Index

A

About Kuali Coeus 17

About Kuali Foundation, Inc. 15

About This Documentation 1

Abstract Type 957

Abstracts 260

Abstracts and Attachments 254

Access 33

Account 1508

Account Auto-Creation Defaults Maintenance Document 1509

Account Info 350

Account Type 1030

Acknowledgments 11

Action List 72

Action List Filter 75

Action Summary 675

Actions 566

Actions Taken, Pending Action Requests, Future Action Requests tabs 199

Active Entities 447

Activities 363, 406

Activities & Attachments 404

Activity Type 778

Activity/Location History 406

Ad Hoc Recipients 96, 282, 381, 529, 658, 676, 732

Ad Hoc Routing 193

Add Activity 404

Add Funding Proposals 582

Add Key Personnel 243

Add Personnel 469

Add Personnel Attachment 483

Add Protocol Attachment 482

Add to Schedule 552

Additional Information 462

Address Type 1319

Administrator Action 425

Advanced Adjustments 1554

Affiliation Type 1127, 1320

Agenda 564

Aggregate View 770

All Attachments 407

Amount Info 754

Amount Released 755

Appendix A:  Configuration Parameters 1382

Appendix B:  Grants.gov Form-Specific Instructions & Mapping Information 1389

Appendix C:  Kuali Financial System Integration 1506

Applicant Organization 216

application.custom.image.url.copyallperiods 1387

application.custom.image.url.copyoneper 1387

Appointment Type 780

Approve 496

Approved Protocol - Status:  Active - Open to Enrollment 492, 495

Approved Subawards 595

Area of Research 464, 544

Argument Value 782

Assign Reviewers 498

Assign to Agenda 498

Assign to Committee and Schedule 499

Assigned Roles 269, 478

Attachment Type 1032

Attachments 644

Attachments V1.1 1389

Attendance 560

Authentication 35

Authorization 34

Award 573, 579

Award Actions 646

Award Budget 678

Award Details Recorded 674

Award Hierarchy 668

Award Payment Schedule 624

Award Status 1034

Award Transaction Type 1080

Award Type 1037

Awards 137, 1028

B

Basic vs. Detailed Search 79

Basis of Payment 1039

Batch 1253

Batch Correspondence 567, 1129

Batch Correspondence History 569

Batch Schedule 1253

Batch Type: Protocol Renewal Reminders 569

Batch Type: Reminder to IRB Notifications 569

Benefits Rates 609

Budget 286

Budget Actions 330, 727

Budget Adjustment 1529

Budget Categories 959

Budget Category 785

Budget Category Mapping 788

Budget Category Maps 790

Budget Category Type 793

Budget Justification 333, 729

Budget Limits 616

Budget Overview 293, 311, 315, 613, 682, 701, 706

Budget Periods & Totals 294, 684

Budget Status 962

Budget V1.1 (Budget Attachments) 1391

Budget Versions 266, 267, 290, 613, 615, 680

build.environment 1382

build.version 1382

Business Rules 130

C

Campus 1308

Campus Type 1322

Canceling a Document 112

Canceling a Maintenance Document 129

CD-511 V1.1 (aka US Dept. of Commerce Certification Regarding Lobbying) 1392

Central Admin 150

Central Administration Contacts 357, 604

Certification 422

Certify 248

CFDA Batch 1557

CFDA Maintenance Document 1560

Change Password 168

Change View Options 768

Changing Budget Amounts using KC Time and Money document 1554

Citizenship Status 1324

Citizenship Type 795

Close 499

Close Enrollment 500

Closeout 636, 749

Closeout Type 912, 1100

Closeouts 759

Closing a Document 111

Closing a Maintenance Document 128

COI Committee Role Type 1103

COI Disclosure Event Type 1105

COI Disclosure Status 1107

COI Review Type 1109

COI Reviewer 1111

COI Status 1112

Combined Credit Split 248, 356

Comment Type 797

Comments 641

Comments, Notes & Attachments 640

Commitments 605

Committee 426, 539, 540, 543

Committee Decision Motion Type 1134

