Kuali Coeus 5.2.1 Help
Introduction
About This Documentation
Types of Documentation Included
Prerequisites
Purpose and Audience
Organization and Conventions
Information Architecture and Software Design
User Alerts
Typographic Conventions
Screen Images and Test Data
Institutional Business Processes and KC Implementation
Configurable Values
User Support Information
Using the User Documentation
Getting Help with Help
Supplemental Online Resources
Copyright and Licensing
Trademarks
Intellectual Property Management
Software Licensing
Acknowledgments
Contributor Licensing
Third Party Contributions
Documentation Licensing
Disclaimer
Overview
About Kuali Foundation, Inc.
About Kuali Coeus
Project Vision, History and Partners
Key Software Components
Functional Modules Overview
What’s New In This Release?
Downloading, Installing, and Configuring
Installation Basics and High-Level Overview
Technical Requirements
Distribution Download
Quickstart Setup
Embedded Mode
Running the Unit Test Suite
Where To Find More KC Technical Documentation
Access
Identity Management
Authorization
Authentication
Roles and Permissions Overview
User Roles for Document Development
Logging In and Out
User Interface Orientation
Screen Layout & Navigation
Group Sections
Selection, Entry & Command Tools
Default Tabbing Sequence
Lookup
Action List
Action List Filter
Doc Search
Basic vs. Detailed Search
Superuser Search vs. Non Superuser-Search
Named Search
Document-Specific Searches
Searching With Wildcards
Search Results
E-Doc Fundamentals
E-Doc Topology
Header Area
Tabbed Pages
Tabbed Page Sections
Subsections Within Tabbed Page Sections
Document Locking
Common E-Doc Sections
Document Overview
Notes and Attachments
Ad Hoc Recipients
Route Log
Medusa
Custom Data
Data Validation
Workflow Action Buttons
Common E-Doc Procedures
Initiating a Document
Copying a Document
Saving a Document
Reloading
Closing a Document
Canceling a Document
Routing a Document
Searching for a Document
Using the Action List
Common Line Item Operations
Main Menus
Researcher
Proposals
Awards
Negotiations
Quicklinks
Workflow
Unit
Central Admin
Maintenance
System Admin
Workflow Group
Preferences
Routing Report
Rules
Rule Quicklinks
Routing Fundamentals
KEW Overview
Route Levels
Workflow Routing
Ad Hoc Routing
Viewing Route Levels
Routing Rules
Document Id tab
Actions Taken, Pending Action Requests, Future Action Requests tabs
Viewing Rules
Route Status
Rule Templates and Attributes
Proposal Development
Proposal
Required Fields for Saving Document
Institutional Fields Conditionally Required
Sponsor & Program Information
Organization/Location
Applicant Organization
Performing Organization
Performance Site Locations
Other Organizations
Subawards
Delivery Info
Keywords
S2S
Opportunity Search
Submitting to Sponsor via s2s
Submission Details
Forms
Form Attachments Overview
Questionnaire Functionality with Grants.gov Forms
Submission History
Key Personnel
Add Key Personnel
Person Attributes
Person Details
Degrees
Unit Details
Proposal Person Certification
Combined Credit Split
Special Review
Abstracts and Attachments
Proposal Attachments
Personnel Attachments
Internal Attachments
Abstracts
Notes
Questions
Grants.gov/Agency Specific Questions
Proposal Questions
Budget Versions
Permissions
Assigned Roles
Users
Proposal Hierarchy
Proposal Actions
Fix Process
Print
Print Grants.gov Forms
Print Sponsor Form Packages
Print Reports
Copy to New Document
Proposal FAQs
Editing A Proposal Development document While in Workflow
Budget
Parameters
Budget Overview
Budget Periods & Totals
Rates
Research F & A
Fringe Benefits
Inflation
Vacation
Lab Allocation - Salaries
Lab Allocation - Other
Other
Summary
Personnel
Select Budget Period
Project Personnel
Personnel Detail
Non-Personnel
Equipment
Travel
Participant Support
Other Direct
Line Item Details and Rate Class Subsections
Distribution & Income
Cost Sharing
Unrecovered F&A
Project Income
Income Details
Income Summary
