Product Updates

March 2015 SAGE Maintenance Release

New Features

eGC1 Sponsor Deadline Now Includes Time of Day and Time Zone

In order to better monitor and meet proposal submission deadlines, eGC1 preparers will now be asked to provide the specific time of day and time zone for which the applications are due. These fields will display alongside the existing sponsor due date field, and will be required entry.

Added Space between Box and Number in PI Addresses on Grant Runner Forms

A minor update was made to add a space between the word “Box” and the box number in the PI address on the SF424 and Key Persons Expanded forms in Grant Runner. This change will now present the address in the appropriate format.

Grant Runner Now Supports More Special Characters

In an early February 2015 release, Grants.Gov updated their systems to allow many of the special characters that were problematic with submissions in the past to go through successfully. With this release we are updating SAGE Grant Runner to take advantage of this change as well. Grant Runner will no longer generate a validation error when users enter special characters such tildes, curly quotes, umlauts and other accent marks. This update will result in fewer submission errors and a more accurate read of the intended content.

Fixes

Removed Lines in eGC1 PDF Format

A recent upgrade of our PDF software caused inadvertent lines to show around tables of information in the eGC1 PDF due to a new default released with the software. We have applied an update that will revert the eGC1 PDF back to its former look and feel.

December 2014 Grant Runner Detailed and Subaward Budgets Release

New Features

Grant Runner Detailed Budget Implementation

The Grants.Gov RR Detailed Project Budget form will be made available in Grant Runner. This form supports the NIH SF 424 research opportunities where funding greater than $250,000 per period is being requested. With the addition of this form, users will be able to utilize Grant Runner for a much wider range of opportunities, taking advantage of the streamlining and time savings that Grant Runner is known for.

Key Features Include:

  • Pre-filled data on the institution, project start and end dates
  • Summary view of period totals, with expand capability to view/edit details
  • On screen highlighting and messages to assist in identifying and correcting errors that lead to submission problems
  • Auto-calculations of sub-totals and totals, with totals refreshing with each new entry
  • Easy to read cumulative budget summary section at bottom
  • Copy previous period feature (see separate listing for detail)

Grant Runner Subaward Budget Implementation

The Grants.Gov RR Subaward Budget Form will be made available in Grant Runner. This form is structured the same as the RR Detailed Project Budget form, so users will share a familiar experience between the two forms. Key Features:

  • Ability to import a subaward budget completed in the adobe PDF form into the SAGE Grant Runner form
  • View a summary list of all subaward budgets, along with their direct, indirect, and total costs per subaward
  • Copy Previous Period feature (see detail in separate listing)
  • Same basic look and feel and core features as detailed project budget

Print Preview – Detailed Project and Subaward Budget

Users will be able to generate a printable version of the Detailed Project and Subaward Budgets, excluding attachment content.

Removal of Edit Pop-Ups: Key Persons, Performance Sites, Modular Budget

Three existing Grant Runner forms have been updated to allow users to edit details without being taken to a separate pop-up. Instead of a pop-up to add new persons/sites/periods, users will simply “expand” the accordion, to view and edit details.

This change provides users with a more streamlined entry experience and is consistent with the new detailed project and subaward budget entry. In addition, with this change, users will no longer be required to complete all required fields before saving. They can complete them as the information becomes available.

This update has been applied to:

  • Senior/Key Persons
  • Performance Sites
  • Modular Budget

SAGE Help Documentation for Detailed Budget and Subaward Budget

New SAGE help documents will be made available for the RR Detailed Project Budget and Subaward Budget Forms to assist users in their transition and troubleshooting on the new forms.

Update Total Federal Funds on SF 424

The Grant Runner SF 424 total federal funds field will be updated to be auto-calculated based on the modular or detailed budget total costs information. This assures that the total funds being requested remains in synch as figures on the budget forms are changed. For opportunities that do not require a budget and are supported by Grant Runner, this field will be editable so that users can customize the entry needed.

update_gr_sf424_est_funding

Grant Runner Copy Budget Period Feature

Users can take advantage of a “Copy Previous Period” feature in cases where the cost entries across the periods are the same or similar, and copying them would save time and effort. This feature is applied to the following Grant Runner forms:

  • Modular Budget
  • Detailed Project Budget
  • Subaward Budget

On each of these forms, when a user clicks the “ADD NEW PERIOD” button, they will be prompted on whether they would like to copy the previous period budget figures or not. When the user clicks YES to copy, all data will be copied, with the exception of budget attachments (e.g. additional key persons attachment on detailed budget), totals associated with those attachments, and period start and end dates.

update_gr_copy_budget_period

Grant Runner Wizard Adjustments for Detailed Budget

The initial Grant Runner wizard that users experience when first creating an eGC1 will be revised to allow for incorporation of the new detailed budget forms and to introduce further streamlining.

