1. Welcome to Cayuse An overview of the system Office of Grant & Contract Services 8 May 2012

2. Table of Contents Some Cayuse Features & Benefits Before You Begin… –Important LinksImportant Links –Recommended Browsers & Browser ConfigurationRecommended Browsers & Browser Configuration –When Using Cayuse, Don’t…When Using Cayuse, Don’t… Logging Into Cayuse –Navigating CayuseNavigating Cayuse Creating & Maintaining Your Professional Profile –NameName –DegreesDegrees –DemographicsDemographics –BiosketchesBiosketches –Contact InfoContact Info –eRA RoleeRA Role –Dept / Division / TitleDept / Division / Title –Salary & Fringe WorksheetSalary & Fringe Worksheet –Performance SitePerformance Site –Duplicate Professional ProfilesDuplicate Professional Profiles –Review/Update Your ProfileReview/Update Your Profile Cayuse 424 Support

3. Cayuse makes the process faster & easier! Some Cayuse Features & Benefits

4. CAYUSE… Downloads funding opportunities directly from Grants.gov Provides auto-fill and data reuse capability Automatically tracks errors and warnings Has easy navigation between forms Stores proposal documents and attachments Tracks proposal submission status

5. Important links, web browser configuration, and Cayuse DON’TS Before You Begin…

6. Here Are Some Important Links Office of Grant & Contract Services: http://www.research.nau.edu/funding/ogcs/index.aspx http://www.research.nau.edu/funding/ogcs/index.aspx Cayuse424 Login: https://nau.cayuse424.com https://nau.cayuse424.com Cayuse Support Center: http://support.cayuse.com http://support.cayuse.com Subawards: http://www.subawards.com http://www.subawards.com

7. Please Use Recommended Browsers BESTHIGHLY Firefox – The BEST and most HIGHLY recommended browser for Cayuse 424 with any operating system. Firefox has the fastest load & response times. Cayuse currently supports versions 3.0 through 3.6. Slower Firefox prone to glitches Internet Explorer – Slower than Firefox and prone to glitches with Cayuse 424, though it is compatible with the Cayuse system. Cayuse currently supports IE7 & IE8. NOT Firefox Safari – NOT supported at this time due to significant browser bugs. Cayuse is keeping watch on this Mac platform browser, but for now they recommend using Firefox if you are a Mac user. IEprone to glitchesNOT Google Chrome – Like IE, Google Chrome is prone to glitches when used for Cayuse. It is NOT listed as a supported browser.

8. Configure Your Web Browser To obtain detailed instructions on how to configure your web browser to Cayuse, go to the Cayuse Support website (http://support.cayuse.com).http://support.cayuse.com

9. Configure Your Web Browser Cayuse 424 Support LinksAt the Cayuse Support site, click on Cayuse 424 below Support Links.

10. Configure Your Web Browser Cayuse 424After you click on Cayuse 424, a drop-down menu will appear. User Reference ManualOn that drop-down menu, click User Reference Manual, which appears immediately beneath Cayuse 424.

11. Configure Your Web Browser User Reference ManualAnother drop-down menu will appear beneath the User Reference Manual. Web Browser ConfigurationSelect Web Browser Configuration.

12. Configure Your Web Browser Web Browser ConfigurationFirefox OptionsUnder Web Browser Configuration, click on Firefox Options. Cayuse Support will take you through a step-by-step process on how to configure your browser.

13. When Using Cayuse… DO NOT…! BackRefreshUse the Back or Refresh buttons! –Breadcrumb trails provide a quick way to navigate screens within a tab!  Cut and paste into the application –Special characters cause problems  Leave Cayuse running overnight –Browser times out 4 hours after inactivity –You can lose the last page of work!  Breadcrumb

14. Login & Navigation Logging Into Cayuse

15. Go to https://nau.cayuse424.comhttps://nau.cayuse424.com Login using your NAU username and password

16. Navigating Cayuse Cayuse uses tabbed navigation. –Use the tabs to move between sections without losing your place in the proposal. breadcrumbs –Links beneath the tabs are called breadcrumbs and they allow you to move back.

