Introduction to Cayuse424 Module 2 1. Objectives In this module you will learn: The features and...

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Introduction to Cayuse424 Module 2 1

Transcript of Introduction to Cayuse424 Module 2 1. Objectives In this module you will learn: The features and...

Page 1: Introduction to Cayuse424 Module 2 1. Objectives In this module you will learn: The features and benefits of Cayuse424 How to: Sign in Navigate Cayuse424.

Introduction to Cayuse424

Module 2 1

Page 2: Introduction to Cayuse424 Module 2 1. Objectives In this module you will learn: The features and benefits of Cayuse424 How to: Sign in Navigate Cayuse424.

Objectives

In this module you will learn: The features and benefits of Cayuse424 How to:

Sign in Navigate Cayuse424 Understand the Cayuse424 icons Change your password Recover your username or password

User Tips

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Page 3: Introduction to Cayuse424 Module 2 1. Objectives In this module you will learn: The features and benefits of Cayuse424 How to: Sign in Navigate Cayuse424.

C424 Features/Benefits Downloads funding opportunities directly

from Grants.gov Provides autofill and data reuse capability Automatically tracks errors and warnings Electronic routing Easy navigation between forms Stores proposal documents and attachments Tracks proposal submission status

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Page 4: Introduction to Cayuse424 Module 2 1. Objectives In this module you will learn: The features and benefits of Cayuse424 How to: Sign in Navigate Cayuse424.

Signing in to Cayuse424

To sign in to Cayuse424:1. Type in your

Cayuse424 URL2. Enter your

username and password

3. Click Sign In

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Page 5: Introduction to Cayuse424 Module 2 1. Objectives In this module you will learn: The features and benefits of Cayuse424 How to: Sign in Navigate Cayuse424.

Tabbed Navigation

Opportunities tab Browse downloaded opportunities Download new opportunities Create new proposals from downloaded opportunities

Proposals tab Create/edit a grant proposal Create/edit a subaward proposal Import a subaward proposal

Routing tab View and access proposals that require your review and

approval

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Page 6: Introduction to Cayuse424 Module 2 1. Objectives In this module you will learn: The features and benefits of Cayuse424 How to: Sign in Navigate Cayuse424.

Tabbed Navigation6

People tab Create/edit a professional profile View a professional profile

Institutions tab View the primary institutional profile Create profiles for subcontracting institutions

Reports tab Submission report Unlinked Profiles Report

Page 7: Introduction to Cayuse424 Module 2 1. Objectives In this module you will learn: The features and benefits of Cayuse424 How to: Sign in Navigate Cayuse424.

Tabbed Navigation

Settings/Admin tab Change your password and email address

Support link (on the Overview tab) Latest documentation Cayuse listserv Data Integration Tools Training modules

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Page 8: Introduction to Cayuse424 Module 2 1. Objectives In this module you will learn: The features and benefits of Cayuse424 How to: Sign in Navigate Cayuse424.

Navigation Features

Breadcrumb trails provides a quick way to navigate between screens within a tab

Drop down menus allow quick access to additional information stored in the database

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Page 9: Introduction to Cayuse424 Module 2 1. Objectives In this module you will learn: The features and benefits of Cayuse424 How to: Sign in Navigate Cayuse424.

Icons

Icons perform key tasks Hover your cursor over an icon to

determine its function Click the icon and Cayuse424 will

respond with prompts, forms changes, etc. to support performance of the activity

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Page 10: Introduction to Cayuse424 Module 2 1. Objectives In this module you will learn: The features and benefits of Cayuse424 How to: Sign in Navigate Cayuse424.

Changing Your Password

1. Click the Settings tab2. Click Change Password3. Enter new password4. Re-enter new password

to verify5. Click Change Password

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Page 11: Introduction to Cayuse424 Module 2 1. Objectives In this module you will learn: The features and benefits of Cayuse424 How to: Sign in Navigate Cayuse424.

Requesting a Password If you’re signing in to Cayuse424 for the

first time, click the “First time signing in and need a password?” link.

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Page 12: Introduction to Cayuse424 Module 2 1. Objectives In this module you will learn: The features and benefits of Cayuse424 How to: Sign in Navigate Cayuse424.

Requesting a Password12

On the following screen, enter your username to request a new password.

Page 13: Introduction to Cayuse424 Module 2 1. Objectives In this module you will learn: The features and benefits of Cayuse424 How to: Sign in Navigate Cayuse424.

Resetting Your Username/Password If you have forgotten your username or password,

click the “Forgot username or password?” link.

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Page 14: Introduction to Cayuse424 Module 2 1. Objectives In this module you will learn: The features and benefits of Cayuse424 How to: Sign in Navigate Cayuse424.

Resetting Your Username/Password On the next screen,

you can enter your username to reset your password or your email address to retrieve your username.

Fill in the applicable box and click its respective button.

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Page 15: Introduction to Cayuse424 Module 2 1. Objectives In this module you will learn: The features and benefits of Cayuse424 How to: Sign in Navigate Cayuse424.

Resetting Your Username/Password You will receive an email with

information on how to proceed. If you are trying to reset your password,

you must click the link in the email within 1 hour of receipt, otherwise it will expire.

If the link expires, you can repeat the process to request another password reset email.

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Page 16: Introduction to Cayuse424 Module 2 1. Objectives In this module you will learn: The features and benefits of Cayuse424 How to: Sign in Navigate Cayuse424.

Cayuse424 Tips

When exiting pop-up windows always click the Close button; don't use your browser’s "back" function

Be careful when copying and pasting to your proposal -- special characters (e.g., umlauts) will cause funding agencies to reject your proposal

Don’t leave Cayuse424 running overnight

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Page 17: Introduction to Cayuse424 Module 2 1. Objectives In this module you will learn: The features and benefits of Cayuse424 How to: Sign in Navigate Cayuse424.

Conclusion

In this module you learned: The features and benefits of Cayuse424 How to:

Sign in Navigate Cayuse424 Understand the Cayuse424 icons Change your password Recover your username or password

User Tips

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