Certain actions in Cayuse SP trigger email notifications to the Proposal Creator, PI, unit 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.
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.
Here is a list of events that trigger emails in Cayuse SP, and what templates are used:
| ACTION/TRIGGER | TEMPLATE TYPE | DEFAULT RECIPIENTS |
| Submitted for routing |
Submitted - Regulatory Compliance _____________________________________________ Submitted - Proposal _____________________________________________ Submitted - PI Certification _____________________________________________ Authorization Request - Unit |
None _____________________________________________ Proposal Creator _____________________________________________ Lead PI, PIs _____________________________________________ IPF Approvers |
| Ready for next unit | Authorization Request - Unit | IPF Approvers |
| Unit rejects proposal |
Rejection - Owner _____________________________________________ Rejection - PI |
Proposal Creator _____________________________________________ Lead PI |
| All units approved |
Routing Finished - Owner _____________________________________________ Routing Finished - PI OSR |
Proposal Creator _____________________________________________ Lead PI |
| Proposal approved by admin office |
Approval by Admin Office - Owner _____________________________________________ Approval by Admin Office - PI |
Proposal Creator _____________________________________________ Lead PI |
| Proposal submitted to sponsor | Submitted -Sponsor | Lead PI, PIs |
| Proposal not funded | Not Funded - Lead PI and Creator | Proposal Creator, Lead PI |
| Account is set up (Active) | Account Notification | Research Account Manager, PIs |
| Account is set up (Preliminary) | Account Notification Preliminary | Research Account Manager, PIs |
| Temp account is set up (Preliminary) | Account Notification Preliminary | Research Account Manager, PIs |
| Account is set up (Set-Up in Progress) | Notification to Set Up Account | PIs |
| Temp Account is set up (Set-Up in Progress) | Notification to Set Up Account | PIs |
| Pre-Award Spending Request submitted and ready for unit approval | Per-Award Spending - Authorization Request 1 | Pre-Award Spending Approver (Unit) |
| Pre-Award Spending Request approved by unit and ready for school approval. | Pre-Award Spending -Authorization Request 2 | Pre-Award Spending Approver (School) |
| Pre-Award Spending Request rejected by unit or school | Pre-Award Spending - Rejection | Submitter, Pre-Award Spending Approver (Unit) |