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 FCOI Training.
Click the link in the Email column to see an example of its content.
| Purpose | Sent When | Sent To | |
|---|---|---|---|
| SFI Disclosure required | 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 | 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 |
| FCOI Training Required | To notify an investigator they must complete the required training before an Advance Request can be submitted. | “Notify” selected under FCOI Training | Investigator, cc: Advance Preparer |
Automated Emails to SFI Compliance Officers
The system sends these emails automatically. Click the link in the Email column to see an example of its content.
| Purpose | Sent When | |
|---|---|---|
| Advance Budget Number SFI Priority Review Request | 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 | 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 |
