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Jessica Peck

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  • Award - Comments, Notes, & Attachments

    Overview The Comments, Notes & Attachments tab of the Award document has three panels of Comments, Notes, and Attachments where you can enter additional information or attachments associated with t...

  • Support Ticket Process

    Process Overview When a support ticket comes in the support team will triage and reply initially based on our Services Agreement and the ticket status: Normal: First reply is as soon as possible (...

  • Proposal Budget - Cost Sharing

    Overview The Cost Sharing screen provides a Distribution List section used to allocate any cost sharing committed in the prime or subaward budget to the appropriate source (account).  If the system...

  • How to Streamline your Research Protocols Management

    Survey results estimate that PIs spend nearly 50% of their time on project administration. Preparing and submitting human and animal research protocols takes considerable time and can hold up an in...

  • Compliance - User/Group Management

    Overview Kuali Identify Services is the component of Kuali software that manages user information used by other system modules. Kuali Protocols and Kuali COI relies on Kuali Identify Services for t...

  • COI - Delegates

    OverviewThe COI Delegate functionality allows users to assign delegates to have access and complete their disclosure on their behalf.  These delegates can edit the disclosure but cannot submit; tha...

  • Protocols - Reportable Events

    Overview The Reportable Events functionality in Protocols allows a user to disclose events that occurred within a project that diverged from the approved protocol and requires additional review and...

  • Subaward - Subaward Actions

    Overview The Subaward Actions tab allows you to take a number of actions in the subaward record including doing the submit action to finalize the Subaward version.  Below describes the various pane...

  • Proposal - Summary/Submit

    Overview The Summary Submit screen provides a series of tabs with information across the entire proposal so a user can better review the proposal from this single tab.  Proposal preparers can revie...

  • Herding the Cats of Culture, Politics and Policy while Managing Change at your Institution

    Creating a change-capable culture at your institution is a tall order. Whether you are onboarding new software and systems, or simply trying to improve processes around what you currently have in p...