Advance Reviewer Email Notifications

This page describes the email notifications sent during the approval process for advance budget requests.

The Advance SFI & FCOI Notifications article describes the email notifications initiated by the advance preparer from the advance’s SFI & FCOI page, and the automatically generated emails to the Office of Research SFI Compliance Officers.

The Notification of Processed Budget Requests article provides information about other advance related email notifications. The SAGE Suite Email Notifications article provide information about other system emails.

Who is Notified When and Why

SAGE sends a number of email notifications during the routing and approval process. The table below lists each notification type, the condition that generates the email, and the recipients. SAGE generally sends emails to the person’s UW NetID address.

Use the link in the Email column to see an example of the email.

Email Purpose Sent When Sent To
Advance PI Approval Required To alert the PI that an Advance is waiting for approval PI Review node status updates to “In Progress” PI, cc: Advance Preparer(s)
Delegation of PI Approval of Advance To alert the PI an Advance is being submitted in his/her name and that the PI Approval is being delegated due to his/her absence or inability to approve. PI Delegation is selected on “Submit & Route” page PI, cc: Advance Preparer(s)
Advance Approval Required of Dept. Reviewer To alert the dept reviewers that an Advance is waiting for approval Dept. Reviewer node status updates to “In Progress” Department Reviewers
Advance Approval Required of Ad Hoc Reviewer To alert an ad hoc Approver that an Advance is waiting for approval Ad-Hoc Reviewer node updates to “in Progress” Department Reviewers
Advance Request Submitted for Renewal Award To notify Advance Reviewers that an advance request has been submitted for a renewal award. “Submit & Route” selected for an advance (type=renewal) Department Reviewers
Advance Budget Extension Request Submitted To notify Advance Reviewers that an extension request for an advance has been submitted. Select “Extend” for an advance on the My Advances page Department Reviewers
Advance Request Returned by Reviewer or GCA To alert the Advance preparer of the need to modify Advance data “Return Request” selected Advance Preparer(s)
PI Re-Approval Required for Re-Submitted Advance Request To notify the PI that the Advance is resubmitted and requires re-approval PI Review node status updates to “In Progress” and had a previous outcome of “Approved” PI, cc: Advance Preparer(s)
Dept Reviewer Re-Approval Required for Re-Submitted Advance Request To notify Dept Reviewers that the Advance is resubmitted and requires re-approval Dept Review node status updates to “In Progress” and had a previous outcome of “Approved” Department Reviewers
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