Frequently Asked Questions (FAQs)
Q: What is Streamlyne?
A: Streamlyne replaced Cayuse as UNM’s electronic research administration system.
Streamlyne is used for:
- Proposals for external funding (Pre-Award, Proposal Development Module)
- Awards management (Post-Award, Awards Module)
- Unfunded agreements (Quick Proposal Module)
- Review of human subjects’ research (IRB Module)
- Conflict of Interest in Research disclosures (Conflict of Interest Module)
Streamlyne is NOT used for:
- Internal funding proposals and limited competitions, which should be submitted in InfoReady Review
- Review of animal research. See https://hsc.unm.edu/research/compliance/oacc.html
Q: Why did UNM switching from Cayuse to Streamlyne?
A: While changing to a new electronic administration system is a major endeavor, Cayuse was scheduled for a new implementation that would have been equivalent to implementing an entirely new system. In light of this, a diverse group of UNM Cayuse users gathered input on system features that would benefit our community, created a Request for Proposals, and carried out a thorough review of available systems. The review committee determined Streamlyne to be the best system to meet our needs, and the IT Governance Council approved entering a contract to implement Streamlyne. We are confident that the resulting improvements will benefit all members of our research community.
Q: Which campuses are supported by Streamlyne?
A: Streamlyne will support research administration on UNM’s Main Campus, as well as the branch campuses (Valencia, Taos, Gallup, Los Alamos). Health Sciences Campus will not be affected by this change and will continue to use Click.
Q: Does Streamlyne support submissions to Grants.gov?
A: Yes. Streamlyne includes full system-to-system integration for Grants.gov, such that materials need to be uploaded only once (in Streamlyne).
Q: How do I learn how to use Streamlyne?
A: A variety of training materials are available on our Streamlyne Resources page. Researchers are also encouraged to seek assistance from the Faculty Research Development Office (FRDO). The FRDO can assist researchers at any stage of proposal development, including submission of proposals in Streamlyne. Virtual Office Hours are also available for users who require support while working in the application.
Q: What is UNM’s process for external funding proposal submissions?
A: The Office of Sponsored Projects (OSP) has a variety of useful information, forms, and tools to assist researchers in proposal submission. Please also review the Proposal Submission Checklist for the steps needed for successful submission.
Q: What can I do if my personal information is incorrect?
A: Streamlyne receives personnel information via a nightly feed from Banner. If your information is incorrect, you may be able to update it using the Demographic Self-Service Application. Some changes may require you to visit UNM Human Resources.
Q: How do I allow someone else to view or edit my proposal?
A: Additional users may be added to a proposal record in the Permissions tab. For more information: How to Edit Proposal Permissions.
Q: How do I approve a proposal submission?
A: Submissions requiring approvals will appear in the Streamlyne Action List with the APP flag. To approve the submission, open the proposal and click the Approve button, which is available in either the Proposal Summary or Proposal Actions sections. For more information: How to Approve a Proposal.
Q: What information is required to be completed in Streamlyne to submit a funding proposal?
A: When creating a new proposal, two template options are available:
- S2S (Grants.gov) – proposals to be submitted in Grants.gov. All proposal work takes place in Streamlyne, including all attachments required by the Sponsor and a detailed budget.
- All Others – not to be submitted in Grants.gov. Includes NSF, non-federal sponsors, and subawards. Submission of required materials will take place outside of Streamlyne in the Sponsor’s portal. Streamlyne record includes basic information on the project, budget worksheets/justifications, and data related to compliance requirements.
Letters of intent, preproposals, white papers, unfunded agreements can be submitted using the Quick Proposal option available on the Main Menu.
Q: How do I know if my proposal is a Grants.gov submission?
A: Grants.gov is the required submission portal for many federal agencies, including the NIH, DOE, HHS, Dept. of Education, AFRL, EPA, NEH, NEA. Streamlyne includes system-to-system integration with Grants.gov, meaning that users create a single record that fulfills both Sponsor and UNM requirements and submission is made through Streamlyne.
- Review your program solicitation to determine whether Grants.gov submission is required
- A list of current funding solicitations is available on the Grants.gov website
- We do not recommend submission of National Science Foundations grants using Grants.gov. For NSF, create a submission record in Grants.gov and create an internal record in Streamlyne using the “All Others” template.
Q: My department/unit is not available as an option in the Lead Unit field. How do I fix this?
A: If the correct unit is not listed, you may request that it be added here. Please note that once a Lead Unit is saved on a proposal, it cannot be changed unless you copy the proposal to a new record.
Q: How can I change the Lead Unit on a proposal?
A: Once the Lead Unit is saved on a proposal, it cannot be edited. To change the Lead Unit, you must copy the proposal to create a new record with the correct unit. For more information: How to Change Lead Unit on a Proposal.
Q: How can I add a New Sponsor in Streamlyne?
A: First, double-check the availability of the Sponsor in the search by using wildcard search terms for keywords, e.g., *Education*. If not found, complete a new sponsor request. New sponsors must be validated by the Office of Sponsored Projects before a proposal can be submitted.
