Kuali Coeus 5.1 Help Introduction About This Documentation Types of Documentation Included Prerequisites Purpose and Audience Organization and Conventions Information Architecture and Software Design User Alerts Typographic Conventions Screen Images and Test Data Institutional Business Processes and KC Implementation Configurable Values User Support Information Using the User Documentation Getting Help with Help Supplemental Online Resources Copyright and Licensing Trademarks Intellectual Property Management Software Licensing Acknowledgments Contributor Licensing Third Party Contributions Documentation Licensing Disclaimer Overview About Kuali Foundation, Inc. About Kuali Coeus Project Vision, History and Partners Key Software Components Functional Modules Overview What’s New In This Release? Downloading, Installing, and Configuring Installation Basics and High-Level Overview Technical Requirements Distribution Download Quickstart Setup Embedded Mode Running the Unit Test Suite Where To Find More KC Technical Documentation Access Identity Management Authorization Authentication Roles and Permissions Overview User Roles for Document Development Logging In and Out Impersonation User Interface Orientation Screen Layout & Navigation Group Sections Selection, Entry & Command Tools Default Tabbing Sequence Lookup Action List Action List Filter Doc Search Basic vs. Detailed Search Superuser Search vs. Non Superuser-Search Named Search Document-Specific Searches Searching With Wildcards Search Results E-Doc Fundamentals E-Doc Topology Header Area Tabbed Pages Tabbed Page Sections Subsections Within Tabbed Page Sections Document Locking Common E-Doc Sections Document Overview Notes and Attachments Ad Hoc Recipients Route Log Medusa Custom Data Data Validation Workflow Action Buttons Common E-Doc Procedures Initiating a Document Copying a Document Saving a Document Reloading Closing a Document Canceling a Document Routing a Document Searching for a Document Using the Action List Common Line Item Operations Common Maintenance E-Doc Procedures Maintenance Document Access Maintenance Document Layout Searching for a Maintenance Document Initiating a Maintenance Document Editing a Maintenance Document Copying a Maintenance Document Submitting a Maintenance Document Saving a Maintenance Document Closing a Maintenance Document Canceling a Maintenance Document Maintenance Document Rules & Routing Business Rules Workflow Routing Main Menus Researcher Proposals Awards Negotiations Protocols Compliance Conflict Of Interest IACUC Protocols Quicklinks Personnel Workflow Unit Pre-Award Post-Award Pre-Submission Compliance Post-Submission Compliance Quicklinks Workflow Central Admin Maintenance System Admin Quicklinks Group Pessimistic Lock Lookup Current & Pending Support Grants.gov Opportunity Lookup Rolodex Lookup Sponsor Lookup Change Password Keyword Lookup Person Mass Change New Person Mass Change View Person Mass Change Workflow Group Preferences Routing Report Rules Rule Quicklinks Routing Fundamentals KEW Overview Route Levels Workflow Routing Ad Hoc Routing Viewing Route Levels Routing Rules Route Log Document Id tab Actions Taken, Pending Action Requests, Future Action Requests tabs Viewing Rules Route Status Rule Templates and Attributes Proposal Development Proposal Document Overview Required Fields for Saving Document Institutional Fields Conditionally Required Sponsor & Program Information Organization/Location Applicant Organization Performing Organization Performance Site Locations Other Organizations Delivery Info Keywords Grants.gov Opportunity Search Submitting to Sponsor via s2s Submission Details Forms Form Attachments Overview Questionnaire Functionality with Grants.gov Forms Submission History Key Personnel Add Key Personnel Person Attributes Person Details Degrees Unit Details Certify Combined Credit Split Special Review Special Review Custom Data Abstracts and Attachments Proposal Attachments Personnel Attachments Internal Attachments Abstracts Notes Questions Grants.gov/Agency Specific Questions Proposal Questions Budget Versions Budget