Back New Proposals, Modifying Proposals, Proposal Details Q. How do I create a new proposal?
A. Log into Coeus. From the Main Menu select Maintain, Proposal Development. Click on the X to close the Select Development Proposal search window. Click the Add a New Proposal icon – bottom row, first icon, OR select Edit, New Proposal from the Main Menu. Q. I am preparing a Renewal of my NIH grant. How do I enter my current award number?
A. For Renewals (and also for Resubmissions), the NIH Grant Number is entered in Coeus in the Sponsor Proposal No. field. The NIH Grant Number must be entered as the Institute Code and six-digit Serial Number with no spaces. For example, if the grant number is 1 R01 HL098765-01A1, enter in Coeus as follows: HL098765 Q. How can I edit my proposal if I’ve already submitted my proposal for approval?
A. If you have a Narrative role, you may update Narrative attachments. You may not add a new attachment, but you may delete an existing attachment and upload a revised version. Otherwise, you will not be able to modify your proposal once you submit for approval (proposal status = Approval in Progress). If modifications are needed, an Approver will have to reject your proposal. If you don’t know your approvers, log into Coeus, open the proposal that you want to modify in read only mode by double clicking the proposal. Once the proposal is open, from the main menu select Action---Approve… to open the Proposal Routing screen. You can highlight each level on the upper panel to see the approval status in the lower panel to find where the proposal is waiting to be approved. Then you can contact the approver and request that the proposal be rejected so you can edit it. Q. When trying to open a proposal development record, I get an error saying that "My Name is using Development Proposal 00000XXX". What can I do?
A. Go to File>Current Locks. The "Current Locks for Username" screen will appear. Highlight your username and click the delete button. Best practice dictates that you should normally not delete the lock for any user other than yourself. Q. I am applying for a VA merit award. Does this need to be entered in Coeus?
A. Do not enter the application in Coeus. Applications for awards that will be made through the VA or BREF still need to be routed to the School of Medicine Dean's Office. However, these applications are NOT to be developed in or routed via Coeus. Send a hard copy of the application to the School of Medicine Dean's Office. Q. I don't see my sponsor in the sponsor table. What do I do?
A. Be sure to search under "Sponsor Name", as many sponsors are not listed with acronyms; even Zip codes may vary depending upon which Sponsor location was entered in the Coeus Sponsor table. Try using a wildcard search using asterisks. For example, to search for "Villa Julie College," try searching on Villa* or *Julie*. If you still get no results, use the New Sponsor Request Form to request that a new sponsor be added to the Coeus sponsor table. Q. How do I add key personnel who are not employed by the University?
A. A non-UMB employee may be added to the Rolodex. You should first search to find out if the person is already in the Rolodex. To search the Rolodex, go to the Key Person tab and click Find Rolodex button. Search for the last name in the Last Name field. Search for the full last name or do a wildcard search by entering, for example, Johns* (which will find all people with the last name that begins with Johns). If you find the person, highlight the person and click OK. The person will be listed as a Key Person. If you cannot find the person through searching, then you may add the individual to the Rolodex. From the Coeus main menu, select: Maintain---Rolodex With the Rolodex screen open, select: Edit—Add to open the Add New Rolodex screen. Enter, at a minimum, last name, first name, title, organization, and email address. State is required if country is USA. After you add the person to the Rolodex, returm to the Key Person tab, click on the Find Rolodex button to search for the person just added to the Rolodex, click on the name to highlight the found record, click OK to add the person to the Key Person tab. Enter the person’s role on the project, Click the Save icon. Q. How do I allow my co-investigator to look at my proposal?
A. UMB personnel who are Coeus Users can be given rights to view or modify a proposal. Once you have saved the proposal (which can be done after entering a few proposal details), from the main menu choose Edit --- Proposal Roles. The Proposal Roles screen will show you who already has rights to your proposal (usually the Aggregators for that unit, i.e., the unit administrators). On the left is a list of Coeus Users in your unit. If your co-investigator is on that list, you can drag and drop the user to the appropriate role. If the person is not on the list, click the "Users" button to open a search window. When you select a User as a result of the search, that User will be added to the list on the left side of the Proposal Roles window, and then you can drag and drop the User to the role. Q. How do I correct my title on the person record?
A. With the proposal open in edit mode, select from the Coeus menu: Edit---Proposal Personnel… Highlight the name of the person whose title needs to be modified and double click to open the Person Details window. Modify the title, click OK, and your modification is made for that specific proposal. Q. How do I correct my email address?
A. With the proposal open in edit mode, select from the Coeus menu: Edit---Proposal Personnel… Highlight the person whose email address needs to be changed. Double click to open the Person Details window. Modify the email address, click OK to close the Person Details screen and save the change for that specific proposal. Q. Is there some way to save the investigator's biosketch and degree information? I wish I didn't have to add it to each proposal!
A. Yes, both the biosketch and degree information can be "archived". Proposals created after the archived information is loaded should be pre-populated with the saved degree information and/or may be "synched" with the saved biosketch. Here's how:
DEGREE INFORMATION
From the main menu, under “Departmental”, choose “Personnel”.
Search for a person and highlight the name on the resulting list.
From the menu, under “Edit”, choose “Degree Info”
Click “Add” and complete the pop-up screen. Then click OK to save. Coeus will tell you if any required information is missing. Note: month/day/year are required for the Graduation Date.
You may then add further degree information or click OK to save. BIOGRAPHICAL SKETCH
From the main menu, under “Departmental”, choose “Personnel”.
Search for a person and highlight the name on the resulting list.
From the menu, under “Edit”, choose “Biographical Info”
From the menu, under “Edit”, choose “Add Module” (or use the Add Module icon)
Enter a description, then use the Edit menu or the icon to upload a Word or PDF file
You may then close the window
When you add this person to a proposal, Coeus asks, “Bio Information exists for Smith, Joe. Do you want to synchronize the info?”
Click “Yes” to have the archived biosketch added to the proposal, and choose the document type from the menu.
Click “No” to upload a biosketch by the standard method. Top Back |
