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FastFactsFeature Presentation

January 30, 2009

We are using audio during this session, so please dial in to our conference line…

Phone number: 877-322-9648 Participant code: 182500

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Today’s TopicWe’ll be taking a look at…

Coeus Premium User Interface Upgrade

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Today’s PresenterTim SchleicherDirector of Office of Research Information Systems

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Session Segments

PresentationTim will address the Coeus Premium user interface upgrade.During Tim’s presentation, your phone will be muted.

Q&AAfter the presentation, we’ll hold a Q&A session. We’ll open up the phone lines, and you’ll be able to ask questions. Tim will answer as many of your questions as time allows.

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Contact Us

If you would like to submit a question during the presentation or if you’re having technical difficulties, you can email us at: fastfacts@jhu.eduYou can also send us an instant message!

GoogleTalk – HopkinsFastFacts@gmail.comAOL Instant Messenger – HopkinsFastFactsMSN – FastFacts@jhu.edu

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Survey

SurveyAt the end of this FastFacts session, we’ll ask you to complete a short survey. Your honest comments will help us to enhance and improve future FastFacts sessions.

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Coeus UpgradePremium User Interface

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Agenda

Today we will cover:Brief review of the upgrade path to Coeus 4.3.2Coeus Premium screen changes and new functionality related to the upgrade from Coeus 4.2.4 to Coeus 4.3.2Brief review of what’s coming in 4.3.3 and 4.4.0

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Upgrade from Coeus 4.2.4

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Proposal Development List

NEW: Multiple proposal development records open in EDIT mode.

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Proposal Tab

Coeus 4.2.4

Coeus 4.3.2

Anticipated Award Type

New tab for OTHER

Email Icon

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Grants.gov Submission Details Window

You can now submit to either the 2006 or 2007 Grants.gov servers. 2006 - PureEdge form submissions2007 - Adobe form submissions.

Coeus 4.2.4

Coeus 4.3.2

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Organization TabCoeus 4.2.4

Coeus 4.3.2

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Investigator TabCoeus 4.2.4

Coeus 4.3.2

NEW Multi-PI check box introduced•Name ALL investigators on the investigator tab.•Use Multi-PI checkbox to indicate if you are submitting a Multi-PI proposal.

NEW fields available to capture academic, summer, and calendar effort. Note: These values are not system calculated and are merely informational.

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New OTHER Tab

•AOR - Authorized Organizational Representative•NSPIRES - NASA Solicitation and Proposal Integrated Review and Evaluation System (similar to NIH’s eRA Commons)

Other tab - exclusively used to capture AOR NSPIRES User Name

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Proposal Personnel

NEW – Only one icon to upload files. Also, now captures time-stamp information to assist with identifying documents.

Coeus 4.2.4

Coeus 4.3.2

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Degree Details

NEW - Just enter the YEAR!

Coeus 4.2.4

Coeus 4.3.2

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Person Details

More data fields are visible.•Not yet determined if these fields will be editable at the proposal level. Note: New field for Salary Anniversary Date.

Coeus 4.2.4

Coeus 4.3.2

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Abstract Module

NEW tab for Relevance•The majority of these tabs are used when printing your proposal on the NIH PHS 398 form set. •Relevance is a new section of Form page 2. •Also note we capture timestamp of last update.

Coeus 4.2.4

Coeus 4.3.2

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YNQ Module

Two new questions added. Also NEW - SAVE without answering all questions in one sittingNote - All questions must be answered before proposal can be submitted for approvals.

Coeus 4.2.4

Coeus 4.3.2

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Adjust Period Boundaries

NEW - If your change the start and end dates on the proposal details tab, when you edit your budget, you’ll be asked if you want to Adjust the budget to the new time period.

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Adjust Period Boundaries, cont

NEW - Notice the dates in the header have been changed, but to confirm the new budget periods, select the OK button.

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Adjust Period Boundaries, cont

Be sure to sync the Proposal rates with the current Institutional Rates.

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Budget Summary WindowNEW - Ability to set a Total Direct Cost limit. •Functions exactly as Total Cost limit, except only considers direct costs. •Use the On/Off campus setting to make ALL costs for the budget off campus.

Coeus 4.2.4

Coeus 4.3.2

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Budget Period

NEW - Direct Cost limit field available for the individual budget periods•Useful when syncing for modular budgets.

Coeus 4.2.4

Coeus 4.3.2

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Budget Persons

Note - Some button labels are renamed and added a new one for TBAs.•TBA feature can be used in place of searching for TBA records in the person table.

Coeus 4.2.4

Coeus 4.3.2NEW - Salary Anniversary Date field.•Feature is turned off, but working with HopkinsOne to change the interface from SAP HR to add this data.

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Personnel Budget Details

Now only view budget persons who can be paid from the cost element (in lieu of viewing everyone).

Coeus 4.2.4

Coeus 4.3.2

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Subaward File Upload

Old - “Coeus specific” PureEgde formsNEW - Use the RR_Budget_A-V1.1 PDF form which can be downloaded from the Grants.gov FOA application package.

Coeus 4.2.4

Coeus 4.3.2

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Narratives

NEW - Single icon for uploading narratives.NEW - Upload button directly on the narrative type.

Coeus 4.2.4

Coeus 4.3.2

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Proposal Routing Window

NEW – We’re now keeping a history of routing. •You also have the ability to upload attachments during the review •Think about uploading the Investigator Certifications, Dean’s approval for cost-sharing, etc

Coeus 4.2.4 Coeus 4.3.2

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Email Notification

NEW - email notification engine inside of Coeus. •Will function similar to other email engines, but the message will contain a link to the proposal development record you are working on.

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What’s coming with 4.3.3/4.4.0

New web service to allow search for G.G funding opportunities (without having to first create a proposal development record)

Ability to submit NIH “K” applications

Single line item budgeting for Subawards

Budget validation rules will be checked when marking the budget complete (currently, these are not checked until you submit for approval).

Ability to edit the Performance Site information for G.G form (currently defaults to address for Research Administration)

Ability to upload documents to the Negotiations module

Last update and last update user timestamp on the Subcontract Module

Reporting Engine - ability to run reports inside of Coeus (Pending by Department, Awarded/Active by Investigator, etc).

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Conclusion

Today we covered:The migration path to bring JHU to the latest version of Coeus.Screen changes and new functionality.What’s ahead for Coeus 4.3.3 and 4.4.0

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Resources

To sign up for an Instructor lead course, visit the Human Resource website http://training.jhu.edu/html/Main/default.asp and log into myLearning@JohnsHopkinsday

To access the Coeus Premium Proposal Development user guide, visit our Help and Tutorial website http://jhuresearch.jhu.edu/COEUS/user_guides.htm and select Coeus Premium under the Proposal Development heading

As always, contact coeus-help@jhu.edu if you need assistance with Coeus.

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We’re going to open the phone lines now!

There will be a slight pause, and then a recorded voice will provide instructions on how to ask questions over this conference call line.

We’ll be answering questions in the order that we receive them.

We’ll also be answering the questions that were emailed to us during the presentation.

If there’s a question that we can’t answer, we’ll do some research after this session, and then email the answer to all participants.

Q&A

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Thank You!

Thank you for participating!We would love to hear from you.

Are there certain topics that you would like us to cover in future FastFacts sessions?Would you like to be a FastFacts presenter?Please email us at: fastfacts@jhu.edu

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Survey

Before we close, please take the time to complete a short survey.Your feedback will help us as we plan future FastFacts sessions.Click this link to access the survey… http://connect.johnshopkins.edu/fastfactssurvey/

Thanks again!