Advance Reviewer Email Notifications
This page describes the email notifications sent during the approval process for advance budget requests.
The Advance SFI & FCOI Notifications 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 Notification of Processed Budget Requests article provides information about other advance related email notifications. The SAGE Suite Email Notifications article provide information about other system emails.
Who is Notified When and Why
SAGE sends a number of email notifications during the routing and approval process. The table below lists each notification type, the condition that generates the email, and the recipients. SAGE generally sends emails to the person’s UW NetID address.
Use the link in the Email column to see an example of the email.
| Purpose | Sent When | Sent To | |
|---|---|---|---|
| Approval of Advance Request Required by PI | To alert the PI that an Advance is waiting for approval | PI Review node status updates to “In Progress” | PI, cc: Advance Preparer(s) |
| Delegation of PI Approval of Advance | To alert the PI an Advance is being submitted in his/her name and that the PI Approval is being delegated due to his/her absence or inability to approve. | PI Delegation is selected on “Submit & Route” page | PI, cc: Advance Preparer(s) |
| Approval of Advance Request Required by Dept. Reviewer | To alert the dept reviewers that an Advance is waiting for approval | Dept. Reviewer node status updates to “In Progress” | Department Reviewers |
| Approval of Advance Request Required by Ad Hoc Reviewer | To alert an ad hoc Approver that an Advance is waiting for approval | Ad-Hoc Reviewer node updates to “in Progress” | Department Reviewers |
| Advance Request for Renewal Award | To notify Advance Reviewers that an advance request has been submitted for a renewal award. | “Submit & Route” selected for an advance (type=renewal) | Department Reviewers |
| Request to Extend an Advance Budget | To notify Advance Reviewers that an extension request for an advance has been submitted. | Select “Extend” for an advance on the My Advances page | Department Reviewers |
| Advance Request Returned by Reviewer or GCA | To alert the Advance preparer of the need to modify Advance data | “Return Request” selected | Advance Preparer(s) |
| Re-approval Required by PI of Re-submitted Advance Request | To notify the PI that the Advance is resubmitted and requires re-approval | PI Review node status updates to “In Progress” and had a previous outcome of “Approved” | PI, cc: Advance Preparer(s) |
| Re-Approval Required by Dept. Reviewer of Re-submitted Advance Request | To notify Dept Reviewers that the Advance is resubmitted and requires re-approval | Dept Review node status updates to “In Progress” and had a previous outcome of “Approved” | Department Reviewers |
