SPO Software Knowledge Base

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Jennifer Bliss2

10/27/16

Q&A

What fields can SPO modify in a proposal that's en-route (via Data Override)?

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

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Q&A

What fields can SPO modify in a proposal that's en-route (via Data Override)?

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

10/27/16

Jennifer Bliss

10/26/16

Q&A

I need to add an Ad Hoc Recipient (i.e.: Barbara Zappas, etc.) and I want their administrative assistants to get an FYI too. How do I do it?

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

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Q&A

I need to add an Ad Hoc Recipient (i.e.: Barbara Zappas, etc.) and I want their administrative assistants to get an FYI too. How do I do it?

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

10/26/16

Jennifer Bliss

10/26/16

Q&A

What's the difference between recalling a proposal and data override?

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

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Q&A

What's the difference between recalling a proposal and data override?

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

10/26/16

Jennifer Bliss

10/17/16

Q&A

What metadata does DigitalCommons require vs. allow for each type item uploaded to the archive?

First of all, metadata is set of data that describes and gives information about other data, so the

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Q&A

What metadata does DigitalCommons require vs. allow for each type item uploaded to the archive?

First of all, metadata is set of data that describes and gives information about other data, so the

10/17/16

Jennifer Bliss

10/17/16

Q&A

What Kuali user groups is SPO a member of?

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

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Q&A

What Kuali user groups is SPO a member of?

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

10/17/16

Jennifer Bliss

10/17/16

Q&A

How do I create a competition in InfoReady using the CSU General Template?

How to get started with the General Template Creating a competition starts a little differently when

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Q&A

How do I create a competition in InfoReady using the CSU General Template?

How to get started with the General Template Creating a competition starts a little differently when

10/17/16

Jennifer Bliss

10/3/16

Q&A

How do I enter a deliverable (aka: award report) in Kuali?

In the Payment, Reports & Terms tab > Reports panel > Technical/Management section add the

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Q&A

How do I enter a deliverable (aka: award report) in Kuali?

In the Payment, Reports & Terms tab > Reports panel > Technical/Management section add the

10/3/16

Jennifer Bliss

9/7/16

Q&A

What permissions do Signing Officials have (or need to have) in order to view proposals+awards under their authority?

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

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Q&A

What permissions do Signing Officials have (or need to have) in order to view proposals+awards under their authority?

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

9/7/16

Jennifer Bliss

8/29/16

Q&A

Where is SelectedWorks documentation for administrators?

So far this is it: http://digitalcommons.bepress.com/reference/45/

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Q&A

Where is SelectedWorks documentation for administrators?

So far this is it: http://digitalcommons.bepress.com/reference/45/

8/29/16

Jennifer Bliss

8/29/16

Q&A

How do I run a Current+Pending report for an individual?

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

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Q&A

How do I run a Current+Pending report for an individual?

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

8/29/16

Jennifer Bliss

8/27/16

Q&A

Can I create a child or grandchild (award) without opening and editing the parent?

Yes. Navigate to the Award Actions tab in the parent award and create the child award without editing

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Q&A

Can I create a child or grandchild (award) without opening and editing the parent?

Yes. Navigate to the Award Actions tab in the parent award and create the child award without editing

8/27/16

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

Jennifer Bliss

7/25/16

Q&A

How do I enter awardee data to track progress reports for competitions administered outside InfoReady?

Hello CSU InfoReady Administrators! We have heard questions from several campuses about how to

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Q&A

How do I enter awardee data to track progress reports for competitions administered outside InfoReady?

Hello CSU InfoReady Administrators! We have heard questions from several campuses about how to

7/25/16

Jennifer Bliss

7/15/16

Q&A

How do I get a list of current deptIDs and/or department names?

Refer to SPO Tech Issue Tracking ticket "Current List of Department Names and/or Department

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Q&A

How do I get a list of current deptIDs and/or department names?

Refer to SPO Tech Issue Tracking ticket "Current List of Department Names and/or Department

7/15/16

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

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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

Jennifer Bliss

5/11/16

Q&A

What's the difference between a Validation Error and a Validation Warning?

A Validation Error prevents the Proposal from being submitted. It must be corrected. A Validation

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Q&A

What's the difference between a Validation Error and a Validation Warning?

A Validation Error prevents the Proposal from being submitted. It must be corrected. A Validation

5/11/16

Jennifer Bliss

5/11/16

Q&A

What is Sponsor Hierarchy?

Sponsor Hierarchy maintenance document is used to establish and maintain hierarchical listings of

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Q&A

What is Sponsor Hierarchy?

Sponsor Hierarchy maintenance document is used to establish and maintain hierarchical listings of

5/11/16

Jennifer Bliss

5/10/16

Q&A

How do I find an Award record I started but didn't finishing entering?

We could always save an Award and return to it later to finish it up, but it used to be hard to find

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Q&A

How do I find an Award record I started but didn't finishing entering?

We could always save an Award and return to it later to finish it up, but it used to be hard to find

5/10/16

Jennifer Bliss

5/10/16

Q&A

How do I change PI default citizenship data, "Not Provided", in a proposal to a sponsor that requires citizenship declaration?

In the proposal, navigate to Key Personnel and locate the citizenship field. It is now a pick-list

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Q&A

How do I change PI default citizenship data, "Not Provided", in a proposal to a sponsor that requires citizenship declaration?

In the proposal, navigate to Key Personnel and locate the citizenship field. It is now a pick-list

5/10/16

Jennifer Bliss

5/10/16

Q&A

Where do the Total Direct and Total Indirect Amounts in the REPORTS tab come from?

On the REPORTS tab, the amounts in the two columns to the far-right, Total Direct and Total Indirect

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Q&A

Where do the Total Direct and Total Indirect Amounts in the REPORTS tab come from?

On the REPORTS tab, the amounts in the two columns to the far-right, Total Direct and Total Indirect

5/10/16

Jennifer Bliss

5/10/16

Q&A

Can I pre-populate data (such as Total Direct and Total Indirect Funding amounts) in a PI's close out report?

Yes. Navigate to the competition and click the "Applications" button. Open (click the URL

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Q&A

Can I pre-populate data (such as Total Direct and Total Indirect Funding amounts) in a PI's close out report?

Yes. Navigate to the competition and click the "Applications" button. Open (click the URL

5/10/16

Jennifer Bliss

5/10/16

Q&A

What if the selection committee awarded more than the originally advertised total?

The use-case for this situation is: The funding amount awarded by the selection committee is larger

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Q&A

What if the selection committee awarded more than the originally advertised total?

The use-case for this situation is: The funding amount awarded by the selection committee is larger

5/10/16