Key wizard changes include:

  • No longer prompts for department at this stage (entered on eGC1 direct)
  • No longer asks if a modular budget is used (no longer necessary, with expansion to include detailed and subaward budgets)
  • Enhanced opportunity search will now provide users with more helpful feedback on whether the opportunity entered is supported, not supported, or not found in Grants.Gov at all.

Fixes

Extra Spaces in non-required fields causing submission failures

Some Grant Runner submissions were failing due to extra spaces appearing in non-required fields. The extra spaces were considered invalid content by Grants.Gov. The SAGE system will now trim away any trailing or leading spaces, to prevent this from occurring. There may still be incidents of other non-acceptable characters that cause submission problems. We are attempting to catch as many of these as we can, and continue to encourage users to limit the copy and paste done from other applications into Grant Runner forms as much as possible, to minimize the likelihood of this occurring.

November 2014 SAGE Maintenance Release

Fixes

Grant Runner Check for Package Errors Page Print Issue

An issue that was causing users to receive an error when attempting to print the Check for Form Package Errors page in Grant Runner has been fixed.

October 2014 SAGE Maintenance Release

Fixes

  • An issue in FIDS that caused disclosure notifications to be sent to investigators who had already completed a primary eGC1 disclosure has been fixed. Investigators will only receive notifications if they have not already been sent one and if they have not already completed a primary disclosure for that eGC1.

September 2014 Grant Runner Fixes

Fixes

Grant Runner Error Message Corrections

A few minor corrections were needed for some of the validation messages.

  • The error message associated with the Congressional District on the Performance Sites form was not fully displayed in the summary of error list at the top of the form.
  • A pop-over message was inadvertantly showing when it should not have been for item 10 on the Research Plan form.
  • Error messages associated with the attachments for the Other Project Information form were not clearing after the errors were resolved until the form was refreshed.

Grant Runner Read-Only View Display Issue

The income budget periods section of the Cover Page Supplement form was inadvertently being hidden in the read-only view.

Grant Runner Conditional Attachment Issue

On the Grant Runner Research Plan form, when the Application Type changed from Resubmission to New, and the user had already uploaded the Introduction to Application attachment, that attachment was appearing in the submission even though it was no longer required due to the type change. This scenario is unlikely to occur much if at all, but the fix assures that the conditionally-required attachment will not be submitted if the application type changes to one where this attachment is not applicable.

August 2014 Grant Runner Release

New Features

eGC1 Abstract & RFA/RFP Data Required

  • On the eGC1 Abstract & RFA/RFP page, the RFA/RFP Number, Funding Announcement Title, and Funding Announcement URL will now be required. For Grant Runner applications, the URL will be defaulted, but users can edit as necessary.

Grant Runner Design Enhancements

Grant Runner Accordions for Section Breaks

Expandable accordions have been implemented, to allow users to see a more streamlined view of the form data. They are primarily used:

  1. When a section of data is read-only, standard information that the user does not need to pay as much attention to. The SF 424 organization information is an example.
  2. Where users might want to see a summary view of larger collections of data within a form. Modular Budget, Key Persons Expanded, and Performance Sites forms are examples of forms where summary data is presented in accordions, with ability to expand to view more details.

Wherever accordions are used, users will also see an “expand all/collapse all” link for quick “open/close” of accordions.

For SPAERC views, all accordions will be open by default, per OSP’s request.

Grant Runner Validation Changes

Across the entire Grant Runner form set, validation improvements have been made to add clarity and provide a better user experience. Updates include:

  • Required fields with missing data will be highlighted with a red border, for easy identification
  • Additional popover help text will display as the user is moving through fields, to guide users with detail of errors or omissions needing to be fixed before completion.
  • A “Show Form Errors” feature link was added at the top of each form, to allow users to see all remaining errors on a given form at one time, with the guiding popover help text.
  • The “Show Form Errors” feature will also display a summary list at the top of the form of all errors/omissions found.
  • Where errors are found within an expandable accordion section, the user will see a red icon (exclamation point) to indicate an error that might at times be hidden from their view.

