1. Coeus Proposal Development Introduction to Routing

2. Proposal Created in the System Proposal submitted for routing Proposal gets Approved as per routing map SRS GA approves the proposal SRS GA submits the proposal to sponsor (G.gov or other submission as required for the opportunity)

3. How is your Department setup in UCFlex (SAP)?

4. Need a Notification? Need an Approval?

5. Approval Map Sample Setup 1: (like E-PRF system routing) Stop 1 – PI Stop 2 – (Department Head OR Bus Admin Support 1 OR Lead Bus Admin ) AND (College Dean OR Lead Bus Admin) Stop 3 – SRS Grant Administrator Sample Setup 2: Stop 1 – PI Stop 2 – (Department Head OR Bus Admin Support 1 OR Lead Bus Admin ) Stop 3 – (College Dean OR Lead Bus Admin) Stop 4 – SRS Grant Administrator Sample Setup 3: Stop 1 – PI Stop 2 – (Bus Admin Support 1 OR Lead Bus Admin ) Stop 3 - (Department Head) Stop 4 - (College Dean) Stop 5 – SRS Grant Administrator

6. STOP AND OR All the approvals at the stop need to be completed before emails are sent to next stop Additional Approvers: Both get the emails and both have to approve Alternate Approvers: Both get the emails but either one can approve

7. Submit for Approval Notification Emails to All investigators and SRS Grant Administrator Approval Email Sent to Stop 1 of Lead Unit (PI) Approvals follow as per Approval Routing Map for Lead Unit Approvals follow as per Approval Routing Map for Co-I – 1 unit Approvals follow as per Approval Routing Map for Co-I – 2 unit

8. Training Set-up College: 50000005 Department 1: 50000003 Department 2: 50000006

9. If there are no Co-Investigators on the proposal and the Lead unit for the Principal Investigator is 50000003

12. If Lead unit for the Principal Investigator is 50000003 Co Investigator 1 from same college: 50000006 Co Investigator 2 from other Unit: 50000001 If Lead unit for the Principal Investigator is 50000003 Co Investigator 1 from same college: 50000006 Co Investigator 2 from other Unit: 50000001

13. Demo: How to see the approval map before submitting proposal for approval? How to Submit a proposal for Approval? How to Approve a proposal? How to check approval status of proposal? How to reject a proposal? What happens then? How to Add additional Approvers? How to Add approver and pass the signature? User Guide: Coeus User Guide for Campus Approvers (Link: http://www.uc.edu/coeus/user_guides.html ) http://www.uc.edu/coeus/user_guides.html Worksheet & Assignments: https://cms.uc.edu/cf#/content/uc/coeus/homework.html https://cms.uc.edu/cf#/content/uc/coeus/homework.html