Committee Membership Status 1133

Committee Membership Type 1135

Committee Type 1137

Common E-Doc Procedures 107

Common E-Doc Sections 93

Common Line Item Operations 118

Common Maintenance E-Doc Procedures 119

Common Protocol Document Life Cycle Stages By User Type/Status 491

Compliance 140, 1125

Compliance - Conflict of Interest 1102

Configurable Values 5

Configuration 1254

Configuration Viewer 1269

Conflict Of Interest 140

Contact Information 437, 549

Contact Type 1050

Contacts 354, 599, 748, 757

Contributor Licensing 11

Copy to New Document 279, 527

Copying a Document 108

Copying a Maintenance Document 126

Copyright and Licensing 11

core.rice.struts.message.resources 1383

Correspondence 565

Correspondence Generated 1139

Correspondence Template 1141

Correspondence Type 1145

Correspondent Type 1148

Cost Element 840

Cost Share Type 800

Cost Sharing 323, 367, 605, 720

Country 1310

County 1312

Course Related 475

Create Amendment 500

Create Renewal with Amendment 501

Create Renewal without Amendment 502

Creating a KFS Account from a KC Award 1518

Creating a KFS Budget Adjustment from a KC Award Budget 1537

Cross-Application Doc Search, Inquiry and Retrieval 1570

Current & Pending Support 160

Current Action 587

Current Funding Proposals 584

Current Locks 914

Custom Attribute 802

Custom Attribute Document 806

Custom Data 101, 252, 358, 359, 404, 475, 639, 649, 730, 760

D

Data Analysis Only 503

Data Validation 102, 273, 520, 647, 730

datasource.password 1384

datasource.platform 1384

datasource.url 1384

datasource.username 1384

Dates & Amounts 674

Deadline Type 968

Default Tabbing Sequence 55

Defer Action 503

Degree Type 970

Degrees 246

Delete Protocol, Amendment, or Renewal 504

Delivery Info 219, 352

Detailed Procedure 1521, 1540

Detailed Process Flows 533, 571

Details & Dates 586

dev.mode 1383

Direct Cost 329, 725

Direct/F&A Funds Distribution 671

Disclaimer 13

Disclosure 409, 416

Disclosure Actions 424

Distribution 367, 1053

Distribution & Income 322, 720

Distribution Download 25

Doc Search 78

Document Configuration Hierarchy 1244

Document Id tab 198

Document Locking 92

Document Operation 1347

Document Overview 93, 209, 344, 377, 416, 458, 542, 579, 667

Document Status 1151

Document Type 1353

Document Types 1150

Documentation Licensing 12

Document-Specific Searches 83

Downloading, Installing, and Configuring 23

E

ED Abstract V1.1 (Dept. of Education) 1393

ED Certification Debarment V1.1 (Dept. of Education) 1394

ED GEPA 427 V1.1 (Dept. of Education General Education Provisions Act Notice) 1396

ED SF424 Supplement V1.1 1397

ED524 Budget V1.1 (Dept. of Education Non-Construction Programs) 1398

Edit IP Review 363

Edit Proposal Log 385

Editing a Maintenance Document 124

Editing A Proposal Development document While in Workflow 285

E-Doc Fundamentals 86

E-Doc Topology 87

Effort Certification 1564

Email Type 1325

Embedded Mode 29

Employee Status 1232

Employee Type 1233

Employment Status 1326

Employment Type 1328

Entity Data Groups 1118

Entity Data Matrix 1120

Entity Relationship Type 1115

Entity Status 1116

Entity Type 1329

Equipment 317, 708

Error Troubleshooting 1527, 1553

Exempt Studies CheckList 1155

Exemption Type 1152

Expedited Approval 504

Expedited Review CheckList 1157

Expertise 550

Expire 506

External Identifier Type 1330

F

F&A 330, 726

F&A Rate Type 809

F&A Rates 608

FaithBased Survey on EEO V1.2 (ensuring equal opportunity for applicants) 1400

Figure 70  Medusa - a tabbed section in Proposal > Award display (Example) 649, 730

