1. Evisions Cayuse 424 and SP

2. Office of Research NOTE for Business Folks New flags in IRIS – Researcher and Admin – Must be flagged in order for people to use SP and for researcher salary data to import to 424 from IRIS Department/College names will appear on 424 EXACTLY as they are in IRIS – may need to clean up

3. Office of Research Evisions Cayuse SP & 424 SP – sponsored projects routing (replacing PAMS) – PAMS data/attachments imported – Proposal legacy # 424 – federal grant submission

4. Office of Research Evisions Training Evisions training materials: 424: http://support.cayuse.com/docs/cayuse-424- support/training-materials SP: http://support.cayuse.com/docs/Cayuse%20SP/use r-reference-manual

5. Office of Research New URL Type directly into your browser window (not the search window): Tennessee.cayuse424.com

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7. General Information TEST url: https://tennessee-t.cayuse424.com – use net ID and UTtest as passwordhttps://tennessee-t.cayuse424.com Supported browsers: Firefox, Internet Explorer, provisional support of Chrome and Safari Go here for additional browser info: http://support.cayuse.com/docs/browser- support-configuration http://support.cayuse.com/docs/browser- support-configuration Requires that popups, cookies, and java script be enabled for this site

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9. Do I start 424 or SP first? Start with the first page of SP and build the link to the 424 package. This provides you with the proposal number so that GRA can assist you with questions. Complete the 424 then the rest of the SP, importing the budget from 424.

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12. SP first page “Sponsor Not Listed” – no more manual entry of sponsor names Search for Admin unit by U# or first few letters of name Admin contact is dept person to be contacted Short Project Name: H-Wall-NIH-key word Submission Method: Cayuse 424 Click “SAVE” Click “create a paired proposal”

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15. 424 (cont’d) Search for opportunity (choose NIH Parent R01 grant) – be sure the “show closed opportunities” box is NOT checked Select the opportunity (click the green + ), enter proposal name, PI, and due date

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19. 424 (cont’d) Before you start to complete the package, go to People tab to complete people profiles before you start work on the package Choose UTHSC and search (or check list after the first time)

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22. 424 – Completing your profile From People tab, select or search for the person Add Commons ID and NASA NSPIRES ID, if available Add degrees (in both NIH and NSF format) and degree year for NSF Add demographics (race, ethnicity, citizenship, disability status—or indicate that you do not wish to provide) Attach biosketch if you wish

23. Office of Research 424 – Completing your profile Confirm your contact information (please use UT phone and e-mail address) Confirm dept/division and if you are an employee of the US Government (e.g., VAMC) or a foreign organization Confirm/complete performance site

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25. 424 – cont’d Return to the proposal Autofill where you can – select HSC and F&A default rate type Complete detailed or modular budget (auto- fills salaries, fringes, can auto-escalate) Select D. Smith for individual to be contacted Complete package...

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27. Go back to SP to route the proposal When 424 package is complete, click the lightning bolt to return to SP to complete for routing

28. Office of Research SP – Routing Proposals and Other Documents Will continue to route all sponsored project documents: – grant proposals – research agreements – clinical trial agreements – CDAs – MTAs – Subawards

29. Office of Research SP – cont’d Non-federal projects will be routed in SP only, as in PAMS. “Sponsor not listed” - new choice if you do not find your sponsor on the dropdown; can no longer type in Administrative Contact in SP should be departmental contact Short project name: H-PIname-sponsor-key word (H designates HSC campus)

30. Office of Research SP – cont’d Credit – should total 100%, but will not get error message Budget page for multi-campus – include only info for this campus; info for sister campus will be captured there... Total will be in the project (call our office when you start a multi- campus project)

31. Office of Research SP – Advantages over PAMS Allows linking of the 424 forms without “uploading” Adobe documents Allows importing of some budget data from 424 Allows building of role-based reports for PIs, business managers and directors, chairs, deans, etc. Provides ability to copy proposals (e.g., for resubmissions, amendments, etc.)

32. Office of Research Advantages over using 424 Adobe packages Web based – can do from anywhere you have a connection without loading a big Adobe form Mobile friendly Pre-loaded institutional and personnel info Assistance with budget calculations, e.g., auto escalation, F&A

33. Office of Research Advantages over using 424 Adobe packages Ability to prepare detailed budget and convert to modular Autofill of confirmation info from grants.gov Ability to copy or transform packages Replaces grants.gov submission packages, FastLane, and NIH ASSIST

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