Kuali Research Trainings

The Office of the Vice President of Research has mandated that all Investigators must certify his/her own proposal prior to the proposal being submitted for approval. This certification may not be delegated to another user, but may be done at any point between proposal creation and that proposal being submitted for approval. All UM investigators must certify (this includes Principal Investigators, Multiple Principal Investigators, and Co-Investigators).

In this session, Investigators will view a sample email requesting that he/she certify to a proposal record. Investigators will learn how to view the information in the proposal which may have been entered on his/her behalf. Investigators will view how to access and provide answers to the 9 certification questions. 

Duration of session: About 30 minutes

In this session, users will learn how to access the information in a Proposal Development record necessary to provide a thorough review prior to approval including Investigators, Credit Split, Special Review, Questionnaire, Abstract, Scope of Work, Budget, Subaward documentation, etc. Users will see sample emails from the system and a sample approval map.

Duration of session: About 30 minutes

Kuali Research Basics

This is open to, and intended for, all individuals who need access to this information to perform their job duties.

Investigators, Departmental Research Administrators, Coordinators, Department/College level officials.

In this session, users will learn how to navigate and search in the Institute Proposal, Award, and Subaward modules and access Award and Subaward documents attached by ORA.

Institute Proposal: Locate proposed funding, including requested amounts, investigators involved, credit splits, indirect costs, and special review flags.

Award: Determine KFS account number, award amount, project and account start and end dates, investigators involved, credit splits, indirect costs, related (parent and child accounts), award terms and conditions via the award document

Subaward: Identify the ORA subaward number and the KFS PO number of the subaward, amount obligated to subaward to date, subaward document

Duration of session: About 90 minutes

None

Kuali Research Basics Plus Proposal Development View

This session is open to all individuals from departments using Kuali Proposal Development. This session is intended for those staff who typically have more post-award functions but occasionally need access to see the record of what was actually submitted on the proposal.

Departmental Research Administrators, Coordinators, Department/College level officials.

In this session, users will learn everything from the Kuali Research Basics session PLUS:

How to navigate to, and search, the Proposal Development module to access the information which was submitted by ORA to the sponsor. This could include information such as the proposed budget, budget justification, scope of work, and subaward documentation.

Duration of session: About 120 minutes

Confirmation of supervisor that this level of access is required

Kuali Research Proposal Development, Session 1

Session I: This session is intended for those individuals who will be creating proposals for routing and submission in Kuali Research.

Investigators, Departmental Research Administrators, Coordinators, Department/College level officials

In this session, users will learn how to complete the Proposal Development record including:

Proposal Details, Investigators and Credit Split, Special Review Items, connection to Grants.gov for system-to-system submission, Questionnaire completion, attaching documents to fulfill UM and Sponsor requirements

How to notify Investigators that a proposal is ready for review and certification

How to submit a proposal for UM approval and submission

How to update or recall a proposal once submitted for approval

Duration of session: About 180 minutes

Kuali Research Basics

Confirmation from supervisor that this level of access is required.

Kuali Research Proposal Development, Session 2

Session 2: This session is intended for those individuals who will be creating proposals for routing and submission in Kuali Research.

Investigators, Departmental Research Administrators, Coordinators, Department/College level officials

In this session, users will learn how to complete the Proposal Development record budget information including:

Summary budget – used when the proposal will not be submitted system to system;

NIH modular budget – used when the proposal will be submitted in response to a funding opportunity using this budget type;

Detailed budget – used when the proposal will be submitted in response to a funding opportunity required this budget;

Duration of session: About 180 minutes

Kuali Research Basics AND

Proposal Development Session 1

Confirmation from supervisor that this level of access is requires.