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Module 7: Science

Module 7: Science. Objectives. Welcome to the Cayuse424 Science module. In this module you will learn: Cayuse424 Basic Template Concepts. How to use Cayuse424 templates using a PC or MAC to: Create a Research Plan from scratch. Work with an existing Research Plan. Create a Biosketch.

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Module 7: Science

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  1. Module 7: Science

  2. Objectives • Welcome to the Cayuse424 Science module. • In this module you will learn: • Cayuse424 Basic Template Concepts. • How to use Cayuse424 templates using a PC or MAC to: • Create a Research Plan from scratch. • Work with an existing Research Plan. • Create a Biosketch. • Create other miscellaneous documents. • Create all Science documents in PDF suitable for uploading to the proposal and transmitting electronically to the grant agency.

  3. The Challenge • One of the challenges of electronic submissions to Grants.gov is preparing PDFs of your Research Plan and attaching them into the correct sections of the grant proposal. • Cayuse424 provides several Word templates that make this job quick and easy. • If you create your Research Plan using one of the Cayuse424 templates, you will be able to create PDFs and attach them to the appropriate sections in a few simple steps.

  4. How Do Templates Work? • The templates provide bookmarks, along with header and footer commands. • Bookmarks are the mechanism that ensures that each section of the Research Plan is attached to the appropriate section of the proposal when it is uploaded.

  5. Before You Get Started • Before you can use the templates to create your Research Plan, you must ensure that two Cayuse424 tools are downloaded onto your desktop. • Cayuse424 Templates. • Cayuse424 PDF Print Installer. • In many organizations, the download is performed by technical support. • However, you may download your own tools. For details on how to do this, refer to the Desktop Readiness training module.

  6. Cayuse424 Science Templates • Cayuse424 provides four templates: • ResearchPlan1_1:To use when you are starting a Research Plan from scratch. This template inserts “gssectheads” into a blank Word document and then generates bookmarks during the print phase that will allow your Research Plan to be efficiently uploaded into your grant proposal. • ResearchPlanAddIn1_1: To use if you have an existing Research Plan. This template will insert section heads into your existing plan so that you can upload it quickly and easily into your grant proposal. • Biosketch:Provides a template in which to create Biosketches. • BlankContPage: Use to create individual pages such as Abstracts, Narrative, Equipment, Facilities, etc. that can be attached to the grant proposal.

  7. Template Defaults/Tips • Template Defaults are set accordingly to NIH standards: • Default Margins= ½ inch • Default Font = Arial 11 • Template Tips • Do not insert manual page breaks into your Research Plan • Manual page breaks cause unwanted page breaks in the PDF version of the plan, creating additional unwanted pages

  8. Template Usage • In the remaining slides of the Science module you will learn how to use the templates to support development of new and existing research plans. • The procedures for using the Cayuse424 Science templates are described first for PCs and then for MACs because each computer handles the template differently.

  9. Research PlanTemplate Usage for PCs

  10. To create a Research Plan from scratch: Open Word File:New On the task pane, click on Templates on my computer or General Templates. Creating Research Plan From Scratch

  11. Creating Research Plan From Scratch • In the dialog, click on the Cayuse tab. • Choose Researchplan1_1.dot.

  12. Creating Research Plan From Scratch • Complete Configuration Information: • PI Name. • Section 4 Heading. • Human Subjects Scenarios (required). • Click OK

  13. Creating Research Plan from Scratch • Cayuse424 formats the template with the appropriate section heads required for your Research Plan. • Type and/or insert your research plan, section-by-section.

  14. Creating Research Plan from Scratch • Name and save your document.

  15. Previewing the Research Plan • Click Preview PDF to view the Research Plan as a PDF stripped of all header and footer information, per NIH requirements. • Click Preview Paper to view the Research Plan as a PDF that includes header and footer information (e.g., PI’s name page numbers, etc.). This version is for your reviewing convenience and is not forwarded to NIH.

  16. Reconfigure Info • Reconfigure Info • If necessary, click to reconfigure an existing plan that has section heads already inserted.

  17. Reconfigure Info • Reconfigure Info • When you click Reconfigure Info the Configuration Information dialogue box is displayed. • Click the appropriate boxes to reconfigure the elements included in your Research Plan.

  18. Print Paper/PDF • Print Paper/PDF • Use Print Paper/PDF to print a version of the PDF that includes headers and footers.

  19. Display Outline • Display Outline • Display Outline displays all section heads that may be required in the Research Plan. Use this as a point of reference when checking to make sure your Research Plan has all the required sections.

  20. Creating a PDF of the Research Plan to Upload to the Proposal • To create a PDF of your Research Plan: • Click Preview PDF to suppress document headers and footers. • Click PDF for Esub. The system will prompt you for a destination folder for the PDF of the Research Plan.

  21. Creating a PDF of the Research Plan to Upload to the Proposal • Once the Research Plan is saved as a PDF, a dialogue box tells you where it’s located and what sections were not included. • Click OK. • It’s a good idea to verify that the PDF appears as you expected once it’s created.

