Research Systems - Researcher Resources

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snav-l3"> <a href="/main/research/researcher-resources/fund-my-research/funding-opportunities/canada-research-chairs--crc-.html">Canada Research Chairs</a> <ul> <li class=" snav-l4"> <a href="/main/research/researcher-resources/fund-my-research/funding-opportunities/canada-research-chairs--crc-/equity-diversity-inclusion.html">Equity, Diversity & Inclusion</a> </li> </ul> </li> <li class=" snav-l3"> <a href="/main/research/researcher-resources/fund-my-research/funding-opportunities/horizon-europe.html">Horizon Europe</a> </li> </ul> </li> <li class=" has-third-level snav-l2"> <a href="/main/research/researcher-resources/fund-my-research/proposal-development.html">Proposal Development</a> <ul> <li class=" snav-l3"> <a href="/main/research/researcher-resources/fund-my-research/proposal-development/factors-to-consider.html">Factors to Consider</a> </li> <li class=" snav-l3"> <a href="/main/research/researcher-resources/fund-my-research/proposal-development/internal-approval.html">Internal Approval</a> </li> <li class=" snav-l3"> <a href="/main/research/researcher-resources/fund-my-research/proposal-development/develop-a-research-proposal.html">Develop a Research Proposal</a> </li> <li class=" snav-l3"> <a href="/main/research/researcher-resources/fund-my-research/proposal-development/develop-a-research-budget.html">Develop a Research Budget</a> </li> <li class=" snav-l3"> <a href="/main/research/researcher-resources/fund-my-research/proposal-development/overhead.html">Overhead</a> </li> <li class=" snav-l3"> <a href="/main/research/researcher-resources/fund-my-research/proposal-development/institutional-support.html">Institutional Support</a> </li> <li class=" snav-l3"> <a href="/main/research/researcher-resources/fund-my-research/proposal-development/review-submission.html">Review & Submission</a> </li> <li class=" snav-l3"> <a href="/main/research/researcher-resources/fund-my-research/proposal-development/award-approval.html">Award & Approval</a> </li> </ul> </li> <li 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class=" snav-l3"> <a href="/main/research/researcher-resources/fund-my-research/contracts-agreements/contract-faqs.html">Contract FAQs</a> </li> </ul> </li> </ul> </li> <li class="active snav-l1"> <a href="/main/research/researcher-resources/manage-my-research.html" class="has-sub-nav">Manage My Research</a> <ul> <li class="active has-third-level snav-l2"> <a href="/main/research/researcher-resources/manage-my-research/award-management.html">Award Management</a> <ul> <li class=" has-fourth-level snav-l3"> <a href="/main/research/researcher-resources/manage-my-research/award-management/research-project-managers.html">Research Project Managers</a> <ul> <li class=" snav-l4"> <a href="/main/research/researcher-resources/manage-my-research/award-management/research-project-managers/project-management-community-of-practice.html">Project Management Community Of Practice</a> </li> </ul> </li> <li class=" snav-l3"> <a href="/main/research/researcher-resources/manage-my-research/award-management/account-setup.html">Account Setup</a> </li> <li class=" snav-l3"> <a href="/main/research/researcher-resources/manage-my-research/award-management/expenditures.html">Expenditures</a> </li> <li class=" snav-l3"> <a href="/main/research/researcher-resources/manage-my-research/award-management/no-cost-extensions.html">No-Cost Extensions</a> </li> <li class=" snav-l3"> <a href="/main/research/researcher-resources/manage-my-research/award-management/ownership-of-equipment.html">Ownership of Equipment</a> </li> <li class=" snav-l3"> <a href="/main/research/researcher-resources/manage-my-research/award-management/changes-in-status.html">Changes in Status</a> </li> <li class=" snav-l3"> <a href="/main/research/researcher-resources/manage-my-research/award-management/project-changes.html">Project Changes</a> </li> <li class=" snav-l3"> <a 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<li class=" has-third-level snav-l2"> <a href="/main/research/researcher-resources/manage-my-research/human-ethics.html">Human Ethics</a> <ul> <li class=" snav-l3"> <a href="/main/research/researcher-resources/manage-my-research/human-ethics/reb-standard-operating-procedures.html">REB Standard Operating Procedures</a> </li> <li class=" has-fourth-level snav-l3"> <a href="/main/research/researcher-resources/manage-my-research/human-ethics/application-overview.html">Application & Review</a> <ul> <li class=" snav-l4"> <a href="/main/research/researcher-resources/manage-my-research/human-ethics/application-overview/kuali-faqs.html">Kuali FAQs</a> </li> <li class=" snav-l4"> <a