2. Kuali Research Administration Awards Module – Functionality of MIT’s Coeus Kuali Days VI/May 2008 Chicago, Illinois Renee Dolan Michigan State University Pam Harrington Colorado State University Susan Mundt University of Arizona

3. Functionality is based on MIT’s Coeus System with Princeton’s budget module Detailed Budget Electronic document routing Data links between KRA Modules (Proposal and IRB data brought into Awards) Awards Module Timeline Highlights of KRA Awards Module Completion: April 2009 Quality Assurance: July 2009 Release: August 2009

4. KRA Main Menu

5. Separate Main Menu views for distinct user classes

6. Awards Module Mock Screens The Award Tab

7. Proposal Information Panel

8. Details & Dates Panel sponsor and institutional identifiers project classification information project date information

9. Sub-Contracts Panel Data for both approved and funded sub-contracts

10. Template Panel A Sponsor template may be used to improve data entry time and accuracy by automating entry of standard terms, conditions, reports and contacts for common sponsored award programs

11. Keywords Panel Allows user to classify, search for and report on sponsored project topics

12. Contacts Tab All the contacts associated with an award in one convenient location.

13. Project Personnel Panel Full contact details available for inquiry Data pulled from linked proposal remains editable

14. Credit Split Panel Changes in Key Personnel or Credit Split can be electronically routed for appropriate institutional approval Credit Split totals calculate automatically

15. Unit Contacts Basic Unit Contacts may be pre-filled Additional Contacts may be added for each award

16. Sponsor Contacts and OSP Contacts Panels Sponsor Contacts can be pre-filled using the Sponsor Template OSP Contacts may default from lead unit or sponsor

17. Time & Money Tab

18. Budget Versions Final budget brought forward from proposal may be edited Budget changes may be routed for institutional approval Budget history maintained

19. Award History

20. Award Summary

21. Preaward Costs & Institutional Guarantees Sub-panel Projected Funding Sub-panel

22. Cost Share Panel Tracks budgeted cost share (and maybe even whether it has been met)

23. Indirect Costs

24. Payments, Reports & Terms Tab Payment Panel

25. Reports Panel

26. Reporting Requirements View 1 – by Principal Investigator View 2 – by Award Number

27. Reporting Requirements View 3 – by Sponsor Custom View

28. Terms Panel

29. Special Approvals Panel Track sponsor-approved capital equipment and foreign travel

30. Closeout Panel Keep track of closeout documents required and completed

31. Special Review Tab Pulls information from KRA Compliance Modules (IRB) Consolidated view of special review information

32. Custom Data Tab Allows for local customization without hindering upgrades Panel may be customized for institution data needs

33. Questions Tab Institution can create custom questions and groups Answers can be routed as award certifications/approvals

34. Permissions Tab Customizable list of users who have access to an award List of Rights associated with each Role

35. Notes & Attachments Tab

36. Award Actions Tab Features consistent with Proposal Module Data Validation Kuali Enterprise Workflow (KEW) Functions – routing Print and Copy Features

37. Data Validation Panel Similar to Proposal Development/Budget Module Errors take user to complete required fields Warnings allow user to check for mistakes

38. Award Hierarchy Panel

39. Print Panel

40. Copy to New Document Panel Set up multiple similar awards for a Principal Investigator

41. Ad Hoc Recipients

42. Route Log

44. Questions from the Audience Presenters will be in the laboratory following this session. www.kuali.orgwww.kuali.org Resources www.coeus.orgwww.coeus.org