  22. Working with an Existing Research Plan • In the event that you have a previously written Research Plan that you want to electronically submit using Cayuse424, you will use the ResearchPlanAddIn1_1 template. • It will automatically insert the proper section heads and bookmarks into your existing plan so that you can easily upload the plan in PDF format into the proposal.

  23. Working with an Existing Research Plan • Start by opening up your existing Research Plan in Word.

  24. Working with an Existing Research Plan • Go to Tools: Templates/Add-Ins • At the template dialogue box: • Click Cayuse • Click ResearchPlanAddIn.dot • Click Add

  25. Working with an Existing Research Plan • Once the template has been added, click OK.

  26. Working with an Existing Research Plan • Note the Cayuse Tool Bar has been added. • Click Reconfigure Info.

  27. Working with an Existing Research Plan • The Configuration Information form is displayed. • Enter the PI name and check the appropriate boxes. • When you click okay, the template add-in function will begin to scan your existing Research Plan for section heads.

  28. Working with an Existing Research Plan • You will receive a message verifying that the section head highlighted is the correct section head that should be bookmarked by the add-in template. • Verify each section head and click YES or NO as appropriate.

  29. Working with an Existing Research Plan Repeat this process for every section head. Once verified, the section head is converted to the proper style.

  30. Working with an Existing Research Plan • Add any missing sections or correct any poorly worded section headers. • Click Reconfigure Info again. • Repeat until all section heads have been inserted.

  31. Working with an Existing Research Plan • When the configuration is complete, a dialogue box will indicate the sections that are missing from the pro-forma Research Plan outline. If you completed the configuration information properly these sections will not be required on your proposal. • Review the list and click OK. • Save your document with the changes.

  32. Research PlanTemplate Usage for MACs

  33. Creating the Research Plan From Scratch From the Word Toolbar, Select File, and then click Project Gallery. Click Cayuse.

  34. Creating the Research Plan From Scratch Click on the ResearchPlan1_1 template. Then click Open.

  35. Creating the Research Plan From Scratch • Cayuse424 generates a list of section heads. • To configure them for your Research Plan requirements, enter PI name,starting page # and check the appropriate boxes. • Click OK.

  36. Creating the Research Plan From Scratch • The system generates a Word document with the appropriate section heads based on your configuration specifications and adds the Cayuse Toolbar.

  37. Creating the Research Plan From Scratch • Save your document. You are now ready to type your Research Plan directly into the template.

  38. Working with an Existing Research Plan • In the event that you have a previously written Research Plan that you want to electronically submit using Cayuse424, you will use the ResearchPlanAddIn1_1 template. • It will automatically insert the proper section heads and bookmarks so that you can easily upload the plan in PDF format into the proposal. • Instructions on how to use the add-in template are detailed on the next several slides.

  39. Working with an Existing Research Plan • Start by opening up your existing Research Plan in Word.

  40. Working with an Existing Research Plan • From the Word Toolbar: • Select Tools. • Select Templates and Add-Ins. • At the Templates and Add-ins window: • Select Add. • Click OK.

  41. Working with an Existing Research Plan • Click ResearchPlanAddIn1_1. • Click Open. • Navigate to the Cayuse folder

  42. Working with an Existing Research Plan The ResearchPlanAddIn1_1 is added and checked. Click OK.

  43. Working with an Existing Research Plan • Once you add the ResearchPlanAddIn1_1.dot, the Cayuse Toolbar is displayed.

  44. Working with an Existing Research Plan • Click Reconfigure Info.

  45. Working with an Existing Research • The Configuration Information form is displayed. • Enter the PI name and check the appropriate boxes • When you click OK, the template add-in function will begin to scan your existing Research Plan for section heads.

  46. Working with an Existing Research Plan • You will receive a message verifying that the section head highlighted is the correct section head that should be inserted by the add-in template. • Verify each section head and click OK or NO as appropriate. Verify that the section head is properly identified, then click Yes.

  47. Working with an Existing Research Plan • Once verified, the section head is replaced by the gssectheads. • Repeat until all section heads are inserted.

  48. Working with an Existing Research Plan • When the configuration is complete, a dialogue box will indicate the sections that are missing from the pro-forma Research Plan outline. If you completed the configuration information properly these section will not be required on your proposal. • Review the list and click Dismiss. • Save your document with the changes.

  49. Previewing the Research Plan in PDF Format • As you continue to work on your Research Plan in the template, you can view it in one of two ways using buttons on the toolbar. • Click Preview PDF to view the Research Plan as a PDF stripped of all header and footer information, per NIH requirements. • Click Preview Paper to view the Research Plan as a PDF that includes the PI’s name on the top right corner of each page, and page numbers at the bottom of each page. This version is for your reviewing convenience and is not forwarded to NIH.

  50. Previewing the Research Plan in PDF Format Display Outline displays all section head that may be required in the Research Plan. Use this as a point of reference when checking to make sure you Research Plan has all the required sections.

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