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Upcoming Training Sessions

Attend an open Zoom session with Research Services:

Date Time
Wednesday, March 27 11 - 12 p.m.
2 - 4 p.m.
Thursday, March 28 1 - 2 p.m.
3 - 4 p.m.
Tuesday, April 2 - Friday, April 5 1 - 2 p.m
Tuesdays: April 9 - April 30 2 - 3 p.m.
Note: Tuesdays only

Zoom Link: https://sfu.zoom.us/j/6088872229  

Past Training Sessions


Kuali Training

For Principal Investigators (PIs) and Administrators on the implementation of Kuali to replace manual signature sheets with an electronic workflow, as of March 2024.
 

Log In to Proposal Development

 

Kuali Research Training for Special Use Cases

When: March 20th from 11am – 12pm 
 

This training session to demonstrates some unique use cases:

  • Submitting requests for non-funded agreements like nondisclosure (NDA), data access (DAA), memorandum of understanding (MOU),  material transfer (MTA)
  • Submitting requests for sending money to co-applicants from SFU (sub out request)
  • Process for Contacts Approval Memo (CAM)
  • Submitting requests for contracts and agreements that did not require proposal submission to sponsor.
  • Other questions regarding process not addressed so far in training.

Event Recording - passcode: *j@EY^

Presentation Slides

 
In-system Training for Approvers (faculty members who are chairs, directors, deans, associate-deans, research, and their reviewers or delegates)

  • January 23, 2024 - Video (Passcode: KRy?Pf)
  • January 31, 2024 - Video (Passcode: 6fq04Q)

 

In-system Training for PIs

  • January 23, 2024 - Video (Passcode: 2W=qy*)
  • January 31, 2024 - Video (Passcode: up0$Kf)

 

New Signature Sheet Training Session for PIs

 

Internal Signature Sheet Approval Workflow Session

 

Training on Research Finance for administrators

  • Financial Compliance Training - June 29, 2023 - Slides | Video
  • Enhanced project costing refresher - May 31, 2023 - Slides | Video
  • Payroll appointment form (PAF) changes training January 25, 2022 - Recorded training session (video)

 

Supplementary materials


Kuali Training

For PIs and Administrators are on the implementation of Kuali to replace manual signature sheets with an electronic workflow as of March 2024

Kuali Research Training Guide - Proposal Development (.pdf)

Kuali Research Training Guide - Approval Workflow (.pdf)

 

Training on Research Finance for administrators

PAF Training Slide Deck (.pdf)

PAF EX. Hourly-fixed - 2proj - sub (.pdf)

PAF EX. Hourly-varied-1 proj (.pdf)

PAF EX. Salaried - 1proj (.pdf)

PAF EX. Salaried - 2proj split (.pdf)

PAF EX.- Funding Change Only (.pdf)

Encumbrance examples (.xlsx)