filter.login.class 1386

filtermapping.login.1 1387

FIN_SYSTEM_INTEGRATION_ON Parameter 1517

Financial 350, 750

Financial Entities 428, 444

Financial Entity 439

Financial Object Code Mapping Maintenance Document 1533

Fix Process 275

Form Attachments Overview 235

Forms 234

Frequency 1055

Frequency Base 1058

Fringe Benefits 299, 688

Functional Modules Overview 19

Funded Awards 370

Funding Proposals 580

Funding Source 747

Funding Source Type 1160

Funding Sources 466

G

Generate Batch Correspondence 567

Generated Batch Correspondence 568

Getting Help with Help 6

Getting Institutional Proposal Budgets Into KC Awards 374

GG Lobbying Form V1.1 1401

Glossary of Terms 1571

Graduate Students 351

Grant Exemption 507

Grants.gov 222

Grants.gov Opportunity Lookup 161

grants.gov.s2s.host 1387

grants.gov.s2s.port 1388

Grants.gov/Agency Specific Questions 264

Group 1286

Group Sections 53

H

Header Area 89

Hierarchy Actions 650

History 527, 675

History of Changes 751

I

IACUC Protocols 142

Identity 1271, 1275

Identity Management 34

Impersonation 45

Inactive Entities 447

Income Details 326, 722

Income Summary 326, 723

Inflation 300, 689

Information Architecture and Software Design 4

Initiating a Document 107

Initiating a Maintenance Document 123

Installation Basics and High-Level Overview 23

Institute La Rates 811

Institute Rate 814

Institution 587

Institutional Authorization 612

Institutional Business Processes and KC Implementation 5

Institutional Fields Conditionally Required 212

Institutional Proposal 341, 343, 345

Institutional Proposal Actions 369

Institutional Proposal Status 1019

Intellectual Property Management 11

Intellectual Property Review 361, 375

Internal Attachments 259

Introduction 1

Investigator Credit Type 817

Investigators 674

Investigators Credit Type 915

Invoices 752

IP Review Activity Type 973

IP Review Requirement Type 975

IP Review Result Type 977

J

Job Code 979

K

KC 3.1.1 1506

KC Object Code Table with Financial Object Codes 1531

kc.struts.message.resources 1383

kcb.runmode 1382

ken.runmode 1383

KEW Overview 189

kew.runmode 1383

Key Personnel 242

Key Personnel and Credit Split 600

Key Software Components 17

keystore.alias 1386

keystore.file 1386

keystore.password 1386

Keyword Lookup 169

Keywords 219, 353, 598

KFS 4.1.1 1507

KFS Account from KC Award 1531

KFS Account Inquiry Retrieves KC Award Data 1568

KFS Effort Certification doc routes to PI from KC Award 1564

KFS Federal Pass Through Checking From KC Sponsor Type 1567

KFS RESEARCH_ADMIN_INCOME_OBJECT_CODE_BY_SPONSOR_TYPE Parameter 1536

KFS-KC Integration Feature Summaries by System 1506

kim.runmode 1382

KR 1.0.3.3 1507

kra.externalizable.images.url 1383

Kuali Coeus 4.0 Help 1

L

Lab Allocation - Other 303, 692

Lab Allocation - Salaries 302, 691

Line Item Details and Rate Class Subsections 321

Locations 1307

Logging In and Out 43

Lookup 57

M

Mail By 983

Mail Type 964

Main Menus 132

Maintenance 152

Maintenance Document Access 119

Maintenance Document Layout 120

Maintenance Document Rules & Routing 130

Maintenance Documents 773

Make Administrative Correction 508

Manage Content Types 1361

Manage Review Comments 508

Medusa 100, 283, 373, 407, 660, 761