Q: How can I add a New Subaward Organization in Streamlyne?
A: Subawardees are identified using the search function in the panel labeled “Organizations, Performance Sites & Collaborators”, subpanel “Collaborators & Subrecipients”. If the organization is not found in the search, try using wildcard search terms for keywords, e.g., *Sandia*. If not found, complete a new subawardee request. New subaward organizations must be validated by the Office of Sponsored Projects before a proposal can be submitted.
Q: How can I add a new Performance Site or External Person in Streamlyne?
A: Performance sites or external personnel may be added using the Address Book. Once added, these entries are available for use immediately and will remain available for future proposals. For more information: How to Add a Person or Site to the Address Book.
Q: My proposal is locked by another user. What can I do?
A: Only one user may work in a proposal at a given time. That user must click the red Close button in order to unlock the record. The proposal will not close automatically if the browser window is close. If a record is locked, the original user may remove the lock by reopening the proposal and clicking the Close button. If the original user cannot be contacted, OSP (email@example.com) can remove the proposal lock.
Q: What budget documentation is required in Streamlyne?
A: The required budget documentation depends on whether you are using Streamlyne to submit a proposal into Grants.gov or using Streamlyne only for review of a proposal that will be submitted using an external system.
- gov submissions. A line item budget is required to be completed using Streamlyne’s Budget Versions tool. Subaward budgets are uploaded within the Budget Actions section. For more information: Full Detailed Budgets for S2S Submissions
- All other submissions. Use the UNM Budget worksheet to create your budget. Create a budget using the Budget Versions tool and enter only the budget Parameters (e.g., applicable F&A rate) and totals of direct costs, indirect costs, total costs, and cost sharing (if applicable) per budget period. For more information: Budget Overview
- ALL submissions. Use the Internal Attachments section to upload a budget worksheet, budget justification, and any additional documentation related to subawards, cost sharing, F&A, salary exceptions, vendor quotes, etc.
Q: How do I enter a budget with a reduced F&A rate?
A: To apply using the federally negotiated Off Campus F&A rate, select Off Campus in the Budget Parameters section in the panel labeled “Budget Overview”.
To use any other non-standard rate, use the Comments field in the Budget Overview to indicate the correct rate. For Grants.gov submissions, navigate to the Rates section and use the “Applicable Rate” field to override the default institutional rate.
Note that any use of a reduced rate requires approval if not mandated by the Sponsor. Please consult the “On-Off Campus Rate Determination” memo and attach a signed F&A Reduction Request Form in the Attachments & Notes section of Streamlyne.
For more information refer to the Budget Overview or Full Detailed Budgets for S2S Submissions.
Q: How do I turn on/off salary inflation?
A: By default, Streamlyne’s budget tool will calculate 3% inflation on all salaries at the turn of the fiscal year (Jul 1) resulting in a prorated calculation.
You may turn off salary inflation in two ways:
- Navigate to the Rates section of the Budget module and enter 0% as the applicable rate(s) for all relevant budget years. This will turn off inflation for all salaries.
- Underneath the line items for personnel in the Personnel Details panel, click the Details “Show” button and uncheck the box labeled “Apply Inflation?” This turns inflation off only for the category of personnel selected.
For more information refer to Full Detailed Budgets for S2S Submissions.
Q: Why is the salary calculated in Streamlyne higher than expected?
A: There may be two reasons:
- Streamlyne calculates salary inflations at the start of the fiscal year (Jul 1). If your budget period overlaps two fiscal years, the inflation will be prorated accordingly. Any fringe benefits that change by fiscal year will also be prorated.
- The salary calculation is based on the % effort and the period of performance, defined by the Start and End Date entered in the Personnel Detail panel. If the period of performance is 12 months, the budget tool assumes 100% effort would include salary for all 12 months of effort. Accordingly, one month of effort = 1/12 (8.3333% effort) regardless of whether someone has a 9-month or 12-month appointment.
- g., to calculate a one-month salary equivalent to 1/9th, use any of the following methods
- (End Date – Start Date) = 12 months, % Effort = 8.3333%
- (End Date – Start Date) = 9 months, % Effort = 11.1111%
- g., to calculate a one-month salary equivalent to 1/9th, use any of the following methods
- (End Date – Start Date) = 1 month, % Effort = 100%
For more information on salary calculations, refer to Full Detailed Budgets for S2S Submissions.
Q: How do I add an unnamed person to the budget?
A: To add unnamed students, postdocs, or other personnel, use the “To Be Named” search function in the Project Personnel panel. Search by a job category (e.g., *student*) or simply click Search with no search terms to see a list of all available options. Select one or more ‘names’ for the applicable personnel.
For more information, refer to Full Detailed Budgets for S2S Submissions.
Q: Why is Streamlyne running slowly?
A: If you are experiencing unusual lag times between pages, this may be because you have turned on Streamlyne’s Data Validation tool (located in the Proposal Actions tab). When active, this will check the entire proposal for errors every time the proposal is saved. We recommend leaving Data Validation off while you work.