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Deadlines, deadlines, deadlines!

  • 1.  Deadlines, deadlines, deadlines!

    CAYUSE CHAMPION
    Posted 02-16-2021 15:38
    Hello Colleagues,

    If you're familiar with NSF Fastlane, on the day of the deadline Fastlane posts a message to the corresponding proposal which says something like "your proposal is due in less than 24 hours".

    Does anyone have any type of system that automatically sends messages to the PIs to let them know that they have not met their internal deadlines?  Does anyone know of a way to pull this information out of Cayuse?  I was thinking of using the "events" feature, but it seems like we would have to calculate dates.

    Looking for ideas!

    Thanks,
    Domenica

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    Domenica Pappas
    Assistant Vice Provost for Research
    Illinois Institute of Technology
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  • 2.  RE: Deadlines, deadlines, deadlines!

    TEAM CAYUSE
    Posted 02-19-2021 14:15
    Hi Domenica,

    Just jumping into this chat to see if @Jeanne Hermann might offer
    some insights, as I know ​she sends regular reports (daily or weekly)
    to the Deans about pending SP proposals that still need approval?

    Thanks,

    Matty

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    Matty Gilreath
    Customer Success Manager
    Cayuse
    matty.gilreath@cayuse.com
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  • 3.  RE: Deadlines, deadlines, deadlines!

    CAYUSE CHAMPION
    Posted 03-10-2021 07:44
    Hi Domenica,
    Have you looked at ClickUp for this purpose until the feature is added to Cayuse?
    ClickUp is a task management system (free and paid versions)
    and it recently introduced the ability to send emails depending on certain conditions. 

    If each proposal was entered as a task and submission due date = task due date,
    then you can update the status when the due date is 24 hours away to "Proposal due in less than 24 hours"
    or however you want to configure it.

    Then when a task is in that status, ClickUp will email this person/these people. However, it's dependent on 
    someone setting the status.  ClickUp also has priority flags that I can see working in this way as well. 
     
    I'd be happy to discuss it more or demo the process for you if it'll help.
    https://www.clickup.com/

    All the best,
    Terri


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    Terri Hall
    Director, Research Business Intelligence
    University of Notre Dame
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