Does the aggregator need to exit proposal before the PI can go in to do the certification or COI disclosure?
No, because the link in the certification notification does not send the recipient to the KC Proposal but to a separate Certification Questionnaire. Completed certifications will update even if the aggregator has a lock on the KC Proposal. COI Disclosures are in Coeus Lite, not in the KC proposal.
Will an aggregator be able to see that a PI has completed their certification?
Yes, if completed, you will see next to PI/co-I/Key Person’s name, "Certification Completed and Answered By ________ - mm/dd/yyyy hh:mm)"
Do PI’s need to know the proposal number in order to access certification or COI?
The notification email link will bring them directly to the correct screen in Kuali Coeus for certification. At the end of the Certification questions, they will be prompted with a link to the COI site if a full COI is required. If they leave the COI module and have to reenter, they can go in again through “MyCOI” where they choose from a list. The PI would then need to know which one to choose.