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Searching and Viewing an
Award in Kuali Coeus
Fall 2012
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at INDIASA IVERSITY
Today’s Agenda
Process from Proposal Development to Institutional Proposal
to Award using Kuali Coeus
Other Useful Tools: IUIE, MyRA
Searching Techniques
Anatomy of an Award: Locating Key Information in an Award
Award Hierarchy
What can Medusa do for you?
Practicing searches and viewing key items
The new Award Notice
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The KC Proposal to KC Award Process
Route a Proposal in
KC Proposal development
• KCDocumentnumber
• KCproposalnumber
ORA staff review,
approve and submit to sponsor
KC assigns an Institutional Proposal ID
number
• InstitutionalProposal isthe ‘glue’ forthe proposaland award.
Agency Awards
• Agencymakes anAward
• Specifiesdollarsamount,project startand enddates
ORA staff review,
accept and administers the award.
KC assigns an
award number
• AwardHierarchiestell a story
• KC Awardand KFS areintegrated
KFS Account is
created
Searching for an Award
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at INDIANA UNrvERSITY
KC Searching Tips
Institutional Proposal (InstProp) is a key search tool
The InstProp will be issued in the same way as FIS proposal is
now
Using Medusa view, InstProp will yield helpful information
The InstProp links ‘back’ to the proposal development document
It links ‘forward’ to the award number
The award number connects to the InstProp and to the account
number, yielding a continuous view of the project’s progress.
Additional search tools include ORG codes, sponsors, account
number and PI name
-~------------------------------------~·- ----------------~ ~----------------~
Development P roposal Loo kup 111
Proposal Document Number: 111 802290
Proposal Number: : ® ~ Original Institutional Propos al ID:
O n e it e m r e trie v e d .
A ctions Proposal Pro osal Original Propos al
Docum e nt ~ Institutio nal ~ Number --- Proposal ID
Proposal Type, I se lec t I~ I® � Proposal State: I se lec t 1-- 1 ~ CJ
Project Title: I
Sponsor Deadline Date From: JG Sponso r Deadline Date To: ~ G
Sponso r Code: @ � Sponsor Name: © �
Sponsor Proposal ID:
Opportunity Title: J Notice of Opportunity: I se le c t
Opportunity ID: I
Principal Inve stigator:
Le.ad Unit: : ~ ~
Lead Unit Name: (!9 � Team Number: ~
Grants.gov Opportunity: j ~ CJ
Hierarchy Status: 1-- 1
TH E ROB ER T A p prov e d T e.sting WOOD Post- S ubmi ssio n und e rwr ites J O HN SON
FO UN DAT I O N
Spo nsor Opportunity Princ ipal Pro~;sal l.Q Investigator
P e.scosolid o , Berni ce A .
Sponsor D e adline
Date
"' requ ired fi e ld
Hiera r c hy Team Status Number
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Searching by Proposal Document Number
-
Institutional Proposal Lookup [y)
Institutional Proposal Id: ~ Proposal Type: selec t /
Status: / Account ID: ~
Project Title: I,
Unit ID: jUA-VP IT 1@ � Unit Name:
Proposal Person:
Sponsor ID: c-7@� Principal Investigator:
Sponsor Propo sal ID: ~ Sponsor Name:
( search ) ( clear ) ( cancel )
2 ite m s retr ieved, displaying all item s.
ln§titutional Proposal A ctivity Lead Lead Unit Account Project Sponsor Spo n§or Prime Principal Actions Proposal Id = = Status
Unit ID Name !.!! Title !.!! Name Sponsor Investigator
V I CE PRES PURDUE
NAT IONAL Fox, Geoffrey
~ m ed usa 000000 18 New Resea rch Pend ing UA-VPIT INFORMATION IP-Award 030680 UNIVERSITY
INSTITUTES C .
