SPO Software Knowledge Base

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

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

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

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

Only super-users have the right to recall a proposal (SPO staff are all super-users). Click the

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

To ensure Barbara approves a proposal (PD) before the first SPO stop, when Clarisa/UA creates a new

You can NOT change the Lead Unit in Proposal Development once you've saved the record. Refer to

The most recent transaction processed for an award record is listed on this report, not all. If you

This is a SPO Admin (super-user only) function. System Admin tab > Maintenance tab > Unit

Key Personnel department info/data is modifiable in PD, so if a PI has multiple appointments, and his

Yes. SPO staff all have permission to bypass/skip individual authorization in the routing chain (with

The actual date that SPO clicks the "Submit to Sponsor" button is recorded ONLY in the

SPO (& UD) STAFF ONLY There are two ways SPO staff can see all proposals in a signing

Navigate to the System Admin Portal > Maintenance tab In the Maintenance tab, under Awards

SPO USE ONLY Open the Doc Search link in the upper right hand corner of the portal. Click the

This post is SPO staff ONLY: KualiCo maintains documentation (agendas and recordings) on Google Drive

Primary Delegate: A signing official (ie: delegator) has turned over his/her full authority to a

You cannot attach a new file but SPO/Super-users can REPLACE an attachment and change status of

Yes. The fastest way is to use the Lookup function. If you're looking for a certain sponsor

Inserting an Ad Hoc Recipient with the following actions means: APPROVE = Routing stops at that

At the PROPOSAL stage: There are a couple ways to involve a research compliance officer. The first is

This is driven by the following parameter: ENABLE_PD_WORKFLOW_APPROVAL_COMMENTS Simple setting it to

Proposal Log records never go away. They can be picked up, over and over again, and they continue to

How to Data Override a proposal: When you open a proposal that is pending approval, you will notice

Contact SPO. SPO can give anyone view-access to a proposal. Details at: How do I give a person view-

Anyone that has access to create a proposal will also have access to recall that proposal. Currently

A representative from SPO (Jen) is a member of the following Kuali user groups: Preaward (

In order for Signing Officials to view proposals+awards under their authority, the following

From the home screen, select the Researcher (tab) Under Personnel (section), select Current &