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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 3/30/21

    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