SAGE Release Calendar

The SAGE Release Calendar provides SAGE users with awareness of work in progress and a schedule for upcoming releases.  You can also review historical release details in the Release History section.

Upcoming Releases

Release Date System Downtime Release Description
TBD Yes

Release History

Below are the dates of our historical project and maintenance releases.  Not included are production support patches that may have gone out intermittently in response to urgent needs.

This document covers the years 2022 to the present. A second document covers the years 2017-2021.

Review the SAGE Product Updates for more detailed information on features and fixes for any of the release dates below. The updates are generally linked from the Release Description.

2024 Releases Delivered

Release Date Release Description
March 18, 2024 SAGE Suite Release Notes

  • SAGE eGC1
    • Updated Routing Rules for eGC1 Approvals
  • SAGE Budget
    • FY2025 Preliminary Benefit Rates Available
  • SAGE Advances
    • Workday Award ID Added to Advance Request Header
  • SAGE Central
    • Tasklist Performance Improvements (Released 3/11/24)
    • Royalty Research Fund (RRF) Application Scoring Updates
  • Miscellaneous Maintenance
    • Load Reduction on HRP Web Service
February 22, 2024 SAGE Suite Release Notes

  • SAGE
    • Award Setup Requests
    • Modification Requests
    • SAGE Budget
  • SAGE Central
    • Award Setup Requests (OSP & GCA only)
    • Admin Actions (OSP)
  • Performance Improvements
February 6, 2024 SAGE Suite Release Notes

  • SAGE
    • Award Request List Filters
    • Award Search Update
    • Budget Alert & Validation for 03-62 (subaward) Line Entries

2023 Releases Delivered

Release Date Release Description
December 20, 2023 SAGE Suite Release Notes

  •  SAGE
    • Additional data available in the Award Requests List
    • Added filter by Award ID and filter by PI
    • Sync of current and past Workday awards to SAGE
    • “Processed” status filter for Advances reactivated
    • Additional fields added to SAGE Budget export
  • SAGE Central
    • Changing sponsor on non-award agreements issue fixed
November 30, 2023 SAGE Suite Release Notes

  • Fixes and Features
    • SAGE Awards
    • SAGE Advances
    • SAGE Budgets
  • Infrastructure Improvements
November 9, 2023 SAGE Suite Release Notes

  • Subawards
  • Holds on Award Setup (ASR) and Modification (MOD) Requests
  • Required Fields on Award and Budget Setup
  • Miscellaneous Maintenance
  • User Interface Design Component Updates
September 14, 2023 Awards Updates and Grant Runner Forms-H

  • Search in Award Requests List
  • Change the Linked SAGE Budget from an Award Setup Request
  • Grant Runner Updated with FORMS-H
  • Additional Maintenance and Fixes
August 31, 2023 SAGE Maintenance and Fixes
August 17, 2023 SAGE Maintenance Release

  • SAGE users can delete modification request when created in SAGE in Composing status, but not modification requests created by OSP in SAGE Central and sent to Campus to complete (even though status is in Composing).
  • OSP can delete modification requests when created in SAGE Central in OSP Setup status.
  • Ability to change an incorrectly connected eGC1 or Budget on Award Setup Requests
  • Campus users will not be able to delete a SAGE Budget that is connected to an ASR
  • Modification requests will display in the Award Request List based on the Award
    Application (eGC1) Contacts & Access page.
  • Ad hoc reviewers of Award Setup Requests (ASRs) can now view, open and approve ASRs in their request list
  • SAGE Budget rounding error correction
August 10, 2023 SAGE Maintenance Release