Versions Permissions Assigned Roles Users Proposal Hierarchy Proposal Actions Data Validation Fix Process Proposal Hierarchy Print Print Grants.gov Forms Print Sponsor Form Packages Print Reports Copy to New Document Proposal Data Override Route Log Ad Hoc Recipients Medusa Medusa Proposal FAQs Editing A Proposal Development document While in Workflow Budget Budget Versions Parameters Budget Overview Budget Periods & Totals Rates Research F & A Fringe Benefits Inflation Vacation Lab Allocation - Salaries Lab Allocation - Other Other Summary Summary Personnel Select Budget Period Project Personnel Budget Overview Personnel Detail Non-Personnel Select Budget Period Budget Overview Equipment Travel Participant Support Other Direct Line Item Details and Rate Class Subsections Distribution & Income Select Budget Period Cost Sharing Unrecovered F&A Project Income Income Details Income Summary Modular Budget Select Modular Budget Period Modular Budget Overview Direct Cost F&A Budget Actions Print Forms Budget Justification Sub Award Budget Proposal & Budget Development Process Institutional Proposal Institutional Proposal Document Overview Institutional Proposal Sponsor & Program Information Financial Account Info Project Periods and Amounts Graduate Students Notes and Attachments Delivery Info Keywords Contacts Project Personnel Combined Credit Split Unit Contacts Central Administration Contacts Custom Data Personnel Items for Review Project Details Custom Data Special Review Intellectual Property Review Review Data Activities Edit IP Review Distribution Cost Sharing Unrecovered F&A Institutional Proposal Actions Funded Awards Medusa Getting Institutional Proposal Budgets Into KC Awards Intellectual Property Review Document Overview Review Data Review Activities Notes and Attachments Ad Hoc Recipients Route Log Proposal Log Edit Proposal Log Negotiation Negotiation Negotiation Custom Data Activities & Attachments Add Activity Activities Activity/Location History All Attachments Medusa Conflict of Interest Financial Entities Reporter Contact Information Unit Details New Financial Entity New Financial Entity Financial Entity Relationship Details Attachments Financial Entity Actions Submit a New Financial Entity Refresh a New Financial Entity Cancel a New Financial Entity My Financial Entities Financial Entities Active Entities Inactive Entities Disclosures Overview Business Needs and Purpose Policy Roles and Responsibilities Document Layout Pages Introduction Scope Navigation Path Workflow Status Document Status Annual Disclosure Create Annual Disclosure Document Overview – Annual Disclosure Reporter – Annual Disclosure Contact Information Unit Details Questionnaire – Annual Disclosure Awards – Annual Disclosure Proposals – Annual Disclosure Protocols (IRB) – Annual Disclosure Protocols (IACUC) – Annual Disclosure Notes & Attachments – Annual Disclosure Attachments Certification – Annual Disclosure Disclosure Data Validation – Annual Disclosure Disclosure Actions Disclosure Actions tab Reviewer Actions Administrator Action New Project Disclosures to Complete New Proposals for Disclosure Create a New Proposal Disclosure Document Overview: New Proposal Disclosure Reporter: New Proposal Disclosure Contact Information: New Proposal Disclosure Unit Details: New Proposal Disclosure Questionnaire: New Proposal Disclosure Project & Financial Entity Relationships: New Proposal Disclosure Notes & Attachments: New Proposal Disclosure Notes: Attachments Certification: New Proposal Disclosure Disclosure Data Validation: Disclosure Actions Disclosure Actions tab Reviewer Actions Administrator Action New Institutional Proposals for Disclosure Create a New Institutional Proposal Disclosure Document Overview: New Institutional Proposal Disclosure Reporter: New Institutional Proposal Disclosure Contact Information: New Institutional Proposal Disclosure Unit Details: New Institutional Proposal Disclosure Questionnaire: New Institutional Proposal Disclosure Project & Financial Entity Relationships: New Institutional Proposal Disclosure Notes & Attachments: New Institutional