This release also incorporates more of the NIH-specific requirements that exceed Grants.gov requirements, for a more comprehensive list of errors that are expected to cause problems on submission. Note that there is still work to be done to more fully incorporate NIH requirements, especially those that are activity type-specific. Future releases will be targeted for continued work in NIH requirements and error identification.

On a final note, users will continue to be able to see the entire list of errors across all forms, using the ‘Check for Form Package Errors’ link on the left navigation menu.

Grant Runner Infrastructure Improvements

The Grant Runner section of SAGE has been updated to a more modern infrastructure. This will allow ORIS to more easily maintain and support the forms, and offers opportunities to improve the speed by which new forms can be incorporated into the system. This applies to only those applications using Form Set C.

Grant Runner: Key Person Expanded Update

The Key Persons Expanded form incorporates the new expandable accordion, which allows the user to see a high level summary of the persons included, while expanding to see each person’s full detail.

This form will also now default the zip code (based on the box number) for the PD/PI and for any other persons added through use of the UW Directory “person lookup” feature.

Grant Runner: Modular Budget Updates

The Modular Budget form includes the new accordion feature which displays summary information for each budget period when closed, and exposes full period detail when expanded.

Additional updates to this page include:

  • Validation of budget start and end dates against project start and end dates, to alert users when budget periods fall outside of the project period range.
  • Validation of period start and end dates to assure they do not overlap with a prior period.

Grant Runner: Other Project Information Updates

The Other Project Information page will now hide from the user’s view any questions that are not applicable, because they are conditioned upon another question’s yes/no answer. This is to reduce confusion over when questions are expected to be answered.

Grant Runner: Performance Site Updates

The Performance Sites form incorporates the new expandable accordion, which allows the user to see a high level summary of the sites included, while expanding to see each site’s full detail. The user will also be provided with better help text for the congressional district field.

Grant Runner: PHS 398 Research Plan Updates

The Introduction to Application attachment (item 1) will only display when the eGC1 Application Type is a Resubmission or Revision. This is to reduce confusion over when the attachment is to be used.

Grant Runner: SF 424 Updates

The SF 424 form incorporates some new design elements to provide a more streamlined user experience.

  • Expandable accordions are used to initially hide from view the details of the standard read-only organization information on this form, so that users can more easily focus on the required entry fields.
  • Sections are re-ordered slightly, to make for a more intuitive, logical flow.

Additional enhancements/updates to this form include:

  • The “Total Federal Funds Requested” field will be defaulted based on the modular budget totals, to keep these numbers in sync
  • The “Total Federal and Non-Federal Funds” field will now be auto-calculated
  • Added informational text to read-only fields that are editable in the main eGC1 sections (e.g. Application Details, PI information)
  • Various UW contact ZIP Codes will now be defaulted, based on the box number provided in the address
  • Fixed a bug related to the length of the opportunity title
  • Fixed a bug related to CFDA number not displaying

Grant Runner: Wizard Detail Manager Eliminated

User feedback indicated that the Wizard Detail Manager feature of Grant Runner was confusing and an additional burden to users, since the information editable through that section was data the users were accustomed to editing elsewhere for standard eGC1s. This feature will be removed from Grant Runner, and the affected data will be editable in the eGC1 instead.

  • Application title, start and end dates, application type, and organization code are editable on the Details page.
  • PI Details are editable on the PI and Personnel page.
  • Opportunity information is incorporated on the Abstract & RFA/RFP page.

May 2014 SAGE Release

New Features

SAGE eGC1s and Approvals Search Enhancements

Users will see a few new search features available to them, on the eGC1 and Approvals task lists.

