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 SAGE Suite Email Notifications article provides 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.

Review example email content.

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
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 Advance” (<12 mos total duration) or select “Request to Extend Advance” (>12 mos total duration) 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
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

 

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