href="/main/research/researcher-resources/manage-my-research/human-ethics/application-overview/training-resources---kuali-protocols.html">Training Resources - Kuali Protocols</a> </li> </ul> </li> <li class=" snav-l3"> <a href="/main/research/researcher-resources/manage-my-research/human-ethics/externally-approved-research.html">Externally Approved Research</a> </li> <li class=" snav-l3"> <a href="/main/research/researcher-resources/manage-my-research/human-ethics/resources-guidance.html">Resources & Guidance</a> </li> <li class=" snav-l3"> <a href="/main/research/researcher-resources/manage-my-research/human-ethics/training-education.html">Training & Education</a> </li> </ul> </li> <li class=" has-third-level snav-l2"> <a href="/main/research/researcher-resources/manage-my-research/animal-ethics.html">Animal Care</a> <ul> <li class=" snav-l3"> <a href="/main/research/researcher-resources/manage-my-research/animal-ethics/why-animals.html">Why Animals?</a> </li> <li class=" snav-l3"> <a href="/main/research/researcher-resources/manage-my-research/animal-ethics/apply.html">Apply</a> </li> <li class=" snav-l3"> <a 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href="/main/research/researcher-resources/resources/departments-people/research-grant-facilitators.html">Research Grant Facilitators</a> </li> </ul> </li> </ul> </li> </ul> <div class="below-vertical-nav inherited-parsys"> </div> </div> </div> <div class="page-content__main"> <div class="above-main inherited-parsys"> </div> <div class="main_content parsys"> <div class="title section"><div><h1>Research Systems</h1></div></div> <div class="text parbase section"> <div class=""> <h3>Kuali Research: "Signature Sheet" Pre-award Submission and Review</h3> <p>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.</p> <div class="button margin-bottom hasBM"><p><a href="https://sfu.kuali.co/" target="_blank">Access Kuali Research</a>   </p> </div> <ul> <li><a href="/content/dam/sfu/main/research/researcher-resources/Documents/KualiResearch-Access_Checklist.pdf" target="_blank">Kuali Research - Access Checklist</a></li> </ul> <p>Kuali Research Training Guide - <a href="/content/dam/sfu/main/research/researcher-resources/Documents/KualiResearch-TrainingGuide-Proposal_Development.pdf" target="_blank">Proposal Development</a></p> <ul> <li><a href="/content/dam/sfu/main/research/researcher-resources/Documents/Timeline%26SpecialApprovals.pdf" target="_blank">Pre-award Workflow Timeline & Special Approvals</a></li> <li><a href="/content/dam/sfu/main/research/researcher-resources/Documents/KualiResearch-Terms.pdf" target="_blank">Kuali Term Equivalents</a></li> <li>Kuali Research Training Guide - <a href="/content/dam/sfu/main/research/researcher-resources/Documents/KualiResearch-TrainingGuide-v2.pdf" target="_blank">Approval Workflow Manual</a></li> </ul> <div class="button margin-bottom hasBM"><p><a href="https://sfuro.ca/approve/" target="_blank">Approver Self-Serve Role Mgmt</a></p> </div> <h3>Training Materials</h3> <p><b>Creating Proposals</b></p> <ul> <li>Creating a simple pre-award submission (<a href="https://stream.sfu.ca/Media/Play/07bfe5b468e64487b1bc788fec41e1991d" target="_blank">Video - 10 min</a>; <a href="/content/dam/sfu/main/research/researcher-resources/Documents/KualiResearch-Internal_Approval.pdf" title="Kuali Research - Internal Approval Procedure" target="_blank">Instructions</a>) </li> <li>Creating a VPR Travel Grant submission (<a href="https://stream.sfu.ca/Media/Play/9ffbc58563b5443e8d61d57205e289a81d" target="_blank">Video - 9 min</a>; <a href="/content/dam/sfu/main/research/researcher-resources/Documents/KualiResearch-Travel_Grant_Procedure.pdf" target="_blank">Instructions</a>) </li> <li>Creating a SSHRC Small Explore submission (<a href="https://stream.sfu.ca/Media/Play/2dc9fbe77be54348bf1fbcd3be8eaf381d" target="_blank">Video - 7.5 min</a>; <a href="/content/dam/sfu/main/research/researcher-resources/Documents/KualiResearch-SSHRC_Small_Proposal.pdf" target="_blank">Instructions</a>) </li> <li>Copying a Proposal (<a href="https://stream.sfu.ca/Media/Play/a329f894fd6a4fb1ab2986fb173de4bd1d" target="_blank">Video - 2.5 min</a>; <a href="/content/dam/sfu/main/research/researcher-resources/Documents/KualiResearch-Copying_a_Proposal.pdf" target="_blank">Instructions</a>) </li> <li>Finding your Proposal (<a href="https://stream.sfu.ca/Media/Play/ab16af948d164d29b97d4333599a4a1e1d" target="_blank">Video - 2.5 min</a>; <a href="/content/dam/sfu/main/research/researcher-resources/Documents/KualiResearch-Finding_Your_Proposal.pdf" target="_blank">Instructions</a>) </li> <li>Adding a Co-Applicant (<a href="https://stream.sfu.ca/Media/Play/072b30de1eb546838341f6a270a054711d" target="_blank">Video - 2.5 min</a>; <a href="/content/dam/sfu/main/research/researcher-resources/Documents/KualiResearch-Adding_a_Co-applicant.pdf" target="_blank">Instructions</a>) </li> </ul> <p><b>Approver Training</b></p> <ul> <li>Approving a Proposal (<a href="https://stream.sfu.ca/Media/Play/513d5ab87fc5428ea10f9f556d56daa51d" target="_blank">Video - 8.5 min</a>; <a href="/content/dam/sfu/main/research/researcher-resources/Documents/KualiResearch-Approvers.pdf" target="_blank">Instructions</a>) </li> <li>Approver Role Management (<a href="https://stream.sfu.ca/Media/Play/630703c088484629a58870bb3e7ea4ae1d" target="_blank">Video - 4 min</a>; <a href="/content/dam/sfu/main/research/researcher-resources/Documents/Kuali_Research-Approver_Role_Management.pdf" target="_blank">Instructions</a>) NEW </li> <li>Turn on Notifications (<a href="/content/dam/sfu/main/research/researcher-resources/Documents/KualiResearch-TrainingGuide-Notifications.pdf" target="_blank">Instructions</a>)</li> </ul> <p><b>Special Use Cases</b></p> <ul> <li>Please see the <a href="https://sfu.zoom.us/rec/share/GnBjhW3TpKEkGYr9-mQf5HqbVCuGD5IM3YaiZH-JCaNhXftxodbYg6RXmjhnj-ni.an7xDowRn_G4TgUO" target="_blank">Special Cases</a> zoom recording (passcode  *j@EY^) and <a href="/content/dam/sfu/main/research/researcher-resources/Documents/KualiResearch-SpecialUseCases-web.pdf" target="_blank">Slide Deck</a> for the following cases:<ul> <li>Non-funded agreements like nondisclosure (NDA), data access (DAA), memorandum of understanding (MOU),  material transfer (MTA)</li> <li>Submitting requests for sending money to co-applicants from SFU (sub out request)</li> <li>Process for Contacts Approval Memo (CAM)</li> <li>Submitting requests for contracts and agreements that do not require proposal submission to sponsor.</li> </ul> </li> </ul> <p><b>Archives</b></p> <ul> <li><a href="https://stream.sfu.ca/Media/Play/e9fbcce7097146fe82d7252bb6d0de821d" target="_blank">Full in-system training #1</a> (80 min Zoom meeting capture)</li> <li><a href="https://stream.sfu.ca/Media/Play/0082e0b40bec45589b113df10e39e23a1d" target="_blank">Full in-system training #2</a> (45 min Zoom capture)</li> <li><a href="https://stream.sfu.ca/Media/Play/24b8d32fc55444ec9c38636c55f66be81d" target="_blank">Approver training #1</a> (50 min Zoom capture)</li> <li><a href="https://stream.sfu.ca/Media/Play/0dd1d156f102456da523a4ca0f0733e01d" target="_blank">Approver training #2</a> (50 min Zoom capture)</li> </ul> <h3>Kuali Protocols - Human Ethics Forms and Review</h3> <ul> <li>Access Kuali Protocols: <a href="https://sfu.kuali.co/" target="_blank">sfu.kuali.co</a></li> </ul> <p>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.</p> <h3>Kuali Build - Research Forms and Workflow</h3> <p>Coming soon: Research related forms and workflow on a single platform, linked with the products above. </p> <h3>PeopleSoft and FAST</h3> <p>Research Finance for Administrators</p> <ul> <li>Financial Compliance Training - June 29, 2023 - <a href="https://www.sfu.ca/research/sites/default/files/2023-08/RES-finance-compliance-training-06292023-web.pdf" target="_blank">Slides</a> | <a href="https://stream.sfu.ca/Media/Play/13b1b35f3f8446b08f0590210c215c3a1d" target="_blank">Video</a></li> <li>Enhanced project costing refresher - May 31, 2023 - <a href="https://www.sfu.ca/research/node/2295" target="_blank">Slides</a> | <a href="https://1sfu.sharepoint.com/sites/finance/SitePages/Research-Accounting-managing-research-funds.aspx" target="_blank">Video</a></li> <li>Payroll appointment form (PAF) changes training January 25, 2022 - <a href="https://stream.sfu.ca/Media/Play/39dd5a987c944fe5b3a6e124f217beee1d" target="_blank">Recorded training session</a> (video)</li> </ul> <p> </p> </div></div> </div> <div class="below-main inherited-parsys"> </div> </div> </div> </div> </div> </section> </main> <footer> <section class="footer"> <div class="footer__content"> <div class="footer__content--sfu-global"> <div class="sfu-global--site-links"> <h5>Researcher Resources</h5> <ul> <li> <a href="/main/research/researcher-resources/plan-my-research.html">Plan My Research</a> </li> <li> <a href="/main/research/researcher-resources/fund-my-research.html">Fund My Research</a> </li> <li> <a href="/main/research/researcher-resources/manage-my-research.html">Manage My Research</a> </li> <li> <a href="/main/research/researcher-resources/further-my-research.html">Further My Research</a> </li> <li> <a href="/main/research/researcher-resources/resources.html">Resources</a> </li> </ul> </div> <div class="sfu-global--contact-info"> <div class="contact-us inherited-parsys"> <div class="parsys"> <div class="text 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