17. Navigating Cayuse Opportunities Opportunities Tab –Browse downloaded opportunities –Download new opportunities –Create new proposals from downloaded opportunities Proposals Proposals Tab –Create/edit a grant proposal –Create/edit a subaward proposal –Import a subaward proposal

18. Navigating Cayuse People People Tab –Create/edit a Professional Profile –View a Professional Profile Institutions Institutions Tab –View the Primary Institutional Profile –Create profiles for subcontracting institutions Reports Reports Tab –Submission report –Unlinked Profiles Report

19. Navigating Cayuse SupportOverview Support Link (on the Overview Tab) Cayuse Support Center –Takes you directly to the Cayuse Support Center –Latest documentation –Cayuse listserv –Data Integration tools –Training modules

20. Navigating Cayuse Cayuse Icons –Icons perform key tasks. –Hover your cursor over an icon in Cayuse424 to determine the icon’s function. –Click the icon and Cayuse will respond with prompts, forms changes, etc., to support performance of the activity.

21. What is it? Why do I need it? How do I create it? Creating & Maintaining Your Professional Profile

22. What Is A Professional Profile? Professional Profiles capture and store data about Principal Investigators (PI), Key Personnel, Other Significant Contributors, AORS, Signing Officials, etc. Information stored in the Professional Profile is auto- filled into the grant proposal once that individual is named as a PI, Senior/Key Person, or Authorized Representative. Profiles stored in Cayuse can be shared with others and used multiple times. Before you can create a grant application you must create your Professional Profile.

23. Creating Your Professional Profile Input the following information, if applicable: –NIH Commons ID –NIH Degree –Senior/Key Personnel Degree Type & Year –NSF Degree Type & Year –Demographic Information –eRA Role –NASA – US Government Employee Information –NASA NSPIRES ID (required if submitting to NASA)

24. How to Create Your Professional Profile There are two ways to view your Professional Profile: People 1.In Cayuse, select the People tabor Overview Professional Profiles 2.On the Overview page, select Professional Profiles

25. How to Create Your Professional Profile PeopleWhichever route you take, you’ll end up at the same place: the People page.

26. How to Create Your Professional Profile Profiles for most NAU faculty and investigators have been pre-loaded into Cayuse based on information from HR PeopleSoft. Updating your professional profile in Cayuse does not update your PeopleSoft profile; if that’s necessary, contact your HR representative. If your name does not appear as “recently viewed”, follow the instructions on the next slide to search for and locate your profile.

27. How to Create Your Professional Profile PeopleIf your name does not already appear on the People webpage, you have two options in finding your profile: Search –You can use the Search bar Show All –You can click Show All

28. How to Create Your Professional Profile Search Search Results Professional Profile After typing your name into the search bar, click Search. When the search is complete your name should be listed under Search Results. Click on your name to open your Professional Profile page. Show All Professional Profile After clicking Show All, an alphabetical list will appear. Click on the letter that is the first letter of your last name. (In my case, it would be “M.”) Scroll through the list, find your name, and then click on your name to open your Professional Profile page.

29. How to Create Your Professional Profile Professional ProfileGeneral Personal InformationThe Professional Profile page includes General Personal Information categories for Name, Degrees, Demographics, and Biosketches. Personal ProfileAlthough the information has been preloaded, be sure to review your Personal Profile as the information in Cayuse might be outdated. Review your profile occasionally and update your profile accordingly.

30. How to Create Your Professional Profile: Name NameIn the Name category enter your NIH Commons ID and your NASA NSPIRES ID, if applicable. DegreesThen click on Degrees.

31. How to Create Your Professional Profile: Degrees DegreesAfter selecting Degrees, provide the requested information, as applicable. DegreesIf you need more information, click on the icon next to Degrees.

