1. Welcome to Cayuse An Overview of the System Office of Grant & Contract Services 6 September 2012

2. Table of Contents Some Cayuse Features & Benefits Before You Begin… Logging Into Cayuse Creating & Maintaining Your Professional Profile Cayuse 424 Support

3. Cayuse makes the process faster & easier! Cayuse Features & Benefits

4. Some General Features & Benefits CAYUSE… Downloads funding opportunities directly from Grants.gov Provides auto-fill and data reuse capability Automatically tracks errors and warnings Has easy navigation between forms Stores proposal documents and attachments Tracks proposal submission status

5. Cayuse Saves You Steps Electronic routing feature enables NAU principal investigators to circulate grants.gov and non- grants.gov proposals for electronic (not paper) internal approvals (no more walking around campus!) Other “actions” also can be routed through Cayuse: –“Internal forms” include SPARs, Tuition Waivers, F&A Waivers, etc. To learn more, please view “Internal Forms and Non- Grants.gov Proposals” (or click here for a PDF version).“Internal Forms and Non- Grants.gov Proposals”click here

6. Important links, web browser configuration, and Cayuse DON’TS Before You Begin…

7. Table of Contents Important Links Recommended Browsers Configure Your Web Browser Important “DON’T’S”

8. Important Links Office of Grant & Contract Services: http://www.research.nau.edu/funding/ogcs/index.aspx http://www.research.nau.edu/funding/ogcs/index.aspx Cayuse424 Login: https://nau.cayuse424.com https://nau.cayuse424.com Cayuse Support Center: http://support.cayuse.com http://support.cayuse.com Subawards: http://www.subawards.com http://www.subawards.com

9. Recommended Browsers BESTHIGHLY Firefox – The BEST and most HIGHLY recommended browser for Cayuse 424 with any operating system. Firefox has the fastest load & response times. Cayuse currently supports versions 3.0 through 3.6. Firefox IE fully supported browser IE Internet Explorer – Although Firefox remains the most highly recommended browser for Cayuse 424, IE is now listed as a fully supported browser, too. It may be used with any operating system, and the former glitches and problems users experienced when using IE for Cayuse should no longer exist. NOT prone to glitches Google Chrome – NOT listed as a supported browser at this time. Although it is usable, Google Chrome is prone to glitches when used for Cayuse 424. NOT Firefox Safari – NOT supported at this time due to significant browser bugs. Cayuse is keeping watch on this Mac platform browser, but for now they recommend using Firefox if you are a Mac user.

10. Configure Your Web Browser It’s important to configure your browser to allow pop-up windows that are used by Cayuse 424 to create and manage required forms. FirefoxClick here to learn how to configure Firefox.Click here Internet ExplorerClick here to learn how to configure Internet Explorer.Click here

11. Firefox: Step 1

12. Firefox: Step 2

13. Firefox: Step 3

14. Internet Explorer

15. Important “DON’TS” DO NOT It is important that you DO NOT …! BackRefreshUse the Back or Refresh buttons! –Instead, use the breadcrumb trails in Cayuse, which provide a quick way to navigate screens within a tab!  Cut and paste into the application! –Some characters (e.g., “, é, etc.) do not convert accurately and will appear as unintelligible characters  Leave Cayuse running overnight! –Cayuse 424 times out 4 hours after inactivity –You might lose the last page of work!  Breadcrumb Trail

16. Login & Navigation Logging Into Cayuse

17. Table of Contents Accessing Cayuse 424 Navigating Cayuse Cayuse Icons

18. Accessing Cayuse 424 OGCS webpage: Click on the Cayuse running horseOGCS webpage Direct link: https://nau.cayuse424.comhttps://nau.cayuse424.com Log in with your NAU CAS UserId and Password

19. Navigating Cayuse Cayuse uses tabbed navigation. –Use the tabs to move between sections without losing your place in the proposal. breadcrumbs –Links beneath the tabs are called breadcrumbs and they allow you to move back to the previous screen easily. Breadcrumb Trail

20. Navigating Cayuse SupportOverview Support Link (on the Overview Tab) Cayuse Support Center –Takes you directly to the Cayuse Support Center –Latest documentation –Cayuse listserv –Data Integration tools –Training modules

21. Navigating Cayuse Opportunities Opportunities Tab –Browse downloaded opportunities –Download new opportunities –Create new proposals from downloaded opportunities Proposals Proposals Tab –Create/edit a grant proposal –Create/edit a subaward proposal –Import a subaward proposal

22. Navigating Cayuse Routing Routing Tab –View and access proposals that require your review and approval People People Tab –Create/edit a Professional Profile –View a Professional Profile

23. Navigating Cayuse Institutions Institutions Tab –View the Primary Institutional Profile –Create profiles for subcontractors Reports Reports Tab –Submission report –Unlinked Profiles report

24. Cayuse Icons Icons perform key tasks. Hover your cursor over an icon in Cayuse424 to determine the icon’s function. Click the icon and Cayuse will respond with prompts, forms changes, etc., to support performance of the activity.

