Kuali Research Training

Please note that we will be upgrading Kuali Research in the coming month. A blackout period is expected to occur between August 4 - 9th, 2026 during which Kuali Research will be unavailable. If possible, open proposals should be completed and pushed through to approvals by July 26th, 2026.

Kuali Research is a cloud-based platform customized for SFU processes. The system provides Faculty and Administrators real-time visibility into the status of proposals within their purview. Review workflows are managed directly within the system.

Access Kuali Research

Kuali Documents

Creating & Managing Proposals

Creating a simple pre-award submission (Video - 10 min; Instructions)
Creating a VPR Travel Grant submission (Instructions)
Creating a SSHRC Small Explore submission (Instructions)
Copying a Proposal (Video - 2.5 min; Instructions)
Making Changes to your Proposal (Instructions)
Finding your Proposal (Video - 2.5 min; Instructions)
Data Dictionary for Kuali Reports and Queries

Approving Proposals

Approver Self-Serve Role Mgmt

Approving a Proposal (Video - 8.5 min; Instructions)
Approver Role Management (Video - 4 min; Instructions)
Turn on Notifications (Instructions)

Special Use Cases

Contract Approval Memos: for information on reviewing and approving Contract Approval Memos (CAMs), please refer to this document
Sub-out requests: please use the sub-out request form in Kuali Build https://sfu.kualibuildca.com/build/space/all-apps
Non-funded agreements (Non-Disclosure - NDA, Data Access - DAA, Memorandum of Understanding - MOU, Material transfer - MTA): for information on the specifics for the proposal fields for non-funded agreements, please refer to this document

Additional Materials

Kuali Research Training Guide - Proposal Development
Full in-system training #1 (80 min Zoom meeting capture)
Full in-system training #2 (45 min Zoom capture)
Approver training #1 (50 min Zoom capture)
Approver training #2 (50 min Zoom capture)

Researcher Resources