Basics of How to Approve a Proposal in Coeus. 1 3 4 2 STEP 1: Get Email STEP 2: Log into Coeus and go to Inbox STEP 3: Find and Review Proposal STEP 4:

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Presentation transcript:

Basics of How to Approve a Proposal in Coeus

STEP 1: Get STEP 2: Log into Coeus and go to Inbox STEP 3: Find and Review Proposal STEP 4: Approve OR Reject

Hyperlink will open to the CoeusLite log-in screen You will receive a message in your regular UC inbox informing you there is a Coeus proposal for you to review. Be sure to set your so messages from don’t go into your “junk” You must be in UC’s network to access CoeusLite. Step 1 Back

Enter your UC Central Login and password Step 2

Navigate to Inbox Step 2

Inbox opens to Unresolved Messages Select anywhere on the blue title or number to open the Approver Summary screen Step 2 Back

Select where you want to go next Back to Inbox -Return to the Inbox Proposal Details - Navigate to the full proposal Approval Routing - View the Approval Routing Map Approve -Approve the proposal Reject -Reject the proposal Step 3

Further down the page you can review budget information – including cost share Select “View” for any document you wish to open Documents not submitted to the sponsor are uploaded to Internal UC Documents. Step 3

From here you can review the proposal Note: You are in “view only” mode. If you have comments you may enter them later in the “approve” or “reject” screen. Select what you want to review If the Grants.gov logo is in upper right corner, you can view the entire Grants.Gov package Step 3

When the Grants.gov screen opens, select the forms you wish to view. Then click “Print Selected Forms” to generate a PDF of the Grants.gov package which you can print, save or just view. First, Select Grants.gov from the menu to open the Grants.gov detail screen. To Print a Grants.gov proposal Step 3

When the Print detail screen opens, select the forms you wish to view. Then click Print Selected Forms to generate a PDF of the proposal which you can print, save or just view. First, Select Print from the menu to open the Print detail screen. To Print a non-Grants.gov proposal Back Step 3

You can see the routing and note who has approved (or rejected) as well as who has yet to review the proposal. Click here to read a reviewer’s comments. Step 4

You can add comments about the proposal here. Click to approve. The proposal will route to the next person/people on the list. Step 4

Click to reject. The proposal routing will stop and all prior approvals will be deleted. You MUST add a comment to reject a proposal. Step 4

will be sent if the proposal is rejected. Comments will explain what needs to be changed before resubmitting for approval. After a proposal is rejected and the recommended changes are made, then the approval process starts again. Step 4

For additional help, please contact the UC Coeus Help Desk at