PURPOSE: To address the need for notifying other business unit persons when proposals are routed for approval. Currently, Kuali will route to the Dept Chair and Dean of a non-lead unit. However, the proposal will not route to a non-lead unit’s business person even if resources (i.e. personnel, space, cost share etc.) are proposed.
RESPONSIBILITY: Proposal Aggregators, Principal Investigators, Office of Sponsored Programs (OSP), Department Business Manager, Deans and Directors.
OBJECTIVE: How principal investigators and department administrators can manage notifications to other business persons who have resources being used as a part of the proposal project. As a standard policy, sponsored research projects must be approved by department chairs, deans and center directors when any of their resources are named on a proposal. This procedure outlines how proposal aggregators can notify other business persons who also need to be aware of and work on the project.
- Notify Other Business Unit Personnel: If resources from another unit, (i.e. personnel, space, cost share etc.) are being used, the Principal Investigator and Department Administrator must notify other unit business managers.
- Add Access to View Proposals and/or Receive Ad-hoc Notifications: Proposal Aggregator may give business support persons in other units the access to view a proposal and budget and also add persons to ad-hoc routing notifications. See the following Kuali Quick Reference Guides: How to Assign Ad Hoc Routings in Kuali on how to set up ad-hoc notifications and How to Grant Access to Your Proposal on how to give access to others to view or work on your proposal.
Monitoring: The proposal aggregator may add or remove persons working on proposals throughout the proposal creation process. Proposal approvers may also add reviewers and approvers.
To download or print a copy of this procedure: Inter-Disciplinary Proposal Notification Procedure