What are some basic searching tips for Kuali Proposal?
Most common searches are by proposal number, PI, Unit, Sponsor, Kuali uses the asterisks as the wild card character. See UMBC Proposal Search Quick Card V1 2017_10_20 Also see all training at http://research.umbc.edu/kuali-training/
Who has access to a my proposal?
Access to the Proposal is limited based on roles within a unit or on a proposal. Proposal creators have access to records he/she created and have the ability to add other viewers. Investigators have view access to their Kuali Research proposals by default. Proposal Approvers have view access to proposals they approve. Aggregators (those who create and manage proposal data) work with many investigators in a unit(s) to create proposals. The system also allows Aggregators to add persons so that they can also access ( to either view or edit). Contact OSPA for help in making changes to Aggregators and Proposal Viewers at firstname.lastname@example.org
Who is an Aggregator in Kuali?
An Aggregator is anyone at UMBC who creates and manages a proposal. Typically this will be the department administrator who has created or has managed proposals in PeopleSoft. The person who helps to facilitate creation of a paper routing form for signatures would also be a likely person to be an aggregator. Aggregators create and maintain budgets and can work with many investigators in a unit(s) to create proposals.
I am a PI. Can I create and work on my own proposal in Kuali?
Answer: Yes! Anyone at UMBC can create or work on a proposal, including the Principle Investigator. The department administrator will automatically have access to edit the proposal alongside and in conjunction with the PI. The PI will need Proposal Creator access however to create new proposals. Works with your department administrator to get started, UMBC Create Proposal Quick Card V1 2017_10_20
How does an Investigator certify a proposal?
A UMBC investigator must certify a proposal before it can be submitted to the Sponsor. In those instances where the investigator is not the proposal creator, the proposal creator will send a notification email to the investigator. This email will have a link to the certification page for that investigator for that proposal. See Quick Reference Guide for PI Certifications, UMBC PI Certification Quick Card V2 2017_09_19 . See also Kuali Training http://research.umbc.edu/kuali-training/
I am a Department Chair. Can I view all the proposals in my unit by using Kuali?
Yes. Department Chairs can view all proposals in their unit. An easy way to find proposals is to use the Task Bar on the Main menu and the word “Search”, then key in your unit number in search criteria. See Quick Card – UMBC Proposal Search Quick Card V1 2017_10_20
Do all the final documents need to be submitted before the proposal is submitted for signature approvals? For example can the PI replace proposal attachments, such as the Narrative Document, after the proposal has been submitted?
The short answer is YES. The proposal aggregator or the PI may update attachments while the proposal is in routing for signature approval. No new attachments can be added. This feature allows the proposal attachments to continue to be worked on up and until the proposal is submitted to the sponsor by OSPA. Prior Approvers in the routing chain will be notified when a document has been replaced,
What is a pessimistic lock? Can someone still view a record if it is being updated or used by someone else?
A type of lock placed on a record to prevent other from updating that record. Users will get a message the the record is locked and will give the name of the user who is currently updating the record. Records can still be viewed. To unlock a record, navigate to the “Pessimistic Lock” menu option, and use the delete function. This will unlock the record. A Pessimistic Lock also occurs when a user forgets to close the record, or has not signed out of the system when the record is active. Locks are removed from all records after 24 hours.
The hyperlinks at the bottom of the Kuali notification email are not active. Is this a problem?
This is a known issue in Kuali queue and the software company is working to make the links active regardless of the browser used. If your link does not work, cut and paste the link into your browser window.
When I close my Proposal Budget, the system takes me out of my proposal too! How can I stay in my proposal continue working?
The Close button will take the user out of the proposal budget and the proposal. If the user wishes to stay in the proposal, use the “Return to Document” button, then and navigate back to the proposal, using the “Return to Proposal Arrow at the top of the left-hand navigation panels.