1. Guide for Project Personnel, Administrators & Proxies Routing & Approvals in Cayuse 424 Augusta Wray, Proposal Manager

2. Agenda Background Pre-Routing Process Logging In Routing Rules Reviewing a Proposal Approving a Proposal System Limitations Questions?

3. Background What does SPO do? Why Cayuse? Banner + Evisions SPO Workflow What is Cayuse? Proposal Preparation S2S Grants.Gov submissions Internal Review Database Record

4. Pre-Routing Process Policy PI / Co-PI Assurances forms Uploading Documents System requirements

5. A Note on Approvals For Administrators: Please note that in giving your approval for a specific external proposal submission you are certifying the that: The effort proposed is in keeping with Department/College/University educational objectives and is appropriate to our mission. I am aware of the requirements of this project (including financial commitment from my area) and am committed to providing them.

6. Logging on to Cayuse 424 You will receive an email notification that you have a proposal to review and approve: Due to an approval action, the following proposal now requires your attention: Routing – [Proposal name would be here] Please navigate to https://bsu.cayuse424.com/705/proposal.do?proposalId=1001402504 at your earliest convenience.https://bsu.cayuse424.com/705/proposal.do?proposalId=1001402504 Click on the link in the body of the email, or Go to http://bsu.cayuse424.com/http://bsu.cayuse424.com/ Use BSU username and password to log in.

7. Logging on to Cayuse 424 Upon logging in, the asterisk next to “Routing & Approval” indicates you have proposals pending your review and approval.

8. Routing “Rules” Initiating Routing Routing Chains Chair/Unit/College-Level approvals Access during routing Deleting an approver Delegates / Proxies

9. Reviewing the Proposal Federal Proposals + their forms Non-Federal (“other”) proposals Proposal Summary Important! This is the University database record. SPO is responsible for this data and it should not be altered.

10. Reviewing the Proposal The Summary link describes the basics of the proposal, including PI, sponsor, dates, and requested amount. The Documents link will include the PI Assurances document, BSU internal budget, and project narrative

11. Reviewing the Proposal Click on the “pdf” link to view the narrative (ends in “N”), budget (ends in “B”) or additional internal attachments The Assurances Form(s) includes statements related to conflict of interest, intellectual property and other certifications

12. Approving the Proposal  Reviewers indicate their approval by checking the box adjacent to their name  Once approved, the next reviewer on the routing chain is notified via email  As soon as the SPO Director (or Delegate) checks their box an email is sent to everyone on the routing chain and electronic submission to Grants.gov by SPO can proceed

13. Approving the Proposal 2.Check the box next to your name. 3.Entering any necessary comments in the pop-up. 4.Click Approve. Once the proposal is ready for institutional routing, the PI (or the first reviewer on the chain) can start the routing process by: 1.Accessing the proposal’s Routing and Approval area.

14. Retracting the Proposal Once a proposal has been approved, the approvals can be retracted by un-checking the box next to the reviewers name.

15. Routing History All routing actions are logged in the proposal’s Routing History

16. Finished! After you check the box next to your name to approve, the next approver will be notified. Note that under the “Routing” tab, you will be able to see all proposals requesting your approval.

17. General Cayuse Tips Use the breadcrumbs, not your browser’s back function. Use the refresh arrows, not your browser’s refresh function. Exit any pop-up window you open by clicking the link or button to close the window if you decide not to complete the action. Log out of Cayuse 424 when you are finished.

18. Limitations Customization Automatic Emails Reporting

19. Questions? Contact Information Augusta Wray Proposal Manager amwray@bsu.edu 765-285-5033 http://www.bsu.edu/spo