Training Videos and Manuals
Below is a list of short training videos which introduce Cayuse to new users. Click
on a subject below to begin.
Printable versions of the Proposal Creation and Approval Process are also available.
The Proposal Workflow Summary describes the routing process of proposals.
Proposal Creation FAQ's
If I'm using Cayuse, do I still need to submit a Transmittal form?
No, proposals that are created and electronically routed in Cayuse do not need a Transmittal
Form.
When starting a new proposal, when do I select “This proposal is not related to any
existing proposals or awards (Create New Project)”?
When selected this will create a proposal record tied to a new project record. Cayuse
is designed to create a project record which may have multiple proposal or award records
within that project record.
Can I edit my project record title?
No, once that project record is created, you or central administration cannot edit
the title, so please be sure to pause and choose a project title wisely. We recommend
you consider using an easy-to remember, high-level, broad naming convention for your
project as the individual proposals and awards within it may contain a more detailed
title.
For example, a project title of “Researching My Dog Phase I” may not be the best as
a Phase II opportunity may come along and that proposal is related to this overall
project. In a case such as this, “Researching My Dog” may be a better fit for the
project title and “Researching My Dog Phase I” “Researching My Dog Phase II” would
be better fits for the proposal/award titles.
Do you have any recommendations regarding file naming conventions for attachments?
We suggest using a naming convention that makes it obvious which file is the most
current by simply adding YYYY-MM-DD to the end of the filename. It sorts naturally
and is easy to see. If not that, you could choose a simple numbering system. We caution
against using “final” in the filename. Sometimes that ends up appearing in multiples
which makes it more difficult to discern the newest file.
The system is designed to protect the integrity of the attachments being routed for
review and approval. This makes it more restrictive in terms of the ability to delete
attachments. For example, you cannot delete attachments from a proposal that is under
review. Another example is Joe cannot delete Carol’s uploaded files. And yet another
example, if your chair requests you make an update to a budget justification, you
can upload a revision to the Attachments tab, but you can’t delete the old version(s)
embedded within the proposal form. Adopting a standard naming convention for multiple
uploads of the same document may save you time in the long run.
In the Personnel section of the proposal form, can you hide/delete the fields that
are not used by Michigan Tech?
Unfortunately, this section is designed for use by many schools and we aren’t able
to hide/delete the “Credit”, “Cost Share Effort”, and “Sponsored Effort” fields. The
data elements aren’t applicable to Michigan Tech so we are simply asking users to
ignore them.
I’m not finding the sponsor/name of the organization that the proposal is being submitted
to. Am I doing something wrong?
Begin searching by typing the organizations name or acronym. If you don’t find it,
you may need to try searching several ways. For example:
- Federal organizations are generally paired within their overarching organization and
include its acronym (e.g. US Dept of Defense/Defense Advanced Research Projects Agency(DARPA)
or US Dept of Health & Human Services/National Institutes of Health(NIH)). Begin searching
by typing “US Dept of Defense” or “DARPA”; or “US Dept of Health” or “NIH”.
- Universities with multiple locations generally include the locations in the name descriptor
such as University of Minnesota/Duluth and University of Minnesota/Twin Cities. Begin
searching by typing “University of Minnes”.
- If the organization name is not found, choose “Not Available” and enter the new organization
name in the field labeled “If Not Listed, Indicate the Organization name”; it will
display below the initial question. When the proposal is routed, the Sponsored Operations
group will ensure to add the intended organization name to the proposal record prior
to it moving forward in the routing queue.
How will my proposal be submitted?
The Cayuse SP software is used for the University’s internal review and approval process;
it replaces the old paper transmittal process. Once the proposal record is ready for
review and approval within Cayuse, when all required questions have been answered
in each section of the form, the blue “Route for Review” button (upper left of the
screen) will become active. Clicking the “Route for Review” will begin the process
of routing the form for all reviews and certifications/approvals.
All certifications and approvals must be completed before the proposal is submitted
to the sponsor. Once approved, the Sponsored Programs analyst will submit the proposal
to the sponsor on behalf of the University as this part of the process hasn’t changed.
What is the default sort order of the proposal and award dashboards?
The records are displayed based on the record creation date stamp.
Search tip the project number?
When entering a proposal related to an existing project, you have the option to find
the existing project by searching for that project number or project title. If you
search by project number, we recommend using the middle four numbers as it seems to
work best. For example, if looking for 23-0165-P00001, search by inputting the 0165.