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Introduction to Cayuse 424

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Presentation on theme: "Introduction to Cayuse 424"— Presentation transcript:

1 Introduction to Cayuse 424
Module 2 Research Suite Product Support

2 Objectives In this module, you will learn:
The features and benefits of Cayuse 424 How to: Sign in Navigate Cayuse 424 Understand the Cayuse 424 icons Change your password Recover your username or password User Tips Objectives

3 Cayuse 424 Features and Benefits
Downloads funding opportunities directly from Grants.gov Provides autofill and data reuse capability Automatically tracks errors and warnings Provides electronic routing Offers easy navigation between forms Stores proposal documents and attachments Tracks proposal submission status

4 Signing In to Cayuse 424 To sign in to Cayuse 424:
Enter your Cayuse 424 URL in the browser. Enter your username and password. Click Sign In.

5 Tabbed Navigation Opportunities tab Proposals tab Routing tab
Browse downloaded opportunities Download new opportunities Create new proposals from downloaded opportunities Proposals tab Create or edit a grant proposal Create or edit a subaward proposal Import a subaward proposal Routing tab Access proposals that require your review and approval

6 Tabbed Navigation People tab Institutions tab Reports tab
Create or edit a professional profile View a professional profile Institutions tab View the primary institutional profile View or edit profiles for subcontracting institutions Reports tab Submission report Subawards report

7 Tabbed Navigation Settings tab Support link (on the Overview tab)
Change your password Change your address Support link (on the Overview tab) Comprehensive documentation Frequently Asked Questions Research Suite listserv Training modules

8 Navigation Features The breadcrumb trail provides a quick way to navigate between screens within a tab. Easy search and selection of pre-filled profile information.

9 Icons Certain icons are commonly used throughout Cayuse 424.
In the application, you can hover your cursor over an icon to see what it does. Entities Information Autofill

10 Changing Your Password
Click the Settings tab Click Change Password? Enter a new password Re-enter the new password to verify Click Update Password

11 Requesting a Password If you’re signing in to Cayuse 424 for the first time, click the “First time signing in and need a password?” link.

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

13 Resetting Your Username/Password
If you have forgotten your username or password, click the “Forgot username or password?” link.

14 Resetting Your Username/Password
On the next screen, enter your username to reset your password, or your address to retrieve your username.

15 Resetting Your Username/Password
You will receive an with information on how to proceed. If you are trying to reset your password, you must click the link in the within 1 hour of receipt or it will expire. If the link expires, repeat the process to request another password reset .

16 Cayuse 424 Tips Use the breadcrumbs, not your browser’s back function
Use the refresh arrows, not your browser’s refresh function Exit any pop-up window you open by clicking the Close link or button if you decide not to complete the action Be careful when copying and pasting to your proposal -- special characters (e.g., smart quotes, umlauts) will cause errors and rejection Paste using plain text only Log out of Cayuse 424 when you are finished for the day

17 Conclusion In this module you learned:
The features and benefits of Cayuse 424 How to: Sign in Navigate Cayuse 424 Understand the Cayuse 424 icons Change your password Recover your username or password User Tips


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