Tag Archives: Award

Connect Budget Breakdown from SAGE Budget

The first portion of the Budget & Awards form section displays the Budget Breakdown from the connected SAGE Budget. It contains the following information:

  • Budget Name
  • Budget Number
  • Open Budget button
  • This opens the connected SAGE Budget in a new browser tab
    • A list of the Period(s) connected with start date and end date.

The following image shows the Connect Budget Breakdown from SAGE Budget portion of the Budget & Award Lines form section, with multiple periods.

Connect Budget Breakdown from SAGE

Award Budget By Period

The Award Budget By Period portion of the Budget & Award Lines form section includes a tab for each period selected, with its description, and an “All Periods” tab on the left if more than one period was selected.

Award Budget by Period

To the right of the section are three buttons:

  • Expand Budget: opens the Award Line Details sections for the entire budget
  • Collapse Budget: closes the Award Line Details sections for the entire budget
  • Customize Details View: allows you to customize your 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.

The following image shows these buttons with the Customize Details View expanded:

awards budget expand collapse and customize buttons

As you scroll down to view the details of your budget, these buttons continue to be visible.

The following image shows an All Periods un-expanded view with one award line:

budget all periods unexpanded view

The first row is the Primary Worksheet.

The first column, Worksheet / Award Line, displays the following information:

  • Worksheet Title
  • F&A Rate
  • Base Type
  • Location
  • Sponsored Program Activity Type

Select the blue caret (>) to the left of the Grant Number to open the Award Line Details section for an individual award line.

The remaining columns display the costs for that category:

  • Total Direct Costs
  • Costs Subject to F&A
  • Total F&A
  • Fees
  • Total Costs

For the All Periods view, there are rows for Budget Total, Sponsor Awarded Total, and Difference. The Difference is between the Budget Total Costs and the Sponsor Awarded Total. For a single Period, there is a Period Total row.

Object Class and Spend Category Details

This section displays when the Expand Budget button is selected. It shows 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.

The following image shows an example of this section:

object class and spend category budget details

Award Line Details

General Information/Terms & Conditions

  • Carryover
  • CFDA Number
  • Cost Center
  • Disposition of Balance
  • Letter of Credit Document ID
  • Line Type
  • Grant Hierarchy
  • Revenue Category
  • Special Conditions
  • Salary Cap
  • Spend Restrictions
  • Sponsored Program Activity Type

F&A Details

  • F&A Cost Rate Type
  • F&A Rate Agreement
  • F&A Explanation

The following image shows the Award Line Details.

Award Line Details section

Edit Award Line Details

Click on the link to open a side panel. From here you can update the values. Clicking in the main section of the page closes the side panel.

The following images show the upper and lower parts of the panel.

Award Line Details in Side Panel - part 1

Award Line Details in Side Panel - part 2

This section lists any additional attachments relevant to the award that were uploaded by the request preparers.

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 a file, then drag and drop it here, or use the Browse for Files link.

The following image shows this section:

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
    • Agreement Documents
    • Cost Share Addendum
    • Internal (UW) Document
    • Correspondence with Sponsor
    • Non Financial Report
  • Description – enter a brief description of the file
  • 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.

This image shows a newly uploaded file, with the Type menu expanded.

Newly uploaded file with the Type menu expanded

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

Expanded Attachment Version Details

Attachments can be downloaded from the Award.

To delete an attachment, select the blue, trash can icon at the far right. This opens a confirmation dialog, as shown below.

Delete Attachment Confirmation

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

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, below the request title
  • 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:

New Modification Request Header

“More Actions” Menu

This menu varies depending on the status of the Modification Request.

Request Status Add Comment Assign Request Delete Request
Composing Yes N/A N/A
OSP Setup Yes Yes Yes
OSP Assigned Yes Yes N/A
GCA Assigned Yes N/A N/A
GCA Workday Setup Yes Yes N/A
Routing Yes N/A N/A
Processed Yes N/A N/A
Returned Yes N/A N/A
Withdrawn N/A N/A N/A
Denied Yes N/A N/A

The following image shows an example of the “More Actions” menu, including the Delete request option:

more actions menu including delete option

Add Comment

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.

add comment dialog

Assign Modification Request

Select “Assign request” to assign the Modification Request to an OSP individual and/or team.