  • Users will now be able to jump more directly to a particular eGC1 from their My eGC1s or My Approvals pages, using a new eGC1 search field located on the task lists.
  • Users can now search in My Approvals by personnel name. Search results will include all eGC1s for which they are an approver or watcher, where the chosen person is listed on the PI & Personnel page regardless of role type.
  • The PI Name field has been added back to the My eGC1s Advanced Search tool, to allow users to quickly enter all or part of a PI’s name and initiate a search. This feature was removed in January, when the Personnel Search feature was added, but by user request, both fields will now be available for those that like the speed of being able to quickly find eGC1s by PI name.
  • When a user performs an Advanced Search from the My eGC1s task list, they will be able to export their search results to Excel.

Addition of University District Building to Location List

  • The University District Building has been added to the off campus locations list found on the FG-2 compliance explanations section of the eGC1. It will now be easier for eGC1 Preparers to select that building when projects are eligible for the location designation of “off campus”, and will no longer need to enter the location address.

Suppression of HSD JIT and GIM 19 notifications for ATF and Industry Sponsored Clinical Trail eGC1s

  • Human Subjects Just-In-Time email notifications and GIM 19 deadline email notifications will no longer be sent to contacts for eGC1s that are after-the-fact or industry sponsored clinical trials.

Updated handling when a user attempts to remove themself from an eGC1 or Budget

  • When a user removes themself from an eGC1 or budget, they will now receive a warning, alerting them that their access to that eGC1 or budget may be affected. When a user removes their last access to an eGC1 or budget, they will now be redirected back to their task list.

March 2014 SAGE Maintenance Release

Fixes

  • On the eGC1’s Cost Sharing page, a small bug was causing an error when attempting to enter in data into the Third Party Cost Sharing fields for the first time. This has been fixed.
  • At times a 99 error would occur when editing an eGC1 where a budget was linked to multiple eGC1s and one of the eGC1s was in Denied or Permanently Withdrawn status. This has been fixed.

January 2014 SAGE Release

New Features

SAGE eGC1 copy feature expanded to copy all sponsor info

As requested by campus in the ORIS Survey, the SAGE eGC1 copy feature will be expanded to also copy the sponsor address and contact information (if the sponsor on the original eGC1 is still active). Users will need to review the information to ensure it is up to date and accurate, but this change should reduce their data entry efforts.

SAGE Search Enhancements: Personnel look up added to eGC1s search

The PI Name field has been replaced with a more general Personnel field which allows users to search for any person listed on the PI & Personnel page. Once they have selected a person, they can refine their search by using the Role Type (Principal Investigator, Fellow, etc.) drop-down menu. They can also combine this search with the new Search Scope feature to find all the eGC1s a researcher is named on.

SAGE Search: Show all results beyond access

Users now have the option of expanding searches to include all eGC1s. The search results will display all eGC1s that match the specified criteria. This enhancement will allow users to more easily find proposals that include personnel they’re responsible for. Previously, search results were limited to only those eGC1s that users could access. They will still only be able to open eGC1s they have access to. However, the research results now display a new column containing a link to the eGC1 contacts so users may contact them to ask questions and/or to request access.

Addition of Seattle Cancer Care Alliance to Locations list

Research administrators for clinical trials have indicated an increase in work performed at the Seattle Cancer Care Alliance, and therefore requested to see this site added to the Locations drop down list in the compliance explanations section (FG-2). They will no longer need to select “other” and manually enter an address for SCCA with this change. SCCA is considered off-campus.

December 2013 Grant Runner Release

New Features

Grant Runner Infrastructure Changes for better Supportability

  • This Grant Runner release is focused primarily on infrastructure changes that will allow ORIS to better maintain this component of SAGE into the future, and to more rapidly expand the system to include new forms.   These changes will be mostly transparent to users, aside from a few minor tweaks to look and feel.

Grant Runner – Disabling of the checkbox for optional forms while editing

  • To prevent unintended errors and confusion, the optional forms check box will be disabled (cannot uncheck it) while the user has that form open for editing. This forces the user to close out of the form completely before they can take the action of unchecking the form and thereby removing it from the submission.

Grant Runner – Re-ordering of Mandatory Forms

  • With the release of the form C changes, Grant Runner mandatory forms appear in a less-than-ideal order for users.  We are bundling into this release the re-ordering of the forms, so that the SF 424 is always the first mandatory form shown.

November 2013 SAGE Maintenance Release

New Features

Additional FG-3 compliance question validation for RRF eGC1s

  • eGC1s that have Royalty Research Fund (RRF) as the sponsor will display a validation error if question FG-3, the question about F&A cost reimbursement, on the Compliance Questions page is marked as ‘Yes’. RRF requires FG-3 to always be marked as ‘No’, so this validation error is intended to ensure that the eGC1 preparer selects the correct response prior to completing the eGC1.

