1. Delegating Approval Authority Why you should do it and how to do it! Office of Grant & Contract Services 6 September 2012

2. Table of Contents Why Delegate Approval Authority? How to Delegate Approval Authority How to Remove Approval Authority Cayuse Support

3. Why Delegate Approval Authority? Delegating approval authority is an easy and convenient process. If you are out of the office for a few days or more and won’t have immediate access to a computer, it is beneficial to delegate someone in your department to approve Cayuse routing forms in your absence. –If you are a PI, perhaps have a co-PI answer in your stead. If you are a dean or chair, delegate the associate dean or chair of your department to approve the forms in your absence. Delegating someone to have approval authority in Cayuse while you’re away makes things easier for everyone involved, including you!

4. Accessing Cayuse 424 OGCS website: click on the running horse logo on the right of the pageOGCS website Direct link: https://nau.cayuse424.comhttps://nau.cayuse424.com NAU User ID and passwordLogin using your NAU User ID and password. Remember: Internet Explorer Mozilla Firefox Remember: Only Internet Explorer and Mozilla Firefox are compatible browsers for Cayuse 424!

5. Find Your Professional Profile Professional ProfileYou will need to go to your Professional Profile page: People –Click on the People tab at the top of the pageOR Professional Profiles Overview –Click on Professional Profiles on the Overview page

6. People The People Page Recently ViewedYour name may already be listed under Recently Viewed. If so, click on your name and then click here.click here If you do not see your name, proceed to the next slide for further instructions.

7. Find Your Professional Profile SearchShow AllYou may search for your Professional Profile by using the Search bar or clicking Show All.

8. Find Your Professional Profile Search Search Results Professional Profile After typing your name into the search bar, click Search. When the search is complete your name should be listed under Search Results. Click on your name to open your Professional Profile page. Show All Professional Profile After clicking Show All, an alphabetical list will appear. Click on the letter that is the first letter of your last name. (In my case, it would be “M.”) Scroll through the list, find your name, and then click on your name to open your Professional Profile page.

9. The Professional Profile Page Routing ProfileOn the Professional Profile page, click on Routing Profile.

10. Manage Routing Profile Manage Routing ProfileThe Manage Routing Profile pop-up window will appear: 0 DelegatesClick on the icon next to 0 Delegates.

11. Add Routing Delegates A second pop-up window will appear: SearchIn the Search bar, type in the name of the person you would like to delegate for approval authority in your stead.

12. Delegating Approval Authority Search 1.Click Search. Search Results 2.Click on the delegate in the Search Results box. Add Delegates 3.Click Add Delegates. 1 1 2 2 3 3

13. Delegating Approval Authority Manage Routing Profile 1 DelegateOn the Manage Routing Profile window you will now see that you now have 1 Delegate and the delegate’s name listed. 1 DelegateTo add more delegates, click the button next to 1 Delegate. CloseClick the Close button when you’re finished and log out of Cayuse.

14. Removing the Delegate After logging into Cayuse and accessing your Professional Profile, click on Routing Profile. Manage Routing ProfileThe Manage Routing Profile pop-up window will appear: Click on the icon next to the delegate’s name to delete that delegate from approval authority.

15. Removing the Delegate Manage Routing ProfileA small pop-up window will appear in front of the Manage Routing Profile window: OKIt will ask you to confirm your removal of your delegate. Click OK. The delegate has now been removed! Remember to log out of Cayuse!

16. Cayuse Support For Help With Cayuse 424, You May… –Contact OGCS via email (ogcs@nau.edu) or call us at extension 4880.ogcs@nau.edu –Refer to the Training Materials on the OGCS website: http://www.research.nau.edu/funding/ogcs/index.aspx –Go to the Cayuse Support website: http://support.cayuse.com