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    Integrating with Cayuse

    To enable Cayuse integration with Pivot-RP, contact Pivot-RP Support (pivot.support@proquest.com). Once enabled, a link to the Cayuse Configuration Settings page appears in the Admin Dashboard (Admin > Tools > Cayuse Configuration > Set Cayuse URL and Preferences).

     

    admin_dashboard_with_cayuse_option_highlighted.png

    When enabled by Ex Libris, you can integrate Pivot-RP with Cayuse 424 or Cayuse SP to enable mutual customers to start grant proposals in Cayuse. You configure this integration on the Cayuse Configuration Settings page (Admin > Tools > Cayuse Configuration > Set Cayuse URL and Preferences).

    cayuse_configuration_settings.png

    Cayuse Configuration Settings

    Configure the following options and select Save.

    • Whether to enable configuration for all users (default) or only for administrators.

    • The Cayuse product, 424 or SP.

    • The Cayuse URL shortname – See the on-screen example for help with this option.

    After configuring Cayuse, the link Start Cayuse Proposal appears on funding opportunity details pages.

    funding_details_with_cayuse_highlighted.png

    Funding Details

    Select the link to start a proposal. For a federal U.S. funding opportunity, you are directed to a grants.gov workflow in Cayuse. Otherwise, you are directed to a Cayuse workflow to create a new proposal.

    You may be prompted to authenticate to Cayuse.


    • Article last edited: 17-Sep-2018
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