Proposal Disclosure Notes: Attachments: Certification: New Institutional Proposal Disclosure Disclosure Data Validation: Disclosure Actions Disclosure Actions tab Reviewer Actions Administrator Action New Awards for Disclosure Create a New Award Disclosure Document Overview: New Award Disclosure Reporter: New Award Disclosure Contact Information: New Award Disclosure Unit Details: New Award Disclosure Questionnaire: New Award Disclosure Project & Financial Entity Relationships: New Award Disclosure Notes & Attachments: New Award Disclosure Notes: Attachments: Certification: New Award Disclosure Disclosure Data Validation: Disclosure Actions Disclosure Actions tab Reviewer Actions Administrator Action New (IRB) Protocols for Disclosure Create a New IRB Protocol Disclosure Document Overview: New Protocol Disclosure Reporter: New Protocol Disclosure Contact Information: New Protocol Disclosure Unit Details: New Protocol Disclosure Questionnaire: New Protocol Disclosure Project & Financial Entity Relationships: New Protocol Disclosure Notes & Attachments: New Protocol Disclosure Notes: Attachments: Certification: New Protocol Disclosure Disclosure Data Validation: Disclosure Actions Disclosure Actions tab Reviewer Actions Administrator Action New IACUC Protocols for Disclosure Create a New IACUC Protocol Disclosure Document Overview: New IACUC Protocol Disclosure Reporter: New IACUC Protocol Disclosure Contact Information: New IACUC Protocol Disclosure Unit Details: New IACUC Protocol Disclosure Questionnaire: New IACUC Protocol Disclosure Project & Financial Entity Relationships: New IACUC Protocol Disclosure Notes & Attachments: New IACUC Protocol Disclosure Notes: Attachments: Certification: New IACUC Protocol Disclosure Disclosure Data Validation: Disclosure Actions Disclosure Actions tab Reviewer Actions Administrator Action Manual Disclosures Document Overview: Manual Disclosure Reporter: Manual Disclosure Contact Information: Manual Disclosure Unit Details: Manual Disclosure Manual Event & Financial Entity: Manual Disclosure Manual Award Event Type: Completing the Manual Award Event Disclosure: Manual Proposal Event Type: Questionnaire: Manual Proposal Event Disclosure Completing the Manual Proposal Event Disclosure: Manual IRB Protocol Event Type: Questionnaire: Manual IRB Protocol Event Disclosure Completing the Manual IRB Protocol Event Disclosure: Manual IACUC Protocol Event Type: Questionnaire: Manual IACUC Protocol Event Disclosure Completing the Manual IACUC Protocol Event Disclosure: Manual Travel Disclosure Event Type: Questionnaire: Manual Travel Disclosure Completing the Manual Travel Disclosure: Notes & Attachments: Manual Event Disclosures Notes: Attachments: Certification: Manual Event Type Disclosures Disclosure Data Validation: Disclosure Actions – Manual Disclosures Disclosure Actions tab Reviewer Actions Administrator Action Master Disclosure Document Overview Reporter Questionnaire Manual Projects Notes & Attachments Disclosures Data Validation Disclosure Actions Disclosure Actions tab Reviewer Actions Administrator Action Update Master Disclosure Document Overview Reporter Contact Information: Update Master Disclosure Unit Details: Update MAster Disclosure Questionnaire Manual Projects Notes & Attachments Notes: Attachments: Certification Data Validation Disclosure Actions Disclosure Actions tab Reviewer Actions Administrator Action Protocol Protocol Document Overview Required Fields for Saving Document Status & Dates Risk Levels Additional Information Other Identifiers Area of Research Organizations Funding Sources Participant Types Personnel Add Personnel Person Details Personnel Attachments Add Personnel Attachment Questionnaire Custom Data Course Related Special Review Permissions Assigned Roles Users Notes & Attachments Protocol Attachments Add Protocol Attachment Attached Items Notes Protocol Actions Request an Action Common Protocol Document Life Cycle Stages By User Type/Status When Logged In As An IRB Researcher Unsubmitted Protocol – Status: Pending/In Progress Submitted Protocol – Status: Submitted to IRB