Module 2 Introduction to Cayuse424.

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Presentation transcript:

Module 2 Introduction to Cayuse424

Objectives In this module you will learn: The features and benefits of Cayuse424 How to: Log-on Navigate Cayuse424 Understand the Cayuse424 icons Personalize your password Set User preferences User Tips

C424 Features/Benefits Downloads funding opportunities directly from Grants.gov Provides autofill and data reuse capability Automatically tracks errors and warnings Easy navigation between forms Stores proposal documents and attachments Tracks proposal submission status

Logging into Cayuse424 To log-in to Cayuse424: Type in your Cayuse424 URL Click the “Need a password” link the first time you login Enter your user name and password Your username is the same as the username you use for EIPRS or VandalWeb Click Sign in

Tabbed Navigation Opportunities tab Proposals tab Routing tab Browse downloaded opportunities Download new opportunities Create new proposals from downloaded opportunities Proposals tab Create/edit a grant proposal Create/edit a subaward proposal Import a subaward proposal Routing tab Proposal routing will continue through EIPRS – this tab will not be used

Tabbed Navigation People tab Institutions tab Reports tab Create/edit a professional profile View a professional profile Institutions tab View the primary institutional profile Create profiles for subcontracting institutions Reports tab Submission report Unlinked Profiles Report

Tabbed Navigation Preference/Admin tab Change your password and email address Edit your user preferences Support link (on the Overview tab) Latest documentation Cayuse listserv Data Integration Tools Training modules

Navigation Features Breadcrumb trails provides a quick way to navigate between screens within a tab Drop down menus allow quick access to additional information stored in the database

Icons Icons perform key tasks Hover your cursor over an icon to determine its function Click the icon and Cayuse424 will respond with prompts, forms changes, etc. to support performance of the activity

Changing Your Password Click the Preferences tab Click Change Password Enter new password Re-enter new password to verify

User Preferences Control how often you are prompted to save your changes as you navigate between tabs All three boxes are checked by default, which ensures that your work is optimally auto-saved

Setting User Preferences Click the Preferences tab Click the User Preferences link Check or uncheck the boxes

Cayuse424 Tips When exiting pop-up windows always click the Close button; don't use your browser’s "back" function Be careful when copying and pasting to your proposal -- special characters (e.g., umlauts) will cause funding agencies to reject your proposal Don’t leave Cayuse424 running overnight

Conclusion In this module you learned: The features and benefits of Cayuse424 How to: Log-on Navigate Cayuse424 Understand the Cayuse424 icons Personalize your password Set User preferences User Tips