Tag Archives: MOD

February 22, 2024 SAGE Suite Release Notes


Award Setup Requests

Help Text Added for Supporting Attachments

Award Setup Requests (ASRs) now provide the following guidance in the Supporting Attachments section: “Please upload all attachments that support your request. Common examples of supporting attachments include correspondence with the sponsor, compliance protocols or approvals, agreement documents and notices of award, and copies of reports.

Award Setup Requests (OSP & GCA only)

Budget Amounts Display by Workday Ledger, Object Class, and Spend Category

OSP and GCA can now see a breakdown of the ASR’s linked budget amounts by the categories needed for Workday plan setup. The amounts are aggregated by Ledger, Object Class, and Spend Category for each award line and period. This feature allows GCA to more easily enter the amounts needed for the Workday plan, and supports the end of February budget integration release by allowing GCA to preview the amounts that will flow to Workday.

This view is also intended to be made available to campus via SAGE in the future.
award setup request workday ledger, object class, spend category

Budget Data Toggle

In the ASR budget section, OSP and GCA can now customize their view of budget data by toggling Object Class Details and Award Line Details on or off. Whichever setting is applied in the Budget and Award Lines section is also displayed in the Review section.

award setup request budget expand, collapse, and customize details view buttons

Modification Requests

Start/End Date Labels and Help Text Updates

The Modification Request Form labels in the General Information section have been updated to clarify the dates GCA is requesting.

  • Current Authorized Spending Start/End Date has been updated to Award Line(s) / Budget Period Start/End Date

Below the dates, the following help text displays for further clarification: “If the sponsor requires financial reports/invoices per budget period, provide the funded period’s start date for new Award Line(s) to be set up in Workday. For a single report/invoice at the end of all budget periods, use the Award Setup Request start date that established the award unless your department/unit prefers new annual Award Line(s) and SAGE Budget periods.

SAGE Budget

SAGE Budget Alert & Validation for 03-62 (subaward) Line Entries

As an added reminder, SAGE Budget now displays an alert that the 03-62 (subaward) line entry is for the proposal budget only. Additionally, Award Setup Requests that include 03-62 as a line entry will be blocked from submission, and users will be reminded to instead create a subaward worksheet.

Fix: “Do Not Round” budget setting resulting in unexpected rounding

An issue has been fixed where the “Do Not Round” with 0 decimals setting selection was rounding up instead of truncating at the decimal level set by the users.

Fix: Some employee benefits not defaulting for staff entries

An issue has been fixed where some employee benefits were not defaulting in the SAGE Budget personnel section, due to the change from Job Classification to Job Family within Workday. The employee selection now pulls from the new Workday Job Family values.

SAGE Central: Admin Actions (OSP)

Fix: Cost Center changes resulting in multiple codes displayed

An issue has been fixed where changes to the Cost Center Code in an Admin Action were saving multiple times, causing an unexpected display of information.

Fix: Incorrect sponsor saved on add/change

An issue has been fixed where the incorrect sponsor displayed in the Admin Action after changing or adding a sponsor.

Performance Improvements

Error handling improvements

The SAGE team continues to review error logs and address issues that create additional load on the system.

Use this section to easily upload any additional attachments relevant to your award.

The instructions read: “Please upload all attachments that support your request. Common examples of supporting attachments include correspondence with the sponsor, compliance protocols or approvals, agreement documents and notices of award, and copies of reports.”

You can select one or more files, and then drag and drop them or use the Browse for Files link. You can add attachments while your Award Setup Request is in Composing status.

The following image shows the section you use to upload attachments:

awards supporting attachments add files section

Once you have uploaded an attachment, you will see several columns:

  • File Name – the name of your file
  • Type – select a value from the menu as shown below – this is a required field
    • Agreement Documents
    • Cost Share Addendum
    • Internal (UW) Document
    • Correspondence with Sponsor
    • Non Financial Report
  • Description – enter a brief description of the file – this is a required field
  • Attached On – displays the date and time the document was uploaded

Note: The maximum file size is 100MB. A message of “Can’t upload—file exceeds 100MB limit” will display if your file exceeds that size.