Approved Protocol – Status: Active – Open to Enrollment When Logged In As An IRB Administrator Submitted Protocol, Full Board – Status: Submitted to IRB Submitted Protocol, Expedited – Status: Submitted to IRB Submitted Protocol, Exempt – Status: Submitted to IRB Submitted Protocol, Response – Status: Submitted to IRB Approved Protocol – Status: Active – Open to Enrollment Abandon Approve Assign Reviewers Assign to Agenda Assign to Committee and Schedule Close Close Enrollment Create Amendment Create Renewal with Amendment Create Renewal without Amendment Data Analysis Only Defer Action Delete Protocol, Amendment, or Renewal Disapprove Expedited Approval Expire Grant Exemption IRB Acknowledgement Make Administrative Correction Manage Notes Manage Review Comments Manage Review Attachments Modify Amendment Sections Modify Submission Request Notify Committee Notify IRB Record Committee Decision Re-open Enrollment Request for Data Analysis Only Request for Suspension Request for Termination Request to Close Request to Close Enrollment Request to Re-open Enrollment Response Approval Return to PI Review Comments Review Not Required Specific Minor Revisions (SMR) Submit for Review Substantive Revisions Required Suspend Suspend By DSMB Terminate Undo Last Action Withdraw Protocol Data Validation Print Summary & History Summary Submission Details History Copy to New Document Route Log Ad Hoc Recipients Online Review (IRB Administrator view) Online Review (Assigned Reviewer view) Detailed Process Flows Committee Committee Document Overview Committee Area of Research Members Member Details Section Person Details Contact Information Roles Expertise Schedule Schedule Add to Schedule Schedule Meeting Meeting Information Meeting Details Protocol Submitted Other Actions Attendance Minutes Attachments Meeting Actions Page Agenda Minutes Print Correspondence Actions Batch Correspondence Generate Batch Correspondence Generated Batch Correspondence Batch Correspondence History Batch Type: Protocol Renewal Reminders Batch Type: Reminder to IRB Notifications Print Detailed Process Flows IACUC Protocol Protocol Document Overview Required Fields for Saving Document Status & Dates Additional Information Area of Research Additional Information Other Identifiers Organizations Funding Sources Personnel Add Personnel Person Details Personnel Attachments Add Personnel Attachment The Three R’s The Three R’s Alternate Search Questionnaire Species/Groups Procedures Overview and Timeline Procedures Included Categories Procedure specific section (e.g. Drugs: Analgesics) Protocol Exception Custom Data Course Related Permissions Assigned Roles Users Notes & Attachments Protocol Attachments Add Protocol Attachment Attached Items Notes Protocol Actions Request an Action Common Protocol Document Life Cycle Stages by User Type/Status When Logged In as an IACUC Investigator Unsubmitted Protocol – Status: Pending/In Progress Submitted Protocol – Status: Submitted to IACUC Approved Protocol – Status: Active When Logged In as an IACUC Administrator Submitted Protocol: Submitted to IACUC Approved Protocol – Status: Active Abandon Administrative Determination Administratively Approve Protocol Administratively Mark Incomplete Protocol Administratively Withdraw Protocol Approve Assign to Agenda Assign to Committee Create Amendment Create Continuation with Amendment Create Continuation without Amendment Create Renewal with Amendment Create Renewal without Amendment Deactivate Delete Protocol, Amendment, Renewal, or Continuation Disapprove Expire Hold IACUC Acknowledgement Lift Hold Make Administrative Correction Manage Notes Manage Review Comments Manage Review Attachments Modify Amendment Sections Modify Submission Request Notify IACUC Record Committee Decision Remove from Agenda Request to Deactivate Request to Lift Hold Return for Minor Revisions Return for Major Revisions Return to PI Review Comments Review Not Required Submit for Review Suspend Table Protocol Terminate Undo Last Action Withdraw Protocol Print Summary & History Summary Submission Details History Copy to New Document Data