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Searching and Viewing an Award in Kuali Coeus

Searching and Viewing an Award in Kuali Coeus. Fall 2012 . Today’s Agenda. Process from Proposal Development to Institutional Proposal to Award using Kuali Coeus Other Useful Tools: IUIE, MyRA Searching Techniques Anatomy of an Award: Locating Key Information in an Award Award Hierarchy

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Searching and Viewing an Award in Kuali Coeus

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  1. Searching and Viewing an Award in Kuali Coeus Fall 2012

  2. Today’s Agenda • Process from Proposal Development to Institutional Proposal to Award using Kuali Coeus • Other Useful Tools: IUIE, MyRA • Searching Techniques • Anatomy of an Award: Locating Key Information in an Award • Award Hierarchy • What can Medusa do for you? • Practicing searches and viewing key items • The new Award Notice

  3. The KC Proposal to KC Award Process

  4. Searching for an Award

  5. KC Searching Tips • Institutional Proposal (InstProp) is a key search tool • The InstProp will be issued in the same way as FIS proposal is now • Using Medusa view, InstProp will yield helpful information • The InstProp links ‘back’ to the proposal development document • It links ‘forward’ to the award number • The award number connects to the InstProp and to the account number, yielding a continuous view of the project’s progress. • Additional search tools include ORG codes, sponsors, account number and PI name

  6. Searching by Proposal Document Number

  7. Search for Institutional Proposal by Unit ID

  8. Award Search by Co-PI

  9. Award Search by Award Status and Lead Unit ID

  10. Viewing an Award

  11. Key Award data fields: Lead Unit ID, Activity Type, Account ID, Sponsor ID, Sponsor Award ID, Start/End Dates, Anticipated and Obligated Amounts

  12. What is an Award Hierarchy? • Allows separate Award document for each budget period or Unit allocation • Proposal Development includes full Project Period, not just the first year • KC Award will display the future, anticipated funds • Future award years have a status of pending • Eliminates the need to route a new Proposal Development document for Continuations

  13. Most Common Hierarchy: Will have 1 or more B levels representing the funding period and the account. May have C levels. C Level: GRANDCHILD C Level: GRANDCHILD

  14. Award Hierarchy Shown inAward Actions Tab

  15. Award Hierarchy Shown in Medusa Tab Medusa View: Displays a hierarchical view of linked KC documents. A summary of key fields are included for each document.

  16. Training Resources Link to the KC non-production environment we used today: https://test.uisapp2.iu.edu/my2-unt/portal/2064 Link to IU Research Administration Website: http://researchadmin.iu.edu Link to KC eLearning Videos & Training Guides: https://www.indiana.edu/~oracms/ Link to Kuali Coeus Feedback: kciufdbk@iu.edu

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