PI Certify and Submit

Instructions for Certifying and Submitting Proposals

1. Log in to Kuali Coeus:

a. First, log in to the myUMB portal
b. Click on Kuali Coeus under the Enterprise Menu (left side of screen); Kuali Coeus login screen pops up
c. Enter your myUMB User ID and Password in the fields and click "Submit"
(even though you logged into the myUMB portal, you must log in to Kuali Coeus again, using the same User ID and Password)
d. Kuaii Coeus Home page opens in your browser, on the Researcher Tab

2. Search for and open the applicable proposal record:

Your department grants administrator can provide the Proposal Number associated with your proposal.

a. Click on Search Proposals (left column, under Proposals)
b. Enter the proposal record number in the Proposal Number field and click "Search" button at bottom of screen (scroll down)
c. Scroll down to see the Search Results
d. Click "edit" on the left end of the line for your proposal record

3. Certify the proposal as PI

a. Select the Key Persons Tab
b. Scroll down to the panel with your name, and click "show" to open
c. Scroll down and click "show" on the Certify panel to open
d. Answer the certification questions
e. Click "save" at the bottom of the screen
Note: in a Multiple-PI application, each PI must certify

4. Review/Answer Questions:

a. Select the Questions Tab
b. Click "show" in the center of the panel to see the Questions
c. Answer each question or review answers entered by proposal preparer and correct if necessary
d. Click "Save" at the bottom of the screen if you make any changes
The number and type of questionnaires associated with each proposal depends on the type of application

5. Review Proposal:

a. Select the Proposal Summary Tab
b. Click "show" in the center of each panel to open
c. You cannot make changes from this Tab. If changes need to be made, contact your department grants administrator or your SPA Team

6. Route for internal approvals:

a. Select the Proposal Actions Tab
b. Click "submit" at the bottom of the screen

c. Allow the system to complete processing. The question "Do you want to receive future approval requests?" may be displayed:

If the PI clicks NO: The proposal closes and no further action is needed. The proposal is submitted into approval routing. For PIs who are also approvers for their department or Dean's Office, submitting as a PI completes only that action. The department and school approval stops are separate and require future actions.

If the PI clicks YES: The Proposal Summary screen opens with Approve and Reject buttons at the bottom. The PI must approve for the proposal to be submitted into approval routing. When might this method be used? As an example, for a multi-PI proposal, one PI could submit into routing, and hold their "approve" action until the other PI(s) have approved. For PIs who are also approvers for their department or Dean's Office, submitting and approving as a PI completes only that action. The department and school approval stops are separate and require future actions.