The Kuali Research Dashboard is main page that the user will be directed when going to the Kuali Research system. Dashboard Home gives users tools to manage in-progress documents and assign in progress proposals for approval review in the Proposal Workload Assignments section. Users can also get back to the main dashboard via the left hand menu option of Dashboard Home.
Within Dashboard Home is a number of cards that will help users track documents in the system that require their action or documents they've initiated and not yet submitted. The dashboard card options can be configured at an institutional level and user specific level. Also, to use the Proposal Workload Assignment section will require additional configuration. More information on using and configuring the Kuali Research Dashboard can be found in the Dashboard section of the knowledge base.
NOTE: On premise implementers will also need Core to run the new dashboard.
Proposal Workload Assignments
The Proposal Workload Assignments section in Dashboard Home gives users with the appropriate permission the ability to assign proposals to individuals in a specified workflow stop. This can be used to better handle workload management at a particular stop (i.e. OSP Approval) and the option to assign a reviewer from that stop to be the formal approver for the given document.
Be aware that the Proposal Workload Assignments section will only show proposals that are currently in the workflow stop specified in the Dashboard Configuration. Also, this section will be visible to all users and is not currently restricted by permissions so if this card is enabled it will be visible to everyone, although if they attempt to open a record they don't have view rights to it will prevent that action.
To have the assign ability in the Proposal Workload Assignments users must have the Permission 'Assign Proposal Development Workload Approver' (RESBOOT-1008) - this permission is automatically included in the OSP Administrator role.
To make an Assignment you can click on the 'Choose Person' button in the Assigned Approver column and select from the available members of the workflow stop.
If you want to remove an Assigned Approver you can simply click the X button next to the name of the user and reassign as necessary.
Once selected the Assigned Approver will also display in the Summary/Submit tab of the proposal.