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Toolbars – Icon Cheat Sheet

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Toolbars – Icon Cheat Sheet Powered By Docstoc
					                                                                                  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

				
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