Meeting 556

Meeting Actions Page 563

Meeting Details 558

Meeting Information 557

Member Details Section 547

Members 545

Membership Role 1162

Message Queue 1369

Messages Of The Day 1234

Method of Payment 1060

Minute Entry Type 1164

Minutes 562, 564

Miscellaneous 910

Miscellaneous Procurement/Purchasing 628

Modify Submission Request 509

Modular Budget 327, 724

Modular Budget Overview 329, 725

Module Names 916

Multi-Node Award 653

My Financial Entities 444

N

Name Type 1332

Named Search 82

Namespace 1262

Narrative Status 985

Narrative Types 987

NASA Other Project Information V1.0 1403

NASA PI and AOR Supplemental Data Sheet V1.0 1405

NASA Senior/Key Person Supplemental Data Sheet V1.0 1407

Negotiation 392, 401, 402

Negotiation Activity Type 1083

Negotiation Agreement Type 1085

Negotiation Association Type 1087

Negotiation Location 1090

Negotiation Status 1089

Negotiations 138, 1082

New Financial Entity 438

New Person Mass Change 171

Non-Personnel 313, 704

Notes 261, 484, 643

Notes & Attachments 422, 481

Notes and Attachments 94, 352, 380

Notice of Opportunity 824

Notification 826, 1357

Notification Module 832

Notify IRB 510

NSF Code 836

NSF CoverPage V1.3 1410

NSF DeviationAuthorization V1.1 1412

NSF SuggestedReviewers V1.1 1414

O

Object Code 966

Online Review 531

Opportunity Search 224

Organization 843

Organization and Conventions 4

Organization Correspondents 1166

Organization Type 918

Organization Type List 849

Organization/Location 215

Organizations 465

Other 303, 692

Other Actions 560

Other Attachments V1.1 1416

Other Direct 319, 717

Other Identifiers 463

Other Organizations 218

Overview 14, 1506, 1518, 1537

P

Parameter 1255

Parameter Component 1257

Parameter Type 1260

Parameters 292, 681

Participant Support 319, 714

Participant Type 1167

Participant Types 467

Payment & Invoice Requirements 619

Payment, Reports & Terms 617

Payments & Invoices 618

Performance Site Locations 218

Performance Site V1.4 1463

Performing Organization 217

Permission 1299

Permissions 269, 477

Person 1276

Person Attributes 243

Person Details 245, 470, 548

Person Document Type 852, 990

Person Extended Attributes 1237

Person Mass Change 169

Person Table Editable Columns 992

Person Training 944

Personnel 143, 307, 468, 696

Personnel Attachments 258, 483

Personnel Detail 312, 702

Personnel Items for Review 358

Pessimistic Lock 1265

Pessimistic Lock Lookup 155

Phone Type 1333

PHS 398 Career Development Award Supplement form V1.2 1437

PHS 398 Checklist V1.3 1434

PHS 398 Cover Page Supplement V1.4 1442

PHS 398 Modular Budget V1.1 1444

PHS 398 Research Plan V1.3 1446

PHS 398 Research Training Program Plan V1.0 1450

PHS 398 Training Budget V1.0 1453

PHS 398 Training Subaward Budget V1.0 1461

PHS Cover Letter V1.2 1417

PHS Fellowship Supplemental V1.2 1418

Post Submission Status 995

Postal Code 1314

Post-Award 146

Post-Submission Compliance 148

Pre-Award 145

Preaward Authorizations 611

Preferences 175

Prerequisite Condition Checklist 1508, 1530

Prerequisites 2

Pre-Submission Compliance 147

Print 277, 520, 565, 570, 656

Print Forms 331, 727

Print Grants.gov Forms 278

Print Reports 279

Print Sponsor Form Packages 278

