Tag Archives: Non-Award Agreement

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You can add holds to Applications, Funding Actions, or any type of Admin Action. You can also modify or remove existing holds.

There are two categories of hold reasons: Non-Compliance and Compliance.

Non-Compliance hold reasons are:

  • For Check
  • Other (Campus)
  • Other (Sponsor)
  • Pending Fully Executed Agreement
  • Pending Notice to Process/Activation Notice
  • PI Signature
  • Revised Budget

Compliance hold reasons are:

  • Administrative Support
  • Cost Share
  • Export Control
  • F&A
  • Federal Flow-Through
  • IACUC Approval
  • IRB Approval
  • SFI/FCOI
  • PHS Training

Notes:

  • Holds on Applications do not enforce any process rules.
  • The system will automatically place some compliance holds on Funding Actions and Post-Award Changes. See the section on Automatic Holds for further details.

Add a Hold

  1. On the left navigation menu, select Add/Modify Hold
  2. In the dialog window that opens, check one or more hold reason boxes. The dialog window is shown in the following image.

add modify holds dialog window

    1. Enter any optional OSP notes about the holds
    2. Click Save to complete the process.

Note: When you open the Add/Modify Hold dialog window after the first time, you will see an expandable bar below the list of holds titled “Previous OSP Note Hold Reason Comments.” Click on the bar to expand the section.  A table displays that shows the date entered, the comment, and who the comment was entered by. The same information also displays under the OSP Notes tab. Clicking the bar again will hide the table. This section is shown expanded in the above image.

A yellow “On Hold” banner will display at the top of the item’s details page. The following image shows the banner on a Funding Action.

yellow on hold banner at top of page

Modify or Remove a Hold

  1.  Select Add/Modify Hold to open the dialog window
  2. Adjust the selected hold reasons
  3. Add an optional comment
  4. Click Save

If you clear all of the check boxes, the item will no longer be on hold and the banner and tasklist icons will no longer display.

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You can change any Funding Action or Admin Action in Approved, Denied, Duplicate, or Returned by GCA status back to In OSP status. Use the In OSP link on the left navigation menu to start the process.

fa in denied status with In OSP link on left navigation menu

A pop-up window will appear that will allow you to change the status, reassign the item, and add comments if desired.

pop up to revert action to in osp status

Add any explanatory comments you wish, reassign the item if necessary, then click on the In OSP button to complete the process. The pop-up window will close, and the item details page will refresh showing the new status.

Note: If you change an Admin Action assigned to the location File back to In OSP status, the system displays a warning message, which reads:

“An Admin Action with status of In OSP may not be assigned to File. Please modify the status or the assignment.”

To complete the process, you will need to reassign the Admin Action to a value other than File.

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To see a list of any related FAs or AAs, you can click on the Funding Actions or Admin Actions tab in an opened Application.

Related Funding Actions

For FAs, the information shown includes:

  • Funding Action Number
  • Funding Action Amount
  • Start and End dates of the funding period
  • UW Budget Number for the currently funded project (six digit value), if assigned
  • Sponsor Award Number, if present

You can click on the Open link to the left of the FA Number to open the item.

Related Admin Actions

The AAs displayed here are direct children of the application. An items such as a PAC, which is a child of an FA, will not display.

For AAs, the information shown includes:

  • Admin Action Number
  • Sponsor Name
  • PI Name
  • Short Title
  • Sponsor Award Number, if present
  • Comment (first 20 characters)

You can click on the Admin Action Number to open the item.

The Admin Actions tab also includes a link to “Create New Admin Action”. See Create an Admin Action and Create a Funding Action for more details.

How do I avoid the attachment file type error message when changing an Admin Action type (e.g. PAN to PAC)?

All Admin Actions have the same choices for attachment types, so changing from one AA type to another should not be a problem. If you’re changing an Admin Action into a Funding Action, the only attachment type in common is Internal (UW) Document. See the Common AA Fields section of the User Guide for more information.