  • Modification Request Validations: The following validations have been added to Modifications to ensure the form is completed correctly:
    • A message will display on the “Review & Submit” section to confirm the Award Preparer is added to the “Access & Roles” section.
    • A gray check mark will display next to each section of the Modification that has been completed.
  • Users Able to Approve Advances: Previously, campus approvers were unable to approve advances when a newly created eGC1 included only the Cost Center, and the Organization Code (Org Code) did not exist. This fix allows these Advances to be approved by department approvers.
  • Approval Workflow Now Generates Correctly When Award Preparer Is Added: Approval workflows for Award Setup Requests and Modifications were not generating correctly when an award preparer was added to the eGC1 after the Office of Sponsored Programs (OSP) had created the Award Setup Request or Modification. Campus users can now refresh the Approvals page to generate the correct approval workflow so that the Award Setup Request or Modification can be submitted.
  • Deletion of OSP-Initiated Award Setup Requests: As noted in a previous announcement, Award Setup Requests initiated by OSP cannot be deleted by campus users in order to prevent accidental loss of OSP work.
  • eGC1 Search Fix: When searching eGC1s in advanced search, duplicate eGC1 search results have been removed.
  • Advance Budget Extension Request End Dates: An issue with Advance Budget Extension requests where the end date was not calculating correctly has been fixed.
  • Budget Display for Award Setup Requests: When searching for budgets to connect to an Award Setup Request, SAGE will display only budgets that are not already connected to an eGC1 or Award Setup Request.
July 19, 2023 ORIS FT SAGE Modifications Release

  • Award Modifications (MODs): Campus and OSP can create and route Award Modification Requests
  • SAGE Central: Filter Award Request List by OSP and GCA individual and/or team assignments
July 7, 2023 ORIS FT SAGE Release

  • Award Setup Requests
  • Cost Centers
  • SAGE Central
  • UW Centralized Sponsor & Donor Data
March 16, 2023 SAGE Maintenance Release

  • HR/Payroll Web Service Update
  • FCOI Label Updates in FIDS

2022 Releases Delivered

Release Date Release Description
December 27, 2022 SAGE Maintenance Release
September 22, 2022 SAGE Maintenance Release

  • Grants.gov Cipher and Cloud Migration Transition
  • Adjustments to Financial Conflict of Interest (FCOI) Labels
June 8, 2022 SAGE Maintenance:  .NET Framework Upgrade

  • A technical infrastructure release only to upgrade the .NET Framework to version 4.8, across the SAGE Suite.
  • This update is necessary to keep the infrastructure stable, secure, and covered under Microsoft support plans.
February 23, 2022 SAGE Maintenance: Grant Runner Forms-G updates
January 28-29, 2022 SAGE Budget: Legacy Budget Format Deprecation

March 18, 2024 SAGE Suite Release Notes

SAGE eGC1

  • Updated Routing Rules for eGC1 Approvals: Dermatology, Health Metrics, Bothell Goodlad Center, and Harborview Medical Center now have new routing rules.

SAGE Budget

  • FY2025 Preliminary Benefit Rates Available: As part of the Finance Transformation remediation work, the storage of preliminary benefit rates has switched from the eFECs group to ORIS. The new preliminary rates for Fiscal Year 2025 are updated and available in SAGE Budget.

SAGE Advances

  • Workday Award ID Added to Advance Request Header: For additional transparency, new and renewal Advances now display the Workday Award ID in the header after the Advance is processed. If there is a legacy budget number (from pre-Workday Finance) associated with a renewal advance, it will display in the header as well.

SAGE Central

  • Tasklist Performance Improvements (Released 3/11/24): To aid the SAGE stabilization efforts and improve performance, the Applications Tasklist in SAGE Central has been updated. OSP and GCA will now see faster response time when the tasklist loads and when searching.
  • Royalty Research Fund (RRF) Application Scoring Updates: RRF scoring methodology for applications in SAGE Central has been updated. The scoring range is now 0-10 per area.

Miscellaneous Maintenance

  • Load Reduction on HRP Web Service: Updates were made to reduce SAGE’s load on the UW-IT HRP web services that SAGE depends on for personnel lookups.