The attachments will display in reverse chronological order of their most recent version.

The following image shows a newly uploaded file, with the Type menu expanded and a red exclamation alert for the missing Description:

Awards supporting attachments with one file and Type drop-down list

Selecting the blue caret (>) to the left of the file name will expand the row. Information about the version of the attachment will display, along with a Version Comment field. The following image shows an expanded entry:

supporting attachments example with version comment

Attachments can be downloaded from the Award.

While your Award Setup Request is in Composing status, you can delete an attachment by selecting the blue trash can icon at the far right. This opens a confirmation dialog window, as shown below:

Awards delete attachment dialog window

To cancel the process, select the blue X in the upper right, the Cancel button, or simply click outside of the dialog window.

In this section, select all of the modification categories that apply. When you select a category, additional fields display.

The categories are:

  • Funding & budgeting changes
    • SAGE Budget modifications
  • Schedule changes
    • Extensions and other award schedule modifications
  • Programmatic changes
    • Personnel, location, payment, work scope, or non-fiscal compliance modifications
  • Other changes
    • Cost center or restriction release modifications
  • End of award changes
    • Early termination and relinquishment modifications

For instructions on which modification categories to use, see the UW Research website page Award Changes.

The following image shows the category list, without any selections made:

General Information Modification Details Category List

For all change categories, the additional fields are:

  • Sponsor Award Number
  • Sponsor Modification Number
  • The sponsor has a deadline for accepting the award (toggle), with the instructions: Use only when the sponsor has specified a required date to receive the signed award by to provide funding. Documentation from the sponsor will be needed to make this request.
    • Selecting the toggle displays the Deadline for Accepting Award Date field

If you select the Funding & budgeting changes category, the following fields display:

  • Current Authorized Spending Start Date
  • Current Authorized Spending End Date
  • Modification Application, with the instructions: Add another application (eCG1) if there is a proposal submission process for a Non-Competing Continuation, Supplement, or Revision.
  • Modification Sponsor Total for All Spending Periods
    • Note: this is the new award total as identified by the sponsor.

If you select the Schedule changes category, the following fields display:

  • Award Line(s) / Budget Period Start Date
  • Award Line(s) / Budget Period End Date

The following image shows all the additional fields:

modification general information section fields

SAGE Awards allows campus preparers to request modifications to their awards.

A modification refers to any change to the award record.

Use a modification to:

  • Make a change in scope of work (change in direction, aims, objectives, purpose)
  • Provide additional compliance requirements not in an earlier eGC1, such as animal or human subjects or cost share
  • Identify additional funding, including when award exceeds 25% or more of the original eGC1 amount
  • Provide non-SNAP Research Performance Progress Reports (RPPRs) or other progress reports requiring institutional submission by OSP

For more detailed information on the data to include, see:

Select each of the following for information about the Modification Request Header and Navigation:

Modification Request Header Elements

The header contains the following information:

  • “Back to list” blue arrow, on the far left
  • New Modification Request default title
  • Request ID: Prefix “MOD” with unique 5-digit number
  • Award Application (eGC1) with link to open
  • Award Activity: Associated award number from Workday Finance
  • Request Status (OSP Setup, OSP Assigned, Processed, etc.)
  • “More actions” menu with drop-down list showing “Add comment” and ”Delete request” (options vary)

The following image shows a Modification Request header:

modification request header

“More Actions” Menu

The menu choices vary depending on the status of the Modification Request.

Status Menu Choices
  • Add comment
  • Delete request
  • Add comment
  • Delete request
  • Add Comment
  • Delete request (Note: appears only if OSP has not approved)

The following image shows the menu choices:

more actions menu with delete request option

Add Comment

The option to add a comment always displays, as shown in the following image:

SAGE Modification More Actions menu

Select “Add comment” to include a comment in the Comments & History section.

