Kuali Research Resources
General Guides for all Users
| Topic | Resource |
|---|---|
| Navigating & Searching | Navigation and Search Video: General Navigation Video: Filtering Cards Video: Search Records |
| Dashboard cards | Dashboard Overview Video: Proposals not Routing Video: Proposals Routing to Me Video: Proposal Workload Assignment |
| Basics Descriptions of fields and accessing attachments in Awards, Subawards, and Institutional Proposals | Basics Guide |
| Current and Pending Reports | Current and Pending Reports Video: Current and Pending Reports |
Guides for Routing Proposals for UM approval in Proposal Development
| Topic | Resource |
|---|---|
| Investigator & Senior/Key Personnel Certification Who Certifies & What are the Questions? How to Certify Using Dashboard Cards, Investigators | Investigator & Senior/Key Personnel Certification Guide Video: Investigator Dashboard Cards |
| Approving Proposals How to Approve in KR Using Dashboard Cards, Approvers | Approver Guide Video: Approving Proposals |
| Viewing Proposal Development Descriptions of fields and accessing attachments in Prop Dev Descriptions of fields and accessing attachments in Awards, Subawards, and Institutional Proposals | Basics Plus Proposal Development Guide |
| Creating Proposal Development |
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| Troubleshooting Proposals | Video: Questionnaire Validation Errors Video: How to Copy a Proposal Video: Add or Change Investigator or Unit Video: Making Changes to a Proposal After Submitting for Review Video: Modifying Answers to Completed Certifications |