Modular Budget
Select Modular Budget Period
Modular Budget Overview
Direct Cost
F&A
Budget Actions
Print Forms
Budget Justification
Sub Award Budget
Proposal & Budget Development Process
Institutional Proposal
Financial
Account Info
Project Periods and Amounts
Graduate Students
Other Units
Contacts
Unit Contacts
Central Administration Contacts
Personnel Items for Review
Project Details
Intellectual Property Review
Review Data
Activities
Edit IP Review
Distribution
Institutional Proposal Actions
Funded Awards
Getting Institutional Proposal Budgets Into KC Awards
Proposal Log
Edit Proposal Log
Negotiation
Activities & Attachments
Add Activity
Activity/Location History
All Attachments
Protocol
Status & Dates
Additional Information
Organizations
Funding Sources
Participant Types
Add Person
Unit Detail
Questionnaire
Read-Only Questionnaire
Notes & Attachments
Protocol Attachments
Add Protocol Attachment
Attached Items
Protocol Actions
Request an Action
When Logged In As An IRB Researcher
Unsubmitted Protocol – Status: Pending/In Progress
Submitted Protocol – Status: Submitted to IRB
Approved Protocol – Status: Active – Open to Enrollment
Abandon
Create Amendment
Create Renewal with Amendment
Create Renewal without Amendment
Delete Protocol, Amendment, or Renewal
Modify Amendment Sections
Modify Submission Request
Notify IRB
Submit for Review
Withdraw Protocol
Summary & History
History
Committee
Area of Research
Members
Member Details Section
Contact Information
Roles
Expertise
Schedule
Add to Schedule
Meeting
Meeting Information
Meeting Details
Protocol Submitted
Other Actions
Attendance
Minutes
Attachments
Meeting Actions Page
Agenda
Correspondence
Actions
Batch Correspondence
Generate Batch Correspondence
Generated Batch Correspondence
Batch Correspondence History
Batch Type: Protocol Renewal Reminders
Batch Type: Reminder to IRB Notifications
Detailed Process Flows
Award
Funding Proposals
Add Funding Proposals
Current Funding Proposals
Details & Dates
Current Action
Institution
Sponsor
Sponsor Funding Transferred
Time & Money
Approved Subawards
Sponsor Template
Other IU Units
Key Personnel and Credit Split
Sponsor Contacts
Commitments
F&A Rates
Benefits Rates
Preaward Authorizations
Sponsor Authorization
Institutional Authorization
Budget Limits
Payment, Reports & Terms
Payments & Invoices
Payment & Invoice Requirements
Award Payment Schedule
Reports
Report Classes
Miscellaneous Procurement/Purchasing
Terms
Special Approval
Closeout
Comments, Notes & Attachments
Comments
Award Actions
Figure 70 Medusa – a tabbed section in Proposal > Award display (Example)
Hierarchy Actions
Multi-Node Award
Time And Money
Award Hierarchy
Transactions
Direct/F&A Funds Distribution
Dates & Amounts
Award Details Recorded
Investigators
Action Summary
Report Tracking
Change View Options
Aggregate View
Report View
Maintenance Documents
Shared
Activity Type
Appointment Type
Argument Value
Budget Category
Budget Category Mapping
Budget Category Maps
Budget Category Type
Citizenship Type
Comment Type
Cost Share Type
Custom Attribute
Custom Attribute Document
F&A Rate Type
Institute La Rates
Institute Rate
Investigator Credit Type
Science Keyword
Rolodex
Notice of Opportunity
Notification
Notification Module
NSF Code
Cost Element
Organization
Organization Type List
Person Document Type
Proposal Type
Rate Class
Rate Class Type
Rate Type
Question
Question Category
Question Type
S2S Opportunity Form to Questionnaire Mapping
Special Review Approval Status
Special Review Type
Special Review Usage
Training Stipend Rate
Valid Special Review Approval
Valid Calculation Type
Valid Cost Element Job Code
Valid Cost Element Rate Type
Unit Administrator
Unit Administrator Type
Yes/No Questions
Watermark
Miscellaneous
Closeout Type
Current Locks
Investigators Credit Type
Module Names
Organization Type
Research Areas
Rule Functions
Rule Functions Argument
Rule Variables
School Code
Sponsor Contact Type
Sponsor Forms
