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Searching and Viewing an

Award in Kuali Coeus

Fall 2012

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at INDIASA IVERSITY

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

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at INDIASA IVERSITY

The KC Proposal to KC Award Process

Route a Proposal in

KC Proposal development

• KCDocumentnumber

• KCproposalnumber

ORA staff review,

approve and submit to sponsor

KC assigns an Institutional Proposal ID

number

• InstitutionalProposal isthe ‘glue’ forthe proposaland award.

Agency Awards

• Agencymakes anAward

• Specifiesdollarsamount,project startand enddates

ORA staff review,

accept and administers the award.

KC assigns an

award number

• AwardHierarchiestell a story

• KC Awardand KFS areintegrated

KFS Account is

created

Searching for an Award

~uali~ coeus

at INDIANA UNrvERSITY

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

-~------------------------------------~·- ----------------~ ~----------------~

Development P roposal Loo kup 111

Proposal Document Number: 111 802290

Proposal Number: : ® ~ Original Institutional Propos al ID:

O n e it e m r e trie v e d .

A ctions Proposal Pro osal Original Propos al

Docum e nt ~ Institutio nal ~ Number --- Proposal ID

Proposal Type, I se lec t I~ I® � Proposal State: I se lec t 1-- 1 ~ CJ

Project Title: I

Sponsor Deadline Date From: JG Sponso r Deadline Date To: ~ G

Sponso r Code: @ � Sponsor Name: © �

Sponsor Proposal ID:

Opportunity Title: J Notice of Opportunity: I se le c t

Opportunity ID: I

Principal Inve stigator:

Le.ad Unit: : ~ ~

Lead Unit Name: (!9 � Team Number: ~

Grants.gov Opportunity: j ~ CJ

Hierarchy Status: 1-- 1

TH E ROB ER T A p prov e d T e.sting WOOD Post- S ubmi ssio n und e rwr ites J O HN SON

FO UN DAT I O N

Spo nsor Opportunity Princ ipal Pro~;sal l.Q Investigator

P e.scosolid o , Berni ce A .

Sponsor D e adline

Date

"' requ ired fi e ld

Hiera r c hy Team Status Number

I ~uali~ at INDIASA

coeus IVERSITY

Searching by Proposal Document Number

-

Institutional Proposal Lookup [y)

Institutional Proposal Id: ~ Proposal Type: selec t /

Status: / Account ID: ~

Project Title: I,

Unit ID: jUA-VP IT 1@ � Unit Name:

Proposal Person:

Sponsor ID: c-7@� Principal Investigator:

Sponsor Propo sal ID: ~ Sponsor Name:

( search ) ( clear ) ( cancel )

2 ite m s retr ieved, displaying all item s.

ln§titutional Proposal A ctivity Lead Lead Unit Account Project Sponsor Spo n§or Prime Principal Actions Proposal Id = = Status

Unit ID Name !.!! Title !.!! Name Sponsor Investigator

V I CE PRES PURDUE

NAT IONAL Fox, Geoffrey

~ m ed usa 000000 18 New Resea rch Pend ing UA-VPIT INFORMATION IP-Award 030680 UNIVERSITY

INSTITUTES C .

TE CHNLGY OF HEA LTH

V I CE PRES THE FRANCI S Durkin, ~ m ed usa 10 New Resea rch Pending UA-VPIT INFORMATION Test 052085 FAMILIES Te rrence

TE CHNLGY FOU NDATI ON Andrew

/ -Main

/ /

H ~ � H ~ �

®

j

Initial Pro ject Initial Project Requested Requested Requested Requeste d Start Date Start Date End Date End Date

07/ 01/20 12 07/ 01/2012 06/30/2013 06/ 30/2014

* requ ired fi e ld

Initial Project Initial Project

Total Total F&A Cost F&A Cost

Direct Cost Direct Cost

317,721.25 613 ,774. 14 169,523.90 329,713.5 1

0 .00 0.00 0.00 0.00

I ~uali~ at INDIASA

coeus IVERSITY

'

Search for Institutional Proposal by Unit ID

Award Search by Co-PI -Award Lookup Ill

,--

3 items retrieved, displaying all items.

