Jessica Peck
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Creating an Account in Kuali Research Support
Who Needs An Account All Kuali Research documentation in our support portal is open to all users and doesn't require an account to access to view/search articles. However, in order to submit suppo...
Protocols - Creating a Protocol
Protocol Creation To start a new protocol simply click the 'New Protocol' button in the top right-hand corner of the Manage Protocols screen and select the appropriate Protocol Type. Please note, ...
Cross Module - Defining Key Personnel Roles
Background The Key Personnel role options in Proposal, IP, and Award are configurable via the Proposal Award Person Role table in the maintenance tab. Although the options are limited to the 4 har...
Protocols - Document Permissions
Overview Access to a given protocol document is controlled two ways in Kuali Protocols. If a user is added to the People section of the main protocol you can give the user 'Full Access' or 'Read-O...
Reports - Preconfigured Protocol Reports
Overview If you are a hosted customer with Kuali Research then system reports are available on the Reports tab to users with the appropriate permissions. When in the Sponsored Projects Dashboard th...
Subaward - Supplemental Info
Overview Supplemental Info is a tab that appears in multiple areas of Kuali Research modules and it's a way for implementing institutions to collect and track fields of information that are unique ...
COI - Review Disclosures
Overview The Review Disclosures option in the menu will be available to those users given the 'COI Administrator' role in the Sponsored Projects system or to assigned reviewers of a disclosure. Th...
Dashboard - Search Records
Overview The search option in the Dashboard menu is omni search functionality that allows you to search across all sponsored modules (Proposal, IP, Award, Negotiations, Subaward) by a single criter...
Technical - API Overview
Overview Kuali Research has a number of available APIs (Application Programming Interface) that allows institutions to have options of GET, PUT, PATCH, POST, DELETE actions on data in the system. ...
The Benefits of a Collaborative Community
In this 50-minute webinar, you’ll hear from experts at University of Waterloo, Texas State University, University of California Monterey Bay, and others on how vendor-institution collaboration resu...