Guide for Project Personnel, Administrators & Proxies
Routing & Approvals in Cayuse 424 Augusta Wray, Proposal
Manager
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Agenda Background Pre-Routing Process Logging In Routing Rules
Reviewing a Proposal Approving a Proposal System Limitations
Questions?
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Background What does SPO do? Why Cayuse? Banner + Evisions SPO
Workflow What is Cayuse? Proposal Preparation S2S Grants.Gov
submissions Internal Review Database Record
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Pre-Routing Process Policy PI / Co-PI Assurances forms
Uploading Documents System requirements
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A Note on Approvals For Administrators: Please note that in
giving your approval for a specific external proposal submission
you are certifying the that: The effort proposed is in keeping with
Department/College/University educational objectives and is
appropriate to our mission. I am aware of the requirements of this
project (including financial commitment from my area) and am
committed to providing them.
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Logging on to Cayuse 424 You will receive an email notification
that you have a proposal to review and approve: Due to an approval
action, the following proposal now requires your attention: Routing
[Proposal name would be here] Please navigate to
https://bsu.cayuse424.com/705/proposal.do?proposalId=1001402504 at
your earliest
convenience.https://bsu.cayuse424.com/705/proposal.do?proposalId=1001402504
Click on the link in the body of the email, or Go to
http://bsu.cayuse424.com/http://bsu.cayuse424.com/ Use BSU username
and password to log in.
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Logging on to Cayuse 424 Upon logging in, the asterisk next to
Routing & Approval indicates you have proposals pending your
review and approval.
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Routing Rules Initiating Routing Routing Chains
Chair/Unit/College-Level approvals Access during routing Deleting
an approver Delegates / Proxies
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Reviewing the Proposal Federal Proposals + their forms
Non-Federal (other) proposals Proposal Summary Important! This is
the University database record. SPO is responsible for this data
and it should not be altered.
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Reviewing the Proposal The Summary link describes the basics of
the proposal, including PI, sponsor, dates, and requested amount.
The Documents link will include the PI Assurances document, BSU
internal budget, and project narrative
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Reviewing the Proposal Click on the pdf link to view the
narrative (ends in N), budget (ends in B) or additional internal
attachments The Assurances Form(s) includes statements related to
conflict of interest, intellectual property and other
certifications
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Approving the Proposal Reviewers indicate their approval by
checking the box adjacent to their name Once approved, the next
reviewer on the routing chain is notified via email As soon as the
SPO Director (or Delegate) checks their box an email is sent to
everyone on the routing chain and electronic submission to
Grants.gov by SPO can proceed
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Approving the Proposal 2.Check the box next to your name.
3.Entering any necessary comments in the pop-up. 4.Click Approve.
Once the proposal is ready for institutional routing, the PI (or
the first reviewer on the chain) can start the routing process by:
1.Accessing the proposals Routing and Approval area.
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Retracting the Proposal Once a proposal has been approved, the
approvals can be retracted by un-checking the box next to the
reviewers name.
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Routing History All routing actions are logged in the proposals
Routing History
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Finished! After you check the box next to your name to approve,
the next approver will be notified. Note that under the Routing
tab, you will be able to see all proposals requesting your
approval.
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General Cayuse Tips Use the breadcrumbs, not your browsers back
function. Use the refresh arrows, not your browsers refresh
function. Exit any pop-up window you open by clicking the link or
button to close the window if you decide not to complete the
action. Log out of Cayuse 424 when you are finished.