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Unit

 

The Unit menu  is accessed by clicking the Unit menu tab that is located in the header area(horizontal main menu bar) regardless of currently-accessed KC screen.  Clicking on the Unit menu tab causes it to become highlighted (to indicate it is the tab that is currently displayed) and at the same time causes its content (menu groups) to appear in the forefront of the browser window.

It displays the following six groups (boxes labeled with red text), each of which contains convenient access to functions that are commonly-performed by Unit users:

Figure 95 Unit Menu

The sections that follow describe each of the six groups on the Unit menu.  The table that follows provides a quick summary of each group, and also serves as table of contents for this menu that allows you to quickly navigate to each group subtopic.

Table 30 Unit Menu - Group Descriptions

Group (linked to topic)

Brief Description

Pre-Award

Create new or lookup existing Proposal Development, Proposal Log, and Institutional Proposal documents.

Post-Award

Look up and then open existing Award documents to view and/or edit them.

note.png  Central Admin users have the additional ability to create new Award documents.

Pre-Submission Compliance

Allows you to create new or lookup existing protocols, for example, those involving Human Participants, by way of taking you to a new, blank Protocol document, or taking you to a Protocol document lookup screen that allows you to search for and access existing Protocol documents.

Post-Submission Compliance

Create new (or search for / then access existing) Committee documents;  look up protocol submissions;  look up Committee Schedules.

Quicklinks

Look up pessimistic locks on documents;  search for Grants.gov opportunities; use the Rolodex and Sponsor Lookup screens; change your password;  search for existing Keyword codes / descriptions (or create new, if authorized).

Workflow

Access the Workflow Preferences screen to customize your Action List;  view Routing Reports by rule template / document type / effective date;  access the Rule Lookup screen;  view Routing & Identity Management Document Type Hierarchies.

Subtopics:

Pre-Award

Post-Award

Pre-Submission Compliance

Post-Submission Compliance

Quicklinks

Workflow