Sponsor Form Templates
Sponsor Hierarchy
Sponsor Type
Subaward Status
Training
Person Training
Unit Hierarchy
Valid Rates
Abstract Type
Budget Categories
Budget Status
Mail Type
Object Code
Deadline Type
Degree Type
IP Review Activity Type
IP Review Requirement Type
IP Review Result Type
Job Code
Proposal Location Type
Mail By
Narrative Status
Narrative Types
Person Table Editable Columns
Post Submission Status
Proposal Dev Editable Columns
Proposal Development Status
S2S Submission Type
S2S Revision Type
Institutional Proposal Status
Proposal Log Status
Proposal Log Type
To Be Named Person
Account Type
Attachment Type
Award Status
Award Type
Basis of Payment
Valid Award Basis of Payment
Valid Class Report Frequency
Valid Frequency Base
Valid Basis and Method of Payment
Contact Type
Frequency
Frequency Base
Method of Payment
Report
Report Class
Report Status
Sponsor Terms
Award Transaction Type
Negotiation Activity Type
Negotiation Agreement Type
Negotiation Association Type
Negotiation Status
Negotiation Location
Subaward Approval Type
Subaward Forms
Compliance - Conflict of Interest
COI Attachment Type
COI Disclosure Status
COI Disposition Status
COI Committee Role Type
COI Disclosure Event Type
COI Review Type
COI Reviewer
COI Status
Entity Relationship Type
Entity Status
Entity Data Groups
Entity Data Matrix
Compliance
Affiliation Type
Committee Membership Status
Committee Decision Motion Type
Committee Membership Type
Committee Type
Correspondence Generated
Correspondence Template
Correspondence Type
Correspondent Type
Document Types
Document Status
Exemption Type
Exempt Studies CheckList
Expedited Review CheckList
Funding Source Type
Membership Role
Minute Entry Type
Organization Correspondents
Participant Type
Protocol Action Notification Template
Protocol Action Type
Protocol Attachment Group
Protocol Attachment Status
Protocol Attachment Type
Protocol Attachment Type Group
Protocol Contingency
Protocol Correspondence Recipients
Protocol Follow-up Actions
Protocol Person Role
Protocol Organization Type
Protocol Review Type
Protocol Reviewer Type
Protocol Online Review Status Codes
Protocol Online Review Determination Recommendation Codes
Protocol Status
Protocol Type
Reference Type
Risk Level
Scheduled Other Action Type
Schedule Status
Submission Status
Submission Type
Submission Type Qualifier
Protocol Submission Qualifier Type
Unit Correspondents
Valid Protocol Submission Review Type
Valid Protocol Submission Type Qualifier
IACUC Alternate Search Database
IACUC Exception Category
IACUC Pain Category
IACUC Species Count Type
IACUC Species
IACUC Protocol Attachment Group
IACUC Protocol Attachment Status
IACUC Protocol Attachment Type
IACUC Protocol Attachment Type Group
IACUC Protocol Project Type
IACUC Protocol Reference Type
IACUC Protocol Review Type
IACUC Protocol Online Review Status Codes
IACUC Protocol Type
IACUC Protocol Submission Type
Protocol Submission Type Qualifier
IACUC Protocol Person Role
IACUC Procedure Category
IACUC Procedure
IACUC Location Type
IACUC Location Name
IACUC Procedure Category Custom Attribute
IACUC Research Areas
IACUC Protocol Review Determination Recommendation Codes
System Administration
System
Employee Status
Employee Type
Messages Of The Day
Person Extended Attributes
Document Configuration Hierarchy
System Options
Batch
Batch Schedule
Configuration
Parameter
Parameter Component
Parameter Type
Namespace
Pessimistic Lock
Configuration Viewer
Rice Configuration Viewer
Identity
Person
Group
Role
Permission
Responsibility
Locations
Campus
Country
County
Postal Code
State
Reference
Address Type
Campus Type
Citizenship Status
Email Type
Employment Status
Employment Type
Entity Type
External Identifier Type
Name Type
Phone Type
Role/Group/Permission/Responsibility Type
Rule Attribute
Rule Template
XML Stylesheets
XML Ingester
Statistics
Document Operation
Document Type
Send Simple Notification
Send Event Notification
Manage Content Types
Service Bus
