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Tip of the week: Form Management in Sponsored Projects

  • 1.  Tip of the week: Form Management in Sponsored Projects

    TEAM CAYUSE
    Posted 09-17-2021 15:45

    Hi everyone!

    I'm Vicky King, a Professional Services Consultant here at Cayuse.  This week's tip is on managing your Proposal, Award, and Subaward forms in Sponsored Projects on the Platform. 

    If you're not familiar with Sponsored Projects on the Platform, you may not have seen the Form Manager function yet.  It looks like this:

    Sponsored Projects screenshot

    Here you can access the Form Builder to create, edit, and publish your customized Proposal, Award, and Subaward forms.  The blue buttons to the right allow you to download and upload these forms.

    So, here's my tip – When you're happy with your current form, publish it and then download that published version.  Save it to your desktop or shared drive (please note you cannot open the downloaded forms with any program other than Cayuse Sponsored Projects).  This will give you an archive of forms you have published and the ability to revert to an earlier version or restore in case of emergency.

    Bonus tip – Best practice is to edit your forms in your training environment then download and upload to production.  Don't forget to publish in production after the upload!

    For more information about Sponsored Project on the Platform, visit our support site to view guides, articles and release notes or you can reach out to your Customer Success Manager. 

    Have a great week!

    Regards,

    Vicky



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    Victoria King
    Services Professional & Consultant
    Cayuse
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  • 2.  RE: Tip of the week: Form Management in Sponsored Projects

    TEAM CAYUSE
    Posted 09-20-2021 10:33

    Thanks, Vicky! 

    I'm going to tag a few people who might find this particularly helpful: @Trina Beckwith, @Karleen Miller, @Melissa Teetzel, @Melissa McGee, @Susan Zipkin. @Susan Jalbert, @Laurie Emanuele, @Louise Griffin, @Jennifer Reifsneider, @Lisa Carollo, @Islam Khan, @Vernon Shanks.

    ​​​​​​​​​​​​

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    Simon Helton
    He/him
    Community Manager
    Cayuse
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  • 3.  RE: Tip of the week: Form Management in Sponsored Projects

    CAYUSE CHAMPION
    Posted 09-21-2021 05:36
    Hi, Vicky! This is for the new platform (probably what you call "The Platform") and not the Classic version, correct?

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    CarolynElliott-Farino
    Kennesaw State University
    cellio12@kennesaw.edu
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  • 4.  RE: Tip of the week: Form Management in Sponsored Projects

    TEAM CAYUSE
    Posted 09-21-2021 05:47
    Hi, Carolyn!  Yes, this is for the new platform version of Sponsored Projects.


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    Victoria King
    Services Professional & Consultant
    Cayuse
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  • 5.  RE: Tip of the week: Form Management in Sponsored Projects

    CAYUSE CHAMPION
    Posted 09-21-2021 06:37
    Thanks!

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    CarolynElliott-Farino
    Kennesaw State University
    cellio12@kennesaw.edu
    ------------------------------