Validation Online Review (IACUC Administrator view) Online Review (Reviewer view) IACUC Committee Committee Document Overview Committee Area of Research Members Member Details Section Person Details Contact Information Roles Expertise Schedule Schedule Add to Schedule Schedule Meeting Meeting Information Meeting Details Protocol Submitted Other Actions Attendance Minutes Attachments Meeting Actions Page Agenda Minutes Print Correspondence Actions Batch Correspondence Generate Batch Correspondence Generated Batch Correspondence Batch Correspondence History Print Award Award Document Overview Funding Proposals Add Funding Proposals Current Funding Proposals Details & Dates Current Action Institution Sponsor Sponsor Funding Transferred Time & Money Subawards Approved Subawards Sponsor Template Keywords Contacts Key Personnel and Credit Split Unit Contacts Sponsor Contacts Central Administration Contacts Commitments Cost Sharing Rates F&A Rates Benefits Rates Preaward Authorizations Sponsor Authorization Institutional Authorization Budget Versions Budget Overview Budget Versions Budget Limits Payment, Reports & Terms Payments & Invoices Payment & Invoice Requirements Award Payment Schedule Reports Report Classes Miscellaneous Procurement/Purchasing Terms Special Approval Closeout Special Review Special Review Custom Data Comments, Notes & Attachments Comments Notes Attachments Award Actions Data Validation Figure 70 Medusa – a tabbed section in Proposal > Award display (Example) Custom Data Hierarchy Actions Multi-Node Award Print Ad Hoc Recipients Route Log Medusa Time And Money Document Overview Award Hierarchy Transactions Direct/F&A Funds Distribution Summary Summary Dates & Amounts Award Details Recorded Investigators Action Summary History Ad Hoc Recipients Route Log Award Budget Budget Versions Parameters Budget Overview Budget Periods & Totals Rates Public Service F & A Fringe Benefits Inflation Vacation Lab Allocation – Salaries Lab Allocation – Other Other Summary Personnel Select Budget Period Project Personnel Budget Overview Personnel Detail Non-Personnel Select Budget Period Budget Overview Equipment Travel Participant Support Other Direct Distribution & Income Cost Sharing Unrecovered F&A Project Income Income Details Income Summary Modular Budget Select Modular Budget Period Modular Budget Overview Direct Cost F&A Budget Actions Print Forms Budget Justification Data Validation Figure 70 Medusa – a tabbed section in Proposal > Award display (Example) Custom Data Ad Hoc Recipients Route Log SubAward SubAward SubAward Funding Source Contacts Closeout Financial History of Changes Invoices Amount Info SubAwardAmountInfo Amount Released SubAwardAmountReleased Contacts SubAwardContact Closeouts SubAwardCloseout Custom Data SubAward Actions Medusa Report Tracking Change View Options Aggregate View Report View Maintenance Documents Shared Activity Type Appointment Type Argument Value Budget Category Budget Category Mapping Budget Category Maps Budget Category Type Citizenship Type Comment Type Cost Share Type Custom Attribute Custom Attribute Document F&A Rate Type Institute La Rates Institute Rate Investigator Credit Type Science Keyword Rolodex Notice of Opportunity Notification Notification Module NSF Code Cost Element Organization Organization Type List Person Document Type Proposal Type Rate Class Rate Class Type Rate Type Question Questionnaire Question Category Question Type S2S Opportunity Form to Questionnaire Mapping Special Review Approval Status Special Review Type Special Review Usage Training Stipend Rate Valid Special Review Approval Valid Calculation Type Valid Cost Element Job Code Valid Cost Element Rate Type Unit Administrator Unit Administrator Type Yes/No Questions Watermark Miscellaneous Closeout Type Current Locks Investigators Credit Type Module Names Organization Type Research Areas Rule Functions Rule Functions Argument Rule Variables School Code Sponsor Sponsor Contact Type Sponsor Forms Sponsor Form Templates Sponsor Hierarchy Sponsor Type Subaward Status Training Person Training Unit Administrator Type Unit Unit