February 22, 2024 SAGE Suite Release Notes

Contents

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.

February 6, 2024 SAGE Suite Release Notes

Contents

SAGE Award Request List Filters

The following enhancements to the Filter List provide more options to help users quickly and easily find their awards:

  • New Filters: Users can now select the new “All Statuses” or “All Request Types” filters.
  • Filter Defaults:
    • When filtering “By Award” and selecting a Workday Award ID, SAGE will automatically set the secondary filter to “All Request Types,” however users can choose to select only the request types they need before applying the filters.
    • The Filter List now clearly indicates which status and request types are selected by default (default selections are blue and include a checkmark).
      • For campus users, “All Statuses” and “All Request Types” will be selected by default.
      • For the Office of Sponsored Programs (OSP) and Grant & Contract Accounting (GCA), default statuses will be selected for their team’s statuses only.
  • Reordered Filters: Based on user feedback, filtering “By Award” and “By Department/Center” now displays at the top of the Filter List.

The Award search label has been updated from “Application (eGC1) ID” to “Request Application (eGC1) ID,” for added clarity around which eGC1 users are searching.

Reminder: Modification requests will only display in search results when a modification eGC1 was entered on the request.

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.

December 20, 2023 SAGE Suite Release Notes

Contents

Features and Fixes

SAGE Awards

New Data in the Award Request List

The following data has been added to the Award Requests List, for quick, at-a-glance context around each request:

  • Short title (added for Modifications; already exists for Awards)
  • eGC1 (added for Modifications; already exists for Awards)
  • Cost Center ID (added for Award Setup Requests; may not appear for Modifications)
  • Principal Investigator
  • Workday Award ID
  • Sponsor Name
  • Prime/Originating Sponsor Name

Filter Enhancements in the Award Requests List

The following enhancements for filtering the Award Requests List improve performance and provide more filter-by options:

  1. Award Filter Buttons
    • To improve performance when selecting award filters, users now need to select the new “Apply Filters” button at the top of the Filter Requests sidebar in order for the filtered results to display. Users can also remove all filters by selecting the new “Clear Filters” button
    • awards filter apply and clear buttons
  2. Filter by Award ID
    • Users can now filter the Award Requests List by Workday Award ID to see all Award Setup, Modification, or Advance Requests (ASRs, MODs, and ADVs) for a given award. This is helpful in confirming if a request has already been started, or to quickly monitor outstanding items for a particular award.
    • Note: When filtering by Award ID, users will only see items that they have permissions to view per the “Access and Roles” section. When searching for a given award, users will see all results, though they will only be able to view items they have access to.
    • Note: There is a known bug where recently processed ASRs may not display the Workday Award ID in the Award Requests List.
  3. Filter by Principal Investigator (PI)
    • Users can now filter the Award Requests List by PI. This allows users to view all requests (ASRs, MODs, and ADVs) for the selected PI.

filter by award id or principal investigator

Workday Awards Now Sync to SAGE

Workday awards are immediately available in SAGE for users to create subaward and MOD requests once the new ASR or ADV is processed in SAGE. The data sync also backfills data from converted awards and awards processed prior to this release.

SAGE Advances

Update: Status Filter for Processed Advances is Reactivated

The “Processed” status filter found on the Advance Tasklist is now reactivated for users. To protect system stability, the filter had been temporarily deactivated while performance improvements were pending.

SAGE Budget

Budget Export Fields Added

Cost Center, Security Grant Hierarchy, and worksheet-level Principal Investigators have been added to SAGE Budget exports. When budget exports are attached to MODs, these details will help GCA with the required setup in Workday.

November 30, 2023 SAGE Suite Release Notes

Contents

Features and Fixes

SAGE Awards

Search Award Request List by eGC1 or Request ID

Users are now able to search for Award Setup, Modification, and Advance Requests from within the Awards section by either the Request ID (ASRxxxx, MODxxxx, ADVxxxx) or the Application (eGC1) ID (Axxxx) associated with the request. This is an exact-match search, so the full ID is required.

award request tasklist search results

Note: For modifications, searching by Request ID is more accurate, since the eGC1 associated with the request may not always be populated.

