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KRA Proposal Development

KRA Proposal Development. Rhonda Dwyer University of Arizona Lisa Oliva Michigan State University Tyler Wilson Colorado State University. Discussion Topics. Release Schedule & Current Development Status How to Navigate Proposal Development Proposal Development Functionality

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KRA Proposal Development

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  1. KRA Proposal Development Rhonda Dwyer University of Arizona Lisa Oliva Michigan State University Tyler Wilson Colorado State University

  2. Discussion Topics • Release Schedule & Current Development Status • How to Navigate Proposal Development • Proposal Development Functionality • Enhancement Requests • Quality Assurance (QA) Period & Testing Process

  3. Kuali Process Flow

  4. Module Timeline • KRA Release 1 – Proposal Development Module • April 2008 Quality Assurance Period • July 2008 Deployment • Budget User-Interface Redesign Release 1.1 • October 2008

  5. Highlights of Proposal Development Functionality is Based on MIT’s Coeus System • Captures all External Application & Internal Information • Abstracts & Other Attachments • Data Validation & Streamlining • Electronic Routing / Approvals • Grants.gov System to System (S2S) Capabilities • Information Link with other Kuali Modules • Electronic Record Keeping

  6. KRA Home Page: Researcher View

  7. KRA Home Page:Unit/Departmental View

  8. Proposal Tabs & Navigation Help & User Documentation

  9. Required Fields

  10. Sponsor & Organization Info Table Inquiry Icon - represents additional table info that gets linked to the proposal

  11. Supporting Tables:Organization Data • Information is already stored • Reduces data entry & review time

  12. Delivery Info & Keywords

  13. Key Personnel Page

  14. Personnel Information Default data is pulled in from Person Table

  15. Credit Split

  16. Special Review Information can be linked to IRB Module

  17. Custom Data

  18. Questions

  19. Permissions

  20. Rights & Roles Available • Aggregator • Granted full access rights • Answers certification questions • Assigns all other rights/roles • Submits proposal into routing • Proposal Creator is automatically given the role of Aggregator • Additional Aggregators can be designated • Budget Creator • Modifies budget & proposal details • Can view narrative & attachments

  21. Rights & Roles Cont. • Narrative Writer • Modifies narrative & proposal details • Can view budget • Viewer • Can view budget, proposal details & narrative • Approver • Can view budget, proposal details & narrative • Approves document once in routing

  22. Abstracts & Attachments

  23. Proposal Attachments

  24. Personnel Attachments

  25. Internal Attachments

  26. Proposal & Internal Attachments: Rights

  27. Abstracts

  28. Notes

  29. Grants.Gov Opportunity Search

  30. Grants.Gov Opportunity

  31. Grants.Gov Forms

  32. Grants.gov Highlights • Can perform Opportunity search directly through KRA • System reads the Opportunity schema to know what data elements & forms are required • Data validation is performed prior to submission • Electronic submission to Grants.gov (S2S) • .XML images of Grants.gov forms are created • Application status details are transmitted back to KRA after submission

  33. Proposal Actions

  34. Data Validation Highlights • Data is validated at three levels: • Hard errors that prevent submission into routing • Hard errors that prevent submission into Grants.gov (when applicable) • Soft warning errors that alert users to possible problems, but do not prevent submission • System will display messages and can redirect the user back to the location of the invalid data element

  35. Data Validation

  36. Data Validation - Errors

  37. Data Validation - Errors

  38. Proposal Hierarchy – Release 2.0

  39. Print Forms

  40. Proposal Copies

  41. Route Log

  42. Ad Hoc Routing

  43. Enhancements Requests • Ability for Key Persons to “opt in” for Credit Split & Certification Questions • Grants.gov Resubmissions • allows multiple proposal “versions” to be linked together • Sponsor Statuses • such as pending, funded, rejected, etc. • provides additional data elements for reporting

  44. Quality Assurance PeriodSystem Testing • Quality Assurance period officially began on April 1, 2008 • Majority of testing efforts focus on the Budget portion • Over 50 scenarios created to test functionality • Test cases developed • Authorization • Approval Workflow • Budget calculations • Grants.gov System to System (S2S) • Performance Testing

  45. KRA Proposal Lab • Focus is on Proposal Development and Grants.gov S2S submissions.  • The facilitators will help you work through a KRA Proposal, and take your questions. • 3:45 – 4:45 Tuesday in the Marlborough room.

  46. Questions Please join us for the KRA Budget Presentation & KRA Labs

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