Kuali Session 1: Basics (Via Zoom)

Tuesday, October 27, 2020 - 1:00pm


Via Zoom

Participants will learn how to navigate Kuali and complete the Proposal Development record, including:
·        An overview of the Kuali platform, user dashboard, key concepts, and how to create a new proposal
·        How to enter preliminary proposal details – sponsor, grant type, grant period, etc.
·        How to fill out investigators RTF and intellectual credit splits
·        How to fill out the compliance sections and the questionnaire (IPF)
·        How to attach documents to fulfill UMass and Sponsor requirements
·        How to submit and route a proposal for OPAS approval and submission 
·        Learn how proposal validations work
·        How to print the full proposal

Participants will receive a Kuali Training Certificate of Completion if they complete all three proposal development trainings:
1.  Kuali Proposal Development - Basics and Proposal Submission
2.  Kuali Proposal Development - Budgeting
3.  Kuali Proposal Development - Advanced Budgeting - S2S

The trainings are progressive in content and it is strongly encouraged that users take them sequentially. 

More information and registration here