Increase character limit in “Reason” field when adding Approvers and Watchers

  • The “Provide a reason” field when adding an Approver or Watcher on the Approval Flow Screen has been increased from 250 characters to 1000. Department and School reviewers who add additional Approvers and Watchers like to include detailed instructions in that comment box and needed a higher character limit.

We now will show all recipients on the TO line of SAGE auto-generated email notifications.

  • SAGE users will be able to see all persons who received the same Auto-generated SAGE email on the TO: line of the email. This was a frequent request from campus through our help desk and survey responses.

Fixes

Inadvertent sending of disclosure notifications

  • Fixed the system to prevent investigators from receiving disclosure notifications when an old awarded eGC1 is opened. The system will now only trigger disclosure notifications when there is an investigator change made to the eGC1 (addition of an investigator or change of personnel to an investigator role).

HSD JIT email notifications are supressed for RRF eGC1s

  • Human Subjects Just-In-Time emails will no longer be sent to the owners of eGC1s where the Royalty Research Fund (RRF) is the sponsor. RRF is an internal UW sponsor and operates differently than external sponsors. Unique characteristics of RRF opportunities include shorter application/review/award timelines and the lack of “fundable score” notifications. These unique characteristics therefore made the Human Subjects JIT email irrelevant and confusing for the owners of the eGC1.

New clarifying message displayed when clicking on Investigator Disclosure History and FIDS Profile is not yet established

  • If an Investigator has never completed a disclosure in FIDS, or does not have any disclosure history for the past 12 months, a new user-friendly message stating there is no history will display when the Investigator Disclosure History link is clicked.

New error message displayed when you have attachment upload errors due to hidden or invalid characters in file name

  • A new error message will display in SAGE if you attempt to upload eGC1 attachments with invalid characters in the file name. To correct this issue, rename the file on your computer by directly typing in the characters before attempting to upload it in SAGE.

September 2013 SAGE Maintenance Release

New Features

New Public Health Service (PHS) Sponsor Web site

  • To make it easy to find the list of current Public Health Service sponsors, we created a new PHS Sponsors web page.The FCOI online training and other communications will have links to this page.

SAGE Record retention – Removing aged eGC1 attachments

  • In compliance with the UW Records Retention policy, on October 1st, 2013, we will be removing attachments from grant applications (eGC1s) which were never awarded and have a sponsor deadline before January 9, 2009. This will free up storage space and simplify data management. The eGC1s without their attachments will remain in SAGE for reporting purposes. We informed all affected PIs on September 19, 2013.

Users are no longer able to send disclosure notifications from eGC1’s where the sponsor name is “Pending – Notify OSP of Correct Sponsor”

  • If the sponsor has not yet been filled in, you will not be able to send the notifications either. This will help ensure that the correct disclosure rules and requirements are applied when the investigators are updating their SFI in FIDS.

We have improved the organization of the disclosures on the PI & Personnel pages.

  • The primary disclosure will display in italics, followed by related disclosures ordered from most recent to oldest. Users will be able to view the one-year history of all of an Investigator’s submitted disclosures by clicking the new Investigator Disclosure History link.

August 2013 Grant Runner Form Set C

New Features

Changes were made to several of the Grant Runner forms with the new Form Set C version.

  • Performance Sites: You may now list up to 300 sites.
  • PHS398 Checklist: This form will no longer be in the set. Its fields were moved to the PHS398 Cover Page Supplement.
  • PHS398 Cover Page Supplement: You may now enter up to 200 stem cell lines. The fields from the Checklist form were moved to this form.
  • PHS398 Research Plan: The Planned Enrollment and Cumulative Inclusion Enrollment attachments will become their own new online forms.
  • RR Key Person Expanded: You may now add up to 100 key persons.
  • RR SF424: There is a new, required field for Change/Corrected applications, “Previous Grants.gov Tracking ID.”  The Cover Letter attachment will be moved to this form.
  • Cumulative Inclusion Enrollment: This is a new, optional form where you can enter enrollment data directly. This form replaces the corresponding attachment on the Research Plan.
  • Planned Enrollment: This is a new, optional online form where you will be able to enter enrollment data directly. This form replaces the corresponding attachment on the Research Plan.
  • Cover Letter: The form will no longer appear; its attachment will be added to the RR SF424 form.

