Cayuse Project

Implementation Team:

Colin McDonell, Project Manager

Trina Beckwith, Director, OSP

Kimberly Askew, Sr. SPA, OSP

Melissa Teetzel, Manager, Grants and Contracts, OGSR

Karen Baldyga, Manager, FSO

• Sponsored Projects Module expected rollout 6/30/2021

  Cayuse Customer Success Plan - Sponsored Projects
  

  Week Three

  Implementation Handbook and Data Templates Provided

  Reviewed how to create and process Proposal Records in Sponsored Projects Module

  Reviewed Proposal Form Builder in Sponsored Projects Module

  Week Four

  Continued process of starting new Proposal Record in Sponsored Projects Module

  Reviewed Sponsored Projects Form Builder- Budgets

  Sponsored Projects Module expected rollout 6/30/2021

  Week Five

  Continued reviewing Sponsored Projects Form Builder

  Developing the Proposal Form in Form Builder

  Week Six

  Continued reviewing Sponsored Projects Form Builder

  Continued developing the Proposal Form in Form Builder

  Discussed Indirect Cost routing options

  Week Seven

  Reviewed customer success plan for Sponsored Projects

  Verified data template uploads were successful

  Continued developing the Proposal Form in Form Builder

  OSP March Open Forum- mini Cayuse demo

   

• Cayuse Outside Interests Module expected rollout 6/1/21

  Cayuse Customer Success Plan 

  Week Four

  Reviewed how to create and manage User Profiles in Admin Module

  Reviewed how to create and manage Organizational Units in Admin Module

  COI form review

  Week Five

  Continued COI Disclosure Form Builder

  Cayuse Outside Interest Module expected rollout 3/30/21

  Week Six

  Reviewed how to publish COI Disclosure Form

  Week Seven

  Reviewed how to submit and review Disclosure Form

  Next week’s focus:  Training Agenda and Validating Data in the System

  Week Eight

  No meeting

• Fund Manager

   TBA