All Users (Coeus Basics)

• Overview of the Coeus modules
  

  Searching

• Search Methods Overview
• Sorting search results
• Saving search results
• Printing search results
  

  The Coeus modules

  Proposal

• Overview
• Printing a proposal summary
  

   

           Current & pending reports 

  • Overview
  • Sorting
  • Saving
  • Printing

  Award

• Overview
• Award hierarchies
• Notice of award
• Award modification
• Money and end dates
  

  Subcontracts

• Overview
• Medusa
  

  Printing

• Overview
• Search results
• Proposal summary
• Notice of award
• Award modification
• Current & pending report

• Working with multiple windows
• Notepad

• Locked records (Word)
• Collaborator Tab (Word)
• Uploading Biosketches (Word)
• Toolbar Information Sheet (Word)
• Search Exercise (Word)
• **Download quick reference guide** (Word)
  

  Unit Administrators

• User Administration (PDF)
  

  Subcontract Administrators

• Subcontracts in Coeus (Word)
  

  Grants & Contracts Coordinators

• Proposal Data Entry
• Financial Disclosure (PDF)
• Collaborator Tab (Word)
  

  Sponsored Projects Accountants

• Award number entry and budget (Word)
• Voiding an account (Word)
• Feed maintenance instructions (PDF)
• Emergency end date change (Word)
• Reporting requirements - overview (Power Point)
• Reporting requirements - adding to an award (word)
• Account closeout (PDF)
  

  Sponsored Projects Officers

  Proposal Processing

• Proposal Data Entry
  

  Award Processing

  Appendices

• Appendix A - Data Entry Instructions (Word)
• Appendix B - Activity Codes (NACUBO A-21) (Excel)
• Appendix C - NACUBO Index (Excel)
• Appendix D - NSF Codes (PDF)
• Appendix E - NCURA Program Income (PDF)
  

  Basic

• Coeus questions and answers (Word)
• Tool bar information sheet (Word)
• Who can help me (Word)
  

  Child Accounts

• Setting up a child account (Word)
• 500A Child account with comments (Excel)
• 500B Child account with comments (Excel)
  

  Consortium Accounts

• Setting up a Consortium-ENHANCEMENT Account (Word)
• Setting up a Consortium-MANAGER Account (Word)
• Setting up a Consortium-MEMBER Account (Word)
  

  Cost Sharing

• Setting up a Cost Sharing Account (Word)
• 305 form with explanatory notes (Excel)
  

  No-Cost Extensions

• Normal (Word)
• Emergency (Word)
• Example form 500A (Excel)
  

  Prespending Accounts

• Setting up a new award with a previous pre-award (Word)
• Setting up a pre-award 301B (Word)
• Setting up a pre-award UPAS (Word)
• Example 301B (PDF)
• Example 500A and 500B forms 301B (Excel)
• Example 500A and 500B forms 301B UPAS (Excel)
• Example UPAS (PDF)
  

  Program Income

• Setting up a program income account (Word)
• Example 500A - 500B (Excel)
  

  Regular Activations

• Setting up a new award (Word)
• 500A with explanatory notes (Excel)
• 500B with explanatory notes (Excel)
• Internal Transfers (Word)
• Reporting requirements - overview (Power Point)
• Reporting requirements - adding to an award (Word)
• Activation procedures quick check (Word)
  

  Special Review Processing

• Special Review Processing (Word)
  

  Research Compliance (Data Import)

• Create Schedule
• Update Protocol
  

  Full Board Approval

• Assign Protocol to Committee and Schedule
• Assign Protocol to Agenda and Approve
  

  Expedited Approval

• Assign Protocol to Committee and Schedule
• Expedited Approval
  

  Exempt

• Assign Protocol to Committee and Schedule
• Exempt Approval