SAGE Advances

Fix: Advance Extension Requests Budget Selection

Advance Extension requests no longer require selection of a budget number or sub budget, and can proceed with submission to GCA.

SAGE Budget

Fix: SAGE Budget Contacts and Access Caching Issue

An issue has been resolved where SAGE Budget contacts and access were not refreshing properly when navigating between budgets. The system now refreshes as expected, and users no longer have to do a manual refresh to see the accurate list of individuals.

Infrastructure and Performance Improvements

Improved Load Balancing Across Production Servers

In order to better handle the volume of users in SAGE and improve system stabilization, a change was made on 11/20/2023 to modify the approach used to balance users and system calls across the multiple production servers that support SAGE. ORIS and UW-IT have collaborated on the solution and are jointly monitoring its success and stability.

Optimized SQL Server Settings for Improved Stability and Performance

In order to improve performance of the SAGE Suite applications, a review of the SQL Server has been performed, and settings have been modified per best practices. Indexes have also been added to support improved performance.

Improved Error Handling for Award Request Workflow Status Delays

When the event handling service does not return the new status for a request that is returned, denied, or approved within a reasonable timeframe, the system will only retry a specified number of times before the user will get a message to try refreshing later. This will prevent possible system issues if retries continue indefinitely.

Note: This update will go out independently of the other updates, shortly following the release.

Refactored Approach to Search and Future Filters

The technical approach to award search and filtering was refactored to address past performance issues. This refactoring supports the search feature and will yield significant improvements for users with the additional filtering coming in the December release.

November 9, 2023 SAGE Suite Release Notes

Contents

Subawards

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

September 2023 Awards Updates and Grant Runner Forms-H

New Features & Completed Updates

  • Search in Award Requests List: Users can now search in the Award Requests list by eGC1 ID or Request ID (Advance, Award Setup Request, or Modification Request).
  • Change the Linked SAGE Budget from an Award Setup Request: Users can now disconnect a mistakenly connected SAGE Budget from an Award Setup Request in “Composing,” “Returned,” or “Withdrawn” status.
  • Required Field Validations: The Award Setup Requests will now show a validation message if the worksheet/award line PI or Security Grant Hierarchy are missing. Users will be guided back to the SAGE Budget worksheet settings to make those updates.
  • Cost Centers in Copied eGC1s: When an eGC1 is copied, the Cost Centers from the original eGC1 will now flow to the copy and be added to the approval graph automatically. Only active Cost Centers will be copied.
  • Error Message Improvements: Award Setup Requests and Modification Request error pages will now display additional information to assist with troubleshooting.
  • Grant Runner Updated with FORMS-H
    • FORMS-H Research Plan Form Now Available in Grant Runner: The updated PHS 398 Research Plan form is available for National Institutes of Health (NIH) applications. This update will support the high volume opportunities due early October, such as R01, R03, and R21 types. For more information, review our previous NIH FORMS-H announcement.
    • Legal Names on Forms: As a result of the SAGE changeover to display preferred name on eGC1s, an adjustment was made to Grant Runner forms to instead show Legal Name by default for the PD/PI, since this is most often the name that matches the eRACommons account. The legal name will now sync across SF424, Key Persons, and RR Budget forms for the PD/PI. In the future, we will add a feature to allow users to explicitly identify what their eRACommons name and login is to further reduce discrepancies and allow submissions to go through more smoothly.
    • Future FORMS-H Releases: The PHS 398 Career Development Award Supplemental form and PHS Fellowship Supplemental form are targeted for release in Grant Runner later this fall.
  • Budget Visibility on Award Setup Requests: An issue was resolved where budget detail on Award Setup Requests was at times not showing for items that were in a read-only state for the user, such as “Processed.”

