Transcript Slide 1

Slide 1
FastFacts
Feature Presentation
January 30, 2009
We are using audio during this session, so please dial in
to our conference line…
Phone number: 877-322-9648
Participant code: 182500
Slide 2
Today’s Topic
We’ll be taking a look at…
Coeus Premium
User Interface Upgrade
Slide 3
Today’s Presenter
Tim Schleicher
Director of Office of Research Information Systems
Slide 4
Session Segments
Presentation
Tim will address the Coeus Premium user interface upgrade.
During Tim’s presentation, your phone will be muted.
Q&A
After the presentation, we’ll hold a Q&A session.
We’ll open up the phone lines, and you’ll be able to ask
questions.
Tim will answer as many of your questions as time allows.
Slide 5
Contact Us
If you would like to submit a question during the presentation or if
you’re having technical difficulties, you can email us at:
[email protected]
You can also send us an instant message!
GoogleTalk – [email protected]
AOL Instant Messenger – HopkinsFastFacts
MSN – [email protected]
Slide 6
Survey
Survey
At the end of this FastFacts session, we’ll ask you to complete a
short survey.
Your honest comments will help us to enhance and improve
future FastFacts sessions.
Slide 7
Coeus Upgrade
Premium User Interface
Slide 8
Agenda
Today we will cover:
Brief review of the upgrade path to Coeus 4.3.2
Coeus Premium screen changes and new functionality related to the
upgrade from Coeus 4.2.4 to Coeus 4.3.2
Brief review of what’s coming in 4.3.3 and 4.4.0
Slide 9
4.4.0
4.3.3
Oct-08
4.3.1.1
Jul-08
4.3.1
May-08
4.3.0
Jul-08
4.3.2
4.2.6
Apr-08
Nov-08 *Feb-09 *Apr-09
Upgrade from Coeus 4.2.4
4.2.5
0%
Bug Fixes
Enhancements
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Apr-08
4.2.5
37
Jul-08
4.2.6
22
May-08
4.3.0
167
Jul-08
4.3.1
117
Oct-08
4.3.1.1
28
Nov-08
4.3.2
69
*Feb-09
4.3.3
47
*Apr-09
4.4.0
44
7
2
75
25
0
12
12
47
Slide 10
Proposal Development List
NEW: Multiple proposal development records open in EDIT mode.
Slide 11
Proposal Tab
Coeus 4.2.4
Coeus 4.3.2
Email Icon
New tab for OTHER
Anticipated Award Type
Slide 12
Grants.gov Submission Details Window
Coeus 4.2.4
Coeus 4.3.2
You can now submit to either the 2006 or 2007 Grants.gov servers.
2006 - PureEdge form submissions
2007 - Adobe form submissions.
Slide 13
Organization Tab
Coeus 4.2.4
Coeus 4.3.2
Slide 14
Investigator Tab
Coeus 4.2.4
Coeus 4.3.2
NEW Multi-PI check box introduced
•Name ALL investigators on the
investigator tab.
•Use Multi-PI checkbox to indicate if
you are submitting a Multi-PI proposal.
NEW fields available to
capture academic, summer,
and calendar effort.
Note: These values are not
system calculated and are
merely informational.
Slide 15
New OTHER Tab
Other tab - exclusively used to capture AOR NSPIRES User Name
•AOR - Authorized Organizational Representative
•NSPIRES - NASA Solicitation and Proposal Integrated Review and
Evaluation System (similar to NIH’s eRA Commons)
Slide 16
Proposal Personnel
Coeus 4.2.4
Coeus 4.3.2
NEW – Only one icon to upload files.
Also, now captures time-stamp
information to assist with identifying
documents.
Slide 17
Degree Details
Coeus 4.2.4
Coeus 4.3.2
NEW - Just enter the YEAR!
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Person Details
Coeus 4.2.4
Coeus 4.3.2
More data fields are visible.
•Not yet determined if these
fields will be editable at the
proposal level.
Note: New field for Salary
Anniversary Date.
Slide 19
Abstract Module
Coeus 4.2.4
Coeus 4.3.2
NEW tab for Relevance
•The majority of these tabs are used when
printing your proposal on the NIH PHS 398
form set.
•Relevance is a new section of Form page 2.
•Also note we capture timestamp of last
update.
Slide 20
YNQ Module
Coeus 4.2.4
Coeus 4.3.2
Two new questions added.
Also NEW - SAVE without
answering all questions in one
sitting
Note - All questions must be
answered before proposal can
be submitted for approvals.
