1. Introduction to Cayuse424 Module 2 1

2. Objectives  In this module you will learn:  The features and benefits of Cayuse424  How to: Sign in Change your password Recover your username or password Navigate Cayuse424 Understand the Cayuse424 icons  User Tips 2

3. C424 Features/Benefits  Downloads funding opportunities directly from Grants.gov  Provides autofill and data reuse capability  Automatically tracks errors and warnings  Electronic routing  Easy navigation between forms  Stores proposal documents and attachments  Tracks proposal submission status 3

4. Signing in to Cayuse424  To create an account in Cayuse424 go to https://usi.cayuse424.com (no “www.”)https://usi.cayuse424.com 1.Type in your Cayuse424 username (same as your USI username) 2.Enter your username & password 3.Click Sign In 4

5. Requesting a Password  If you’re signing in to Cayuse424 for the first time, click the “First time signing in and need a password?” link. 5

6. Requesting a Password 6  On the following screen, enter your username to request a new password.

7. Changing Your Password 1.Click the Settings tab 2.Click Change Password 3.Enter new password 4.Re-enter new password to verify 5.Click Change Password 7

8. Resetting Your Username/Password  If you have forgotten your username or password, click the “Forgot username or password?” link. 8

9. Resetting Your Username/Password  You will receive an email with information on how to proceed.  If you are trying to reset your password, you must click the link in the email within 1 hour of receipt, otherwise it will expire.  If the link expires, you can repeat the process to request another password reset email. 9

10. Tabbed Navigation  Opportunities tab  Browse downloaded opportunities  Download new opportunities  Create new proposals from downloaded opportunities  Proposals tab*  Edit a grant proposal  Edit a subaward proposal  Import a sub-award proposal  Routing tab  View and access proposals that require your review and approval  *Initial proposal shell set up is done by your grant administrator upon receipt of a pre- notice form. 10

11. Tabbed Navigation  All proposals shells will be created in CAYUSE by the PI’s designated Grant Administrator.  Proposal shells are created upon receipt of a Pre- Notice form to your grant administrator. 11

12. Tabbed Navigation 12  People tab  Create/edit a professional profile  View a professional profile  Institutions tab  View the primary institutional profile  Create profiles for subcontracting institutions  Reports tab  Submission report  Unlinked Profiles Report

13. Tabbed Navigation  Settings/Admin tab  Change your password and email address  Support link (on the Overview tab)  Latest documentation  Cayuse listserv  Data Integration Tools  Training modules 13

14. Navigation Features  Breadcrumb trails provides a quick way to navigate between screens within a tab  Drop down menus allow quick access to additional information stored in the database 14

15. Icons  Icons perform key tasks  Hover your cursor over an icon to determine its function  Click the icon and Cayuse424 will respond with prompts, forms changes, etc. to support performance of the activity 15

16. Cayuse424 Tips  When exiting pop-up windows always click the Close button; don't use your browser’s "back" function  Be careful when copying and pasting to your proposal -- special characters (e.g., umlauts) will cause funding agencies to reject your proposal  Logout of Cayuse424 when not actively using it 16

17. Conclusion  In this module you learned:  The features and benefits of Cayuse424  How to: Sign in Navigate Cayuse424 Understand the Cayuse424 icons Change your password Recover your username or password  User Tips 17