{"id":4663,"date":"2021-09-28T09:11:02","date_gmt":"2021-09-28T15:11:02","guid":{"rendered":"https:\/\/www.research.colostate.edu\/osp\/?p=4663"},"modified":"2021-09-28T09:11:02","modified_gmt":"2021-09-28T15:11:02","slug":"kr-pd-approver-roles-refresher","status":"publish","type":"post","link":"https:\/\/www.research.colostate.edu\/osp\/2021\/09\/28\/kr-pd-approver-roles-refresher\/","title":{"rendered":"KR PD Approver Roles Refresher"},"content":{"rendered":"

\"CSU\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/p>\n

Approval is an important and required step in the routing process of a Kuali Research Proposal Development record. In addition to the approvals of the key personnel, CSU requires approval by authorized department and college representatives. Some departments also require proposal pre-approval by a business official.<\/p>\n

KR PD Approver Roles:<\/b><\/u><\/p>\n

Department Pre-Approver<\/b><\/p>\n

This is an optional role. It is up to the department to decide if a Pre-Approver is beneficial to their business process. If a Pre-Approver is designated, there will be one additional step in proposal routing. Department pre-approval and Principal Investigator approval happen concurrently before the department approval step.<\/p>\n

Department Approver<\/b><\/p>\n

Approves the KR PD record on behalf of their unit\/department included in the proposal record.<\/p>\n

College Approver<\/b><\/p>\n

Approves the KR PD record on behalf of\u00a0their college included in the proposal record.<\/p>\n

\u2022 It is important to keep OSP informed of Approver changes by using the Kuali Research Role Request form. If a designated Approver leaves the department, college or university and the role assignment is not updated, this will cause a delay in the KR PD routing process.<\/p>\n

\u2022 Recommended practice is to have more than one of each Approver type to prevent delays in the routing process.\u00a0<\/p>\n

\u2022 Only one Approver at each level needs to approve, not every person designated as an Approver for a department or college.<\/p>\n

\u2022 Only the proposal lead unit\u2019s pre-approver (if applicable) is included in the routing.\u00a0\u00a0<\/p>\n

\u2022 By default, the routing for a proposal includes department and college approvers for all the units represented by the people included as PI and Co-I. Unit approvers for the Key Personnel \u2018key person\u2019 role must be manually activated in that person\u2019s Unit Details section.<\/p>\n

To request a KR PD Approver role:<\/u><\/b><\/p>\n

KR PD role requests use the Kuali Build app.\u00a0<\/p>\n

The link to open a new request is on the OSP website Forms page, in the KR PD Roles section:\u00a0<\/p>\n

\u00a0\"\"<\/p>\n

The form requires the requestor to enter a department or college contact for approval \u2013 this should be a supervisor, department administrator, college business officer, or Kuali Research stakeholder who understands the work that the requestor needs to do in the KR PD module.\u00a0<\/p>\n

When completing the KR role request form for any Approver role, the Unit Viewer role should also be selected: KC-PD: Viewer (5010). This role allows the Approver to open\/view the proposal record in any status.<\/p>\n

Once all approvals for the request are complete, OSP will add the requested roles in the Kuali Person record for the Research application.<\/p>\n

This Tuesday Tech Tip is brought to you by Andy Reynolds, eRA Specialist, Office of Sponsored Programs<\/i><\/p>\n

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Approval is an important and required step in the routing process of a Kuali Research Proposal Development record. In addition to the approvals of the key personnel, CSU requires approval by authorized department and college representatives. Some departments also require proposal pre-approval by a business official. KR PD Approver Roles: Department Pre-Approver This is an […]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[57],"tags":[],"class_list":["post-4663","post","type-post","status-publish","format-standard","hentry","category-best-practices"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/posts\/4663","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/comments?post=4663"}],"version-history":[{"count":0,"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/posts\/4663\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/media?parent=4663"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/categories?post=4663"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.research.colostate.edu\/osp\/wp-json\/wp\/v2\/tags?post=4663"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}