How do I clear out old items in my Action List?

Residual Action List items should be only FYI, and occasionally a signing official will have an

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Q&A

How do I clear out old items in my Action List?

Residual Action List items should be only FYI, and occasionally a signing official will have an

11/2/17

Jennifer Bliss

8/10/17

Q&A

I can't post a new question or view members of this group. What gives?

If you can't see the red button [New Question] then you aren't a member of the group yet.

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Q&A

I can't post a new question or view members of this group. What gives?

If you can't see the red button [New Question] then you aren't a member of the group yet.

8/10/17

Jennifer Bliss

8/10/17

Q&A

How do you print a Kuali Route Log?

1) Open the route log: 2) Scroll down and open anything that's "hidden" by clicking the

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Q&A

How do you print a Kuali Route Log?

1) Open the route log: 2) Scroll down and open anything that's "hidden" by clicking the

8/10/17

Jen at Home

8/8/17

Q&A

What are the basic steps to searching for a proposal or award?

Basic Steps to Searching Launch Kuali: https://csumb-prd-res.kuali.co/ Click to Open "Unit"

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Q&A

What are the basic steps to searching for a proposal or award?

Basic Steps to Searching Launch Kuali: https://csumb-prd-res.kuali.co/ Click to Open "Unit"

8/8/17

Jennifer Bliss

8/3/17

Q&A

I'm an Ad Hoc Approver but I want to return a proposal for modifications. How do I do it?

You should have a [RETURN] button next to the [APPROVE] button like this: If the [RETURN] button is

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Q&A

I'm an Ad Hoc Approver but I want to return a proposal for modifications. How do I do it?

You should have a [RETURN] button next to the [APPROVE] button like this: If the [RETURN] button is

8/3/17

Jennifer Bliss

8/3/17

Q&A

How do I give a person view-access to a proposal (without making them an APPROVER)?

Contact SPO. SPO can give anyone view-access to a proposal this way: Open the proposal Navigate to

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Q&A

How do I give a person view-access to a proposal (without making them an APPROVER)?

Contact SPO. SPO can give anyone view-access to a proposal this way: Open the proposal Navigate to

8/3/17

Jennifer Bliss

8/3/17

Q&A

I'm an Ad Hoc Recipient - APPROVER and I need to add another Ad Hoc Recipient before I will approve a proposal, how do I do it?

NOTE: As of 8/3/17: There is a known bug that the vendor is addressing so you cannot currently do it.

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Q&A

I'm an Ad Hoc Recipient - APPROVER and I need to add another Ad Hoc Recipient before I will approve a proposal, how do I do it?

NOTE: As of 8/3/17: There is a known bug that the vendor is addressing so you cannot currently do it.

8/3/17

Jennifer Bliss

4/18/17

Q&A

Something is wrong with Kuali and I need to report a problem or question. What do I do?

Your input is critical to reporting issues with Kuali so in order for us to help you resolve your

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Q&A

Something is wrong with Kuali and I need to report a problem or question. What do I do?

Your input is critical to reporting issues with Kuali so in order for us to help you resolve your

4/18/17

Jennifer Bliss

3/17/17

Q&A

Why aren't my deliverables (reports to sponsors) in Kuali?

The functionality of Kuali's Award Report Tracking feature doesn't yet meet our needs so

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Q&A

Why aren't my deliverables (reports to sponsors) in Kuali?

The functionality of Kuali's Award Report Tracking feature doesn't yet meet our needs so

3/17/17

Jennifer Bliss

1/25/17

Q&A

What is the Delegator column for in my Action List?

The Delegator column will include info if someone else has given authority for you (ie you are the

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Q&A

What is the Delegator column for in my Action List?

The Delegator column will include info if someone else has given authority for you (ie you are the

1/25/17

Jennifer Bliss

1/9/17

Q&A

I already maintain profiles in ResearchGate and/or Academia.edu, why should I use SelectedWorks too?

SelectedWorks is derived from your content in Digital Commons, our open access repository run by

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Q&A

I already maintain profiles in ResearchGate and/or Academia.edu, why should I use SelectedWorks too?

SelectedWorks is derived from your content in Digital Commons, our open access repository run by

1/9/17

Jennifer Bliss

12/19/16

Q&A

What are Quick Links for?

The Quick Links you see on your dashboard are not CSUMB's preferences. They're pre-configured

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Q&A

What are Quick Links for?

The Quick Links you see on your dashboard are not CSUMB's preferences. They're pre-configured

12/19/16

Jennifer Bliss

12/15/16

Q&A

Can I customize my Action List with my own preferences?

Yes. Everything you need to know about customizing your Action List is here: http://www.kuali.org/

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Q&A

Can I customize my Action List with my own preferences?

Yes. Everything you need to know about customizing your Action List is here: http://www.kuali.org/

12/15/16

Jennifer Bliss

11/30/16

Q&A

Is there a quicker way to access a proposal record by URL?

Yes! In the "proposal bar" (the list of links in the upper right-hand side of every

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Q&A

Is there a quicker way to access a proposal record by URL?

