Learn: Managing Roles in Cayuse

The following materials have been developed to assist with managing roles in both Cayuse SP and Cayuse 424.

Written materials:

• • Cayuse SP Role Delegation Authorization Form – 2-page Cayuse SP Role Delegation Authorization Form for Dept Chairs
    • To establish a Role Manager or change Role Manager assignments, the unit head completes the form above and submits it to [email protected].
      • In the body of the email, please include the name(s) of the people to add or remove as Role Manager and their email address(es).
  • Role Managers Guide – 7-page guidance with screenshots
  • IPF Approvers Guide – 4-page guidance with screenshots
  • Cayuse Professional Profiles User Guide – 12-page document with screenshots on setting up/working with your Professional Profile
  • Cayuse SP Handbook for PIs and Dept Admin – 64-page instructions with screenshots on all aspects of Cayuse SP usage
  • Cayuse SP: Administrative View Access Guide – 11-page instructions on Admin View access with screenshots
  • Cayuse SP: Read-Only Admin Access Guide – 14-page instructions with screenshots on Read-Only Admin access

Brief “How To…” videos:

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

• • 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 (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 – if video doesn’t start on the first try — “This video is unavailable” — refresh the video and it should then work.)
    • 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 – if video doesn’t start on the first try — “This video is unavailable” — refresh the video and it should then work.)

Other Proposal and Award Learning Resources