Create and Maintain Negotiation Documents-screen shots
-
Upload
vprgs-michigan-state-university -
Category
Education
-
view
96 -
download
4
Transcript of Create and Maintain Negotiation Documents-screen shots
![Page 1: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/1.jpg)
Create and Maintain Negotiation Documents
1
![Page 2: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/2.jpg)
Today’s Goals
1. Provide information on the basics - KC 101
2. Review procedural differences between creating and maintaining an Activity Log record and a Negotiation document in KC
3. Give you the opportunity to perform each procedure in KC
2
![Page 3: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/3.jpg)
KC 101-The Basics:Terminology, Common Features and Actions
3
![Page 4: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/4.jpg)
Terminology Main menu
Tabs, channels, links Tabs:
• Researcher• Unit• Central Admin• Maintenance• System Admin
4
![Page 5: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/5.jpg)
5
![Page 6: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/6.jpg)
Terminology – Main MenuChannels contain groups of related links
6
![Page 7: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/7.jpg)
Common Features
Asterisks Implicit saves Data Validation Medusa
7
![Page 8: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/8.jpg)
Common Features, cont.
An Asterisk* indicates a required field that must be completed to advance the document or add a row of information
Implicit Save—When a user moves from one tab to another, KC saves the e-Doc automatically
8
![Page 9: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/9.jpg)
Common Features, cont.
Data Validation —This panel appears in many modules of the KC application and is used to display: errors that prevent submission into routing warnings that serve as alerts to possible data
issues but will not prevent submission into routing and/or allow the document to be finalized
9
![Page 10: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/10.jpg)
Common Features, cont.
Medusa—Tab found in multiple e-Docs. Functions as a relational cross reference for all e-Docs related to a project
10
![Page 11: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/11.jpg)
Common IconsNew: Creates a new document.
Lookup: Provides a means to search values stored in a table within the application.
Direct Inquiry: Provides the user additional information about the value entered in the field.
Calendar: Provides the user with a means to select a date.
Error: Indicates that data are missing or invalid.
Expand Text Area: Displays a larger text entry box in a separate pop-up window.
11
![Page 12: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/12.jpg)
Common Icons, cont.Route Log: Displays Route Log information. Help: Displays a context-specific help page.
Expand Text View: Enlarges a text view field so all the text can be seen at once.
12
![Page 13: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/13.jpg)
Common Icons, cont.
13
![Page 14: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/14.jpg)
Common Icons, cont.
14
![Page 15: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/15.jpg)
Common Icons, cont.
15
![Page 16: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/16.jpg)
Common Icons, cont.
16
![Page 17: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/17.jpg)
Common Document ButtonsAdd: Adds data entered into a field to an e-Doc. The Add Person is a variation used in the Key Personnel tab.
Delete: Deletes a selected item from an e-Doc.
Hide/Show: Reveals or hides contents of individual panels.
Expand All, Collapse All: Expand all opens all the subpanels of all the panels on an e-Doc tab; collapse all does the opposite.
Fix: Takes the user to the place in the e-Doc where the error is located as pinpointed by KC’s Data Validation functionality.
Cancel: Ends the current software operation. Be aware that cancelling an e-Doc from the Actions tab will render it read-only.
17
![Page 18: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/18.jpg)
Common Document Action Buttons
Clear: Erases unsaved information entered into the e-Doc.
Close: Closes the e-Doc and returns the user to the main menu.
Submit: Submits the e-Doc for approval routing.
Reload: Refreshes the screen and displays the most recently saved information. Be aware that changes made but not saved prior to reload will be lost.
Reset: Returns the screen to the default preferences.
Save: Saves the data entered, selected, or updated in the e-Doc.
18
![Page 19: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/19.jpg)
Common Workflow Action Buttons
Approve: Signifies you consent to the document/project as outlined in the e-Doc.
Reject: Returns the document to the document Initiator when the reviewer has identified changes that are required for approval.
Disapprove: Signifies that you do not consent to the document/project continuing. Be aware that disapproving an e-Doc prevents any further action to the e-Doc.
FYI: Indicates review of an e-Doc that has been routed to you for informational purposes.
Acknowledge: Signifies you have reviewed an e-Doc that has been routed to you as the result of a change in the data, attachments, or status of the e-Doc.
