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California State University, Long Beach
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Cayuse Workshops Agenda

Date/Time: Final workshop dates/9 am – 12 pm
Location: Library, Room 201
Facilitators: Mr. David Smith & Ms. Nora Momoli

 

 

Session One: Cayuse for Beginners
Time Topic
8:30 - 9 am Sign in
9 - 9:30 am

Software Parameters

  • Firefox; enable pop-ups
Logging in
  • Cayuse URL
  • CSULB Employee ID
  • Password is: abc123
9:30 - 10 am

People Tab

  • Create YOUR Profile
  • How they find themselves
  • Affiliate with institution
  • Change and SAVE info as necessary
  • Errors/Warnings/Info
10 - 10:05 am Break
10:05 - 10:30 am

Cayuse Demo

  • How to pull in an opportunity
  • Start proposal
  • Demo the auto-fill feature (pencil Icon)
  • Convert a word document to PDF
  • Upload converted PDF
  • Uploading Biosketches
  • Errors/Warnings/Info
10:30 - 11 am

Final Review

  • Adding the AOR to the SF 424 will immediately reduce the error count by 6
11 - 11:05 am Break
11:05 am - 12 pm

Hands-On Practice

  • Q&A

 

Session Two: Cayuse for Advanced Users
Time Topic
8:30 - 9 am

Sign in

9 - 10 am

Cayuse budget

10 - 10:05 am

Break

10:05 - 10:30 am

Routing a proposal

10:30 - 11 am

Compile and complete the proposal package for Internal Clearance submission and routing

11 - 11:05 am

Break

11:05 - 11:30 am Uploading sub-agreements/budgets
11:30 am - 12 pm

Hands-on Practice

  • Q&A


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