Slide 21
Adjust Period Boundaries
NEW - If your change the start and end dates on the
proposal details tab, when you edit your budget, you’ll be
asked if you want to Adjust the budget to the new time
period.
Slide 22
Adjust Period Boundaries, cont
NEW - Notice the dates in the header have been changed,
but to confirm the new budget periods, select the OK
button.
Slide 23
Adjust Period Boundaries, cont
Be sure to sync the Proposal rates with the current
Institutional Rates.
Slide 24
Budget Summary Window
Coeus 4.2.4
NEW - Ability to set a Total Direct Cost limit.
•Functions exactly as Total Cost limit, except
only considers direct costs.
•Use the On/Off campus setting to make ALL
costs for the budget off campus.
Coeus 4.3.2
Slide 25
Budget Period
Coeus 4.2.4
Coeus 4.3.2
NEW - Direct Cost limit field available for the
individual budget periods
•Useful when syncing for modular budgets.
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Budget Persons
Coeus 4.2.4
Coeus 4.3.2
NEW - Salary Anniversary
Date field.
•Feature is turned off, but
working with HopkinsOne to
change the interface from
SAP HR to add this data.
Note - Some button labels are renamed and added a
new one for TBAs.
•TBA feature can be used in place of searching for TBA
records in the person table.
Slide 27
Personnel Budget Details
Coeus 4.2.4
Coeus 4.3.2
Now only view budget persons who
can be paid from the cost element
(in lieu of viewing everyone).
Slide 28
Subaward File Upload
Coeus 4.2.4
Coeus 4.3.2
Old - “Coeus specific” PureEgde forms
NEW - Use the RR_Budget_A-V1.1 PDF form
which can be downloaded from the Grants.gov
FOA application package.
Slide 29
Narratives
Coeus 4.2.4
Coeus 4.3.2
NEW - Single icon for uploading
narratives.
NEW - Upload button directly on the
narrative type.
Slide 30
Proposal Routing Window
Coeus 4.2.4
NEW – We’re now keeping a history of
routing.
•You also have the ability to upload
attachments during the review
•Think about uploading the Investigator
Certifications, Dean’s approval for costsharing, etc
Coeus 4.3.2
Slide 31
Email Notification
NEW - email notification engine inside of Coeus.
•Will function similar to other email engines, but the
message will contain a link to the proposal development
record you are working on.
Slide 32
What’s coming with 4.3.3/4.4.0
New web service to allow search for G.G funding opportunities
(without having to first create a proposal development record)
Ability to submit NIH “K” applications
Single line item budgeting for Subawards
Budget validation rules will be checked when marking the budget
complete (currently, these are not checked until you submit for
approval).
Ability to edit the Performance Site information for G.G form
(currently defaults to address for Research Administration)
Ability to upload documents to the Negotiations module
Last update and last update user timestamp on the Subcontract
Module
Reporting Engine - ability to run reports inside of Coeus (Pending by
Department, Awarded/Active by Investigator, etc).
Slide 33
Conclusion
Today we covered:
The migration path to bring JHU to the latest version of Coeus.
Screen changes and new functionality.
What’s ahead for Coeus 4.3.3 and 4.4.0
Slide 34
Resources
To sign up for an Instructor lead course, visit the Human Resource
website http://training.jhu.edu/html/Main/default.asp and log into
myLearning@JohnsHopkinsday
To access the Coeus Premium Proposal Development user guide, visit
our Help and Tutorial website
http://jhuresearch.jhu.edu/COEUS/user_guides.htm and select
Coeus Premium under the Proposal Development heading
As always, contact [email protected] if you need assistance with
Coeus.
Slide 35
Q&A
We’re going to open the phone lines now!
There will be a slight pause, and then a recorded voice will provide
instructions on how to ask questions over this conference call line.
We’ll be answering questions in the order that we receive them.
We’ll also be answering the questions that were emailed to us
during the presentation.
If there’s a question that we can’t answer, we’ll do some research
after this session, and then email the answer to all participants.
Slide 36
Thank You!
Thank you for participating!
We would love to hear from you.
Are there certain topics that you would like us to cover in future
FastFacts sessions?
Would you like to be a FastFacts presenter?
Please email us at: [email protected]
Slide 37
Survey
Before we close, please take the time to complete a short survey.
Your feedback will help us as we plan future FastFacts sessions.
Click this link to access the survey…
http://connect.johnshopkins.edu/fastfactssurvey/
Thanks again!