Victor Kinzer
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IP - Create an Institutional Proposal from a Proposal Log
Overview Most of the time Institutional Proposal documents are created when a Proposal Development document is fully approved and submitted to sponsor. In some cases it is necessary to manually cre...
Compliance - Form Designer Layout Video
Other Videos in the Series Managing Protocol Templates Maintaining COI Templates Form Designer Introduction Form Designer Progressive Disclosure Form Designer Compliance Specific Gadgets
System Admin - Email Settings and Parameters
Overview There are several different email and notification related options in the Kuali Research system. Some of these settings are appropriate for production and test instances, but some are only...
Technical - PDF Forms Setup for Award and Subaward
Overview Institutions often have business processes related to their awards and subawards that require the preparation of forms such as FDP agreements, or financial account setup forms. To help str...
Compliance - Form Designer Progressive Disclosure Video
Other Videos in the Series Managing Protocol Templates Maintaining COI Templates Form Designer Introduction Form Designer Layout Form Designer Compliance Specific Gadgets
Proposal - Proposal Development Approval Process
Overview When a Proposal Development document is submitted for review the individuals listed in your Proposal Development workflow all have to review and approve the proposal before it can be submi...
Compliance - Form Designer with Compliance Specific Gadgets Video
Other Videos in the Series Managing Protocol Templates Maintaining COI Templates Form Designer Introduction Form Designer Layout Form Designer Progressive Disclosure
System Admin - Create a Custom Role
Overview The Kuali Research system comes with a wide variety of pre-configured roles designed to meet the majority of permissions configuration needs. There are circumstances where a school may wan...
Cross Module - Pessimistic Locking
Overview The Kuali Research system utilizes Pessimistic Locking to prevent multiple people from editing a document simultaneously and causing data integrity problems. When a user has a document ope...
COI - Disclosure Review Walkthrough
Overview Once a reporter has submitted their disclosure there are several steps to the COI Review process. During this process a disclosure can be automatically assigned for review based on an inst...