TE CHNLGY OF HEA LTH
V I CE PRES THE FRANCI S Durkin, ~ m ed usa 10 New Resea rch Pending UA-VPIT INFORMATION Test 052085 FAMILIES Te rrence
TE CHNLGY FOU NDATI ON Andrew
/ -Main
/ /
H ~ � H ~ �
®
j
Initial Pro ject Initial Project Requested Requested Requested Requeste d Start Date Start Date End Date End Date
07/ 01/20 12 07/ 01/2012 06/30/2013 06/ 30/2014
* requ ired fi e ld
Initial Project Initial Project
Total Total F&A Cost F&A Cost
Direct Cost Direct Cost
317,721.25 613 ,774. 14 169,523.90 329,713.5 1
0 .00 0.00 0.00 0.00
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'
Search for Institutional Proposal by Unit ID
Award Search by Co-PI -Award Lookup Ill
,--
3 items retrieved, displaying all items.
Actions Award 10 Sponsor I Lead Award IO Unit 10
lead Unit
= =~ 279024•00001A 12345 ~ ::iQs;;.IQI.QwY
-~ QQQY. medusa 279024-00002B 12345 BL-SOC SOCIOLOGY
==~ 279024·00003B 12345 ~ ::iQs;;.IQLQw:!
Export options: CSV I s pr eads heet I XML
/ / !:!I!!!
/ • reciuired field
Award 10: I ✓ Spon• or Award 10:
Account ID: / Award Status: select 1..-r!S CJ
Sponsor ro: L 'o..) 1:;;J
Award Title: ,, Investigator: Bao· I Lead Unit 10: r-==: ~�
Lead Unit:
OSP Administrator: I Archive Location:
Archive Date From: 3 Archive Oate To: 3
( seard> I clear ) ( cancel )
Account Award Award Title SRonsor Name IO Status
Created For THE ROBERT WOOD Active IU Staff JOHNSON
Searches FOUNDATION
Created For THE ROBERT WOOD 4412345 Activ e IU staff JOHNSON
Searches FOUNDATION
Created For THE ROBERT WOOD Pending IU staff JOHNSON
Searches FOUNDATION
-
<>.,. CJ
-
1 1. t .! Project I Project End [ Modification
nves tga or Start Date Date ID GS
Administrator
Pgw~;ll1 a:n~n 07/ 01/2013
Powe 111 Brian 07/01/2013
eii~;II, adAI! l o110112013
106/ 30/2015 l 1°6/30/ 2015
06/30/ 2015
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\ / \ / I
Award Lookup [1] Main
\ / • required f ield
Awar~ D: / Sponsor Award \>: /
Account I': I ¥ Award Status' I Un de rw r ite I• I®�
Sponsor ID:
' ®�
Award Title: \ Investigator: ~ Lead Unit ID: IBL-SOC ®�
Lead Unit: @� OSP Administrator:
Archive Location: J Archive Date From: G
Archive Date To: [!]
( search )~( cancel )
2 1 it ems retr iev ed, display ing all it ems.
Actions Award IO Sponsor Award Lead
Lead Unit Account Award
Award Title Sponsor
In vesti gator Project Project Modification GS
ID Unit ID ID Status Name Start Date End Date ID Administrator
Social NATIONA L
m edus a 000 143-0000SB R0 l number BL-SOC SOCIOLOGY Underw rit e Networks and
INSTITUTES OF Pescosoli do,
0 1/ 01/ 20 13 12/3 1/ 20 1S == Unfinished Bern ice A. HEALTH
Business
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Award Search by Award Status
and Lead Unit ID
Viewing an Award
s;.;.;tlr Contacts H Commitments H Budget Ver.oions II Payment . Reports & Terms II Special Review II Custom Data l[ Comments. Notes & Attachments II Award Actions j(~ j
Document Overview
,, * Description: Test ing - - JP00000 185
Organization Document Number:
Funding Proposals
Details & Dates
10/ 05/ 20 12
Award ID: 279024-00002B
Ver sion:
Aw ard Status: Active
Account ID: 44 12345
A w ard Title: Cr eat ed For JU Staff Sea r ches @
020425 � Sponsor ID: TH E ROBERT WOOD JOHN SON FOUNDATION
Sponsor A w ard ID: 12345
Modification ID:
Project Start Date: 07/ 0 1/ 20 13
Pr oject End Date: 06/ 30/ 20 15
Execution Date: 07/ 0 1/ 20 13
Anticipated Amount: $500 ,000.00
Subawards
Sponsor Template
other IU Units
Keywords
ht#MJ,,H,i§ll expand all 11 collapse all I
[1l
Explanation: Th is is t he B leve l of t he test awar d. @
Comments:
Copied Award @
Lead Unit ID: BL-SOC - SOCIOLOGY� Account Type: NA ( not appli ca ble)
Activity Type: Resea r ch
Award Ty pe: Gr ant
Obligation St art Date: 07/ 01/20 13
Obligation End Date: 06/ 30/ 20 14
Modification Date:
Obligated Amount: $500,000 .00
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Key Award data fields: Lead Unit ID,Activity Type,Account ID, Sponsor ID,
Sponsor Award ID, Start/End Dates,Anticipated and Obligated Amounts
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What is an Award Hierarchy?
