Email Admin

Certain actions in Cayuse SP trigger email notifications to the Proposal Creator, PI, Departmental Administrators, and other individuals. System administrators use Email Admin to configure the body of email templates and to define which people should receive a particular notification.

There are four categories of email templates:

  • Proposals: Routing requests and notifications
  • Accounts: Award account setup notifications
  • Temp Accounts: Award temp account setup notifications
  • Pre-Award Spending: Pre-Award Spending certification requests

Use the Template Area drop-down menu to sort the email templates by category.

The email templates can be extensively customized, and the names of the templates in your application may have been changed. If you are having trouble identifying the templates, check the Template Type column, which cannot be edited and will be similar to the original Template Name. If you are still having issues, please contact a local administrator or Support.

Below is a list of activities that trigger an email:

Action/Trigger Template Type Default Recipient(s)
Submitted for routing Submitted - Regulatory Compliance (None)
  Submitted - Proposal Proposal Creator
  Submitted - PI Certification Lead PI, PIs
  Authorization Request - Department IPF Approvers
Ready for next department Authorization Request - Department IPF Approvers
Department rejects Rejection - Owner Proposal Creator
  Rejection - PI Lead PI
All departments approved Routing Finished - Owner Proposal Creator
  Routing Finished - PI OSR Lead PI
"Proposal Approved" Approval by Admin Office - Owner Proposal Creator
  Approval by Admin Office - PI Lead PI
"Submitted to Sponsor" Submitted - Sponsor Lead PI, PIs
"Not Funded" Not Funded - Lead PI and Creator Proposal Creator, Lead PI
Account Set-up Notification (Active Status) Account Notification Research Account Manager, PIs
Account Set-up Notification (Preliminary Status) Account Notification Preliminary Research Account Manager, PIs
Temp Account Set-up Notification (Preliminary Status) Account Notification Preliminary Research Account Manager, PIs
Account Set-up Notification (Set-Up in Progress Status) Notification to Set Up Account PIs
Temp Account Set-up Notification (Set-Up in Progress Status) Notification to Set Up Account PIs
Pre-Award Spending Request submitted; ready for department approval Pre-Award Spending - Authorization Request 1 Pre-Award Spending Approver (Dept.)
Pre-Award Spending Request approved by department; ready for school approval Pre-Award Spending - Authorization Request 2 Pre-Award Spending Approver (School)
Pre-Award Spending Request rejected by department or school Pre-Award Spending - Rejection Submitter, Pre-Award Spending Approver (Dept.)

You can change the content of an email, or change who it's sent to and from.

Account Set-up Notifications, unlike most emails, require a special action to send.