Notes

Each type of record in Cayuse SP has a Notes tab on the main Administration screen. In Proposals and Subcontracts, this is represented by an icon of a text note, orange in the proposal () and green () in the subcontract.

Notes allow you to add comments while reviewing the record and view comments previously added. To add a new note, enter text in the box and click Add Note. Previously-added notes display below. Click the text link under Note to see the full note. Notes also display who entered them and when they were entered.

Notes appear both on the record they are entered on, and on related records higher in the record hierarchy. Proposal notes appear at the Proposal, Project, and Award levels. Award notes appear on the Award and Project, and Project notes only on the Project. At each level, you will see what area the notes are from.

By default, Notes are visible to the Central Admin Office and to members of the Research Team and departmental administrators. If you want to create a note for internal Admin Office purposes, click All Parties under the Access column, uncheck the box for All Parties and click Update. You'll see that the note is now listed as Admin Office only.

Notes cannot be deleted or edited.