The following images show the Assign Award Setup Request dialog window and a portion of the Select OSP Team menu:

assign award setup request dialog

SAGE Central Select OSP Team menu

The OSP Team choices are:

  • Team A
  • Team B
  • Team C
  • Team D
  • Failover Team
  • Federal Assistance Intake
  • Non-Federal Intake
  • Subcontracts Team

Choose the appropriate assignment and select Reassign Request.

Delete Modification Request

Select “Delete request” to delete the Modification Request.

The following image shows the Delete Modification Request? window.

  • Select Cancel to exit
  • Select Delete Request to permanently remove the request

delete modification request 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.

modification request left navigation menu

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

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

Award Setup Request Header Elements

The header contains the following information:

  • Back to list blue arrow, on the far left
  • New Award Setup Request default title
  • Request ID: Prefix “ASR” with unique 5-digit number, below title
  • Request Application (eGC1) ID with link to open
  • Request Status (OSP Setup, OSP Assigned, Processed, etc.)
    • Note: OSP can make changes only to items in OSP Setup and OSP Assigned status
  • “More actions” menu with drop-down list showing “Add comment” and ”Delete request” (options vary)

The following image shows the Award Setup Request header:

award setup request header

“More Actions” Menu

This menu varies depending on the status of the Award Setup Request.

Request Status Add Comment Change Awarded Application Assign Request Delete Request
Composing Yes N/A N/A N/A
OSP Setup Yes Yes Yes Yes
OSP Assigned Yes N/A Yes N/A
GCA Assigned Yes N/A N/A N/A
GCA Workday Setup Yes N/A Yes N/A
Routing Yes N/A N/A N/A
Processed Yes N/A N/A N/A
Returned Yes N/A N/A N/A
Withdrawn N/A N/A N/A N/A
Denied Yes N/A N/A N/A

The following image shows an example of the “More Actions” menu:

more actions menu

Add Comment

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.

add comment dialog

Change Awarded Application

If the wrong eGC1 was connected to an Award Setup Request:

  • While the Award Setup Request is in OSP Setup status, you can change the eGC1
  • If the Award Setup Request is in OSP Assigned status, you need to return it to the Award Preparer so they can connect the correct eGC1 to the Award Setup Request

Select “Change awarded application” to replace the currently attached application with a different one.

Note: Changing the associated awarded application will update and, in some cases, remove appropriate data in the Award Setup Request.

The following image shows the Change Awarded Application dialog window:

more actions change request application eGC1

The values automatically updated from the newly associated application are:

  • Short Title
  • Full Title
  • Sponsor
  • Bill To Sponsor
  • Originating Sponsor
  • Principal Investigator (PI)

Assign Award Setup Request

Select “Assign request” to assign the Award Setup Request to an OSP individual and/or team.

The following images show the Assign Award Setup Request dialog window and the Select OSP Team menu:

assign award setup request dialog

Select OSP Team menu

The OSP Team choices are:

  • Team A
  • Team B
  • Team C
  • Team D
  • Failover Team
  • Subcontracts Team

Choose the appropriate assignment and select Reassign Request.

Delete Award Setup Request

Note: You can only delete an Award Setup Request when it is in Composing status.

  1. Select “Delete request” to open the Delete Award Setup Request? dialog window.
  2. Select Delete Request to confirm the deletion.

The following image shows the Delete Award Setup Request? dialog window:

delete award setup request dialog

Award Setup 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:

Note: The Fiscal Compliance and Non-Fiscal Compliance form sections are coming soon.

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

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

Award Setup Request left navigation menu

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

The Form Sections that display vary depending on status. The following table lists what sections appear for each status:

User Displays all Form Sections for the following statuses: Displays only the Request Summary, Approvals, Access & Roles, and Comments & History sections for the following statuses:
OSP Staff
  • OSP Setup
  • OSP Assigned
  • Returned (GCA to OSP)
  • Composing
  • Routing
  • GCA Assigned
  • Withdrawn
  • Returned (to Campus)
  • Denied
  • Processed
GCA Staff
  • GCA Assigned
  • GCA Workday Setup
  • OSP Setup
  • Composing
  • Routing
  • OSP Assigned
  • Withdrawn
  • Returned
  • Denied
  • Processed

 

Selecting the View List of Requests link on the landing page opens this list.

The Award Requests page displays Award Setup Requests and Modification Requests in process.

It also allows you to:

For additional information, also see the GCA Award Setup research website page.

Request List Display

The following image shows the header and a few columns and rows of the Award Requests page:

award requests tasklist and search box
For each existing request, the list displays the following information. You can scroll to the right to see all of the columns. Note: The Request ID and Short Title columns are “frozen” so that they always display.