Actions Award 10 Sponsor I Lead Award IO Unit 10

lead Unit

= =~ 279024•00001A 12345 ~ ::iQs;;.IQI.QwY

-~ QQQY. medusa 279024-00002B 12345 BL-SOC SOCIOLOGY

==~ 279024·00003B 12345 ~ ::iQs;;.IQLQw:!

Export options: CSV I s pr eads heet I XML

/ / !:!I!!!

/ • reciuired field

Award 10: I ✓ Spon• or Award 10:

Account ID: / Award Status: select 1..-r!S CJ

Sponsor ro: L 'o..) 1:;;J

Award Title: ,, Investigator: Bao· I Lead Unit 10: r-==: ~�

Lead Unit:

OSP Administrator: I Archive Location:

Archive Date From: 3 Archive Oate To: 3

( seard> I clear ) ( cancel )

Account Award Award Title SRonsor Name IO Status

Created For THE ROBERT WOOD Active IU Staff JOHNSON

Searches FOUNDATION

Created For THE ROBERT WOOD 4412345 Activ e IU staff JOHNSON

Searches FOUNDATION

Created For THE ROBERT WOOD Pending IU staff JOHNSON

Searches FOUNDATION

-

<>.,. CJ

-

1 1. t .! Project I Project End [ Modification

nves tga or Start Date Date ID GS

Administrator

Pgw~;ll1 a:n~n 07/ 01/2013

Powe 111 Brian 07/01/2013

eii~;II, adAI! l o110112013

106/ 30/2015 l 1°6/30/ 2015

06/30/ 2015

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\ / \ / I

Award Lookup [1] Main

\ / • required f ield

Awar~ D: / Sponsor Award \>: /

Account I': I ¥ Award Status' I Un de rw r ite I• I®�

Sponsor ID:

' ®�

Award Title: \ Investigator: ~ Lead Unit ID: IBL-SOC ®�

Lead Unit: @� OSP Administrator:

Archive Location: J Archive Date From: G

Archive Date To: [!]

( search )~( cancel )

2 1 it ems retr iev ed, display ing all it ems.

Actions Award IO Sponsor Award Lead

Lead Unit Account Award

Award Title Sponsor

In vesti gator Project Project Modification GS

ID Unit ID ID Status Name Start Date End Date ID Administrator

Social NATIONA L

m edus a 000 143-0000SB R0 l number BL-SOC SOCIOLOGY Underw rit e Networks and

INSTITUTES OF Pescosoli do,

0 1/ 01/ 20 13 12/3 1/ 20 1S == Unfinished Bern ice A. HEALTH

Business

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Award Search by Award Status

and Lead Unit ID

Viewing an Award

s;.;.;tlr Contacts H Commitments H Budget Ver.oions II Payment . Reports & Terms II Special Review II Custom Data l[ Comments. Notes & Attachments II Award Actions j(~ j

Document Overview

,, * Description: Test ing - - JP00000 185

Organization Document Number:

Funding Proposals

Details & Dates

10/ 05/ 20 12

Award ID: 279024-00002B

Ver sion:

Aw ard Status: Active

Account ID: 44 12345

A w ard Title: Cr eat ed For JU Staff Sea r ches @

020425 � Sponsor ID: TH E ROBERT WOOD JOHN SON FOUNDATION

Sponsor A w ard ID: 12345

Modification ID:

Project Start Date: 07/ 0 1/ 20 13

Pr oject End Date: 06/ 30/ 20 15

Execution Date: 07/ 0 1/ 20 13

Anticipated Amount: $500 ,000.00

Subawards

Sponsor Template

other IU Units

Keywords

ht#MJ,,H,i§ll expand all 11 collapse all I

[1l

Explanation: Th is is t he B leve l of t he test awar d. @

Comments:

