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How to search for the existing Award ID (including legacy awards, Continuations, Supplements, Renewals, and some P&As and Internals)

Log in and select Common Tasks in left pane.

Next, select Search Awards.

Search Awards

 

On the Award Lookup page, enter as many search fields as needed to hone in on the targeted award (e.g. PI, Award Title, Sponsor, etc). Experiment with this. If a search field has a magnifying glass icon, select it and then search and “return value”.

  • Use *asterisks* in front and back of the search terms – see Award Title field below.
  • If searching by title, sometimes including fewer words from the title are better – try searching using a distinct two or three words only. Sometimes a title will change from one award action to another by just one word.
  • After searching, run a report by selecting spreadsheet (found below the chart on the left).
Award Lookup

 

Suggestions:

  • Save as an Excel Workbook when multiple award records appear in order to hone in on the correct version. Delete columns as needed and add a filter to help with the sort and search process.
  • Identify the correct award - Always select the so-called “Parent” or root award – the suffix is always “-00001”
  • Note: To confirm linkage with the correct legacy award record:
    • In Kuali, select Medusa in the “-00001” record.
    • In the list that appears, select any award record except for the “-00001” Parent (the legacy data does not reside in the “Parent” record).
    • Select Open Award.
Open Award

 

  • Next, select the Custom Data tab.
  • Then select by Legacy Data click the hide button to review legacy (SmartGrant) data and confirm correct linkage.
Legacy Data

 

Once the correct Kuali Award ID has been identified, add the Award ID Parent in the Award ID field (see below) for proposals under development. This applies to the following proposal types: Continuations and Supplements and when applicable Renewals. It also applies to some P&A (Unrestricted Award) and Internal (No Submission) if the award action should be added to an existing account.

Proposal Details