Request Access to Kuali

Kuali Research Permissions

The UMass Amherst implementation of the Kuali Research system includes the following modules:

• Research Sponsored Programs Proposal Development (user generated records for proposal building & routing)
• Research Sponsored Programs Institutional Proposals (OPAS generated records for proposals submitted to sponsors)
• Research Sponsored Programs Awards (OPAM generated records)
• Research Compliance Conflict of Interest
• Research Compliance IACUC
• Research Compliance IRB

ACTIVE USERS (defined below) are automatically loaded to the Kuali system with minimal permissions, defined as follows:

• Research Sponsored Programs Proposal Development -  Users can login, but will not be able to create or search for proposals unless they request additional permissions. 
• Research Sponsored Programs Institutional Proposals -  Users can login, but will not be able to search for institutional proposals unless they request additional permissions. 
• Research Sponsored Programs Awards  -  Users can login, but will not be able to search for awards unless they request additional permissions.
• Research Compliance Conflict of Interest - User can login and submit a conflict of interest.   No additional permission requests are needed.
• Research Compliance IACUC - Users can login and create protocols.   No additional permission requests are needed.
• Research Compliance IRB - Users can login and create protocols.​   No additional permission requests are needed.

REQUESTING ADDITIONAL PERMISSIONS in Research Sponsored Programs (Proposals and Award)

1. User must already be an ACTIVE USER in the Kuali system.
2. Submit the Kuali Research Sponsored Programs Permissions Form.
3. Approver Changes -  submit the Kuali Research Sponsored Programs Approver Change Form

DEFINITION OF ACTIVE USERS

1. Faculty & Staff are automatically loaded to Kuali if the following criteria are met:
   1. Must have an ACTIVE PeopleSoft Human Resource ID.

• To confirm if you have an active Peoplesoft HR ID, click this link to HR Direct
• If your PeopleSoft Human Resource ID is inactive or not established, click this link Contingent Worker Form for PeopleSoft and complete the HR Contingent Worker Form to request creation or activation of a PeopleSoft Human Resource ID. 

2. Must have an ACTIVE UMass Amherst Spire NetID. 

• To confirm if you have an active UMass Amherst Spire NetiD, click this link to Spire
• If your UMass Amherst Spire NetID is inactive, click this link UMass NetID, where you will find password and NetID help.
• If your UMass Amherst Spire NetID is not established, click this link Courtesy Accounts for Non-Employees Non-Students (NENS) NetID form.

2. Students are automatically loaded to Kuali if the following criteria are met:​
   1. ​​​Must have an ACTIVE UMass Amherst Spire NetID.  To confirm if you have an active UMass Amherst Spire NetID, click this link to Spire

3. Other (i.e. Non-Employee, Retirees, Emeritus Faculty, etc) are automatically loaded to Kuali if the following criteria are met:​
   1. Must have an ACTIVE PeopleSoft Human Resource ID.

• To confirm if you have an active Peoplesoft HR ID, click this link to HR Direct
• If your PeopleSoft Human Resource ID is inactive or not established, click this link Contingent Worker Form for PeopleSoft and complete the HR Contingent Worker Form to request creation or activation of a PeopleSoft Human Resource ID.

2. Must have an ACTIVE UMass Amherst Spire NetID. 

• To confirm if you have an active UMass Amherst Spire NetiD, click this link to Spire
• If your UMass Amherst Spire NetID is inactive, click this link UMass NetID, where you will find password and NetID help.
• If your UMass Amherst Spire NetID is not established, click this link Courtesy Accounts for Non-Employees Non-Students (NENS) NetID form.

4. User access is automatically inactivated if:
   1. User has an INACTIVE PeopleSoft Human resources ID
      OR
   2. User has an INACTIVE UMass Amherst NetID​​