SPO Training: Managing Roles in Cayuse SP

Main Sponsored Programs Office Training Page

The following materials have been developed to assist with managing roles in the Cayuse SP system. More general Cayuse SP training page.

Written materials:

• Cayuse SP Chair Delegation Authorization Form – 2-page Cayuse SP Role Delegation Authorization Form for Dept Chairs
• Handbook for Role Managers – 7-page step-by-step instructions on managing users with Cayuse SP screenshots
• Handbook for Approvers – 10-page step-by-step instructions for approvers with screenshots of Cayuse SP
• Handbook for Users with “Read-Only” Administrative Access – 28-page step-by-step instructions with Cayuse SP screenshots on Admin View “Read-Only” Access
• 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
• Quick Reference for Administrative View Access – 12-page step-by-step instructions on admin view access with screenshots of Cayuse SP

Brief YouTube “How To…” videos:

Note: if a video doesn’t start on the first try, refresh the video and it should then work. 

• Request Role Management Access (length: 0:39)
• How to Identify Role Assignments (length: 0:59)
• How Role Managers Add/Remove Roles in Cayuse (length: 3:20)
• Managing Professional Profiles (length: 10:26)

Trainings:

• Cayuse Professional Profiles & Role Management (Instructor-Led Training or 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.
• Cayuse SP Role Management – SPO Training Video (YouTube) on role management in Cayuse SP (length: 15:36)
  • Presentation – Slide deck for SPO Training Video: Cayuse SP Role Management
• Cayuse Role Management (Cayuse SP & 424) – SPO Training Video (YouTube) on role management in Cayuse SP and 424 (length: 1:25:44)