Tagging Centers & Institutes

Objective: Kuali offers the ability for faculty to identify and affiliate their proposal with active Centers and Institutes. This offers the opportunity to gain insight and run reports on Center and Institute productivity and allows RTF to be manually assigned to a Center or Institute based on identified and approved distributions. It is also the mechanism to add Center and Institute approvers to the proposal routing and approval list (as is the case for Institute for Applied Life Science (IALS) proposals).

STEP 1 - Log in to Kuali with your NetID and password and click Create Proposal.

STEP 2 - Enter the relevant information under the Basic tab to create a proposal.

STEP 3 - Click the Key Personnel tab on left and click the down arrow next to the Lead PI’s name.

STEP 4 - Click the Unit Details tab.

STEP 5 - Click Lookup/Add Multiple Lines as shown below. When the appropriate Center information appears, check the box as indicated below and click return selected.

TIP: Use Wildcard asterisk (*before and after*) to assist with searching for a specific Center or Institute.

STEP 6 - Centers and Institutes will be added to the Credit Allocation page. Assign the appropriate amount of RTF, if required.

NOTE: RTF credit allocation is an optional entry. For example no RTF allocations are needed for IALS related centers (Models to Medicine, Center for Bioactive Deliver and Center for Personalized Health Monitoring). RTF allocations for IALS will be taken care of at the time of setting up an award.

IMPORTANT: Regardless of how many PIs you have on the file or how the Intellectual Merit is split up, make sure that each PI has 100 listed next to their department line.

 

 

STEP 7- This step is ONLY for Center and Institutes that require to be added to the proposal for routing and approvals.

Ensure that all relevant personnel are in the routing log. For all IALS (Models to Medicine, Center for Bioactive Delivery and Center for Personalized Health Monitoring) related questions, please reach out to @email.