Fields without a value will display an “em” dash (—)

Field Description
Request ID (doesn’t scroll)
  • Unique identifier
  • Select it to open the request
Short Title (doesn’t scroll)
  • Name of the associated application. If an ellipse (“…”) displays, hover your mouse over the text to see the full name
  • Select it to open the request
Request Type Values:

  • Award Setup Request
  • Award Modification
Principal Investigator The principal investigator for the request
Request Application (eGC1) ID eGC1 Application associated with the request
Workday Award ID The Award ID for this request
Request Deadline [Date]
Request Status Values:

  • Composing – newly created by campus, or created by OSP and sent to campus (initially OSP Setup status), but not yet submitted for approval
  • Routing – submitted and routing for approval
  • Withdrawn – withdrawn from Routing by an owner/editor
  • Returned – returned from Routing by an approver
  • Denied – denied by OSP
  • OSP Setup – newly created by OSP, but not yet sent to campus
  • OSP Assigned – an OSP individual and/or team has been assigned to the request
  • GCA Assigned – OSP has approved the request
  • GCA Workday Setup – the data is being entered into Workday
  • Processed – the request is fully processed
Request Status Date Date the status changed, for example: 12/06/2023, 9:42 AM
Request Amount The Sponsor Total Amount for Spending Periods for the request
Sponsor Name Sponsor name for the award
Sponsor Award Number Number assigned by the sponsor
Prime / Originating Sponsor Name Prime / Originating Sponsor Name
Cost Center The associated cost center
OSP Individual Assigned Individual’s name
OSP Team Assigned Team
GCA Individual Assigned Individual’s name
GCA Team Assigned Team
Request Created Date Date and time, for example: 12/01/2023, 5:12 PM

By default, there are ten items listed on a page. If you have more than ten, the system will add pagination links.

Click in the search box to display the Search By menu. Select either Request Application (eGC1) ID or Request ID, then enter your ID value. Press the Enter key or select the search icon (magnifying glass) to start the search. The search looks for matches that start with the characters entered.

The following image shows the search menu options with the default Request ID selected:

award request tasklist search menu

The results display below up to ten items, in order by most recently created. You will see two lines of information for each result:

  • First Line: Short Title or “No Short Title Available”
  • Second Line: Application eGC1 ID |Request ID | PI First Last Name (if available)

The following image show an example result:

award request tasklist search results

Click on the desired item to open it in a new browser tab. The list will include items you have read-only or edit access to.

If no matches are found, the following text displays:

  • No Matches. Try a different search term or choose another option to Search By.

Note: the search icon (magnifying glass) is always enabled. This means you can enter a different value and start a new search at any time.

List Filtering Options

To filter the list of award requests, select Filter List at the upper, right of the page to open the Filter Requests panel. Selecting the Filter List button again, or the X in the upper-right corner, closes the panel. The following image shows the Filter List button:

Award Setup Request Filter List Button

This displays the filtering options of By Award, By Department Center, By Assignment, By Status, and By Request Type. You can select a combination of one or more values from the lists for your filter. A selected value will be highlighted in blue and have a checkmark.

To remove a value from the filter, select it again. To close the filter list, select Filter List a second time or select the X in the upper-right corner.

Once you have chosen all of the desired filter values, select the Apply Filters button to display the tasklist with all those filters applied. The number of results displayed based on your filtering selections will be indicated.

Select the Reset Filters button to remove all filtering. This will leave the Filter List panel open, and will refresh the tasklist to display the full list of requests.

The following image shows the Apply Filters and Reset Filters buttons:

apply filters and reset filters buttons

By Award Section

For the By Award section, enter the Workday Award ID and select the search icon (magnifying glass) on the right. A list of results will display, as shown in the following image:

award search by workday award I D

Select an award from the list and then select Apply Filters to see a list of all items associated with the specific award.

By Department/Center Section

The By Department/Center section is currently limited to Principal Investigator.  Enter the person’s name in the search box. You can enter the name as First Last or as Last, First. Select the person from the results list.

