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 provides 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.
| 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 their name and that the PI Approval is being delegated due to their 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 Advance Reviewers that an Advance is waiting for approval | Department Reviewer node status updates to “In Progress” | Advance 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” | Advance 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) | Adavance 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 | Advance 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 Advance Reviewers that the Advance is resubmitted and requires re-approval | Department Review node status updates to “In Progress” and had a previous outcome of “Approved” | Advance Reviewers |
