Introduction to Cayuse424

Module 2 1

Objectives

In this module you will learn: The features and benefits of Cayuse424 How to:

Sign in Change your password Recover your username or password Navigate Cayuse424 Understand the Cayuse424 icons

User Tips

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C424 Features/Benefits Downloads funding opportunities directly

from Grants.gov Provides autofill and data reuse capability Automatically tracks errors and warnings Electronic routing Easy navigation between forms Stores proposal documents and attachments Tracks proposal submission status

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Signing in to Cayuse424 To create an account in

Cayuse424 go to https://usi.cayuse424.com(no “www.”)

1. Type in your Cayuse424 username (same as your USI username)

2. Enter your username & password

3. Click Sign In

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Requesting a Password If you’re signing in to Cayuse424 for the

first time, click the “First time signing in and need a password?” link.

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Requesting a Password6

On the following screen, enter your username to request a new password.

Changing Your Password

1. Click the Settings tab2. Click Change Password3. Enter new password4. Re-enter new password

to verify5. Click Change Password

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Resetting Your Username/Password If you have forgotten your username or password,

click the “Forgot username or password?” link.

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Resetting Your Username/Password You will receive an email with

information on how to proceed. If you are trying to reset your password,

you must click the link in the email within 1 hour of receipt, otherwise it will expire.

If the link expires, you can repeat the process to request another password reset email.

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Tabbed Navigation

Opportunities tab Browse downloaded opportunities Download new opportunities Create new proposals from downloaded opportunities

Proposals tab* Edit a grant proposal Edit a subaward proposal Import a sub-award proposal

Routing tab View and access proposals that require your review and approval

*Initial proposal shell set up is done by your grant administrator upon receipt of a pre-notice form.

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Tabbed Navigation

All proposals shells will be created in CAYUSE by the PI’s designated Grant Administrator.

Proposal shells are created upon receipt of a Pre-Notice form to your grant administrator.

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Tabbed Navigation12

People tab Create/edit a professional profile View a professional profile

Institutions tab View the primary institutional profile Create profiles for subcontracting institutions

Reports tab Submission report Unlinked Profiles Report

Tabbed Navigation

Settings/Admin tab Change your password and email address

Support link (on the Overview tab) Latest documentation Cayuse listserv Data Integration Tools Training modules

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Navigation Features

Breadcrumb trails provides a quick way to navigate between screens within a tab

Drop down menus allow quick access to additional information stored in the database

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Icons

Icons perform key tasks Hover your cursor over an icon to

determine its function Click the icon and Cayuse424 will

respond with prompts, forms changes, etc. to support performance of the activity

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Cayuse424 Tips

When exiting pop-up windows always click the Close button; don't use your browser’s "back" function

Be careful when copying and pasting to your proposal -- special characters (e.g., umlauts) will cause funding agencies to reject your proposal

Logout of Cayuse424 when not actively using it

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Conclusion

In this module you learned: The features and benefits of Cayuse424 How to:

Sign in Navigate Cayuse424 Understand the Cayuse424 icons Change your password Recover your username or password

User Tips

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