General Discussions

Go ahead.  Get ready to laugh at me.  I can take it.

It's a question about SP.   You know how there's an Award tab?  It's not where you would actually manage the award, but it's a snapshot of the award - and we can upload new attachments that are only visible when that's the tab you have open.  (Am I making sense here?)  So, we often upload an "awarded budget" document because that's different from the proposed budget.  This is also where we put the Banner number for actual fund management.

For us, it's particularly useful at award acceptance time.  When a Banner number shows up, *poof -magic!* the project can start.

Here's the thing.  Faculty can't see this and neither can the Budget Managers in the departments.  Only people we have made administrators can see this tab.  I can't make faculty administrators.  Let us pause to consider the havoc that could cause......  The Business Managers wouldn't cause havoc, but don't want to see everything that we can see.  They only care (in a professional sense) about the faculty with whom they work.

Seriously, I've been fussing at people when they ask for this information -saying "I'm happy to help you, but this is in your Cayuse record."  I had no idea they couldn't see it until I asked a Business Manager to share her screen so I could help her.  Sure enough, it wasn't there.

So, here's the question.  Is this something we can change  - something we just failed to implement at project ramp-up (an embarrassing number of years ago)?  Or was this a business decision on Cayuse's part?  And WHY?  It seems like letting people see their own awards is pretty straightforward.  We let them do that in Fund Manager, after all.

If the answer is "click this button and all will be well, you ding-dong" I will be embarrassed but also slightly relieved.

Many thanks,

A

------------------------------
Andrea Buford
Director, Office of Sponsored Programs
Oakland University
------------------------------

Original Message:
Sent: 9/15/2022 9:55:00 AM
From: Andrea Buford
Subject: Cayuse question

Go ahead.  Get ready to laugh at me.  I can take it.

It's a question about SP.   You know how there's an Award tab?  It's not where you would actually manage the award, but it's a snapshot of the award - and we can upload new attachments that are only visible when that's the tab you have open.  (Am I making sense here?)  So, we often upload an "awarded budget" document because that's different from the proposed budget.  This is also where we put the Banner number for actual fund management.

For us, it's particularly useful at award acceptance time.  When a Banner number shows up, *poof -magic!* the project can start.

Here's the thing.  Faculty can't see this and neither can the Budget Managers in the departments.  Only people we have made administrators can see this tab.  I can't make faculty administrators.  Let us pause to consider the havoc that could cause......  The Business Managers wouldn't cause havoc, but don't want to see everything that we can see.  They only care (in a professional sense) about the faculty with whom they work.

Seriously, I've been fussing at people when they ask for this information -saying "I'm happy to help you, but this is in your Cayuse record."  I had no idea they couldn't see it until I asked a Business Manager to share her screen so I could help her.  Sure enough, it wasn't there.

So, here's the question.  Is this something we can change  - something we just failed to implement at project ramp-up (an embarrassing number of years ago)?  Or was this a business decision on Cayuse's part?  And WHY?  It seems like letting people see their own awards is pretty straightforward.  We let them do that in Fund Manager, after all.

If the answer is "click this button and all will be well, you ding-dong" I will be embarrassed but also slightly relieved.

Many thanks,

A

------------------------------
Andrea Buford
Director, Office of Sponsored Programs
Oakland University
------------------------------

We have 3.9, I"m reasonably sure.  OK, I'm going to work with our Cayuse contact to see what I can figure out.

Thanks for checking.

A

------------------------------
Andrea Buford
Director, Office of Sponsored Programs
Oakland University
------------------------------

Original Message:
Sent: 09-15-2022 07:04
From: Terri Hall
Subject: Cayuse question

Hi Andrea,

Are you on SP3.9 or SP4?  I just tested this in our UAT for 3.9 and

logged in as the PI. I can see the Budget and Distribution tab information

on the award. 

Hope this helps with your troubleshooting,

Terri

Live by design, not by default.

~ Greg McKeown, author of Essentialism: The Disciplined Pursuit of Less

Terri Hall Director, Research Business Intelligence Notre Dame Research University of Notre Dame thall2@nd.edu 574-631-7378 research.nd.edu

Original Message:
Sent: 9/15/2022 9:55:00 AM
From: Andrea Buford
Subject: Cayuse question

Go ahead.  Get ready to laugh at me.  I can take it.

It's a question about SP.   You know how there's an Award tab?  It's not where you would actually manage the award, but it's a snapshot of the award - and we can upload new attachments that are only visible when that's the tab you have open.  (Am I making sense here?)  So, we often upload an "awarded budget" document because that's different from the proposed budget.  This is also where we put the Banner number for actual fund management.

