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

Kuali Days :: Chicago May Discussion Topics  Release Schedule & Current Development Status  How to Navigate Proposal Development  Proposal Development Functionality  Enhancement Requests  Quality Assurance (QA) Period & Testing Process

Kuali Days :: Chicago May Kuali Process Flow

Kuali Days :: Chicago May 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

Kuali Days :: Chicago May 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

Kuali Days :: Chicago May KRA Home Page: Researcher View

Kuali Days :: Chicago May KRA Home Page: Unit/Departmental View

Kuali Days :: Chicago May Proposal Tabs & Navigation Help & User Documentation

Kuali Days :: Chicago May Required Fields

Kuali Days :: Chicago May Sponsor & Organization Info Table Inquiry Icon - represents additional table info that gets linked to the proposal

Kuali Days :: Chicago May Supporting Tables: Organization Data  Information is already stored  Reduces data entry & review time

Kuali Days :: Chicago May Delivery Info & Keywords

Kuali Days :: Chicago May Key Personnel Page

Kuali Days :: Chicago May Personnel Information Default data is pulled in from Person Table

Kuali Days :: Chicago May Credit Split

Kuali Days :: Chicago May Special Review Information can be linked to IRB Module

Kuali Days :: Chicago May Custom Data

Kuali Days :: Chicago May Questions

Kuali Days :: Chicago May Permissions

Kuali Days :: Chicago May 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

Kuali Days :: Chicago May 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

Kuali Days :: Chicago May Abstracts & Attachments

Kuali Days :: Chicago May Proposal Attachments

Kuali Days :: Chicago May Personnel Attachments

Kuali Days :: Chicago May Internal Attachments

Kuali Days :: Chicago May Proposal & Internal Attachments: Rights

Kuali Days :: Chicago May Abstracts

Kuali Days :: Chicago May Notes

Kuali Days :: Chicago May Grants.Gov Opportunity Search

Kuali Days :: Chicago May Grants.Gov Opportunity

Kuali Days :: Chicago May Grants.Gov Forms

Kuali Days :: Chicago May 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

Kuali Days :: Chicago May Proposal Actions

Kuali Days :: Chicago May 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

Kuali Days :: Chicago May Data Validation

Kuali Days :: Chicago May Data Validation - Errors

Kuali Days :: Chicago May Data Validation - Errors

Kuali Days :: Chicago May Proposal Hierarchy – Release 2.0

Kuali Days :: Chicago May Print Forms

Kuali Days :: Chicago May Proposal Copies

Kuali Days :: Chicago May Route Log

Kuali Days :: Chicago May Ad Hoc Routing

Kuali Days :: Chicago May 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

Kuali Days :: Chicago May Quality Assurance Period System 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

Kuali Days :: Chicago May 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. 45

Kuali Days :: Chicago May Questions Please join us for the KRA Budget Presentation & KRA Labs