25. What is it? Why do I need it? How do I create it? Creating & Maintaining Your Professional Profile

26. Table of Contents What is a Professional Profile? Profile Data View Your Professional Profile The People Page Finding Your Profile If You Can’t Find Your Profile… Find Your Profile Your Professional Profile Page General Personal Information Institutional Association Remember to Save! Occasionally…

27. What is a Professional Profile? Professional Profiles capture and store data about Principal Investigators (PI), Key Personnel, Other Significant Contributors, AORS, Signing Officials, etc. Information stored in the Professional Profile is auto- filled into the grant proposal once that individual is named as a PI, Senior/Key Person, or Authorized Representative. Profiles stored in Cayuse can be shared with others and used multiple times. Before you can create a grant application you must create your Professional Profile.

28. Profile Data NIH Commons ID NIH Degree Senior/Key Personnel Degree Type & Year NSF Degree Type & Year Demographic Information eRA Role NASA – US Government Employee Information NASA NSPIRES ID (required if submitting to NASA)

29. View Your Professional Profile People In Cayuse, select the People tabOr Overview From the Overview page, select Professional Profiles

30. The People Page

31. Finding Your Profile Profiles for most NAU faculty and investigators have been pre-loaded into Cayuse based on information from HR PeopleSoft. Updating your professional profile in Cayuse does not update your PeopleSoft profile; if that’s necessary, contact your HR representative. If your name does not appear as “recently viewed”, follow the instructions on the next slide to search for and locate your profile.

32. If You Can’t Find Your Profile… SearchShow AllUse the Search bar or click on Show All to type in your name or review a list of names.

33. Find Your 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.

34. Your Professional Profile Page Professional ProfileGeneral Personal InformationThe Professional Profile page includes General Personal Information categories for Name, Degrees, Demographics, and Biosketches. Personal ProfileReview the pre-loaded information in your Personal Profile to assure its accurate, or if not, update accordingly.

35. General Personal Information: Name NameIn the Name category enter your NIH Commons ID and your NASA NSPIRES ID, if applicable. DegreesThen click on Degrees.

36. General Personal Information: Degrees DegreesAfter selecting Degrees, provide the requested information, as applicable. DegreesIf you need more information, click on the icon next to Degrees.

37. General Personal Information: Demographics DemographicsAfter you’ve input your degree information, you’ll need to click on Demographics, and provide the requested information.

38. General Personal Information: Demographics An asterisk should appear, notifying you of unsaved information: This will appear anytime you add information to your profile. To save, click on the icon on the “breadcrumb” bar:

39. General Personal Information: Biosketches BiosketchesContinue to Biosketches : To add a Biosketch, click on the icon.

40. General Personal Information: Biosketches Create a name for your Biosketch (i.e., “Hazael’s Bio”): NextChoose File NextClick Next and then click Choose File. Upload the PDF version of your previously created Biosketch. Then click Next. Microsoft Word version DoneYou can also upload a Microsoft Word version of your Biosketch as a “source file,” if you wish. Then click Done.

41. General Personal Information: Biosketches Your Biosketch is now uploaded! Note that you are able to create multiple Biosketches. To add another biosketch, click the icon. To delete a biosketch, click on the icon.

42. Benefits: Biosketches You can store PDFs and source documents on the server for use in proposals and later edits. Multiple Biosketches are allowed. You can easily attach Biosketches to the Senior/Key Persons page later on in the proposal. You can give other users access to your Biosketch so they can include you on their applications.

43. Institutional Association: Contact Info Review your pre-loaded contact information and correct as necessary. Add the 4-digit extension for the unit zip code, if necessary

44. Institutional Associate: eRA Role Select your eRA Role: Are you a PI, an assistant, or an administrative official? Selecting your appropriate role helps to display your name for certain proposal fields. Dept / Division / TitleClick on Dept / Division / Title next.

45. Institutional Association: Dept/Division/Title Review your Dept., Division, and Title entries Contact your GCA (Grant and Contract Administrator) if there are errors in the pre-loaded information –Please remember to answer the NASA questionnaire at the bottom, if applicable. – Remember – Remember to click on the icon on the “breadcrumb” bar after you’ve finished!

46. Institutional Association: Salary/Fringe Worksheet Verify that your employee ID number is correct. BLANKMake sure that your salary information is left BLANK. Performance SiteContinue to Performance Site.

47. Institutional Association: Performance Site 8Review the preloaded information and verify that the zip/postal code consists of 8 digits. If there are any errors, contact your GCA.

48. Remember To Save! SAVEOnce you have completed your Professional Profile, remember to SAVE, especially if you see ASTERISKS (*) next to any sections of your profile. Congratulations! Congratulations! Your Professional Profile is now complete!

49. Occasionally… Review and update the information in your profile –Has your title/rank changed? –Has your unit affiliation changed?

50. 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