July 2013 SAGE Maintenance Release

New Features

Notification dates were added to the PI & Personnel page.

  • To help administrators know when to follow up with investigators, the PI & Personnel Page now displays the date when each investigator was notified by SAGE email to create a disclosure for an eGC1 and when the eGC1 reaches the Just in Time (JIT) phase.

Fixes

  • We fixed several bugs related to PI Assurance so that PI Assurance values will be retained and displayed appropriately. We also corrected all of the eGC1s that were affected by the bugs.

June 2013 SAGE Release

Fixes/Enhancements

In SAGE Budget, we revised how calculations are made for salary distributions.

  • In the March 2013 release, we revised salary calculations to include additional earn types. We found a few rare cases where SAGE Budget lists inaccurate salaries when the salary distributions have not yet been entered into the HR database. We have now revised SAGE Budget to account for the distributions which are not in the database.

We updated our tools’ styles.

To ensure that our tools have a more consistent look and are easier to maintain, we made some changes in our code. In some newer browsers, you may notice slightly different colors, rounded corners, and other minor changes. The changes were made in the following tools:

  • SAGE – System to Administer Grants Electronically
  • FIDS – Financial Interest Disclosure System
  • SPAERC – Sponsored Projects Administration & Electronic Research Compliance (for OSP)
  • SERA – System for Electronic Research Accounting (for GCA)

April 2013 SAGE Maintenance Release

New Features

SAGE Budget: Preliminary Benefit Rates are now available to users of SAGE Budget.

  • GIM 3 has been updated to display both current benefit rates and preliminary benefit rates for future budgeting as they become available.
  • SAGE Budget will use the correct rate based on the period start date and whether the user has opted to use current and preliminary rates or current-only rates.
  • Budget preparers can use a global update feature to update their budgets quickly when preliminary rates become available each year.
  • The period entry page for a given person will indicate whether the rate being used is current or preliminary for that period.

An ASTRA information page will display instead of an error message at sign in.

  • When you attempt to log in to SAGE without the required ASTRA role, SAGE will display a list of people in your unit who can authorize access to SAGE. You able to choose an authorizer and send him or her a message to request access to SAGE.

Designated Subcontract Actions (SA) attachments are viewable in SAGE.

  • Subcontracts Actions (SA) attachments will now be viewable in the Related Documents section of the Attached Documents page if the SA is in Active or Closed-Out status and if the type of attachment is not a To/From Communication.

EH&S has a new compliance question: “Will the project involve scientific diving?”

  • Anyone diving under the University of Washington’s auspices must have current certification as a University of Washington Scientific Diver and adhere to the standards set forth in the UW’s Diving Safety Manual. EH&S will contact you to assist in meeting Diving Safety Program requirements prior to diving.

March 2013 SAGE Maintenance Release

New Features in SAGE

  • SAGE Budget: In the Salaries and Wages section of the Worksheet, additional earn types such as administrative supplements are selected by default, but users may deselect them.
  • eGC1: Related disclosures are now displayed in the Compliance Details column in the Personnel section, on the PI & Personnel page.
  • eGC1: The Environmental Health and Safety (EH&S) Department revised their compliance questions. The changes were made to reflect regulatory and EH&S program updates.

November 2012 SAGE Maintenance Release

New Features

  • The Advance Budget Number Request form signature disclaimer was modified to show new wording.
  • The Ready to Submit (RTS) field on the Certify & Route page is now required on all eGC1’s.
  • Users will be unable to withdraw the eGC1’s once RTS is answered “Yes” and the eGC1 is at “In OSP” status. They will have to request that OSP return it.
  • A new message will display informing users which OSP person is handling their application in case they need to contact OSP for a correction and return of the eGC1.

August 2012 SAGE and FIDS Release

New Features

These changes were made as a result of introducing the new Financial Interest Disclosure System (FIDS) which integrates with SAGE.

