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Requesting Access to Kuali Research

Learn how to request access to Kuali Research.

All users who had EPD access have access to Kuali Research. If you are a new user who did not have access to EPD, please request access via the UC San Diego Support & Services Research Portal

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Step-By-Step Instructions

1. In the UC San Diego Support & Services Research Portal, select 'Kuali Research Access Request'

step 1

2. Complete the Kuali Research Access Request form and select 'Submit'

step 2

Role Definitions

  • Central Office Award Analyst: Can create Proposal Development (PD) records in any unit. Can view/edit any PD record in any unit. Can create and edit Address Book entries. Can view/edit any Institutional Proposal (IP) record. Can create/edit Negotiations. Can view Awards, Award Attachments, Time & Money Documents, Award Budgets, Negotiations and Subawards. Can release record locks for any record. Can submit PD records to sponsor. This role is suitable for central office Contract & Grant Officers and Compliance Analysts who are responsible for reviewing, approving, submitting and maintaining research agreements on behalf of UCSD. Can create/edit Awards, Award Attachments, Time & Money Documents, Award Budgets, Negotiations and Subawards. Can bypass required approvers for any PD record that is in workflow routing. Can create/edit Organizations. This role is suitable for central office personnel responsible for creating and maintaining awarded research agreements, obligating funds, posting awards to the financial system, closeouts, accounting, budgeting and allocations such as the Compliance Analysts, OCGA Award Services Team and OPAFS Accountants.

  • Central Office Proposal Analyst: Can create Proposal Development (PD) records in any unit. Can view/edit any PD record in any unit. Can create and edit Address Book entries. Can view/edit any Institutional Proposal (IP) record. Can create/edit Negotiations. Can view Awards, Award Attachments, Time & Money Documents, Award Budgets, Negotiations and Subawards. Can release record locks for any record. Can submit PD records to sponsor. This role is suitable for central office Contract & Grant Officers and Compliance Analysts who are responsible for reviewing, approving, submitting and maintaining research agreements on behalf of UCSD. Can bypass required approvers for any PD record that is in workflow routing. May NOT create/edit Awards.12
  • Central Office Viewer: Can view any Proposal Development (PD) record in any unit. Can view Institutional Proposal (IP) records in any unit. Can view Awards, Award Attachments, Time & Money Documents, Negotiations, Subawards and Award Budgets in any unit. May NOT create or edit records. This role is suitable for university administrators responsible for running/maintaining the university and who can be trusted not to disclose sensitive information to unauthorized parties.
  • Central Office UCSD Proposal Approver: Person who is responsible for reviewing, approving and submitting an individual Proposal Development (PD) record to the sponsor. For contracts and other miscellaneous research agreements, this is the person who is responsible for reviewing and approving the proposed research agreement developed and submitted in the PD system.
  • Department Academic Approver:  Primary departmental approver for Proposal Development (PD) records that require departmental review and approval by the Academic Approver or unit head. The approver can view any PD record that must be approved by the unit head before it can be submitted to the sponsor. This role is suitable for academic unit heads such as Department Chairs, Organized Research Unit Directors or Deans.
  • Department Academic Approver Alternate: Alternate departmental approver for Proposal Development (PD) records that require departmental review and approval by the Academic Approver or unit head. The approver can view any PD record that must be approved by the unit head before it can be submitted to the sponsor. This role is suitable for assistant or associate unit heads such as Vice Chairs, Assistant Organized Research Unit Directors, Associate Organized Research Unit Directors or Associate Deans.  A user assigned this role can approve a PD record on behalf of the Academic Approver or unit head.
  • Department Administrative Approver: Primary departmental approver for Proposal Development (PD) records that require departmental review and approval by the Academic Approver or unit head. The approver can view any PD record that must be approved by the Academic Approver. This role is suitable for the administrative heads of academic units such as Management Services Officers, Department Business Officers or Chief Administrative Officers.
  • Department Administrative Approver Alternate: Alternate departmental approver for Proposal Development (PD) records that require departmental review and approval by the Academic Approver or unit head. The approver can view any PD record that must be approved by the Academic Approver. This role is suitable for assistant administrative unit heads such as Assistant Management Services Officers, Assistant Department Business Officers or Assistant Chief Administrative Officers. A user assigned this role can approve a PD record on behalf of the Administrative Approver.
  • Department Proposal Viewer: Can view any Proposal Development (PD) records owned by the unit specified in the Group name. Can view Institutional Proposal (IP) records, Awards, Award attachments, Time & Money Documents and Award Budgets where the lead unit group name is the lead unit of that proposal. May NOT view PD or IP records created by other users in ANY UNIT unless user is also assigned the PI role on that record. This role is suitable for Unit Heads / Chairs and Administrative Officers who are responsible for running/maintaining this department.
  • Department Proposal Creator: Can create Proposal Development (PD) records owned by the unit specified in the Group name. Can ONLY view and edit PD records created by this user. Can submit PD records for review and approval that were created by this user. May NOT view PD or IP records created by other users in ANY UNIT including their own, unless the user is also assigned the PI role on that record. This role is suitable for Principal Investigators and other researchers who wish to create and submit their own research proposals.
  • Department Research Administrator: Can create Proposal Development (PD) records owned by the unit specified in the Group name. Can ONLY view/edit PD records where the lead unit group name is the lead unit of that proposal. Can create and edit Address Book entries. Can view Institutional Proposal (IP), Award, Award attachments, Time & Money Documents and Award Budgets where the lead unit group name is the lead unit of that proposal. May NOT view PD or IP records created by other users in ANY UNIT unless user is also assigned the PI role on that records. This role is suitable for Research Administrators who support multiple researchers in this department.

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