Allows separate Award document for each budget period or
Unit allocation
Proposal Development includes full Project Period, not just
the first year
KC Award will display the future, anticipated funds
Future award years have a status of pending
Eliminates the need to route a new Proposal Development
document for Continuations
Most Common Hierarchy: Will have 1 or more B levels representing the funding
period and the account. May have C levels.
PARENT
A Level
CHILD
B Level:Time period 1
Account here
CHILD
B Level: Future Time
period 2
CHILD
B Level: Future Time
period 3
CHILD
B Level: Future Time
period 4
CHILD
B Level: Future Time
period 5
C Level:
GRANDCHILD
C Level:
GRANDCHILD
_r_d~~C_o_nta_cts_-_c_o_mmitme_nts_-_B_u_dg et Vers io_n_s~~P_a_yment, Reports & T er_m_s_~S~p~ecia I Revi_e_w_~c_u_.stom Da_t_a_~C_o_mments, Notes & Attachments Award Actions Medusa .l...___2
� Document was successfu lly reloaded. time & moncv I expand all 11 collapse all I
[!] Data Validation
Hierarchy Actions
Hierarchy Actions ~ llii1 El Coll aps e All 1±1 Expand All
~ 279024- 0000lA : : Powell , Brian : SOCIOLOGY
tipO 279024-00002B : 4412345 : Powell , Brian : SOCIOLOGY
279024-00003B : : Powell , Brian : SOCIOLOGY
Route Log
I OP"n 11 medusa
I OP"n 11 medusa
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Award Hierarchy Shown in
Award Actions Tab
J Award Contacts Commitments Budget Versions J Payment, Reports a. Terms Special Review Custom Data Comments, Notes a. Attachments Award Actions ~ l
• Document was successfully reloaded.
Medusa
View:
G;,l_rnstitutional Proposal 00000185
L Oevelopment Proposal 57375
'-Award 279024·00001A
!-..DI.ward 279024· 000028
Award 279024- 000028
summary
0 Proposal > Awa:rd
I~ awanl 1 [no"@[ hletar<:~ IICllOM J
Award ID: J279024·00002B
Sponsor Award ID: 112345
~ IO: )4412345
Award Status: ,Active
Title: . Created For IU Staff Searches
Date" a. Amounts
S ponsor: I 020425 THE ROBERT WOOD JOHNSON FOUNDATION
Project Start Date: I 07/01/ 2013
Project End Date: 06/ 30/2015
Anticipat ed Cumulative: , $500,000.00
Award Details Recorded
Approved Subaward? Yes
Approve d Equipment? I No
Approved F o reign Travel? No
Fa.A? fYes
Investigators
~ ~at2!:!,_ Powell, Brion (Pnncipal Investigator)
Bao, Wan-Ning
•Award 279024·00003B
iifufi#iiH,Hi OJ<pa,,<I all ) [ collapse all I
Award > Proposal
Award Type: Grant
Activity Type: Research
Account Type: NA (not applicable)
Obligation Start Date: 07/ 01/2013
Obligation End Date: 06/ 30/ 2014
Obligated Cumulative: $500,000.00
Payment Schedule? No
Sponsor funding Transferred ? No
Cost Share? No
Units
BL·SOC : SOCIOLOGY(Lead Unit)
IN-SOC : SOCI OLOGY
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Award Hierarchy Shown in Medusa Tab
MedusaView: Displays a hierarchical view of linked KC documents.A summary
of key fields are included for each document.