Transcript e-Clearance Form - Ball State University

Routing & Approvals in Cayuse 424
Guide for Project Personnel,
Administrators & Proxies
Augusta Wray, Proposal Manager
Agenda
 Background
 Pre-Routing Process
 Logging In
 Routing Rules
 Reviewing a Proposal
 Approving a Proposal
 System Limitations
 Questions?
Background
 What does SPO do?
 Why Cayuse?
 Banner + Evisions
 SPO Workflow
 What is Cayuse?
 Proposal Preparation
 S2S Grants.Gov submissions
 Internal Review
 Database Record
Pre-Routing Process
 Policy
 PI / Co-PI Assurances forms
 Uploading Documents
 System requirements
A Note on Approvals
For Administrators: Please note that in giving your approval for a
specific external proposal submission you are certifying the that:
The effort proposed is in keeping with
Department/College/University educational objectives and is
appropriate to our mission. I am aware of the requirements of this
project (including financial commitment from my area) and am
committed to providing them.
Logging on to Cayuse 424
 You will receive an email notification that you have a proposal to
review and approve:
Due to an approval action, the following proposal now requires your attention:
Routing – [Proposal name would be here]
Please navigate to https://bsu.cayuse424.com/705/proposal.do?proposalId=1001402504
at your earliest convenience.
 Click on the link in the body of the email, or
 Go to http://bsu.cayuse424.com/
 Use BSU username and password to log in.
Logging on to Cayuse 424
 Upon logging in, the
asterisk next to
“Routing & Approval”
indicates you have
proposals pending your
review and approval.
Routing “Rules”
 Initiating Routing
 Routing Chains
 Chair/Unit/College-Level approvals
 Access during routing
 Deleting an approver
 Delegates / Proxies
Reviewing the Proposal
 Federal Proposals + their forms
 Non-Federal (“other”) proposals
 Proposal Summary
Important!
 This is the University database record. SPO is
responsible for this data and it should not be
altered.
Reviewing the Proposal
 The Summary link
describes the basics of the
proposal, including PI,
sponsor, dates, and
requested amount.
 The Documents link will
include the PI Assurances
document, BSU internal
budget, and project
narrative
Reviewing the Proposal
 Click on the “pdf” link to view
the narrative (ends in “N”),
budget (ends in “B”) or
additional internal
attachments
 The Assurances Form(s)
includes statements related
to conflict of interest,
intellectual property and
other certifications
Approving the Proposal
 Reviewers indicate their
approval by checking the box
adjacent to their name
 Once approved, the next
reviewer on the routing chain
is notified via email
 As soon as the SPO Director (or
Delegate) checks their box an
email is sent to everyone on
the routing chain and
electronic submission to
Grants.gov by SPO can proceed
Approving the Proposal
Once the proposal is ready for institutional routing, the PI (or the first
reviewer on the chain) can start the routing process by:
1.
Accessing the proposal’s Routing and Approval area.
2.
Check the box next to your name.
3.
Entering any necessary comments in
the pop-up.
4.
Click Approve.
Retracting the Proposal
 Once a proposal has been
approved, the approvals can be
retracted by un-checking the
box next to the reviewers
name.
Routing History
All routing actions are logged in the proposal’s Routing History
Finished!
 After you check the box next to your name to approve, the next
approver will be notified.
 Note that under the “Routing” tab, you will be able to see all
proposals requesting your approval.
General Cayuse Tips
 Use the breadcrumbs, not your browser’s back
function.
 Use the refresh arrows, not your browser’s refresh
function.
 Exit any pop-up window you open by clicking the link
or button to close the window if you decide not to
complete the action.
 Log out of Cayuse 424 when you are finished.
Limitations
 Customization
 Automatic Emails
 Reporting
Questions?
Contact Information
Augusta Wray
Proposal Manager
[email protected]
765-285-5033
http://www.bsu.edu/spo