The following image shows this section:

filter by department/center or PI

By Assignment Section

Values for By Assignment are:

  • OSP Unassigned Individual
  • GCA Unassigned Individual
  • Search box for: OSP or GCA Individual Assigned
  • OSP Unassigned Team
  • GCA Unassigned Team
  • Dropdown menu for: OSP or GCA Team Assigned – Select one team
    • None – select to clear the previous choice
    • OSP Teams
      • Failover Team
      • Federal Assistance Intake
      • Non-Federal Intake
      • Subcontracts Team
      • Team A
      • Team B
      • Team C
      • Team D
    • GCA Teams
      • GCA – Award Setup Team – Complex
      • GCA – Award Setup Team – On Hold
      • GCA – Award Setup Team – Simple
      • GCA – Cash Application
      • GCA – Complex Grants Team
      • GCA – Complex Grants Team – On Hold
      • GCA – Compliance
      • GCA – GCA Corresponding with OSP
      • GCA – GCA Shelf
      • GCA – GCA – Closing Team

The following image shows this section of the Filter Requests panel:

By Status and By Request Type Sections

Values for By Status are:

  • Composing
  • Routing
  • GCA Assigned
  • Processed
  • Returned
  • Withdrawn
  • Denied
  • OSP Assigned
  • OSP Setup
  • GCA Workday Setup

When you select Reset Filters, default values will display.

  • For OSP, the values are OSP Setup and OSP Assigned
  • For GCA, the values are GCA Assigned and GCA Workday Setup

Values for By Request Type are:

  • Advance Budget Request
  • Advance Extension
  • Award Setup Request
  • Modification Request

The following image shows the Status and Request type sections of Filter List with some values selected:

filter list status and request type sections

Note for early Releases: You will not be able to save any filter presets. If you select a filter, navigate to a new page, and then return to the Award Request List, those filters will no longer be selected.

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:

General Information Modification Details

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

In addition to these, 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

The following image shows all the additional fields:

General Information Modification additional fields

 

Select each of the following to learn more about the Review & Submit form section:

This page displays a read-only summary of the information entered for each section. Use the blue carets (>) to expand each section and view the data.

By default, the General Information section will be expanded when you open this page. Only one section can be expanded at a time. Clicking to expand a different section will automatically collapse the current one.

Below the sections list are several buttons:

  • Previous Section displays the Supporting Attachments page
  • Deny Request
  • Return Request
  • Approve Request

The following image shows the page with all of the sections collapsed:

Review and Submit sections

Alert Messages

If any required data is missing, an alert message displays.

The following image shows an example alert message concerning a missing Project Type value:

Review and Submit Alert message

Deny Request

To deny a Request, select Deny Request.

  • In the Deny Award Setup Request modal, select the Deny, Notify Campus button
  • Enter the reason for denying the request as a comment in the Comments & History section

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

The following image shows the Deny Award Setup Request dialog window:

dialog window to deny an award setup request

Return Request

To return a Request, select Return Request.

  • In the Return Award Setup Request modal, enter the reason for the return in the text box
  • Once a reason has been entered, you can select the Return Request button
  • An entry will be added to the Comments & History section

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

Return Award Setup Request section and button

Approve Request

To approve a Request, select Approve Request. The status will update to GCA Assigned.

The OSP Reviewer node on the approval flow will display the date approved.

The General Information section contains basic information about your Award Setup Request. Any fields that are required are noted. The sections are:

Award Overview

  • Short Title (from eGC1, required)
  • Full Title (from eGC1)
  • Current Period Start Date (required)
  • Current Period End Date (required)
  • Sponsor Total for Spending Period
  • Estimated Award End Date
  • Project Type (drop-down menu) (required)
    • Contract
    • Cooperative Agreement
    • Grant
    • Other Transaction Authority
  • Sponsored Program Activity Type (required, drop-down menu)
    • OSA: Professional Development Public Service (UW External)
    • OSA: Other Sponsored Activity
    • OSA: IPA/JPA/Staff Assignment
    • OSA: Equipment
    • OSA: Construction
    • OSA: Clinical Trial Non Federal Sponsor (including Industry Sponsored)
    • OR: Research: Basic
    • OR: Research: Applied
    • OR: Other Training: Research
    • OR: Fellowship: Research Undergraduate
    • OR: Fellowship: Research Graduate or Professional
    • OR: Development
    • OR: Clinical Trial, Federal
    • I: Training and Development (UW Internal)
    • I: Fellowship: Non Research Undergraduate
    • I: Fellowship: Non Research Graduate or Professional
  • Clinical Trial Phase (drop-down menu)
    • Values: I, II, III, IV, Other, None
  • Award Group (drop-down)
    • APL | Master N00024-10-D-6318
    • APL | Master N00024-21-D-6400
    • APL | PMR BPA N00014-17-H-7007
    • Complex Grant Team
    • Converted Award
    • Royalty Research Fund Awards
  • Sponsor Award Issue Date (required)
  • Award Signature Required (toggle)
    • Select the toggle to display the Award Signature Date field (required)
  • Sponsor Award Number (required)
  • Non-Monetary Award (toggle)
    • Select the toggle to display the Non-Monetary Award Amount field

