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Toolbars – Icon Cheat Sheet
Main Toolbar
The Coeus Main toolbar, located below the menu bar, is consistent in every module of Coeus.
Icon Action Icon Action
Maintain Inbox - Inbox contains
Maintain Users - Opens User Maintenance,
messages regarding routing and
where you can see who has access to Coeus.
approval or notifications.
Maintain Unit Hierarchy - Opens the Unit
Maintain Awards - This module
Hierarchy, where you can browse the
is not used.
complete list of departments.
Maintain Institute Proposals -
Protocol - This module is not used.
This module is not used.
Maintain Proposal Development-
Opens the Proposal Schedule - This module is not used.
Development module.
Maintain Rolodex – Stores
contact information for external Committee - This module is not used.
people.
Maintain Sponsor - This module Protocol Submission - This module is not
is not used. used.
Maintain Subcontracts - This Cascade View – allows you to cascade
module is not used. multiple windows.
Maintain Negotiations - This Tile Horizontal View - allows you to
module is not used. horizontally tile multiple windows.
Maintain Business Rules - Opens
Business Rules, which are used Tile Vertical View - allows you to vertically
to define default paths for tile multiple windows.
routing and approval.
Maintain Maps - Opens Map
Layer View – allows you to layer multiple
Maintenance, which is also used
windows.
for routing and approval.
Maintain Personnel - Opens
Person Maintenance, where you Exit – exits you from Coeus.
can see who is in the system.
Coeus 4.1.1 - Johns Hopkins
Second Row Function Icons
Within each module you will find a second row toolbar that contains icons that will perform pertinent functions
within a given module. Below is a description of the second row icons for the modules in use.
User Maintenance Icons:
Icon Action Icon Action
Add a new user – add a user to Save – saves entered data.
the system.
User details – view the roles Close – closes the user maintenance module.
assigned to a user.
Role Rights – displays what the Create Role – allows the creation of a new type of
role allows you to do. role. This functionality is used by ORIS.
Reset Password – allows Modify Role – allows adjustments to the
administrator to reset password parameters of an existing role. This functionality is
used by ORIS.
Search for Users – searches for
users in the system.
Personnel Maintenance Icons:
Icon Action Icon Action
Add Module - Move module down one row
Delete Module - Upload Attachment -
Display person details – displays
information for personnel that
may be associated with the
proposal. This includes degree
Save – saves entered data.
information, Organizational,
Personal, Contact Information,
and other Miscellaneous
information.
Show educational qualifications
Close – closes the person window.
of the selected person
Move module up one row
Coeus 4.1.1 - Johns Hopkins
Rolodex Maintenance Icons:
Icon Action Icon Action
Add a new Rolodex entry System Administrator Only
Edit a Rolodex entry Sort the Rolodex entry in the displayed list
Display Rolodex entry in view-
Search for a Rolodex entry
only mode
Save the Rolodex data to a spreadsheet, text file, or
Delete a Rolodex Entry
database file
Copy a Rolodex Entry to create a
Close the Rolodex window
new one
Proposal Development Search Icons:
Icon Action Icon Action
Add a new proposal – start a new
Medusa - This is not used.
proposal record.
Modify selected proposal – edit Sort proposals - Use this to sort the results
an existing proposal. list.
Display selected proposal –
Search for proposal - Opens the search box
opens the selected proposal in
for the proposal development module.
display mode.
Copy a Proposal – makes a new Save as - Use this to export the results list to
copy of the selected proposal. Excel.
Notepad - Opens the notepad for
the selected proposal, where you Close - Closes the Proposal Development list
can add or view any general window.
comments on that proposal.
Coeus 4.1.1 - Johns Hopkins
Proposal Detail Module Icons:
Icon Action Icon Action
Next Proposal – Displays the
next proposal in progress or
waiting for approvals for the
Proposal Roles Maintenance - Opens the
same investigator. Available if
Proposal Roles window, where you can
you are in DISPLAY mode and
specify who has access to view or change this
have multiple proposal
proposal.
development records in your
Proposal Development search
results list.
Previous Proposal – Displays
the previous proposal in
progress or waiting for
approvals for the same Proposal Abstracts - Opens the abstracts
investigator. Available if you window, where you can add text descriptions
are in DISPLAY mode and have for a variety of topics.
multiple proposal development
records in your Proposal
Development search results list.
Approve Proposal – Sends the
proposal to the next level of the Proposal Persons - Opens a list of everyone on
approval mapping. Available the proposal: investigators and key personnel.
only to “Approvers”.
Notepad - Opens the notepad for the selected
Submit Proposal for Approval -
proposal, where you can add or view any
- Initiates routing and approval.
general comments on that proposal.
Select Approval Map - Allows
you to choose a direct routing Medusa - This is not used.
map to apply.
Send Proposal Notification -
Sends a message to a specified Print – prints proposal on sponsored forms (if
user, which they will receive in available).
their Coeus inbox.
Proposal Narrative -Opens the
narrative section, where you can
Save – saves proposal.
view and upload any electronic
files relating to the proposal.
Proposal Budget - Opens the
budget selection window, where
Send Mail Notification -
you can create or view budgets
for this proposal.
Yes No Questions - Opens the
Close – closes the proposal details window.
Yes/No Questions box.
Coeus 4.1.1 - Johns Hopkins
Narrative Module Icons:
Icon Action Icon Action
Add module – add a new module
Move module down one row
to this proposal.
Modify module – edit an
Upload Attachment -
existing module in this proposal.
Delete module – deletes a
Save – saves narratives.
module from the proposal.
Move module up one row Close – closes the proposal narrative window.
Proposal Budget Module Icons:
Icon Action Icon Action
Add Line Item - Creates a new Maintain Rates for Proposal -Opens the rate
blank line item in the selected maintenance window where you can fine-tune the
period. rates applied for the budget.
Budget Persons -Opens the list of available people
Modify Line Item Details -
on this budget. This list will be automatically
Opens a detail window for the
populated for you on new budgets based on the
selected line item for
people in the investigator and key persons tab on
modifications.
the proposal.
Delete Line Item - Deletes the Customize View - Allows you to switch the way
selected line item in the selected line item details are displayed in the budget
period. window.
Personnel Budget for Line Item -
Opens the personnel budget info
screen for the selected line item, Save - Saves the budget.
if the line item is an S&W cost
element.
Calculate Budget - Applies all
automated calculations and Close - Closes the budget window.
refreshes the budget window
Generate All Periods - Takes
your period 1 details and applies
across outlying periods, applying
all necessary inflation rate
calculations. This cannot be
undone once you save the
budget.
Coeus 4.1.1 - Johns Hopkins
Coeus Inbox Icons:
Icon Action Icon Action
Delete the selected message –
Modify the selected proposal – opens the selected
deletes the highlighted
proposal in edit mode.
notification.
Change the status – moves the
Display the selected proposal – opens the selected
notification from unresolved to
proposal in display mode.
resolved and vice versa.
Refresh the view – refreshes the
Close – closes the inbox.
screen.
Notepad Icons:
Icon Action Icon Action
Add new row – adds a new line
Save – saves the comments to the proposal.
for comments.
Send Proposal Notification -
Sends a message to a specified
Close – closes the notepad.
user, which they will receive in
their Coeus inbox.
Approve Proposal:
Icon Action Icon Action
Approve Proposal - Opens the proposal approval
Next Proposal – move to next
window. We will not use this until we are using
proposal.
routing and approval in Coeus.
Previous Proposal – move to
previous proposal.
Coeus 4.1.1 - Johns Hopkins