Message Queue
Thread Pool
Service Registry
Quartz
Security Management
Appendix A: Configuration Parameters
build.environment
build.version
kim.runmode
kcb.runmode
kew.runmode
ken.runmode
dev.mode
rice.app.url
kra.externalizable.images.url
core.rice.struts.message.resources
kc.struts.message.resources
rice.struts.message.resources
datasource.url
datasource.username
datasource.password
datasource.platform
server.datasource.url
server.datasource.username
server.datasource.password
server.datasource.ojb.platform
server.datasource.platform
server.datasource.driver.name
server.datasource.pool.validationQuery
server.datasource.pool.maxWait
server.datasource.pool.minSize
server.datasource.pool.maxSize
server.datasource.pool.size
server.datasource.connectionTimeout
keystore.alias
keystore.file
keystore.password
filter.login.class
filtermapping.login.1
application.custom.image.url.copyoneper
application.custom.image.url.copyallperiods
s2s.keystore.location
s2s.keystore.password
s2s.truststore.location
s2s.truststore.password
grants.gov.s2s.host
grants.gov.s2s.port
Appendix B: Grants.gov Form-Specific Instructions & Mapping Information
Attachments V1.1
Budget V1.1 (Budget Attachments)
CD-511 V1.1 (aka US Dept. of Commerce Certification Regarding Lobbying)
ED Abstract V1.1 (Dept. of Education)
ED Certification Debarment V1.1 (Dept. of Education)
ED GEPA 427 V1.1 (Dept. of Education General Education Provisions Act Notice)
ED SF424 Supplement V1.1
ED524 Budget V1.1 (Dept. of Education Non-Construction Programs)
FaithBased Survey on EEO V1.2 (ensuring equal opportunity for applicants)
GG Lobbying Form V1.1
NASA Other Project Information V1.0
NASA PI and AOR Supplemental Data Sheet V1.0
NASA Senior/Key Person Supplemental Data Sheet V1.0
NSF CoverPage V1.3
NSF DeviationAuthorization V1.1
NSF SuggestedReviewers V1.1
Other Attachments V1.1
PHS Cover Letter V1.2
PHS Fellowship Supplemental V1.2
PHS 398 Checklist V1.3
PHS 398 Career Development Award Supplement form V1.2
PHS 398 Cover Page Supplement V1.4
PHS 398 Modular Budget V1.1
PHS 398 Research Plan V1.3
PHS 398 Research Training Program Plan V1.0
PHS 398 Training Budget V1.0
PHS 398 Training Subaward Budget V1.0
Performance Site V1.4
Project V1.1
RR Budget V1.1 (5 yr) & (10 yr)
RR FedNonFed Budget V1.1 (5 yr) & (10 yr)
RR Key Person V1.1
RR Key Person Expanded V1.2
RR Other Project Information V1.3
RR Personal Data V1.2
RR SF 424 V1.2
RR SF 424-B V1.1 (aka Assurances for non-construction)
RR Subaward Budget Attachment(s) Forms – Detailed & Federal/Non-Federal forms
SF 424A V1.0 (Budget Information – Non-Construction Projects)
SF 424B V1.1 (aka Assurances – Non-Construction Programs)
SF 424 Short V1.0
SF 424 V2.0 (not R&R)
SFLLL V1.1 (aka Disclosure of Lobbying Activities)
Appendix C: Kuali Financial System Integration
KFS-KC Integration Feature Summaries by System
KC 3.1.1
KFS 4.1.1
KR 1.0.3.3
Account
Setting up Account creation integration
Prerequisite Condition Checklist
Account Auto-Creation Defaults Maintenance Document
FIN_SYSTEM_INTEGRATION_ON Parameter
Creating a KFS Account from a KC Award
Quick Reference Guide - Abbreviated Procedure
Detailed Procedure
Process Flow
Routing And Status
Error Troubleshooting
Budget Adjustment
Setting up BA creation integration
KFS Account from KC Award
KC Object Code Table with Financial Object Codes
Financial Object Code Mapping Maintenance Document
KFS RESEARCH_ADMIN_INCOME_OBJECT_CODE_BY_SPONSOR_TYPE Parameter
Creating a KFS Budget Adjustment from a KC Award Budget
Quick Reference Guide – Abbreviated Procedure
Advanced Adjustments
Changing Budget Amounts using KC Time and Money document
CFDA Batch
Setting up CFDA batch integration
CFDA Maintenance Document
Effort Certification
KFS Effort Certification doc routes to PI from KC Award
KFS Federal Pass Through Checking From KC Sponsor Type
KFS Account Inquiry Retrieves KC Award Data
Cross-Application Doc Search, Inquiry and Retrieval
Glossary of Terms
Index