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id="main-wrapper"> <div id="main" class="clearfix"> <div id="content" class="column"> <div class="inside"> <a id="main-content"></a> <div class="tabs"></div> <div class="region region-content"> <div id="block-system-main" class="block block-system"> <div class="content"> <div id="node-1276" class="node node-page slider-secondary clearfix" about="/cactas" typeof="sioc:Item foaf:Document"> <span property="dc:title" content="Centralized Agreement Contact Tracking and Approval System (CACTAS)" class="rdf-meta element-hidden"></span><span property="sioc:num_replies" content="0" datatype="xsd:integer" class="rdf-meta element-hidden"></span> <div class="content"> <div class="field field-name-field-body field-type-text-long field-label-hidden"><div class="field-items"><div class="field-item even"><p>CACTAS is available for Department Users via single sign-on at <a href="https://myaccess.ucsf.edu/" target="_blank">MyAccess</a>. This tool provides Department Users with the ability to check status of award activities, identify the analyst assigned to the action, view compliances needs, view documents uploaded to the CACTAS folder, etc. </p> <p>Wednesday, November 17<sup>th</sup> 2021 the CACTAS and PSA/TAA platforms were updated to the new Salesforce user interface called “Lightning.” The new Lightning interface gives a streamlined, modern look and allows for new enhancements. </p> <p> </p> <div class="collapse-item"> <div aria-expanded="true" class="header-text" role="button" style="background-color:#052049; color: #FFFFFF;" tabindex="0"> <p>Access</p> </div> <div aria-hidden="false" class="content-text" role="region" tabindex="-1"> <p>To request access, email the following information to <a href="/cdn-cgi/l/email-protection#0e415d5c676068614e7b6d7d68206b6a7b317d7b6c646b6d7a335c6b7f7b6b7d7a2b3c3e68617c2b3c3e4d4f4d5a4f5d2b3c3e4f6d6d6b7d7d286f637e356c616a7733406f636b2b3e4f4b636f67622b3c3e6f6a6a7c6b7d7d2b3e4f4b637e6261776b6b2b3c3e474a2b3c3e407b636c6b7c"><span class="__cf_email__" data-cfemail="81ced2d3e8efe7eec1f4e2f2e7afe4e5f4">[email protected]</span></a> with the subject line "Request for CACTAS Access":</p> <ol> <li>Name</li> <li>Email Address</li> <li>Employee ID Number</li> <li>Access Requested (e.g. CACTAS Read-Only, PSA Requestor, PSA Read-Only, TAA Read-Only, TAA Requestor, etc.</li> </ol> <p><strong>Principal Investigator Access: </strong></p> <p>When a PI is added to the Principal Investigator field, that individual will automatically be given read-only access in CACTAS. Their access will be restricted to only those records where they are listed as the PI. NO NEED TO REQUEST ACCESS. </p> <p> </p> </div> </div> <div class="collapse-item"> <div aria-expanded="true" class="header-text" role="button" style="background-color:#058488; color: #FFFFFF;" tabindex="0"> <p>CACTAS Platform </p> </div> <div aria-hidden="false" class="content-text" role="region" tabindex="-1"> <p><a href="https://ucsf.box.com/shared/static/wxeijyxs5cqsd7acta7tiv5b65cb033e.docx">CACTAS Release Notes for 5/11/2023</a> - New release includes PI view access, more ways to view/download files, new task list on home page and more. </p> <p> </p> <p><u><a class="btn--small btn--white--underline" href="https://ucsf.box.com/shared/static/w477xa6ocxj5q2mkwfhrhv9d9l86tr9m.docx">Training Guide about the new CACTAS Enhancements including the following descriptions:</a></u></p> <p>1. New headings, columns<br /> 2. New Search Functionality<br /> 3. Additional Fields for reporting purposes<br /> 4. New Business Validations<br /> 5. In-App Training Resource link </p> <p><a class="btn--small btn--white--underline" href="/research-administrator-training">CACTAS Training Courses</a> </p> <p><a class="btn--small btn--white--underline" href="https://osrintranet.ucsf.edu/cactas-training" target="_blank">CACTAS Training Material for OSR Staff (Restricted Access)</a></p> <p>Addtional Training Material:</p> <ul> <li><a href="/sites/g/files/tkssra1766/f/wysiwyg/CACTAS_creating_report.docx" target="_blank">Quick Guide: Creating a CACTAS Report</a></li> <li><a href="https://osr.ucsf.edu/sites/g/files/tkssra1766/f/CACTAS_Sub_Search.pdf">Quick Guide: CACTAS Subaward/Subcontract Search</a></li> <li><a href="https://www.youtube.com/watch?v=zIwwtUTwULE" target="_blank">Video: CACTAS Overview and Search</a></li> </ul> <p> </p> </div> </div> <div class="collapse-item"> <div aria-expanded="false" class="header-text" role="button" style="background-color:#007CBE; color: #FFFFFF;" tabindex="0"> <p>PSA/TAA Platform</p> </div> <div aria-hidden="true" class="content-text" role="region" tabindex="-1"> <p><a href="https://osr.ucsf.edu/sites/g/files/tkssra1766/f/wysiwyg/Responsibility%20Matrix.pdf">Responsibility Matrix</a></p> <p><a href="/faqs" target="_blank">FAQs about the PSA/TAA Enhancements</a></p> <p>Training Videos:</p> <ul> <li><a href="https://youtu.be/7mZ6DylfhF8" target="_blank">Instructional Video on submitting a PSA Request </a></li> <li><a href="https://youtu.be/-T8euCrmxmI" target="_blank">Instructional Video on submitting a TAA Request</a></li> <li><a href="https://youtu.be/HGdisrxwm0o">Instruction Video on the Global Search Feature for PSAs</a></li> <li><a href="https://youtu.be/ZJkiCdOV9U4">Instruction Video on the Global Search Feature for TAAs</a></li> <li><a href="https://youtu.be/-pRsJx30JBA">Instruction Video on PSA reporting</a></li> <li><a href="https://youtu.be/aJORFrtZsIk" target="_blank">Instruction Video on TAA reporting</a></li> </ul> <p> </p> </div> </div> <p> </p> <p> </p> </div></div></div> </div> </div> </div> </div> </div> </div> </div> <div id="sidebar" class="column"> </div> </div></div> <div id="footer"> <div class="section"> <div class="footer-bottom"> <nav aria-label="Footer Navigation" class="footer--navigation"> <ul> <li><a href="/cdn-cgi/l/email-protection#e08f9392898e868fa095839386ce858495">Contact Us</a></li> <li><a href="https://www.ucsf.edu/accessibility-resources">Accessibility</a></li> <li><a href="https://www.ucsf.edu/website-privacy-policy">Privacy Policy</a></li> <li><a href="https://websites.ucsf.edu/website-terms-use">Terms of Use </a></li> <li><a href="https://websites.ucsf.edu/azlist">A-Z Website List</a></li> </ul> </nav> <div class="footer--copyright"> <p>© 2024 The Regents of the University of California</p> </div> </div> </div> </div> </div> </div> <script data-cfasync="false" src="/cdn-cgi/scripts/5c5dd728/cloudflare-static/email-decode.min.js"></script><script type="text/javascript"> /*<![CDATA[*/ (function() { var sz = document.createElement('script'); sz.type = 'text/javascript'; sz.async = true; sz.src = '//siteimproveanalytics.com/js/siteanalyze_8343.js'; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(sz, s); })(); /*]]>*/ </script> </body> </html>