32. How to Create Your Professional Profile: Demographics DemographicsAfter you’ve input your degree information, you’ll need to click on Demographics, and provide the requested information.

33. How to Create Your Professional Profile: Demographics An asterisk should appear, notifying you of unsaved information: This will appear anytime you add information to your profile. To save, click on the icon on the “breadcrumb” bar:

34. How to Create Your Professional Profile: Biosketches BiosketchesContinue to Biosketches : To add a Biosketch, click on the icon.

35. How to Create Your Professional Profile: Biosketches Create a name for your Biosketch (i.e., “Hazael’s Bio”): NextChoose File NextClick Next and then click Choose File. Upload the PDF version of your previously created Biosketch. Then click Next. Microsoft Word version DoneYou can also upload a Microsoft Word version of your Biosketch as a “source file,” if you wish. Then click Done.

36. How to Create Your Professional Profile: Biosketches Your Biosketch is now uploaded! Note that you are able to create multiple Biosketches. To add another biosketch, click the icon. To delete a biosketch, click on the icon.

37. How to Create Your Professional Profile: Biosketches Benefits of Including Your Biosketches in Your Profile: –You can store PDFs and source documents on the server for use in proposals and later edits. –Multiple Biosketches are allowed. –You can easily attach Biosketches to the Senior/Key Persons page later on in the proposal. –You can give other users access to your Biosketch so they can include you on their applications.

38. How to Create Your Professional Profile: Contact Info Contact InfoContinue to Contact Info. –Your contact information should be preloaded. Review the information and verify that it is correct. –If the 4-digit extension to the zip code is not input, please complete it. The extension is your department box number. (i.e., for PO Box 4130, the zip code is 86011-4130 and for PO Box 15018, the zip code is 86011-5018)

39. How to Create Your Professional Profile: eRA Role eRA RoleMove onto eRA Role. Select your eRA Role –Are you a PI, an assistant, or an administrative official? Selecting your appropriate role helps to display your name for certain proposal fields. Dept / Division / TitleClick on Dept / Division / Title next.

40. How to Create Your Professional Profile: Dept / Division / Title Review your Dept., Division, and Title for errors. If there are any errors, please contact your GCA (Grant and Contract Administrator). –Please remember to answer the NASA questionnaire at the bottom, if applicable. – Remember – Remember to click on the icon on the “breadcrumb” bar after you’ve finished!

41. How to Create Your Professional Profile: Salary & Fringe Worksheet Verify that your employee ID number is correct. BLANKMake sure that your salary information is left BLANK. Performance SiteContinue to Performance Site.

42. How to Create Your Professional Profile: Performance Site Performance Site 8On the Performance Site page, review your information. Verify that the zip/postal code consists of 8 digits. If there are any errors, contact your GCA.

43. How to Create Your Professional Profile: Remember To Save! SAVEOnce you have completed your Professional Profile, remember to SAVE, especially if you see ASTERISKS (*) next to any sections of your profile. Congratulations! Congratulations! Your Professional Profile is now complete!

44. How to Create Your Professional Profile: Duplicates Cayuse 424 provides tools to reduce the proliferation of duplicate profiles. When you create a new profile, you see potential matching names and are asked to contact the department administrator. More control over the permissions and visibility of new profiles will help reduce the chances of creating duplicate profiles.

45. How to Create Your Professional Profile: Review/Update Your Profile Review your profile occasionally and be sure to update the information accordingly. –This includes… If there has been a change in your official NAU title. If you have not recently submitted a proposal, PAF, or SPAR.

46. Cayuse Support For Help With Cayuse 424, You May… –Contact OGCS via email (ogcs@nau.edu) or call us at extension 4880.ogcs@nau.edu –Refer to the Training Materials on the OGCS website: http://www.research.nau.edu/funding/ogcs/index.aspx –Go to the Cayuse Support website: http://support.cayuse.com