Kuali Coeus Tips
Be Careful Adding Ad-Hoc Recipients
Please review the Route Log carefully prior to adding any Ad-Hoc Recipients. Be aware
that if a person is added to Approve, then the Proposal will be routed to that individual
before anyone else in the routing chain (including the PI). This could cause a delay in the
Using KC Wildcards (asterisk = shift-8) for Searching
Remember to use the asterisks (shift-8) as wildcards when performing searches. For
example: when searching for the National Science Foundation
as the Sponsor, enter
*nat*science*found* to ensure all appropriate entries are returned. If wildcards are not
used and the exact text is not entered, the desired results will not be returned.
Kuali Coeus can be accessed through links in OneStart
The KC system is very robust. Many of the documents are accessed through links.
OneStart allows all of the links to be presented in one location. In the future, OneStart
will also have the ability to show or hide links depending upon whether an individual is
Unit/Department Administrator or Central Administrator.
E-mail Preferences can be set to 'Immediate' for Proposal Development Documents
To ensure that you receive prompt e-mail notification for your Proposal Development
documents, click the URL listed below to set your e-mail notifications to immediate only
for these KC documents: http://researchadmin.iu.edu/kc_workflow.php
Approval e-mails from ONESTART WORKFLOW are confusing
Individuals are not sure which URL to click on when they receive the e-mail.
Please click on the URL listed directly below the wording "To respond to this eDoc:"
This will allow individuals to get into the
specific document requiring approval.
Ad-Hoc Permissions and approvers are not the same
Adding an individual to ad-hoc permissions only allows them to view the document.
They will not be treated as an approver.
Help is just a phone call or e-mail away!
Please be sure to look at the KC Support and Help
information found on
the ORA Website under KC Systems: