Viewing Proposal Form

Select any proposal from the proposal list, or search to find the record you wish to view. The Proposal Form will open in the same window showing various information fields.

The Proposal Sections and individual questions will change based on conditional logic.

1. Proposal Information: Includes project title and Cayuse proposal number.

2. My Actions:

   1. Complete Review: For reviewers/approvers with the appropriate Cayuse roles.

   2. Route for Review: For lead person to start the automated routing process once all proposal information is entered.

3. Proposal Summary: Provides at a glance information such as the person in charge of the project, sponsor name, deadlines, and proposed amount. Fields remain blank until data has been entered.

4. Status: The status section alerts users to the current proposal stage:

   1. In Development: User has started a record.

   2. Under Review: Proposal has been routed for review.

   3. Approved: All university approval (including ORGS) has been obtained.

   4. Submitted to Sponsor: Proposal has been submitted to sponsor (for internal grants, only used if awarded).

   5. Under Consideration: Sponsor has contacted SFA to indicate an award is a possibility

   6. Funded: Sponsor has awarded project. Proposal record will be closed and Award record begun.

   7. Closed: Proposal is no longer active. Typically used when proposal was not funded by the sponsor, the lead person withdrew the proposal, or the proposal was funded and an award was created.

5. Proposal Related Tabs: These tabs provide additional information, allow you to monitor the routing process, and some users may include additional information. See Proposal Form Tabs Overview for more detail.

6. Proposal Sections: Contains the required sections of each proposal based on selections within the form (smart conditional logic). Refer to separate internal and external guides for more details.

   1. The red number to the right of each section indicates the number of incomplete required fields (see below example).

   2. Proposal Information section must be completed first. If the incorrect project type is selected, then all sections may be incorrect.

      1. The required fields in each section are based on conditional logic.

      2. For example, an Internal Travel Proposal will not require the same sections as any other Proposal Type.

   3. All sections must have a green checkmark in order to route the proposal for review (see below example).

   4. An exclamation mark means that the section contains a required field that hasn't yet been completed (see below example). A record may not be submitted for review until all fields have been completed.

Incomplete Proposal	Complete Proposal

7. Proposal Form Tabs Overview

1. Proposal Form: Refer to previous section.
2. Routing: Shows who needs to or has approved the proposal.
3. History: View proposal status and history. Proposal status can also be viewed from the Sponsored Projects dashboard.
4. Access: Lead person can manage who can view or edit the proposal.
5. Tasks: View open tasks relating to the proposal.
6. Notes: Add comments to the proposal for reference.
7. Attachments: Upload files relevant to the proposal.
8. Links: Displays data from records in connected systems (currently not used).
9. Admin Only: ORGS use only.