Kuali Research - "Signature Sheet" Pre-award Submission and Review
Kuali Research is a cloud-based platform customized for SFU processes. The system provides faculty and administrators real-time visibility into the status of proposals within their purview. Review workflows are managed directly within the system.
Access Kuali Research: sfu.kuali.co
Kuali Research Training Guide - Proposal Development picture_as_pdf open_in_new
- Pre-award Workflow Timeline & Special Approvals
- Kuali Term Equivalents
- Kuali Research Training Guide - Approval Workflow Manual picture_as_pdf
Training Materials
Creating Proposals
- Creating a simple pre-award submission (Video - 10 min; Instructions) NEW
- Creating a VPR Travel Grant submission (Video - 9 min; Instructions) NEW
- Creating a SSHRC Small Explore submission (Video - 7.5 min; Instructions) NEW
- Copying a Proposal (Video - 2.5 min; Instructions) NEW
- Finding your Proposal (Video - 2.5 min; Instructions) NEW
- Adding a Co-Applicant (Video - 2.5 min; Instructions) NEW
Approver Training
- Approving a Proposal (Video - 8.5 min; Instructions) NEW
Special Use Cases
- Special Use Cases (passcode *j@EY^). Slide Deck
- Non-funded agreements like nondisclosure (NDA), data access (DAA), memorandum of understanding (MOU), material transfer (MTA)
- Submitting requests for sending money to co-applicants from SFU (sub out request)
- Process for Contacts Approval Memo (CAM)
- Submitting requests for contracts and agreements that do not require proposal submission to sponsor.
Archives
- Full in-system training #1 (80 min Zoom meeting capture)
- Full in-system training #2 (45 min Zoom capture)
- Approver training #1 (50 min Zoom capture)
- Approver training #2 (50 min Zoom capture)
Kuali Protocols - Human Ethics Forms and Review
- Access Kuali Protocols: sfu.kuali.co open_in_new
The 'Protocols' system is a cloud-based platform to submit and review applications, manage amendments and renewals for human research ethics certificates and manage course approvals.
Kuali Build - Research Forms and Workflow
Coming soon: Research related forms and workflow on a single platform, linked with the products above.
PeopleSoft and FAST
Research Finance for Administrators
- Financial Compliance Training - June 29, 2023 - Slides | Video
- Enhanced project costing refresher - May 31, 2023 - Slides | Video
- Payroll appointment form (PAF) changes training January 25, 2022 - Recorded training session (video)