The following image shows the Award Overview portion of the General Information form section:

A S R General Information Award Overview

  • Sponsor (from eGC1, required)
    • Instruction text below the field reads “If you can’t find your Notice of Award sponsor, it may not exist in our system. Request Sponsor Setup in FECDM.” and links to the FECDM form.
  • Sponsor Type (not editable)
  • Bill to Sponsor (from eGC1, same as Sponsor, required)
  • Funding originates from a different entity than the sponsor listed above (flow-through) Select the toggle to display the following fields:
    • Originating (Prime) Sponsor (from eGC1, required, if toggle enabled)
    • Originating (Prime) Sponsor Type (not editable)
    • Originating (Prime) Sponsor Award Number
  • The sponsor has a deadline for accepting the award
    • Instruction text below the field reads “Use only when the sponsor has specified a required date to receive the signed award by to provide funding. Upload the required documentation from the sponsor in the Supporting Attachments section.” and links to the attachments section.
    • Select the toggle to display the following fields:
      • Deadline for Accepting Award Date (required)
      • Instructions for where date source can be found in Notice of Award

The following image shows the Sponsor Details portion of the General Information form section:

A S R General Information Sponsor Details

PI & Department

The following fields are display-only values, which flow through from the linked eGC1:

  • Cost Center
  • Principal Investigator

The following image displays the PI & Department portion of the General Information form section:

A S R general information p i and department section

Select the Next Section button at the bottom, right of the page to navigate within your Award Setup Request.

The Review & Submit page displays a read-only summary of the information entered for each section. Use the blue carets (>) to expand each section and view the data.

By default, the General Information section will be expanded when you open this page. Only one section can be expanded at a time. When you expand a different section, the current one will automatically collapse.

Below the sections are one or more buttons. The actions you can take will vary depending on the type of Modification Request and its current status.

The following image shows the page with all of the sections collapsed, for an OSP/GCA type modification request with a status of OSP Assigned:

modification request review and submit section buttons

For OSP Staff

Modification Request (OSP/GCA)

No actions can be taken when the Modification Request is in a status of:

  • Composing
  • Routing
  • Returned
  • Withdrawn
  • GCA Assigned
  • Denied
  • Processed

For GCA Staff

Modification Request (OSP/GCA)

No actions can be taken when the Modification Request is in a status of:

  • Composing
  • Routing
  • Returned
  • Withdrawn
  • OSP Setup
  • OSP Assigned
  • Denied
  • Processed

Modification Request (GCA Only)

No actions can be taken when the Modification Request is in a status of:

  • Composing
  • Routing
  • Returned
  • Withdrawn
  • Denied
  • Processed

Deny Request

To deny a Request, select Deny Request.

  • In the Deny Award Setup Request modal, select the Deny, Notify Campus button
  • Enter the reason for denying the request as a comment in the Comments & History section

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

The following image shows this dialog window:

deny modification request dialog

Return Request

To return a Request, select Return Request.

  • In the Return Award Setup Request modal, enter the reason for the return in the text box
  • Once a reason has been entered, you can select the Return Request button
  • An entry will be added to the Comments & History section

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

The following image shows this dialog window:

return modification request dialog

Approve Request

To approve a Request, select Approve Request. The status will update to GCA Assigned.

The OSP Reviewer node on the approval flow will display the date approved.

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

For additional information, review the Award Setup Holds page for GCA.

Placing a hold

1. Select the Holds form section located on the left navigation menu beneath “Supporting Documents.”

2. Select the Edit (little pencil icon) button in order to add holds.

The Holds form will display:

Awards Holds List

3. Select all manual holds and compliance checks that apply:

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

4. When you are done, select the Save Changes button (on the right side of the page).

Near the top of the page, the following text will display in a red font color (on all pages):

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

Awards Holds Message

 Your changes will be saved and displayed in the Comments & History section of the Award Setup Request or a Modification Request.

Note: If there are no holds, the Holds content area will show “No holds or compliance checks added.”