19
![Page 20: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/20.jpg)
Create a Negotiation Document
20
![Page 21: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/21.jpg)
Negotiation Module The Negotiation module allows Sponsored
Programs and Business Connect to manage activities for proposals and awards
The negotiation module allows OSP/BC to track activities including: Contract/agreement negotiations Requests for JIT and other supporting
documentation Proposal reviews Budget reviews/revisions Proposal revisions Creating subcontracts (Non-FDP) Contract/agreement modifications
21
![Page 22: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/22.jpg)
Current State Process – Activity Log
1. OSP/BC receives a communication requiring the need to start an Activity Log record.
2. OSP/BC starts an Activity Log record and assigns it to someone.
3. OSP/BC begins entering transaction events.
4. OSP/BC continues to log and update events until the transaction is complete.
5. OSP/BC closes the Activity Log record.
22
![Page 23: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/23.jpg)
New Process – Kuali Coeus, Negotiation
1. OSP/BC receives a communication requiring the need to start a Negotiation document.
2. OSP/BC creates a Negotiation document and assigns it to someone.
3. OSP/BC associates the Negotiation document with a Proposal Development doc, Institutional Proposal doc, or none.
4. OSP/BC begins entering activities.
5. OSP/BC continues to enter and update activities until the transaction is complete.
6. OSP/BC closes the Negotiation document.
23
![Page 24: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/24.jpg)
Steps Required for Completing a Negotiation1. Create Negotiation e-Doc2. Complete required fields in Document
Overview panel3. Complete required fields in Negotiation panel4. Complete required fields in Activities &
Attachments panel
24
![Page 25: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/25.jpg)
Accessing the Negotiation module Central Admin Tabs
Pre-Award Channel > Negotiation create icon• Allows administrators to initiate a Negotiation
document
25
![Page 26: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/26.jpg)
Starting a Negotiation
26
![Page 27: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/27.jpg)
Creating a Negotiation document Document Overview panel
Add a description; this will be the description that will show up in document searches
Negotiation panel Select Status: In progress (default) Select a Negotiator (the individual logging the
activity) Select an Agreement Type Enter the Negotiation Start date: defaults to today’s
date, but may be changed Enter Draft Award, if applicable Type in the document folder name/location, if
applicable Link it to the Institutional Proposal, Award, Proposal
(April 2017), or select “None” Select a Team, if applicable
27
![Page 28: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/28.jpg)
Creating a Negotiation document
28
![Page 29: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/29.jpg)
Activities & Attachments Add an activity
Select the Location• An event with multiple locations will need to be logged as
separate activities Select an Activity Type Enter the Activity Start Date Enter the Activity End Date, if complete Enter a Follow-up Date, if a subsequent follow-up date
is desired Type in a Description of the activity Attach any documents
• Choose the File• Add a file Description
Click the Add Activity button29
![Page 30: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/30.jpg)
Activities & Attachments
30
![Page 31: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/31.jpg)
Displaying Activities
Negotiation documents may contain many activities Activities can be sorted by:
• Activity start date, activity type• Last update, activity type• Last update by, last update• Activity type, last update• Location
Display all activities or just those that are pending
Print all activities or just those that are pending
31
![Page 32: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/32.jpg)
Displaying Activities
32
![Page 33: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/33.jpg)
33
Creating a Negotiation Exercise
Now it is time for you to create a negotiation Relax and have fun Ask questions – we are here to help Note your negotiation number; you will need it
for your next exercise
![Page 34: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/34.jpg)
Update a Negotiation Document
34
![Page 35: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/35.jpg)
Update Negotiation Activities
Negotiation documents are updated in real-time with new proposal and award activities
35
![Page 36: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/36.jpg)
Enter desired search criteria and click search
A list of Negotiations will appear in a table below the search categories
Click the open link to go directly to the Negotiations document
Make the necessary changes to the Negotiation document
Negotiations Search Results
36
![Page 37: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/37.jpg)
Finding a Negotiation document
*Institute*
37
![Page 38: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/38.jpg)
Closing a Negotiation Activity
Change the Negotiation Status to Complete The Negotiation End Date, as well as all
activities that do not have an end date entered will automatically be filled in with today’s date when complete is selected as the Negotiation Status
38
![Page 39: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/39.jpg)
Closing a Negotiation Activity
39
![Page 40: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/40.jpg)
40
Update & Close Negotiation Exercise
Now it is time to update your negotiation Relax and have fun; you are almost done!
![Page 41: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/41.jpg)
For more information
The following is available at http://ra-project.vprgs.msu.edu/user-education-and-resources to aid you in procedures related to Negotiation activities: OSP/BC/CGA Internal Procedures for Revision
Requests that Require Notification or Approval job aid
41
![Page 42: Create and Maintain Negotiation Documents-screen shots](https://reader035.fdocuments.us/reader035/viewer/2022062522/58ac8e551a28abad118b6019/html5/thumbnails/42.jpg)
Questions???
Thank you for your attendance and participation!
42