On the eGC1 PI & Personnel page:

  • eGC1 Preparers can select Investigator status.
  • Disclosure notifications to investigators to complete a disclosure in FIDS can now be sent.
  • Each investigator’s SFI status will display based on the information in FIDS.
  • The PHS FCOI training status will display.
  • The FIDS disclosure status will display.
  • Changes may be made to the PI or personnel after the eGC1 has been approved by OSP.
  • The history of any post-approval PI or personnel changes will be displayed.

On the Certify & Route page:

  •  An eGC1 cannot be completed until all investigators have received disclosure notifications.
  • The Ready to Submit question cannot be answered as “Yes” until all investigators have completed their disclosures in FIDS.

May 2012 SAGE Maintenance Release

New Features

  • The Security and Export compliance questions have been revised, and a new one has been added concerning access to classified national security information. Answering “Yes” to the new question will generate a new Security Reviewer approver node on the approval graph.
  • The SAGE Budget export now contains data formatted to simplify data entry for the SF424 forms. You will find this information following the usual export data.
  • When adding an ad hoc approver or watcher, a new validation checks for any mismatch between the Role chosen and the level of the associated organization code.
  • When OSP marks an eGC1 as eligible for an Advance Budget Review, the eGC1 owners will automatically receive an email message.
  • When users look up personnel, the results will contain the employee identification number. This will allow users to quickly differentiate between personnel with similar names.
  • You may now delete an eGC1 sooner. You must have read/write access, it has been more than six months since the eGC1 has been completed, and the eGC1 is in Withdrawn or Returned status.

Fixes

  • If you create new budget and complete all of the steps until you reach the access page where you add and remove an admin/budget contact, you will see the full budget navigation instead of the wizard.
  • Hyphenated names now display properly.
  • Advance budget is marked as ineligible when a user copies an older eGC1.

April 2012 SAGE Release

New Features

  • Budget and eGC1 Preparers, formerly known as Creators, may be updated by anyone with Read/Write access. This allows you control who gets notifications for an eGC1.
  • Users can enter or update access information once, and it will display on the centralized access page shared by both an eGC1 and its connected SAGE Budget.
  • Users with global edit access for an eGC1 will also have read/write access to the connected budget.

Fixes

  • A validation message will be displayed if a user attempts to add a person a second time on the eGC1 PI and Personnel page.
  • All new approval snapshots will be in PDF format; the HTML option has been removed.
  • Personnel from older eGC1s who showed up as duplicate owners will now be displayed once.

January 2012 SAGE Maintenance Release

New Features in SAGE

  • The Advance Budget Form has updated instructions. We have created a new Advance Budget Job Aid which you can find on the My Advance Requests page.

Fixes

  • The SAGE Budget wizard can now handle F&A rates correctly for grants which go beyond the agreement dates.
  • On applications which use human subjects and stem cells, you cannot leave comments without choosing a Type on the Compliance Explanations page.
  • SAGE will only copy valid 4th level org codes. Incorrect and expired org codes will be removed from copied eGC1s.
  • In Grant Runner, the PHS398 cover letter Update and View links will now display correctly.
  • You will not be able to select or copy inactive sponsors on your eGC1, and SAGE will remove inactive sponsors from copied eGC1s.

October 2011 SAGE Maintenance Release

New Features

  • The new School of Medicine compliance sub question, HS-1-B, will generate a message to let you know what type of Clinical Research Budget & Billing Support Office (CRBB) review is needed.  This question is triggered only for eGC1s which involve the use of human subjects, and will appear once the Project Type and HSD Application type are selected.

Fixes

  • Human Subjects compliance question HS-2 now displays in the SAGE Approval Application Summary when the research involves the use and/or creation of human embryonic stem cells.

August 2011 SAGE Maintenance Release

New Features

  • SAGE users will be required to select or specify an organizational code which ends in fewer than four zeros.
  • When an eGC1 with any EH&S compliance question answered “yes” is funded, EH&S will be notified.

Fixes

  • Fixed the PAC notifications so that all Pre-Award Budget Contacts, eGC1 Creators, and Administrative Contacts will now receive Post-Award Change (PAC) email notifications.
  • The F&A checkbox displays correctly when the F&A rates are customized at the period level in SAGE Budget.

