Jessica Peck
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Protocols - Amending or Renewing a Protocol
Overview Once a protocol is approved the PI (if granted full access on the protocol) or Admin can initiate an Amendment or Renewal on the protocol if needed. This will allow you to modify or submi...
Subaward - Comments, Notes & Attachments
Overview Similar to the Awards module the Comments, Notes & Attachments tab in the Subaward module is a place where you can add additional information related to the Subaward record. This new tab ...
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...