Hierarchy Valid Rates Proposals Abstract Type Budget Categories Budget Status Mail Type Object Code Deadline Type Degree Type IP Review Activity Type IP Review Requirement Type IP Review Result Type Job Code Proposal Location Type Mail By Narrative Status Narrative Types Person Document Type Person Table Editable Columns Post Submission Status Proposal Dev Editable Columns Proposal Development Status Rate Class Rate Type S2S Submission Type S2S Revision Type Training Stipend Rate Valid Calculation Type Valid Cost Element Rate Type Institutional Proposal Status Proposal Log Status Proposal Log Type To Be Named Person Awards Account Type Attachment Type Award Status Award Type Basis of Payment Valid Award Basis of Payment Valid Class Report Frequency Valid Frequency Base Valid Basis and Method of Payment Contact Type Distribution Frequency Frequency Base Method of Payment Report Report Class Report Status Sponsor Template Sponsor Terms Award Transaction Type Negotiations Negotiation Activity Type Negotiation Agreement Type Negotiation Association Type Negotiation Status Negotiation Location Subawards Subaward Status Subaward Approval Type Subaward Forms Closeout Type Compliance - Conflict of Interest COI Attachment Type COI Disclosure Status COI Disposition Status COI Committee Role Type COI Disclosure Event Type COI Review Type COI Reviewer COI Status Entity Relationship Type Entity Status Entity Data Groups Entity Data Matrix Compliance Affiliation Type Batch Correspondence Committee Membership Status Committee Decision Motion Type Committee Membership Type Committee Type Correspondence Generated Correspondence Template Correspondence Type Correspondent Type Document Types Document Status Exemption Type Exempt Studies CheckList Expedited Review CheckList Funding Source Type Membership Role Minute Entry Type Organization Correspondents Participant Type Protocol Action Notification Template Protocol Action Type Protocol Attachment Group Protocol Attachment Status Protocol Attachment Type Protocol Attachment Type Group Protocol Contingency Protocol Correspondence Recipients Protocol Follow-up Actions Protocol Person Role Protocol Organization Type Protocol Review Type Protocol Reviewer Type Protocol Online Review Status Codes Protocol Online Review Determination Recommendation Codes Protocol Status Protocol Type Reference Type Risk Level Scheduled Other Action Type Schedule Status Submission Status Submission Type Submission Type Qualifier Protocol Submission Qualifier Type Unit Correspondents Valid Protocol Submission Review Type Valid Protocol Submission Type Qualifier IACUC Alternate Search Database IACUC Exception Category IACUC Pain Category IACUC Species Count Type IACUC Species IACUC Protocol Attachment Group IACUC Protocol Attachment Status IACUC Protocol Attachment Type IACUC Protocol Attachment Type Group IACUC Protocol Project Type IACUC Protocol Reference Type IACUC Protocol Review Type IACUC Protocol Online Review Status Codes IACUC Protocol Type IACUC Protocol Submission Type Protocol Submission Type Qualifier IACUC Protocol Person Role IACUC Procedure Category IACUC Procedure IACUC Location Type IACUC Location Name IACUC Procedure Category Custom Attribute IACUC Research Areas IACUC Protocol Review Determination Recommendation Codes System Administration System Employee Status Employee Type Messages Of The Day Person Extended Attributes Document Configuration Hierarchy System Options Batch Batch Schedule Configuration Parameter Parameter Component Parameter Type Namespace Pessimistic Lock Configuration Viewer Rice Configuration Viewer Identity Identity Person Group Role Permission Responsibility Locations Campus Country County Postal Code State Reference Address Type Affiliation Type Campus Type Citizenship Status Email Type Employment Status Employment Type Entity Type External Identifier Type Name Type Phone Type Role/Group/Permission/Responsibility Type Workflow Rule Attribute Rule Template XML Stylesheets XML Ingester Statistics Document Operation Document Type Notification Send Simple Notification Send Event Notification