Process Flow 1525, 1551

Project Details 358

Project Income 325, 721

Project Periods and Amounts 351

Project Personnel 309, 354, 699

Project V1.1 1466

Project Vision, History and Partners 17

Proposal 208

Proposal & Budget Development Process 335

Proposal Actions 273

Proposal Attachments 255

Proposal Data Override 280

Proposal Dev Editable Columns 997

Proposal Development 205

Proposal Development Status 1000

Proposal FAQs 285

Proposal Hierarchy 272, 276

Proposal Location Type 981

Proposal Log 382

Proposal Log Status 1021

Proposal Log Type 1023

Proposal Questions 265

Proposal Type 854

Proposals 136, 956

Protocol 448, 457

Protocol Action Notification Template 1169

Protocol Action Type 1171

Protocol Actions 485

Protocol Attachment Group 1174

Protocol Attachment Status 1176

Protocol Attachment Type 1178

Protocol Attachment Type Group 1180

Protocol Attachments 481

Protocol Contingency 1182

Protocol Correspondence Recipients 1185

Protocol Follow-up Actions 1186

Protocol Online Review Determination Recommendation Codes 1198

Protocol Online Review Status Codes 1196

Protocol Organization Type 1191

Protocol Person Role 1189

Protocol Review Type 1192

Protocol Reviewer Type 1194

Protocol Status 1200

Protocol Submission Qualifier Type 1217

Protocol Submitted 559

Protocol Type 1203

Protocols 138, 421

Public Service F & A 687

Purpose and Audience 2

Q

Quartz 1379

Question 863

Question Category 873

Question Type 875

Questionnaire 472, 866

Questionnaire Functionality with Grants.gov Forms 237

Questions 261

Quick Reference Guide - Abbreviated Procedure 1520, 1539

Quicklinks 142, 149

Quicklinks Group 155

Quickstart Setup 26

R

Rate Class 856, 1002

Rate Class Type 858

Rate Type 860, 1004

Rates 296, 607, 686

Reference 1318

Reference Type 1205

Relationship Details 441

Reloading 110

Report 1063

Report Class 1065

Report Classes 625

Report Status 1067

Report Tracking 764

Report View 770

Reporter 416, 436, 437

Reports 625

Request an Action 486

Request for Data Analysis Only 511

Request for Suspension 512

Request for Termination 512

Request to Close 513

Request to Close Enrollment 513

Required Fields for Saving Document 210, 459

Research Areas 919

Research F & A 297

Researcher 135

Response Approval 514

Responsibility 1303

Review Activities 379

Review Comments 516

Review Data 362, 378

Reviewer Actions 424

Rice Configuration Viewer 1270

rice.app.url 1383

rice.struts.message.resources 1384

Risk Level 1208

Risk Levels 461

Role 1290

Role/Group/Permission/Responsibility Type 1334

Roles 549

Roles and Permissions Overview 36

Rolodex 821

Rolodex Lookup 162

Route Levels 192

Route Log 97, 198, 281, 381, 528, 659, 677, 732

Route Status 203

Routing a Document 113

Routing And Status 1526, 1552

Routing Fundamentals 189

Routing Report 181

Routing Rules 198

RR Budget V1.1 (5 yr) & (10 yr) 1467

RR FedNonFed Budget V1.1 (5 yr) & (10 yr) 1470

RR Key Person Expanded V1.2 1474

RR Key Person V1.1 1472

RR Other Project Information V1.3 1477

RR Personal Data V1.2 1481

RR SF 424 V1.2 1482

RR SF 424-B V1.1 (aka Assurances for non-construction) 1487

RR Subaward Budget Attachment(s) Forms - Detailed & Federal/Non-Federal forms 1488

