The Kuali Research Dashboard Home is the main page that users 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. Each card has Sort by options in the top right hand corner so you can change the default sort logic and it will save the selected preference for each user.
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 Configuration article. And more information about the function of each dashboard card is described below.
NOTE: On premise implementers will also need Core to run the new dashboard.
Proposals routing to me
The Proposal routing to me card will display any proposal where the logged in user is in the workflow path for the document. It will display if you're up for approval (it's currently in your Action List) or how many steps away in the routing it is until it's in your Action List. It will also let you know if you're an Alternate approver on the proposal rather than the primary approver. You can click on the row in the card to open the record and take the necessary action. Once you take the workflow action the proposal will drop off the Proposals routing to me card.
Proposals not routing
The Proposals not routing card will show you all proposals that are saved/initiated but not yet submitted into workflow. It will display all proposals where the user has view rights for the given proposal. Once the proposal is submitted into routing it will no longer be display in this card.
Post award in progress & negotiations
The Post award in progress & negotiations card will show you all Institutional Proposal, Award, Subaward, and Negotiation records that are saved/initiated but not finalized. It allows you to manage documents that are still outstanding and need to be submitted. It will display all records where the user has view rights for the given document.
Proposal workload assignments
The Proposal workload assignments card 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 card 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 lookup/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.