SAGE Release History 2017-2021

Below are the dates of our project and maintenance releases for the years 2017-2021.  Not included are production support patches that may have gone out intermittently in response to urgent needs.

Review the SAGE Product Updates for more detailed information on features and fixes for any of the release dates below. The updates are generally linked from the Release Description.

Release History for

2021 Releases Delivered

Release Date Release Description
September 2, 2021 September 2021 Advance Maintenance Release
June 22, 2021 Advance Budget Request Approval Change
June 8, 2021 Advance Budget Requests Streamlining

  • Advance eligibility determined by system
  • New design for ease of entry
  • Electronic routing replaces paper approvals and expedites SFI reviews
  • Streamlined business unit processes
  • Prepares for future Workday forms and processes
  • GIM 9 alignment with new process
April 21, 2021 SAGE Maintenance
February 25, 2021 SAGE Maintenance

  • APL Fixed Fee
  • Sea Pay

2020 Releases Delivered

Release Date Release Description
December 17, 2020 SAGE Maintenance
October 6, 2020 SAGE Maintenance
August 19, 2020 SAGE Maintenance
June 25, 2020 SAGE Budget Redesign
May 5, 2020 SAGE Grant Runner Forms F
January 8, 2020 SAGE Maintenance Release

  • Session Timeout Handling Improvements

2019 Releases Delivered

Release Date Release Description
Sept 26, 2019 SAGE Maintenance Release

  • SAGE eGC1: New Project Types Added: Cooperative Agreements & Other Transaction Authority
  • SAGE eGC1: Layout Improved for Non-Fiscal Compliance Question Review
  • FIDS: SFI Entity Type Updated: Foreign Government/Institute of Higher Ed
  • Post-Award Change (PAC) Updated in SPAERC, SERA & Campus Notification
  • AUMS Renewal Reminders Automated
July 31, 2019 SAGE Maintenance

  • Sponsor Deadline Added to eGC1 Approvals Section
  • PI Assurance Statement Updated with Multiple PI Guidance
  • Application PI Added to Priority Email Notifications
  • Non-UW Authorized SAGE Users Can Now Create New eGC1s
  • PI Titles Removed from Cover Letter to Sponsor
  • Updates to SAGE Budget Salary & Wage Details
  • Federal Agency on Grant Runner SF424 Populated from Grants.gov Opportunity Data
  • Ergonomics Questions Added to AUMS Application
May 21, 2019 SAGE Budget Maintenance

  • Personnel entry improvements
  • Budget reporting/export improvements
  • F&A setup improvements
  • Copy budget improvements
  • Copy expense feature
Feb 20, 2019 General SAGE Maintenance

  • Grant Runner Budget Sync performance improvements
  • Grant Runner proposals can route with Grants.Gov and NIH errors when RTS=No
  • Prefix and Suffix added to SAGE Budget
  • Hyperlinks added to task lists for easy eGC1 to SAGE Budget navigation
  • SAGE Budget usability improvements
  • SPAERC routing and cycle view updates
  • Other minor updates across SAGE Suite
Jan 17, 2019 Budget Rounding Revisions

SAGE Budget will convert its rounding approach to round-up on tie (like Excel) and to sum up the rounded line item values in totals and sub-totals, when the budget property is set to round. This will bring SAGE Budget totals in sync with the federal RR Detailed Budget totals when budgets are connected, and make for easier Excel comparisons.