The following image shows the Add Comment window. Enter your comment, then select Add Comment.

more actions add comment dialog

Modification Request Form Sections

On the left side of the page is the Navigation Menu, divided into two parts.

From the top part, you can access the Form Sections. The section being displayed will be highlighted. Select any section name to navigate to that section.

Select each of the following for more information:

Below the Form Sections are links to Awards Approvals, Awards Access & Roles, and Awards Comments & History.

The following image shows the Navigation Menu, with the General Information section highlighted. A section with a checkmark indicates it is complete.

SAGE Modifications Form Sections

Previous and Next Section Buttons for Navigation

At the bottom of each section a button for the Previous Section and the Next Section will appear, as appropriate.

previous and next section buttons


Note: Modification Requests can be created by anyone with “owner” or “can edit” access on the processed Award Setup Request for the Award being modified.

  • For converted awards, the eGC1 “owner” or key personnel with “read/write” privileges can create a Modification Request since there is no Award Setup Request.

Select the Awards tab, and then select the Create a Request link. It opens a menu with the following choices:

  • Award Setup Request
  • Modification Request (OSP/GCA)
    • Involvement needed from OSP and GCA
  • Modification Request (GCA)
    • Only GCA needs to review

The following image shows the expanded Create a Request menu:

create a request menu expanded

Select the appropriate modification:

  • Use Modification Request (OSP/GCA) for all changes that require sponsor approval, an authorized official signature, or review from the Office of Sponsored Programs (OSP).
  • Use Modification Request (GCA) for requests that do not need OSP review and can be submitted directly to Grant & Contract Accounting (GCA).

Additional resources to help clarify which modification type to select:

Note: If you select Modification Request (GCA) when the request needs to be reviewed by both GCA and OSP, GCA will return the Modification Request to you and you will need to delete the request and start over.

Once you select the modification type, a Create Modification Request dialog window displays. Search for, and then select, the award associated with the modification request. You must have read/write access to the processed Award Setup Request to create a modification to the award.

Search for the award you want to modify by its Workday Award ID, for example: AWD-11111

create a modification request dialog window

A new Modification Request will display with the status of Composing.

OSP and GCA can apply and remove holds from an Award Setup Request or a Modification Request.

A hold can be placed for a variety of reasons and applied when the Award Setup Request or the Modification Request is in any of the following statuses:

  • OSP Setup
  • OSP Assigned
  • Returned
  • GCA Workday setup

Types of Holds

The following manual holds and compliance checks may be applied to your Award Setup Request or Modification Request:

  • General Hold
  • Export Control Hold
  • IACUC Approval Hold
  • IRB Approval Hold
  • Campus Input Required
  • Sponsor Input Required
  • GCA/OSP Coordination Required

Knowing a Hold has been Placed

Once a Hold is applied to your Award Setup Request or  Modification Request, near the top of the page, the following text will display in a blue font color (on all pages):

“Holds or compliance checks are in process. View the Comments & History section for more information.”

The following image shows an example of this text:

Awards Campus Holds message





More detailed information is displayed in the Comments & History section of the Award Setup Request or a Modification Request.

The following image shows an example of an added hold:

Awards Campus Holds listed in Comments and History section



November 9, 2023 SAGE Suite Release Notes



Award Lookup Now Used for Subaward Setup

Subaward requests can now be submitted using SAGE. With the transition to Workday, subawards are now associated with Awards, rather than Funding Actions (FAs). To set up a new subaward, users will search and select their award, and the eGC1 data will default based on the award selected.

subaward request award lookup buttonsubaward request award lookup resultssubaward request award details

Funding Action (FA) Validation and Lookup Removed

Since subawards are now associated with awards, the subaward FA lookup is no longer active or needed, and the validation has been removed. For legacy subawards, the FA fields will continue to display for reference.
subaward request details with F A data

