Within Cayuse SP, you can create events and reminders to notify personnel of due dates and to track work. Events can be created beneath the Events tab on the Project, Proposal, Subcontract, and Award Administration screens. You can also create events within the Events section of Cayuse SP.
Event Reminders and Emails
When an Event is created, SP sends out email reminders about the due date for the Event at regular intervals. Email reminders are sent 60, 30, and 10 days before the due date, as well as the day before the due date, and on the due date.
Creating an Event
- In the menu, click on Events, and then click on Create Event.
- A dialog box will open. Fill in the event fields to create your Event, and then click Add Event.
Event Fields
- Type: Choose what your event is about. If you choose Proposal, Project, Subcontract, or one of the Award types, these events will be listed beneath the Events tab within Cayuse SP.
- Title: Type the title of the event. This is generally consistent with the action.
- Event Date: Choose the date your event takes place.
- Due Date: Choose the date your event is due. This is often the same as the date your event takes place.
- Completed Date: If your event is closed, you can choose the date that the event was completed on.
- Status: This is generally set to Open upon creation, but you can also choose On Hold, In Progress, or Closed.
- PI: Choose the principal investigator connected with the event.
- Unit: Choose the unit (not inbox) connected with the event.
- Organization: Choose the sponsor connected with the event.
- Assign To: This is the inbox that the event notifications will go to.
- Description: Here, you can provide additional details as to what the event entails. This may be instructions as to what the assignee needs to complete.