2018 Releases Delivered

Release Date Release Description
Nov 28, 2018 Grant Runner Budget Sync Feature

  • Sync SAGE Budget data with Grant Runner RR Detailed Budget form
Oct 11, 2018 Grant Runner Improvements

  • Updates to conform with V2 header to support applications via Grants.gov and NIH.
Sept 27, 2018 SAGE Maintenance Release

  • New links to MyResearch from your eGC1
  • Funding Action changes to add clarity to award terms and conditions
May 17, 2018 SAGE Compliance Release 2

  • Compliance question and form layout revisions, to improve clarity and usability
  • Zipline and Hoverboard integrations to pull protocol data through to SAGE
  • Provide a more direct way for Principal Investigators to access Compliance questions in SAGE
April 10, 2018 SAGE Grant Runner Improvements

  • NIH Required Fields Added to HSCT form
  • eGC1 Data Sync Improvement with Grant Runner Forms
  • Improved Accessibility for Keyboard and Tab Order Functionality
  • Error Messages Enhanced
03/08/2018 SAGE Grant Runner Release

  • Import ClinicalTrials.gov data into Human Subjects & Clinical Trials form in Grant Runner
  • Provide warning on eGC1 when Application PI or Multiple PI does not have an ASTRA role
  • Support for Fellowship Grants
  • Update person web service version
01/25/2018 Grant Runner Maintenance

  • Human Subjects & Clinical Trials Form Usability Improvements
  • Required Fields for Study Import from PDF
  • Improved Clinical Trial Required Fields Logic for HSCT Form

2017 Releases Delivered

Release Date Release Description
12/21/2017 Grant Runner Update: FORMS-E

FORMS-E updates, necessary for NIH proposal submissions with due dates on or after 1/25/2018.

  • Update of all existing Grant Runner forms to include FORMS-E
  • Introduction of the new Human Subjects & Clinical Trials form
11/07/2017 SAGE Maintenance:  Budget Updates

Based on user input, this maintenance release will address high priority issues and pain points in the SAGE Budget module.  The updates will include:

  • Fixes to cascading behavior on the Period Updates screen
  • Creation of a new setting to allow users to turn salary cascading OFF.  By default it will be ON.
  • Improved decimal handling to fix truncation issues and allow flexibility to store decimals in amount fields while viewing the figures as whole numbers.
  • Fixes the update salaries feature to no longer reset the Inflation Rate
10/17/201 SAGE Compliance Improvements

Part I of II releases focused on streamlining and improving compliance question content and system usability.  Key highlights include:

  • Remove compliance questions no longer needed
  • Relocate fiscal compliance questions to the Budget page
  • Relocate other administrative questions to Details and Personnel sections of the eGC1
  • New Locations page allows more detailed identification of sites where research is proposed to take place. This page will also include the Space Planning and International Involvement questions.
9/12/2017 SAGE Maintenance: Personnel Roles and Approvals

Included in this release are the following updates:

  • Introduction of a new “Application PI” role
  • Flowing the Application PI to the Grant Runner forms
  • Adding Application PI to the approvals grid
  • Adding Multiple PIs to the approvals grid
  • Receipt of approval email notifications for both Application and Multiple PIs
8/8/2017 Grant Runner Updates

  • NIH Career Development Opportunities are now supported
  • Expansion of NIH validations on individual form check for errors
  • PDF printing of individual forms now matches the NIH format present on the full application PDF
  • Preliminary FORMS-E work
  • Minor bug fixes

SAGE Maintenance Updates

  • OAW is no longer an automatic approver on Non-Competing eGC1s
  • Various bug fixes
7/5/2017 SAGE Integration with Workday

  • Updates to person search throughout SAGE
  • Updates to SAGE Budget to accommodate new workday data structure for personnel, positions, wages, and benefits.
  • Relocation of Additional Organization Approvers to PI, Personnel and Organizations page
6/7/2017 Grant Runner Update

  • NIH validations now included in Grant Runner
  • Revised Check for Errors page
  • Single PDF of all sponsors forms available
2/21/2017 SAGE Subawards – Final Release

This was the 3rd and final release for the Subawards in SAGE project.  This release focused on:

  • Creation of a Managed Access page, for adding additional user permissions to a given subaward
  • Expansion of the Subrecipient Profile for OSP use
  • Performance and validations improvements