Holds on Award Setup (ASR) and Modification (MOD) Requests

OSP and GCA Can Apply Holds to ASRs and MODs

OSP and GCA can now set and remove holds on ASR and MOD Requests. A new Holds section is available in the left navigation. After saving holds, an entry will display in the Comments & History section of the ASR/MOD.
A S R and MOD holds section

History of Holds Added to Comments & History Section

Campus, OSP, and GCA can view the history of holds activity on the Comments and History section of the ASR or MOD request.
holds data in comments and history section

Holds Banner Displays on ASR and MOD Requests

When holds are applied to an ASR or MOD request, users will now see a banner at the top of the request, alerting them to the hold. The campus banner will be informational only, and highlighted in blue. The OSP and GCA banner will be red, and indicate any action that may be needed before moving the item forward in the workflow.

Campus banner
SAGE holds banner

OSP & GCA banner
SAGE Central holds banner

Required Fields on Award and Budget Setup

Required Fields on SAGE Budget Worksheets

The SAGE Budget worksheet settings have been updated to show an asterisk next to fields that are required for ASR and MOD requests. These fields support the Workday award data needs.
sage budget worksheet settings required fields

In the SAGE Budget Salary and Benefit Costs section, additional help text has been added to remind campus that a person must be entered with the Principal Investigator role to provide the necessary grant PI data to Workday for award setup.
additional heop text for principal investigator requirement

Required Fields on Award Setup Requests

Required fields on the Award Setup Request now display an asterisk next to the field label. When the user clicks in a required field and navigates away, additional red highlighting will draw their attention back to the fields required.
award setup request required fields example

Miscellaneous Maintenance

eGC1 Status Updated to “Awarded” When Awards Are Processed

When awards are set up in Workday and the award setup request is marked as “Processed” in SAGE, the associated eGC1 status will now change from “Approved” to “Awarded.”

OSP Ability to Change the Linked eGC1 on Award Setup Requests

When OSP initiates an ASR and while it is in “OSP Setup” status, OSP can now change the linked eGC1 if an error has been made, prior to sending the ASR to campus. OSP will need to refresh the “Access & Roles” section after changing the eGC1 to see updated eGC1 data.

Modification Start and End Dates Display for Schedule Changes

On Modification Requests, when users select the Schedule Changes category, the “Current Authorized Spending Start Date” and “Current Authorized Spending End Date” fields will be visible and enabled for users to enter the dates. Existing MOD requests already processed with the Schedule Changes category will display the date fields without any dates populated.

Removal of Deny Reason for Requests

An issue was preventing the deny reason on requests from saving properly. Until a full fix can be completed, in the interim, the deny reason field has been removed and OSP or GCA will now enter the reason as a comment instead. The denial reason field will be added back into a future release.

Advance Extension Requests No Longer Show Former Budget Numbers

The former budget numbers no longer display for users on new Advance Extension Requests.

Award Request List Default Set to 25 Rows for OSP and GCA

In order to improve performance and reduce load on systems, the defulat setting of the Award Request List for OSP and GCA will initially show 25 rows instead of 50 rows. Users can still set it to up to 50 rows if needed, for now, but with dome deteriorated performance expected.

Fix: Truncated Comments on Requests with URLs

ASR and MOD request comments with URLs in them now show proper alignment without truncation.

Fix: SAGE Budget Personnel Side Panel Freezes

The SAGE Budget TBD personnel entry has been updated to prevent side panel freezing when users clicked out of fields quickly, prior to SAGE saving the data.

Update: Missing PI Validation Message on Award Setup Requests

The language used on the Award Setup Request Review and Submit page when the SAGE Budget worksheet PI is missing has been updated to direct users back to SAGE Budget to add a worksheet PI.

Fix: Cannot download previous version of attachments on Requests

Users can now select the current or prior version of attachments on ASRs, MOD, and Advance requests.

