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Module 6: Complete Build

Objectives2

Welcome to the Cayuse424 Complete Build Module.In this module you will learn how to:

Attach documents to your grant proposal. Attach the Research Plan to your grant proposal. View the grant proposal and attachments in PDF format.

Basic Concepts3

A complete grant proposal includes many attachments.

The checklist on the next slide lists all possible attachments and where they appear on the form set in the grant proposal.

Some or all of these attachments may be required.Make sure all required attachments are added in the

proper PDF format to your grant proposal.

Attachment Checklist4

Form Set Attachment

SF424 RR, page 2 • Pre-application• List of Project Congressional Districts

SF424 RR, Other Project Information • Project Summary/Abstract• Project Narrative• Bibliography and References Cited• Facilities and Other Resources• Equipment• Other

SF424 RR, Key Persons • Biographical Sketch• Current and Pending Support

SF424 RR, Budget, page 3 • Budget Justifications

Modular Budget • Budget Justifications

PHS 398 Research Plan • Research Plan

PHS 398 Checklist • Assurances/Certifications

PHS 398 Cover Letter • Cover Letter

The Basic Process 5

The basic process for attaching documents is the same for all attachments: Go to the appropriate page on the form set. Scroll to locate where to add the attachment. Click Add. Follow system prompts to attach the file. Verify attachment occurred.

Attaching Documents6

Attaching a Budget Justification to the Modular Budget is illustrated in this example.

Navigate to the Modular Budget page.

Scroll to the Budget Justifications section.

Click Add adjacent to the justification you are adding.

Attaching Documents7

The Upload Attachment window enables you to attach the PDF and the source (Word) files.

It is a good practice to upload both versions. Should the document require editing at a later time the source file is easily found by anyone working on the proposal.

Click Browse to locate the files you are attaching.

Attaching Documents8

Locate the PDF version of the file you wish to attach.

Click Open.Repeat for

source file.

Attaching Documents9

Once you’ve added both files, click Upload.

Attaching Documents10

The files have been uploaded when you see pdf and src in blue.If you need to edit a document once it has been attached:

Click src to open. Edit the source file and save. Create a new PDF file from the source. Click Delete to remove the previously attached files. Click Add to upload revised files.

Attaching Documents11

Use this basic process to attach documents when an attachment is required.

Always attach a PDF version.It is good practice to also attach the Word source

document.

Attaching the Research Plan12

You can use the “Exploder” process for attaching your Research Plan (see the Exploder Training Tool under Training Tools on the Resources page).

A second method is to attach the Research Plan section by section, manually.

Both methods are illustrated on the remaining slides.

Attaching the Research Plan – All at Once!13

Navigate to the PHS 398 Research Plan of your proposal and find the Research Plan Attachments section.

Attaching the Research Plan – All at Once!14

Locate the 0. Composite PDF line. Click Add.

Attaching the Research Plan – All at Once!15

Click Browse to locate and attach PDF and source files. Click Upload.

Attaching the Research Plan – All at Once!16

Cayuse424 displays Results.

Click OK to return to the Research Plan.

Attaching the Research Plan – All at Once!17

The Research Plan has been “exploded” into the appropriate sections.

The blue pdf hyperlink indicates the add has occurred.

Click the pdf hyperlink to view the actual PDF if desired.

Attaching the Research Plan – All at Once!18

When you upload the Research Plan all at once, the exploder facility automatically attaches the Bibliography & References Cited onto the proper page of the form set -- Other Project Information, item 8.

Attaching the Research Plan – In Sections19

You can upload individual sections of the Research Plan as long as they are in PDF format.

Select Add adjacent to the appropriate section.

Select the PDF and source Word documents using the Browse button. Then click Upload.

Note: pdf and src are now blue and the section name is displayed.

Repeat for all sections.

Viewing Grant Proposals in PDF Format20

You can generate a PDF to see how your proposal looks at any time.

Click icon at the top of the proposal

Viewing Grant Proposals in PDF Format21

Check all appropriate sections. You can select as many or as few sections as desired.

Click Generate PDF.

Viewing Grant Proposals in PDF Format22

Cayuse424 will generate a PDF of all selected sections.

Use the scroll bar to review the entire proposal.

You can save or print the generated PDF version of your grant proposal.

Cayuse424 Complete Build Module Conclusion23

This concludes the Cayuse424 Complete Build Module.In this module you learned how to:

Attach documents to your grant proposal. Attach the Research Plan to your grant proposal. View the grant proposal and attachments in PDF format.