How to create a Professional Profile How to add biosketches How to assign permissions to a Professional Profile How to avoid duplicate Professional

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1 Module 3 Professional Profiles Professional Profile Basics How to create a Professional Profile How to add biosketches How to assign permissions to a Professional Profile How to avoid duplicate Professional Profiles How to link the Cayuse424 user account to the Professional Profile

2 What is a Professional Profile Module 3 - Cayuse Professional Profile / Page 2 of 19 Professional Profiles capture and store data about Principal Investigators, Key Personal, Other Significant Contributors, AORS, Signing g Officials, etc. Before you create a grant application, you must create a Professional Profile for the Principal Investigator who is named in the grant. If creating a profile for faculty some information may have been bulk loaded during implementation of CAYSUE. See Faculty_Professional_Profile Profile set up. Information stored in the Professional Profile is auto-filled into the grant proposal. Profiles stored in Cayuse424 can be shared with others and used multiple times You must set up Professional Profiles for all Key Personnel and Other Significant Contributors named in the grant proposal.

3 Module 3 - Cayuse Professional Profile / Page 3 of 19 Profile Development Steps Create Professional Profile Associating profile with Institution Complete profile fields Link User account to Professional Profile Add permissions Attach biosketches

http://udel.cayuse424.com and click the People tab.

the pick list, Click the icon to begin the set up for their

4 Creating a Professional Profile Module 3 - Cayuse Professional Profile / Page 4 of 19 Login to Cayuse424 at and click the People tab. If the name of the person you are searching for is not in the pick list, Click the icon to begin the set up for their professional profile. Enter First and Last Name Click the Create New Profile button

5 Managing Permissions Module 3 - Cayuse Professional Profile / Page 5 of 19 Once a Professional Profile has been created, permissions can be assigned The creator of a Professional Profile is automatically granted all permissions associated with using that profile. The profile creator can share the profile with other users by granting appropriate permissions. This will give permission to make changes to this profile. Permissions can be changed or removed.

select an individual user Click Close Once

6 Adding Permissions Module 3 - Cayuse Professional Profile / Page 6 of 19 To grant permission(s) i to other users, click the Click Add user/group Scroll and select an individual user Click Close Once the user is added, check or uncheck permissions, as desired

7 Permission Definitions Module 3 - Cayuse Professional Profile / Page 7 of 19 List Read Read/Write AutoFill Delete Change Permissions Add User/Group Remove User/Group Allows the User to view a profile on the professional profiles list Allows the User to read the details of a profile Allows the User to add/change/delete information on a profile Allows the User to AutoFill the professional profile on to a proposal Allows the User to delete a professional profile Allows the User to change security permissions associated with the profile Allows the User to add a user or group to the profile Allows the User to remove a user or group from the profile

8 Degrees Module 3 - Cayuse Professional Profile / Page 8 of 19 In the General Personal Information box, click on Degrees. Complete all of the information in the Degrees box. This information will auto-populate in other forms as a proposal is developed.

9 Demographics Module 3 - Cayuse Professional Profile / Page 9 of 19 In the General Personal Information box, click on Demographics. Complete the information in the Demographics box. This information will auto-populate in other forms as a proposal is developed.

10 Biosketches Module 3 - Cayuse Professional Profile / Page 10 of 19 Biosketches are created using the word processor of your choice. Attaching one or more Biosketches will allow them to be easily associated later with your grant proposals. You can store both the Biosketch source document and the resulting PDF. Attaching Biosketches 1. To upload a Biosketch to the Professional Profile click the 2. Type in a name for the Biosketch and click Next 3. Click Browse to locate PDF version of Biosketch you ve previously created Click Next 4. Repeat Step 3 to attach Source (Word) version of Biosketch (optional) Click Done Multiple Biosketches can be created and stored in each professional profile.

11 Module 3 - Cayuse Professional Profile / Page 11 of 19 Biosketches (continued) Once Biosketches are attached to the Professional Profile, they can be easily attached to the proposal on the Senior/Key Persons page

12 Module 3 - Cayuse Professional Profile / Page 12 of 19 Institutional Associations Once the Professional Profile is created, it must be affiliated with an institution. This is achieved by linking the Professional Profile to an Institutional Profile. Once an individual (Profile) is associated with an institution, basic institutional information (e.g., fi fringe rates) can be auto-filled into that t individual s id Professional Profile. If you are creating a professional profile for a person from another institution who is going to be a senior/key person on a proposal and therefore needs to have a professional profile established in CAYUSE you will need to determine if that person s institutional i i profile has been established. If the institution is not in the select list, you will need to contact your Contract and Grant Administrator to establish an institutional profile before you can complete the professional profile set up. You will need to provide the following two items to your Contract and Grant Administrator in order for them to establish the institutional profile. Institution s Legal Name DUNS number

13 Module 3 - Cayuse Professional Profile / Page 13 of 19 Creating an Institutional Association Click the located next to Institutional Associations within the Professional Profile Sl Select the Institution i using the drop-down d menu Click the Create Institutional Association button

Contact Info. Complete this information.

14 Contact Information Module 3 - Cayuse Professional Profile / Page 14 of 19 In the General Personal Information box, click on Contact Info. Complete this information. It is important to include phone, fax and as this information is autopopulated in proposals.

Personal Information box, click on era Role.

or in another role that needs to be able to

15 era Role Module 3 - Cayuse Professional Profile / Page 15 of 19 In the General Personal Information box, click on era Role. If the profile being developed is a PI, check Principal Investigator. If the person is a Department Administrator or in another role that needs to be able to develop proposals, check Assistant. Both roles allow for proposal development.

16 Department Division/Title Module 3 - Cayuse Professional Profile / Page 16 of 19 In the General Personal Information box, click on the Dept/Division/Title. Complete this information.

It is important that you complete the Appt Type information as this auto-populates in proposals, DO NOT input salary

17 Salary and Fringe Worksheet Module 3 - Cayuse Professional Profile / Page 17 of 19 In the General Personal Information box, click on Salary and Fringe Worksheet. If this is a University of Delaware employee list their Employee ID number. It is important that you complete the Appt Type information as this auto-populates in proposals, DO NOT input salary information. Click on the Import Institutional Rates button and select the correct fringe benefit rate based on the employees classification.

18 Routing Profile Module 3 - Cayuse Professional Profile / Page 18 of 19 In the General Personal Information box, click on Routing Profile. Do not select a Next Reviewer, we will not be using this feature. If you wish to add a delegate, you may select their name from the dropdown list. A person must have a professional profile in CAYUSE in order to be selected as a delegate. You will be delegating your rights and responsibilities to another user. You will specify the Delegate in your Routing Profile and that t person: Can approve/retract proposals in your stead. Receive all the communications concerning routing that you do. A delegate can be removed by clicking on the

19 Link User to Professional Profile Module 3 - Cayuse Professional Profile / Page 19 of 19 Now that the profile has been created the individual s Cayuse424 user account must be linked to the profile. To do so: 1. Click the Preferences tab 2. Click Link User to Professional Profile 3. Locate User Account 4. Click User Account 5. Select User Profile 6. Cayuse424 reports a successful link

Module Professional Profiles

Module Professional Profiles Professional Profiles 1 Module 3 1 2 Objectives In this module you will learn: Professional Profile basics How to create a Professional Profile How to add biosketches How to assign permissions to a Professional