Centralized Agreement Contact Tracking and Approval System (CACTAS)

CACTAS is available for Department users via single sign-on at MyAccess. This tool enables Department users to check the status of award activities, identify the analyst assigned to the action, view compliance requirements, and access documents uploaded to the CACTAS folder, among other features. 

On Wednesday, November 17th, 2021, the CACTAS and PSA/TAA platforms were updated to the new Salesforce user interface called “Lightning.”  The new Lightning interface offers a streamlined, modern look and enables new enhancements.  

 

Access

To request access, email the following information to [email protected] with the subject line "Request for CACTAS Access":

  1. Name
  2. Email Address
  3. Employee ID Number
  4. Access Requested (e.g. CACTAS Read-Only, PSA Requestor, PSA Read-Only, TAA Read-Only, TAA Requestor, etc.

Principal Investigator Access: 

When a PI is added to the Principal Investigator field, that individual will automatically be given read-only access in CACTAS.  Their access will be restricted to only those records where they are listed as the PI.  NO NEED TO REQUEST ACCESS. 

 

CACTAS Platform 

CACTAS Release Notes for 5/11/2023 - New release includes PI view access, more ways to view/download files, new task list on home page and more. 

CACTAS Release Notes for 12/16/2024 - New release includes additional date tracking fields, and updates to the Intake Forms and Documentations for IT Security and Restricted Party Screening 

Demo Recording for Release Notes 12/16/2024

Training Guide about the new CACTAS Enhancements including the following descriptions:

1.      New Headings and Columns
2.      New Search Functionality
3.      Additional Fields for reporting purposes
4.      New Business Validations
5.      In-App Training Resource link 

CACTAS Training Courses 

CACTAS Training Material for OSR Staff (Restricted Access)

Additional Training Materials:

 

PSA/TAA Platform