Manage Content Types Service Bus Message Queue Thread Pool Service Registry Quartz Security Management Appendix A: Configuration Parameters build.environment build.version kim.runmode kcb.runmode kew.runmode ken.runmode dev.mode rice.app.url kra.externalizable.images.url core.rice.struts.message.resources kc.struts.message.resources rice.struts.message.resources datasource.url datasource.username datasource.password datasource.platform server.datasource.url server.datasource.username server.datasource.password server.datasource.ojb.platform server.datasource.platform server.datasource.driver.name server.datasource.pool.validationQuery server.datasource.pool.maxWait server.datasource.pool.minSize server.datasource.pool.maxSize server.datasource.pool.size server.datasource.connectionTimeout keystore.alias keystore.file keystore.password filter.login.class filtermapping.login.1 application.custom.image.url.copyoneper application.custom.image.url.copyallperiods s2s.keystore.location s2s.keystore.password s2s.truststore.location s2s.truststore.password grants.gov.s2s.host grants.gov.s2s.port Appendix B: Grants.gov Form-Specific Instructions & Mapping Information Attachments V1.1 Budget V1.1 (Budget Attachments) CD-511 V1.1 (aka US Dept. of Commerce Certification Regarding Lobbying) ED Abstract V1.1 (Dept. of Education) ED Certification Debarment V1.1 (Dept. of Education) ED GEPA 427 V1.1 (Dept. of Education General Education Provisions Act Notice) ED SF424 Supplement V1.1 ED524 Budget V1.1 (Dept. of Education Non-Construction Programs) FaithBased Survey on EEO V1.2 (ensuring equal opportunity for applicants) GG Lobbying Form V1.1 NASA Other Project Information V1.0 NASA PI and AOR Supplemental Data Sheet V1.0 NASA Senior/Key Person Supplemental Data Sheet V1.0 NSF CoverPage V1.3 NSF DeviationAuthorization V1.1 NSF SuggestedReviewers V1.1 Other Attachments V1.1 PHS Cover Letter V1.2 PHS Fellowship Supplemental V1.2 PHS 398 Checklist V1.3 PHS 398 Career Development Award Supplement form V1.2 PHS 398 Cover Page Supplement V1.4 PHS 398 Modular Budget V1.1 PHS 398 Research Plan V1.3 PHS 398 Research Training Program Plan V1.0 PHS 398 Training Budget V1.0 PHS 398 Training Subaward Budget V1.0 Performance Site V1.4 Project V1.1 RR Budget V1.1 (5 yr) & (10 yr) RR FedNonFed Budget V1.1 (5 yr) & (10 yr) RR Key Person V1.1 RR Key Person Expanded V1.2 RR Other Project Information V1.3 RR Personal Data V1.2 RR SF 424 V1.2 RR SF 424-B V1.1 (aka Assurances for non-construction) RR Subaward Budget Attachment(s) Forms – Detailed & Federal/Non-Federal forms SF 424A V1.0 (Budget Information – Non-Construction Projects) SF 424B V1.1 (aka Assurances – Non-Construction Programs) SF 424 Short V1.0 SF 424 V2.0 (not R&R) SFLLL V1.1 (aka Disclosure of Lobbying Activities) Appendix C: Kuali Financial System Integration Overview KFS-KC Integration Feature Summaries by System KC 3.1.1 KFS 4.1.1 KR 1.0.3.3 Account Setting up Account creation integration Prerequisite Condition Checklist Account Auto-Creation Defaults Maintenance Document FIN_SYSTEM_INTEGRATION_ON Parameter Creating a KFS Account from a KC Award Overview Quick Reference Guide - Abbreviated Procedure Detailed Procedure Process Flow Routing And Status Error Troubleshooting Budget Adjustment Setting up BA creation integration Prerequisite Condition Checklist KFS Account from KC Award KC Object Code Table with Financial Object Codes Financial Object Code Mapping Maintenance Document KFS RESEARCH_ADMIN_INCOME_OBJECT_CODE_BY_SPONSOR_TYPE Parameter Creating a KFS Budget Adjustment from a KC Award Budget Overview Quick Reference Guide – Abbreviated Procedure Detailed Procedure Process Flow Routing And Status Error Troubleshooting Advanced Adjustments Changing Budget Amounts using KC Time and Money document CFDA Batch Setting up CFDA batch integration CFDA Maintenance Document Effort Certification KFS Effort Certification doc routes to PI from KC Award KFS Federal Pass Through Checking From KC Sponsor Type KFS Account Inquiry Retrieves KC Award Data Cross-Application Doc Search, Inquiry and Retrieval Glossary of Terms Index