SPO Software Knowledge Base

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

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Jennifer Bliss

9/14/17

Q&A

How do I create a new custom role?

SPO USE ONLY https://docs.google.com/document/d/1fG7bTrobQ63gTZUsD8usfMMEw0EFint3h26Kf6ije38/edit?usp

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Q&A

How do I create a new custom role?

SPO USE ONLY https://docs.google.com/document/d/1fG7bTrobQ63gTZUsD8usfMMEw0EFint3h26Kf6ije38/edit?usp

9/14/17

Jennifer Bliss

9/8/17

Q&A

What roles do signing officials and their administrative staff (analysts and/or admin support) need to search and report on PDs, IPs, and AWDs?

SPO USE ONLY The following roles must be added manually to each SO+support staff: 107: Proposal

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Q&A

What roles do signing officials and their administrative staff (analysts and/or admin support) need to search and report on PDs, IPs, and AWDs?

SPO USE ONLY The following roles must be added manually to each SO+support staff: 107: Proposal

9/8/17

Jennifer Bliss2

12/6/17

Q&A

How do I update or revise signing officials, delegates and admin-FYIs?

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

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Q&A

How do I update or revise signing officials, delegates and admin-FYIs?

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

12/6/17

Jennifer Bliss

7/21/17

Q&A

What's the permission SPO needs to add to my profile in order to get access to the Reports tab (BIME)?

The role to give access to the Reports tab (and BIME) is 'Run Global Reports'. This will give

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Q&A

What's the permission SPO needs to add to my profile in order to get access to the Reports tab (BIME)?

The role to give access to the Reports tab (and BIME) is 'Run Global Reports'. This will give

7/21/17

Jennifer Bliss

5/5/17

Q&A

How do I add a new sponsor to Kuali?

**THIS PROCESS IS FOR SPO+UA GRANT STAFF ONLY** If you have permissions to add a sponsor, such as SPO

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Q&A

How do I add a new sponsor to Kuali?

**THIS PROCESS IS FOR SPO+UA GRANT STAFF ONLY** If you have permissions to add a sponsor, such as SPO

5/5/17

Jennifer Bliss

2/9/17

Q&A

How do I update the name of a department in Kuali?

First of all, HR data is dependent on ONLY the unit number (deptID) so you can change/update unit

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Q&A

How do I update the name of a department in Kuali?

First of all, HR data is dependent on ONLY the unit number (deptID) so you can change/update unit

2/9/17

Jennifer Bliss

1/12/17

Q&A

How do I add or remove a Special Review type (AKA: Compliance type in PD)?

In PD it's called Compliance (type) but in IP and AWD it's still called Special Review. When

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Q&A

How do I add or remove a Special Review type (AKA: Compliance type in PD)?

In PD it's called Compliance (type) but in IP and AWD it's still called Special Review. When

1/12/17

Jennifer Bliss

7/1/16

Q&A

What are all the report (deliverable) options currently active in Kuali?

The most recent update to Report Descriptions, Frequencies, and Bases was made on 7/1/16. A G-Sheet

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Q&A

What are all the report (deliverable) options currently active in Kuali?

The most recent update to Report Descriptions, Frequencies, and Bases was made on 7/1/16. A G-Sheet

7/1/16

Jennifer Bliss

6/24/16

Q&A

How do I check the appointment info, and other extended attributes, of a person's HR data/profile?

This topic is for SPO admin users only: Per RESSUP-1731 Can I add appointments to an individual's

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Q&A

How do I check the appointment info, and other extended attributes, of a person's HR data/profile?

This topic is for SPO admin users only: Per RESSUP-1731 Can I add appointments to an individual's

6/24/16

Jennifer Bliss2

7/1/16

Q&A

The pick-list of frequencies for the reporting requirements aren't correct, what do I do?

The most recent update to Report Descriptions, Frequencies, and Bases was made on 7/1/16. A G-Sheet

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Q&A

The pick-list of frequencies for the reporting requirements aren't correct, what do I do?

The most recent update to Report Descriptions, Frequencies, and Bases was made on 7/1/16. A G-Sheet

7/1/16

Jennifer Bliss

6/17/16

Q&A

A non-employee contact is not in the Address Book, what do I do?

This topic is for SPO admin users only: Per RESSUP-1552 Address Book Sponsor Address Flag

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Q&A

A non-employee contact is not in the Address Book, what do I do?

This topic is for SPO admin users only: Per RESSUP-1552 Address Book Sponsor Address Flag

6/17/16

Jennifer Bliss

6/16/16

Q&A

How do I change the Sponsor Contact on a Sponsor Template?

This topic is for SPO admin users only: Per #RESSUP-1753 - "Change Generic Sponsor Template

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Q&A

How do I change the Sponsor Contact on a Sponsor Template?

This topic is for SPO admin users only: Per #RESSUP-1753 - "Change Generic Sponsor Template

6/16/16

Jennifer Bliss2

7/1/16

Q&A

How do I add a new report (for deliverables)?

The most recent update to Report Descriptions, Frequencies, and Bases was made on 7/1/16. A G-Sheet

unread,

Q&A

How do I add a new report (for deliverables)?

The most recent update to Report Descriptions, Frequencies, and Bases was made on 7/1/16. A G-Sheet

7/1/16