Rule Attribute 1339

Rule Functions 922

Rule Functions Argument 923

Rule Quicklinks 187

Rule Template 1342

Rule Templates and Attributes 204

Rule Variables 924

Rules 183

Running the Unit Test Suite 31

S

S2S Opportunity Form to Questionnaire Mapping 877

S2S Revision Type 1009

S2S Submission Type 1007

s2s.keystore.location 1387

s2s.keystore.password 1387

s2s.truststore.location 1387

s2s.truststore.password 1387

Saving a Document 109

Saving a Maintenance Document 128

Schedule 551, 552, 553

Schedule Status 1212

Scheduled Other Action Type 1210

School Code 925

Science Keyword 819

Screen Images and Test Data 5

Screen Layout & Navigation 48

Search Results 85

Searching for a Document 114

Searching for a Maintenance Document 122

Searching With Wildcards 84

Security Management 1380

Select Budget Period 309, 315, 322, 698, 706

Select Modular Budget Period 328, 724

Selection, Entry & Command Tools 55

Send Event Notification 1359

Send Simple Notification 1358

server.datasource.connectionTimeout 1386

server.datasource.driver.name 1385

server.datasource.ojb.platform 1385

server.datasource.password 1384

server.datasource.platform 1385

server.datasource.pool.maxSize 1386

server.datasource.pool.maxWait 1385

server.datasource.pool.minSize 1385

server.datasource.pool.size 1386

server.datasource.pool.validationQuery 1385

server.datasource.url 1384

server.datasource.username 1384

Service Bus 1365

Service Registry 1378

Setting up Account creation integration 1508

Setting up BA creation integration 1530

Setting up CFDA batch integration 1559

SF 424 Short V1.0 1495

SF 424 V2.0 (not R&R) 1500

SF 424A V1.0 (Budget Information - Non-Construction Projects) 1491

SF 424B V1.1 (aka Assurances - Non-Construction Programs) 1494

SFLLL V1.1 (aka Disclosure of Lobbying Activities) 1504

Shared 776

Software Licensing 11

Special Approval 632

Special Review 249, 250, 359, 476, 638

Special Review Approval Status 879

Special Review Type 881

Special Review Usage 883

Sponsor 589, 927

Sponsor & Program Information 213, 347

Sponsor Authorization 611

Sponsor Contact Type 930

Sponsor Contacts 603

Sponsor Form Templates 935

Sponsor Forms 933

Sponsor Funding Transferred 591

Sponsor Hierarchy 937

Sponsor Lookup 164

Sponsor Template 595, 1069

Sponsor Terms 1077

Sponsor Type 939

State 1316

Statistics 1346

Status & Dates 460

Sub Award Budget 334

SubAward 734, 744, 745

SubAward Actions 760

Subaward Approval Type 1096

Subaward Forms 1098

Subaward Status 941, 1094

SubAwardAmountInfo 754

SubAwardAmountReleased 755

SubAwardCloseout 759

SubAwardContact 757

Subawards 593, 1092

Submission Details 233, 524

Submission History 241

Submission Status 1213

Submission Type 1214

Submission Type Qualifier 1214

Submit for Review 516

Submitted Protocol - Status:  Submitted to IRB 492

Submitted Protocol, Exempt - Status:  Submitted to IRB 494

Submitted Protocol, Expedited - Status:  Submitted to IRB 493

Submitted Protocol, Full Board - Status:  Submitted to IRB 493

Submitted Protocol, Response - Status:  Submitted to IRB 495

Submitting a Maintenance Document 127

Submitting to Sponsor via s2s 231

Subsections Within Tabbed Page Sections 91

Summary 304, 305, 523, 672, 674, 693

Summary & History 523

Superuser Search vs. Non Superuser-Search 81

Supplemental Online Resources 8

Suspend 517

Suspend By DSMB 518

System 1231

System Admin 154

System Administration 1228

System Options 1252

T

Tabbed Page Sections 91

Tabbed Pages 90

Technical Requirements 24

Terminate 519

Terms 629

Third Party Contributions 11

Thread Pool 1376

Time & Money 592

Time And Money 664

To Be Named Person 1025

Trademarks 11

Training 942

Training Stipend Rate 886, 1011

Transactions 670

Travel 317, 711

Types of Documentation Included 1

Typographic Conventions 4

U

Undo Last Action 519

Unit 144, 949

Unit Administrator 900

Unit Administrator Type 902, 947

Unit Contacts 356, 602

Unit Correspondents 1219

Unit Details 247, 438

Unit Hierarchy 951

Unrecovered F&A 324, 368, 721

Unsubmitted Protocol - Status:  Pending/In Progress 491

User Alerts 4

User Interface Orientation 48

User Roles for Document Development 39

User Support Information 6

Users 270, 479

Using the Action List 116

Using the User Documentation 6

V

Vacation 301, 690

Valid Award Basis of Payment 1041

Valid Basis and Method of Payment 1048

Valid Calculation Type 892, 1014

Valid Class Report Frequency 1044

Valid Cost Element Job Code 895

Valid Cost Element Rate Type 898, 1017

Valid Frequency Base 1046

Valid Protocol Submission Review Type 1220

Valid Protocol Submission Type Qualifier 1224

Valid Rates 953

Valid Special Review Approval 889

View Person Mass Change 173

Viewing Route Levels 195

Viewing Rules 201

W

What's New In This Release? 22

When Logged In As An IRB Administrator 493

When Logged In As An IRB Researcher 491

Where To Find More KC Technical Documentation 31

Withdraw Protocol 520

Workflow 143, 149, 1338

Workflow Action Buttons 105

Workflow Group 175

Workflow Routing 130, 192

X

XML Ingester 1345

XML Stylesheets 1344

Y

Yes/No Questions 904