Tag Archives: Preparer

May 2015 SAGE Maintenance Release

New Features

Grant Runner: Update Detailed Budget Roles to Free Text

On the Grant Runner detailed budget forms (project and subaward budgets) the key persons role type has been converted from a drop-down list to an open text box, to allow users to enter a wider range of other roles not previously listed. For example, users can now enter “Consortium PI” on the subaward budgets, or any other role type necessary.

Grant Runner: Round budget indirect totals to whole number

NIH Guidelines ask for detailed budget figures to be entered as whole dollars. In the indirect cost section of the detailed budget, where the total was automatically calculated based on rates and base amounts, cents were included without allowing users the ability to change the figure to a whole number. With this update, the indirect cost totals on the project and subaward detailed budgets and the modular budget forms will be rounded to the nearest whole dollar.

Provide visibility to missing investigator emails (201633)

In order to ensure attention is drawn to situations where an investigator may not receive a disclosure notification email, due to a missing email address, the PI & Personnel page of the eGC1 is being updated to display available email addresses.  The available email address will display for everyone listed on the PI & Personnel page, and when one isn’t available a message of “Email Address Unlisted” will display in its place.

In addition, if a disclosure notification fails to send to an investigator due to no email address being available, then the eGC1 Preparer will be sent an email they can forward to the investigator.

Require Email and Phone Number for eGC1 Preparer (206089)

In order to ensure that eGC1 preparers receive key email notifications generated from SAGE and SPAERC, including the newly added email above which forwards disclosure notifications when investigators cannot be reached by email, the Preparer’s phone number and email address are now required on the eGC1.

Fixes

PI entry erroneously cleared

Under certain circumstances during the updating of a PI on the eGC1, the entry was not saving correctly, resulting in the PI entry being blanked out and at times causing an error that the user could not resolve. This fix corrects the issue, allowing PI changes to be saved appropriately.

FCOI JIT Email Update

The primary contacts on the eGC1 will now only receive the FCOI JIT email once, rather than anytime the contacts listed on the eGC1 change.

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When you create an eGC1, you are automatically named as the eGC1 Preparer. Approvers may contact you during the review process, and OSP and/or GCA staff following the awarding of funds.

To select a different preparer, click the Change the eGC1 Preparer? link beneath the preparer information to open the Personnel Chooser. Search for and select the new person.

When you choose to change yourself as the preparer, a warning message will appear. If the change you are making removes your last access to this item, once you confirm the change, the tasklist will display.

Removing Access Dialog

The information displayed for the preparer is:

  • Name and Employee ID
  • Selected unit: the name and organization code number of the contact’s unit for the appointment selected. This is automatically displayed by SAGE.
  • Title: the contact’s title from the directory. This field is editable.
  • Phone: the contact’s phone number from the directory. This field is editable and is required.
  • Email: the contact’s email address from the directory. This field is editable and is required.

April 2012 SAGE Release

New Features

  • Budget and eGC1 Preparers, formerly known as Creators, may be updated by anyone with Read/Write access. This allows you control who gets notifications for an eGC1.
  • Users can enter or update access information once, and it will display on the centralized access page shared by both an eGC1 and its connected SAGE Budget.
  • Users with global edit access for an eGC1 will also have read/write access to the connected budget.

Fixes

  • A validation message will be displayed if a user attempts to add a person a second time on the eGC1 PI and Personnel page.
  • All new approval snapshots will be in PDF format; the HTML option has been removed.
  • Personnel from older eGC1s who showed up as duplicate owners will now be displayed once.
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When you create a budget, you are automatically named the role of Budget Preparer. Approvers may contact you during the review process, and OSP and/or GCA staff following the awarding of funds.

  • To select a different preparer, click the Change the Budget Preparer? link beneath the preparer information to open the personnel chooser.
  • Enter the Name or UW NetID for the person you want to add, and click Search.
  • Click on the desired person’s name to select her or him and return to the Access page.

When you choose to change yourself as the preparer, a warning message will appear. If the change you are making removes your last access to this item, once you confirm the change, the tasklist will display.

loss of access pop-up

The information displayed for the preparer is:

  • Name and Employee ID
  • Selected unit: the name and organization code number of the contact’s unit for the appointment selected. This is automatically displayed by SAGE.
  • Title: the contact’s title from the directory. This field is editable.
  • Phone: the contact’s title from the directory. This field is editable.
  • Email: the contact’s title from the directory. This field is editable.