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

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 WorkDayGrant Line identifier, 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, WorkDay subaward Grant Line identifier, the WorkDay supplier invoice number, amount obligated to subaward to date, subaward document

Duration of session: About 90 minutes

OPTIONAL - BASED ON DEMAND:
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. (additional 20 minutes)

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, Questionnaire completion, Summary Budget, and Attaching documents to fulfill UM 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.

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 use the Proposal Development record to connect and submit a proposal via Grants.gov.

This session will focus on selecting the Grants.gov application package and forms along with completing the detailed budget and NIH modular budget.

This session requires completion of Prop Dev 1 and is only offered with advanced coordination. Please let kr-help know you'd like this training after you've registered for Prop Dev 1.

Kuali Research Basics AND

Proposal Development Session 1

Confirmation from supervisor that this level of access is required.