Kuali Research Knowledge Base Guidance

These general support articles are developed and maintained by Kuali Research through its ZenDesk Knowledge Base.

Note: these guides do not include UMass Amherst specific language or business processes. Some sections of the knowledge base are geared toward system admins and can be ignored.

Proposals

Everything you need to know to build a proposal, from basics to attachments, to the questionnaire, to adding personnel, sponsor and program info, field definitions, and more.

Budgeting

A complete overview and deep dive into assigning personnel periods, budget engine calculations, cost sharing, and more.

System-2-System (S2S)

A complete overview and deep dive into supported forms, opportunity lookup, submitting via S2S, and more.

Compliance

A complete overview.

Protocols

Creating a protocol, submitting a protocol, and more.

Conflict of Interest (COI)

Create and update disclosure walkthrough, disclosure review, and more.