Kuali Research Administration Awards Module – Functionality of MIT’s Coeus Kuali Days VI/May 2008 Chicago, Illinois Renee Dolan Michigan State University Pam Harrington Colorado State University Susan Mundt University of Arizona

Functionality is based on MIT’s Coeus System with Princeton’s budget module Detailed Budget Electronic document routing Data links between KRA Modules (Proposal and IRB data brought into Awards) Awards Module Timeline Highlights of KRA Awards Module Completion: April 2009 Quality Assurance: July 2009 Release: August 2009

KRA Main Menu

Separate Main Menu views for distinct user classes

Awards Module Mock Screens The Award Tab

Proposal Information Panel

Details & Dates Panel sponsor and institutional identifiers project classification information project date information

Sub-Contracts Panel Data for both approved and funded sub-contracts

Template Panel A Sponsor template may be used to improve data entry time and accuracy by automating entry of standard terms, conditions, reports and contacts for common sponsored award programs

Keywords Panel Allows user to classify, search for and report on sponsored project topics

Contacts Tab All the contacts associated with an award in one convenient location.

Project Personnel Panel Full contact details available for inquiry Data pulled from linked proposal remains editable

Credit Split Panel Changes in Key Personnel or Credit Split can be electronically routed for appropriate institutional approval Credit Split totals calculate automatically

Unit Contacts Basic Unit Contacts may be pre-filled Additional Contacts may be added for each award

Sponsor Contacts and OSP Contacts Panels Sponsor Contacts can be pre-filled using the Sponsor Template OSP Contacts may default from lead unit or sponsor

Time & Money Tab

Budget Versions Final budget brought forward from proposal may be edited Budget changes may be routed for institutional approval Budget history maintained

Award History

Award Summary

Preaward Costs & Institutional Guarantees Sub-panel Projected Funding Sub-panel

Cost Share Panel Tracks budgeted cost share (and maybe even whether it has been met)

Indirect Costs

Payments, Reports & Terms Tab Payment Panel

Reports Panel

Reporting Requirements View 1 – by Principal Investigator View 2 – by Award Number

Reporting Requirements View 3 – by Sponsor Custom View

Terms Panel

Special Approvals Panel Track sponsor-approved capital equipment and foreign travel

Closeout Panel Keep track of closeout documents required and completed

Special Review Tab Pulls information from KRA Compliance Modules (IRB) Consolidated view of special review information

Custom Data Tab Allows for local customization without hindering upgrades Panel may be customized for institution data needs

Questions Tab Institution can create custom questions and groups Answers can be routed as award certifications/approvals

Permissions Tab Customizable list of users who have access to an award List of Rights associated with each Role

Notes & Attachments Tab

Award Actions Tab Features consistent with Proposal Module Data Validation Kuali Enterprise Workflow (KEW) Functions – routing Print and Copy Features

Data Validation Panel Similar to Proposal Development/Budget Module Errors take user to complete required fields Warnings allow user to check for mistakes

Award Hierarchy Panel

Print Panel

Copy to New Document Panel Set up multiple similar awards for a Principal Investigator

Ad Hoc Recipients

Route Log

Questions from the Audience Presenters will be in the laboratory following this session. Resources