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Searching and Viewing an Award in Kuali Coeus. Fall 2012 . Today’s Agenda. Process from Proposal Development to Institutional Proposal to Award using Kuali Coeus Other Useful Tools: IUIE, MyRA Searching Techniques Anatomy of an Award: Locating Key Information in an Award Award Hierarchy

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Presentation Transcript
today s agenda
Today’s Agenda
  • Process from Proposal Development to Institutional Proposal to Award using Kuali Coeus
    • Other Useful Tools: IUIE, MyRA
  • Searching Techniques
  • Anatomy of an Award: Locating Key Information in an Award
  • Award Hierarchy
  • What can Medusa do for you?
  • Practicing searches and viewing key items
  • The new Award Notice
kc searching tips
KC Searching Tips
  • Institutional Proposal (InstProp) is a key search tool
  • The InstProp will be issued in the same way as FIS proposal is now
  • Using Medusa view, InstProp will yield helpful information
    • The InstProp links ‘back’ to the proposal development document
    • It links ‘forward’ to the award number
  • The award number connects to the InstProp and to the account number, yielding a continuous view of the project’s progress.
  • Additional search tools include ORG codes, sponsors, account number and PI name
slide11

Key Award data fields: Lead Unit ID, Activity Type, Account ID, Sponsor ID, Sponsor Award ID, Start/End Dates, Anticipated and Obligated Amounts

what is an award hierarchy
What is an Award Hierarchy?
  • Allows separate Award document for each budget period or Unit allocation
  • Proposal Development includes full Project Period, not just the first year
  • KC Award will display the future, anticipated funds
  • Future award years have a status of pending
  • Eliminates the need to route a new Proposal Development document for Continuations
slide13
Most Common Hierarchy: Will have 1 or more B levels representing the funding period and the account. May have C levels.

C Level: GRANDCHILD

C Level:

GRANDCHILD

slide15

Award Hierarchy Shown in Medusa Tab

Medusa View: Displays a hierarchical view of linked KC documents. A summary of key fields are included for each document.

training resources
Training Resources

Link to the KC non-production environment we used today:

https://test.uisapp2.iu.edu/my2-unt/portal/2064

Link to IU Research Administration Website:

http://researchadmin.iu.edu

Link to KC eLearning Videos & Training Guides:

https://www.indiana.edu/~oracms/

Link to Kuali Coeus Feedback:

kciufdbk@iu.edu