Overview

How to update Principal Investigators and Co-Investigators in the Kuali Research Award module. This is an administrative amendment that does not have a Time and Money component.

Steps To Take

1. In the Kuali Research Award under the Award tab, navigate to the Details & Dates section

2. Enter the amendment number into the Modification ID field

• • If there is not an amendment number, enter Admin Amd into the field

3. Navigate to the Contacts tab

4. In the Key Personnel and Credit Split section delete the Principal Investigator by clicking delete under the Actions column

5. Add a new Principal Investigator

• Click the magnifying glass to the right of the field
• Enter the new PI's information into the search criteria field(s) and click search
• Click Return Value next to the PI's name
• Select a Project Role for the PI in the Project Role drop down field
• In the Actions column, click add

6. At the bottom center of the screen, click Save

7. Navigate to the Comments, Notes, & Attachments tab

8. In the Attachments section, add the NOA / Agreement (this can be done before or after Conflict of Interest is notified)

• In the Attachment Type drop down select NOA / Agreement 
• In the Description field, type PI Change 
• In the File Name field click Choose File and upload the NOA / Agreement file
• In the Actions column, click add 

7. Notify Conflict of Interest (COI) if the new PI needs to disclose

• If you are not sure if the PI needs to disclose, notify Conflict of Interest

10. If Conflict of Interest approves, navigate to the Award Actions tab and click submit

11. Notify Office of Post Award Financial Services (OPAFS) of the Principal Investigator amendment on the award.