For us, it's particularly useful at award acceptance time.  When a Banner number shows up, *poof -magic!* the project can start.

Here's the thing.  Faculty can't see this and neither can the Budget Managers in the departments.  Only people we have made administrators can see this tab.  I can't make faculty administrators.  Let us pause to consider the havoc that could cause......  The Business Managers wouldn't cause havoc, but don't want to see everything that we can see.  They only care (in a professional sense) about the faculty with whom they work.

Seriously, I've been fussing at people when they ask for this information -saying "I'm happy to help you, but this is in your Cayuse record."  I had no idea they couldn't see it until I asked a Business Manager to share her screen so I could help her.  Sure enough, it wasn't there.

So, here's the question.  Is this something we can change  - something we just failed to implement at project ramp-up (an embarrassing number of years ago)?  Or was this a business decision on Cayuse's part?  And WHY?  It seems like letting people see their own awards is pretty straightforward.  We let them do that in Fund Manager, after all.

If the answer is "click this button and all will be well, you ding-dong" I will be embarrassed but also slightly relieved.

Many thanks,

A

------------------------------
Andrea Buford
Director, Office of Sponsored Programs
Oakland University
------------------------------

Hi Andrea,

This sounds like a question about permissions and roles of a user on the award, and likely also a question of what permissions were given for the specific attachment being uploaded to the award. In general, within SP 3.9, if the user has access to the award, my expectation is they should be able to view attachments that have been uploaded as visible to "All Parties".

If you're seeing something different, we'd be happy to take a closer look at a specific award and attachment. Please do reach out to support@cayuse.com or submit a ticket via the Help Center, support.cayuse.com!

Cheers,
Joe

------------------------------
Joe Burke
Customer Success Manager
Cayuse
------------------------------

Original Message:
Sent: 09-16-2022 06:53
From: Andrea Buford
Subject: Cayuse question

We have 3.9, I"m reasonably sure.  OK, I'm going to work with our Cayuse contact to see what I can figure out.

Thanks for checking.

A

------------------------------
Andrea Buford
Director, Office of Sponsored Programs
Oakland University

Original Message:
Sent: 09-15-2022 07:04
From: Terri Hall
Subject: Cayuse question

Hi Andrea,

Are you on SP3.9 or SP4?  I just tested this in our UAT for 3.9 and

logged in as the PI. I can see the Budget and Distribution tab information

on the award. 

Hope this helps with your troubleshooting,

Terri

Live by design, not by default.

~ Greg McKeown, author of Essentialism: The Disciplined Pursuit of Less

Terri Hall Director, Research Business Intelligence Notre Dame Research University of Notre Dame thall2@nd.edu 574-631-7378 research.nd.edu

Original Message:
Sent: 9/15/2022 9:55:00 AM
From: Andrea Buford
Subject: Cayuse question

Go ahead.  Get ready to laugh at me.  I can take it.

It's a question about SP.   You know how there's an Award tab?  It's not where you would actually manage the award, but it's a snapshot of the award - and we can upload new attachments that are only visible when that's the tab you have open.  (Am I making sense here?)  So, we often upload an "awarded budget" document because that's different from the proposed budget.  This is also where we put the Banner number for actual fund management.

For us, it's particularly useful at award acceptance time.  When a Banner number shows up, *poof -magic!* the project can start.

Here's the thing.  Faculty can't see this and neither can the Budget Managers in the departments.  Only people we have made administrators can see this tab.  I can't make faculty administrators.  Let us pause to consider the havoc that could cause......  The Business Managers wouldn't cause havoc, but don't want to see everything that we can see.  They only care (in a professional sense) about the faculty with whom they work.

Seriously, I've been fussing at people when they ask for this information -saying "I'm happy to help you, but this is in your Cayuse record."  I had no idea they couldn't see it until I asked a Business Manager to share her screen so I could help her.  Sure enough, it wasn't there.

So, here's the question.  Is this something we can change  - something we just failed to implement at project ramp-up (an embarrassing number of years ago)?  Or was this a business decision on Cayuse's part?  And WHY?  It seems like letting people see their own awards is pretty straightforward.  We let them do that in Fund Manager, after all.

If the answer is "click this button and all will be well, you ding-dong" I will be embarrassed but also slightly relieved.

Many thanks,

A

------------------------------
Andrea Buford
Director, Office of Sponsored Programs
Oakland University
------------------------------