Advance SFI & FCOI Notifications

This article describes the email notifications initiated by the advance preparer from the advance’s SFI & FCOI page, and the automatically generated emails to the Office of Research SFI Compliance Officers.

The Advance Reviewer Email Notifications and Notification of Processed Budget Requests articles provide information about other advance related email notifications. The SAGE Suite Email Notifications article provide information about other system emails.

Advance Preparer to Investigators

As part of the Advance Budget Request process, an Advance Preparer can notify any investigators that are not up-to-date on either their SFI disclosures or PHS FCOI Training.

Click the link in the Email Subject column to see an example of its content.

Email Subject Purpose Sent When Sent To
ACTION REQUIRED: Your completion of a Disclosure for eGC1 A99999 To notify an investigator they need to complete a primary disclosure for the eGC1 before the related Advance Request can be submitted. “Notify” selected under SFI Disclosure Investigator, cc: Advance Preparer
SFI Annual Update Disclosure Required for Advance Request ADV12345 To notify an investigator they need to complete an annual update disclosure so the Advance Request can be submitted. “Notify” selected under SFI Disclosure – Sends the SFI Annual Update Disclosure notification when last disclosure > 12 mos. from current date Investigator, cc: Advance Preparer
PHS FCOI Training Required to submit Advance Budget Request ADV12345 To notify an investigator they must complete the required training before an Advance Request can be submitted. “Notify” selected under PHS Training Investigator, cc: Advance Preparer

Automated Emails to SFI Compliance Officers

The system sends these emails automatically.

Email Subject Purpose Sent When
Advance Budget Number SFI Priority Review Request for eGC1 # – A99999 | PI name – Kris Diaz To notify the compliance officer to re-review the primary disclosure(s) with SFI for the advance’s associated eGC1 The preparer routes the advance AND at least one investigator’s primary disclosure has a status of “Waiting for JIT” or “Review Required” and has SFI
Advance Budget Request Management Plan in place notification for eGC1 # – A99999 | PI name – Kris Diaz To notify the compliance officer to re-review the primary or related disclosure(s) with management plans for the associated eGC1 of a renewal advance. The preparer routes the renewal advance AND at least one investigator’s primary disclosure has a management plan indicated

 

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