Overview
This article demonstrates two approaches to finding PD records in Kuali Research.
Critical Concepts
Search results may vary depending on users' Kuali Research roles and permissions. Sponsored Project Officers can view search results from all units while Management Service Officers, Department Business Officers, and Research Administrators can all run reports for the unit(s) they are associated with.
The easiest way to locate a PD record is through searching by the appropriate PD number. Alternatively, in the event that the PD number is unavailable, an optimal approach is to search by the proposal's confirmed criteria (Ex. PI and Sponsor). Directions for both of these approaches can be found below.
Searching by PD Number
| 1 | Log into Kuali Research and click on Research Home. | |
| 2 | Click on the Common Tasks icon to the upper left side of the screen. | |
| 3 | Click on Search Proposals. | |
| 4 | Enter the PD number in the Proposal Number field. | |
| 5 | Scroll down and click Search. | |
| 6 | Scroll down to find your Search Results. |
Searching by PI and Sponsor
| 1 | Log into Kuali Research and click on Research Home. | |
| 2 | Click on the Common Tasks icon to the upper left side of the screen. | |
| 3 | Click on Search Proposals. | |
| 4 | Click on the Magnifying Glass icon next to the Principle Investigator field. A new window will pop up. | |
| 5 |
Enter the PI's first and last name in the appropriate fields, being sure to include an asterisk before and after each term (Ex: *Smith*). Alternatively, this search can be performed by entering the PI's UCSD email address. Click Search. | |
| 6 | Select your PI. | |
| 7 |
Click on the Magnifying Glass icon next to the Sponsor field. A new window will pop up. | |
| 8 |
Enter the sponsor's name into the corresponding field. As with the PI search, be sure to include an asterisk before and after the search phrase. Click Search. | |
| 9 |
The search results will now populate. Select the appropriate sponsor. | |
| 10 |
Click Search and scroll down to find your search results and match it by looking for the appropriate award title. Alternatively, the award title can also be included in the search criteria. To do this, enter a selection of a few distinctive terms taken from the agreement's award title and enter them into the Project Title field with an asterisk on either end of the search phrase. |
If you still have questions or need additional assistance, submit a ticket or call the UCSD Kuali Research Help Desk at (858) 534-9979