July 2011 SAGE Release

New Features

  • New Grant Runner submission page shows all status information for Grant Runner Applications, including Grant Tracking Number, Sponsor Assigned Number, and History & Comments.
  • The “Application Documents Information” section now displays on the “Certify & Route” page.
  • The “Attachments & Routing Questions” page has been renamed “Attached Documents” and no longer includes routing questions.
  • The “Certify, Complete & Print” page has been renamed “Certify & Route”.
  • The “Ready to Submit” question has moved to the “Certify & Route” page of the SAGE eGC1.

June 2011 SAGE Maintenance Release

Fixes

SAGE Budget: When a line item is deleted from the budget worksheet, the page refreshes to reflect the change. However, if a budget has Targets & Limits enabled, the F&A values displayed are not immediately updated. The next time the page is refreshed, the displayed F&A values will be correct, and the Total Project Costs will include the F&A change.

April 2011 SAGE Budget Versioning and eGC1 Integration

New Budget Features

  • Budget period naming conventions have been enhanced to include the most common period names.
  • Budgets built in SAGE can now be connected to an eGC1, so that any updates made to the budget automatically display on the budget page of the connected eGC1.
  • Budgets in SAGE route with the eGC1 they’re connected to and anybody with access to eGC1 will also have access to the budget.
  • The worksheet in SAGE Budget displays the eGC1 number and status of connected eGC1s.
  • Fiscally responsible departments can now be specified on the setup screen for sub budgets.
  • New Budget Edit Numbers in the Budget History enable users to see when a budget has been revised and to read comments associated with those changes.
  • OSP Administrator/Coordinator now has read access to Budgets built in SAGE.
  • SAGE saves all changes to budget and assigns a unique Budget Edit number and timestamp to versions created at critical points in workflow, such as at submission or approval.
  • Users can access a read-only view of a budget at a specific point in time from the Budget History and copy, print, or export it to Excel.
  • Users can access an Excel version of a connected budget from the eGC1 Attachments page under Connected Budget Data.
  • Users with the appropriate permissions can view or withdraw the eGC1 and budget from the Budget History tab.
  • Ability to define lines that automatically adjust their amounts to make selected total match target amount.
  • Ability to enable/disable fixed fee on APL budget
  • Ability to see sub-budget information for awards where proposal includes an associated SAGE Budget.
  • Added ability to modify Administrative and Pre-Award Budget contacts regardless of eGC1 status
  • Budget title field width reduced to better match maximum characters allowed

Fixes

  • Error when opening Targets and Limits auto-adjusting entries with read-only access.
  • Cascade non-salary line items when a period is added
  • When a user adds TBD personnel to a sub budget, the salary that is created in the setup screen is not transferring to the period set up. The first period starting monthly salary should match the value defined on line setup, instead it is $0.
  • Corrected TBD personnel starting monthly salary on sub budget not copying to periods
  • Changes to how dates are calculated in SAGE Budget may cause a discrepancy between effort months and period length in a select number of budgets. Each of the affected budgets has a salary line item where the number of effort months originally calculated does not match the number of effort months that the current date calculation produces. This means that the effort months in the budget period now exceed the period length.
    • Symptom: When you click through salary details, you will see the following error message when you attempt to tab off the affected period: “Effort Months cannot exceed the number of months in the period (there are currently x months in this period). To increase the effort months, you will need to lengthen the period at the Periods tab.”
  • Changing period dates flips academic/summer months on salary lines
  • Period months incorrect when period start and end dates are in months of different durations (e.g. 28, 30, 31 days)-Current production issue discovered during Budget 2.2 user acceptance testing. When creating a period that has dates that start/end mid-month in months with a different number of days, the period months on salary lines may be calculated as a whole number where a user may otherwise expect them to be. For example: a period starting on 1/16/2011 and ending on 4/15/2011, period months comes out to 3.0161.
  • In a Grant Runner application that has been withdrawn or returned for updates, if an Appendix file is added immediately after updating the Research Strategy file, the Appendix file will appear in the Strategy section.
  • The Advanced Search for Approvals has two issues. First, if both the Date Approved After and Before fields are used to set a date range, the system will not return any results. Using just one date fields works correctly. Second, if a very large number (such as an org code) is mistakenly entered in the eGC1 Number field, an error (99) will occur.

March 2011 SAGE Maintenance Release

The UW Box Number is Now a Required Field

When a user chooses the Organization Code Receiving Funding, the UW Box Number will be automatically populated. Users can still edit the field as needed.