Learn: Cayuse SP

The following materials have been developed to assist with use of the Cayuse SP system, through which all proposals for Sponsored Programs review and approval must be submitted.

Once routed and authorized via Cayuse SP, proposals are submitted through external electronic Research Administration (eRA) systems such as Cayuse 424 , which is used for all submissions to grants.gov (in place of Workspace).

• • Cayuse SP FAQs
  • Learn: Managing Roles in Cayuse SP

  Written materials:

  • • Cayuse Quick Reference Guide – 1-page overview of left column of Cayuse SP proposal preparation screen
    • Cayuse SP Tips – 7-page list of tips with screenshots to help avoid routing and assignment issues
    • Quick Reference: Proposals – 8-page step-by-step instructions on proposal preparation with screenshots of Cayuse SP
    • School of Medicine Cayuse SP Guidelines – 3-page guidelines for those submitting proposals in Cayuse SP for SOM approval
    • Handbook for Department Contract & Grant Staff, Principal Investigators and Approvers – 70-page step-by-step instructions with screenshots on all aspects of Cayuse SP usage
    • Handbook for Users with “Read-Only” Administrative Access – 28-page step-by-step instructions with Cayuse SP screenshots on Admin View “Read-Only” Access
    • Quick Reference for Administrative View Access – 12-page step-by-step instructions on admin view access with screenshots of Cayuse SP
    • Handbook for Approvers – 10-page step-by-step instructions for approvers with screenshots of Cayuse SP

    Brief “How To…” videos:

    If the video doesn’t start on the first try — “This video is unavailable” — simply refresh the video and it should work.

    • • Access Proposals and Awards in Cayuse SP (length: 1:52)
      • Log in to Cayuse (length: 1:49)
      • Entering a Proposal/Internal Processing Form (IPF) – Overview (length: 7:27)
      • Editing an Unsubmitted Proposal/IPF (length: 0:17)
      • Edit a Submitted Proposal/IPF in Cayuse SP (length: 0:17)
      • Approve Proposals/IPFs (length: 1:44)
      • Certify a Proposal/IPF (length: 1:16)
      • Check Proposal/IPF Status and SPO Assignment (length: 3:30)

      Training:

      • • Cayuse Professional Profiles & Role Management ( eCourse ) This UC Learning Center class covers how to work with Cayuse 424 Professional Profiles (which autopopulate into Cayuse SP) and establish Cayuse roles (i.e., grant permissions) for others. It explores the functions and responsibilities of Role Managers, who grant specified permissions to personnel within their units to proposals, awards and subawards, and are essential to the successful internal routing of proposals for required approvals. The eCourse takes approximately 35 minutes to complete. Prerequisite–Recommended:Electronic Research Administration (eRA) (offered as either an Instructor-Led Training or eCourse )
          • “Unlocked” Cayuse Professional Profiles & Role Management eCourse – this version will not earn you course credit but allows you to navigate to any section (using the menu on left) to find information you seek.
          • “Unlocked” Cayuse SP: Awards and Post-Award Actions eCourse – this version will not earn you course credit but allows you to navigate to any section (using the menu on left) to find information you seek.
          • “Unlocked” Processing Subawards (Cayuse) eCourse – this version will not earn you course credit but allows you to navigate to any section (using the menu on left) to find information you seek.
          • Cayuse SP Lab Presentation – Slide deck for SPO Training Video: Cayuse SP – Entering Proposals
          • Cayuse SP Lab/Activity Scenario – 1-page lab scenario for SPO Training Video: Cayuse SP – Entering Proposals
          • Handbook for Department Contract & Grant Staff, Principal Investigators and Approvers – document referenced in presentation: 70-page step-by-step instructions with screenshots on all aspects of Cayuse SP usage

          Additional Resources