Yes! In the "proposal bar" (the list of links in the upper right-hand side of every

11/30/16

Jennifer Bliss

11/10/16

Q&A

What's an Action List Reminder?

An Action List Reminder is an email notification that something is going on with a proposal in Kuali

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Q&A

What's an Action List Reminder?

An Action List Reminder is an email notification that something is going on with a proposal in Kuali

11/10/16

Jennifer Bliss

11/7/16

Q&A

How do I tell what's going on in the route log?

The Route Log is a really useful thing that tells you where a proposal's been and where it's

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Q&A

How do I tell what's going on in the route log?

The Route Log is a really useful thing that tells you where a proposal's been and where it's

11/7/16

Jennifer Bliss

10/26/16

Q&A

What do the proposal statuses mean?

When you search for a proposal it's handy to limit your search by the status (if you know it).

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Q&A

What do the proposal statuses mean?

When you search for a proposal it's handy to limit your search by the status (if you know it).

10/26/16

Jennifer Bliss

9/26/16

Q&A

How do I add a special approver to a proposal that's routing to Signing Officials?

If you have permission to add an additional/special reviewer to a proposal en-route to Signing

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Q&A

How do I add a special approver to a proposal that's routing to Signing Officials?

If you have permission to add an additional/special reviewer to a proposal en-route to Signing

9/26/16

Jennifer Bliss

8/17/16

Q&A

The numbers populating for month and year aren't correct. How do I change them?

First, understand how the numbers correspond to the fiscal year calendar. Let's use an example:

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Q&A

The numbers populating for month and year aren't correct. How do I change them?

First, understand how the numbers correspond to the fiscal year calendar. Let's use an example:

8/17/16

Jennifer Bliss

8/8/16

Q&A

How do I add an Ad Hoc Recipient as an approver, for acknowledgement, or FYI?

These instructions are for adding an ad hoc recipient AFTER the proposal is IN routing (ie: the [

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Q&A

How do I add an Ad Hoc Recipient as an approver, for acknowledgement, or FYI?

These instructions are for adding an ad hoc recipient AFTER the proposal is IN routing (ie: the [

8/8/16

Peggy Rueda, Jennifer Bliss2

7/28/16

How do I change the Dept ID on the proposal development page?

Once a proposal has been saved (by clicking either the SAVE button or the SAVE & CONTINUE button)

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How do I change the Dept ID on the proposal development page?

Once a proposal has been saved (by clicking either the SAVE button or the SAVE & CONTINUE button)

7/28/16

Jennifer Bliss2

6/6/16

Q&A

I get an error message (screen) when I log into Kuali. What do I do?

Make sure you update your Email Addresses in CMS-HR. The On-Campus email address must be your @csumb.

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Q&A

I get an error message (screen) when I log into Kuali. What do I do?

Make sure you update your Email Addresses in CMS-HR. The On-Campus email address must be your @csumb.

6/6/16

Jennifer Bliss

5/25/16

Q&A

Where is my profile data in Kuali coming from?

Your Kuali profile information, the same as campus directory information (ie: public information), is

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Q&A

Where is my profile data in Kuali coming from?

Your Kuali profile information, the same as campus directory information (ie: public information), is

5/25/16

Jennifer Bliss

5/25/16

Q&A

What is Kuali Coeus?

Kuali Coeus software is a comprehensive system for research administration, beginning with proposal

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Q&A

What is Kuali Coeus?

Kuali Coeus software is a comprehensive system for research administration, beginning with proposal

5/25/16

Jennifer Bliss

5/24/16

Q&A

Is there a user manual (user guide) for Kuali?

The Kuali Community maintains product documentation for the generic version, Kuali Coeus, at: https:/

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Q&A

Is there a user manual (user guide) for Kuali?

The Kuali Community maintains product documentation for the generic version, Kuali Coeus, at: https:/

5/24/16

Jennifer Bliss

5/23/16

Q&A

How do I find an award record in Kuali?

From the home dashboard, enter "Search for Post-Award" in the search box. This will open

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Q&A

How do I find an award record in Kuali?

From the home dashboard, enter "Search for Post-Award" in the search box. This will open

5/23/16

Jennifer Bliss

5/23/16

Q&A

How do I find a proposal record under development in Kuali?

From the home dashboard, enter "Search for Proposals" in the search box. This will open the

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Q&A

How do I find a proposal record under development in Kuali?

From the home dashboard, enter "Search for Proposals" in the search box. This will open the

5/23/16

Jennifer Bliss

5/23/16

Q&A

What is a signature authorization routing chain?

Every institution processes proposals for external funding (grants and contracts requests for funding

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Q&A

What is a signature authorization routing chain?

Every institution processes proposals for external funding (grants and contracts requests for funding

5/23/16

Jennifer Bliss

5/23/16

Q&A

What does the "Submit for Review" button do?

Clicking the SUBMIT FOR REVIEW button submits your proposal into institutional signature

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Q&A

What does the "Submit for Review" button do?

Clicking the SUBMIT FOR REVIEW button submits your proposal into institutional signature

5/23/16