Fix: Animal Use Protocols Not Always Saving Country Data

An issue with the saving of “Country” data when a new institution was added to Animal Use protocols on the eGC1 has been fixed.

Temporary Change: Advance Tasklist “Processed” Filter Deactivated

Due to performance issues, we have temporarily deactivated the “Processed” status filter on the SAGE Advance Tasklist. While we work on improvements, this temporary solution will protect system performance and mitigate risk. In the meantime, if campus users need to locate a processed advance, they should use Advanced Search and search by either the Advance number or the eGC1 number to find an item.

Please note that SAGE Central filters will not change, but we recommend avoiding filtering for all “Processed” advances until we patch the issue next week.

User Interface Design Component Updates

A required Angular Material version upgrade has been completed, which has slight impacts to the SAGE user interface. The design changes of note include the following:

SAGE Budget, Advances, and Awards Sections: Excess table spacing has been reduced, small font sizes have been increased, and all capital letters on buttons and table headers have been removed to improve readability and accessibility.

SAGE Budget Icons: Subaward and Fabrication worksheet icons have been updated in the left navigation and the Budget Summary section within the Other Costs table. The More Actions menu (three dots) has been replaced with a Delete Worksheet button for Internal, Subaward, and Fabrication worksheets in the left navigation.

user interface design components example

The Comments & History section displays entries for events in the award request process. You can also add a comment at any time. The entries display in reverse chronological order, so the most recent one is first.

The following image shows an example of this page for a fully processed award.

Example of the Comments & History section on a processed award.

The table columns are:

  • Action Taken: Event that created the entry; described in a table below
  • Timestamp: Date and time of the event
  • Name: User whose action triggered the event or who manually added a comment
  • Comment: Text of the comment, either system-generated or user-entered

Note: not all actions have comments. For those entries, a dash (-) will appear in the Comment column.

You can manually add a comment by selecting the Add Comment button above the table, as shown in the following image.

add comment button next to Comments and History heading

A dialog window will display. As you start entering your comment, the Add Comment button in the lower right corner of the window will be enabled. Select it to save your comment.

You can only delete your own manually added comments. To remove the comment, select the trash can icon to the right of the comment in the table it.

You can also add a comment from anywhere within the Award Setup Request by selecting the “more actions” (3 vertical dots) icon at the far left of the header, and choosing Add Comment.

more actions menu with add comment link

Event Entries

The system will add an entry for the events described in the following table. The “comment type” column indicates if there will be any comment text, and if so, whether it is system-generated or user-entered.

History Event Event Trigger Comment Type
Created request Clicking “Select” button next to eGC1 (none)
Submitted for routing Clicking “Submit & Route” button on Review & Submit page System-generated
Resubmitted for routing Clicking “Submit & Re-Route” button on Review & Submit page after a return User-entered and required
Approved Clicking “Approve” button on Request Summary page of routing Award Setup Request or Modification Request (none)
Returned Clicking “Return Request” button in return modal of Award Setup or Modification Request User-entered and required
Withdrawn Clicking “Withdraw” button (none)
Added ad hoc approver Clicking “Add ad hoc Approver” button in add approver modal User-entered and optional
Removed ad hoc approver Clicking “Remove Approver” button on the ad hoc approver’s workflow graph node User-entered and optional
Commented Clicking “Add Comment” button on the Comments & History page, or by selecting “Add Comment” from the “more actions” menu in the advance header User-entered and required (to complete process)


The Approvals section of the Award Setup Request displays the units and individuals that will need to approve it. The section appears for all award statuses and can be used to check the approval progress.

The approval flow reads from top to bottom. Some approver cards may be grouped, and can be approved in any order. When the award has been submitted for routing, and reviewers are approving it, the card statuses and color will update to show the award’s progress. When all of the approvals are done, and GCA has completed their steps, the Processed card will also change to green.

Review Approving Awards for details on the approval flow, and Awards Email Notifications for details on emails sent.