Copied Award @

Lead Unit ID: BL-SOC - SOCIOLOGY� Account Type: NA ( not appli ca ble)

Activity Type: Resea r ch

Award Ty pe: Gr ant

Obligation St art Date: 07/ 01/20 13

Obligation End Date: 06/ 30/ 20 14

Modification Date:

Obligated Amount: $500,000 .00

I ~uali~ at INDIASA

coeus IVERSITY

Key Award data fields: Lead Unit ID,Activity Type,Account ID, Sponsor ID,

Sponsor Award ID, Start/End Dates,Anticipated and Obligated Amounts

I ~uali~ coeus

at INDIANA UNrvERSITY

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

Most Common Hierarchy: Will have 1 or more B levels representing the funding

period and the account. May have C levels.

PARENT

A Level

CHILD

B Level:Time period 1

Account here

CHILD

B Level: Future Time

period 2

CHILD

B Level: Future Time

period 3

CHILD

B Level: Future Time

period 4

CHILD

B Level: Future Time

period 5

C Level:

GRANDCHILD

C Level:

GRANDCHILD

_r_d~~C_o_nta_cts_-_c_o_mmitme_nts_-_B_u_dg et Vers io_n_s~~P_a_yment, Reports & T er_m_s_~S~p~ecia I Revi_e_w_~c_u_.stom Da_t_a_~C_o_mments, Notes & Attachments Award Actions Medusa .l...___2

� Document was successfu lly reloaded. time & moncv I expand all 11 collapse all I

[!] Data Validation

Hierarchy Actions

Hierarchy Actions ~ llii1 El Coll aps e All 1±1 Expand All

~ 279024- 0000lA : : Powell , Brian : SOCIOLOGY

tipO 279024-00002B : 4412345 : Powell , Brian : SOCIOLOGY

279024-00003B : : Powell , Brian : SOCIOLOGY

Print

Route Log

I OP"n 11 medusa

I OP"n 11 medusa

I ~uali~ co e u s

at INDIASA IVERSITY

Award Hierarchy Shown in

Award Actions Tab

J Award Contacts Commitments Budget Versions J Payment, Reports a. Terms Special Review Custom Data Comments, Notes a. Attachments Award Actions ~ l

• Document was successfully reloaded.

Medusa

View:

G;,l_rnstitutional Proposal 00000185

L Oevelopment Proposal 57375

'-Award 279024·00001A

!-..DI.ward 279024· 000028

Award 279024- 000028

summary

0 Proposal > Awa:rd

I~ awanl 1 [no"@[ hletar<:~ IICllOM J

Award ID: J279024·00002B

Sponsor Award ID: 112345

~ IO: )4412345

Award Status: ,Active

Title: . Created For IU Staff Searches

Date" a. Amounts

S ponsor: I 020425 THE ROBERT WOOD JOHNSON FOUNDATION

Project Start Date: I 07/01/ 2013

Project End Date: 06/ 30/2015

Anticipat ed Cumulative: , $500,000.00

Award Details Recorded

Approved Subaward? Yes

Approve d Equipment? I No

Approved F o reign Travel? No

Fa.A? fYes

Investigators

~ ~at2!:!,_ Powell, Brion (Pnncipal Investigator)

Bao, Wan-Ning

•Award 279024·00003B

iifufi#iiH,Hi OJ<pa,,<I all ) [ collapse all I

Award > Proposal

Award Type: Grant

Activity Type: Research

Account Type: NA (not applicable)

Obligation Start Date: 07/ 01/2013

Obligation End Date: 06/ 30/ 2014

Obligated Cumulative: $500,000.00

Payment Schedule? No

Sponsor funding Transferred ? No

Cost Share? No

Units

BL·SOC : SOCIOLOGY(Lead Unit)

IN-SOC : SOCI OLOGY

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at INl)JANA UNIVERSITY

Award Hierarchy Shown in Medusa Tab

MedusaView: Displays a hierarchical view of linked KC documents.A summary

of key fields are included for each document.