The Comments & History section displays entries for events in the award request process. You can also add a comment at any time. The entries display in reverse chronological order, so the most recent one is first.
The following image shows an example of this page for a fully processed award.
The table columns are:
- Action Taken: Event that created the entry; described in a table below
- Timestamp: Date and time of the event
- Name: User whose action triggered the event or who manually added a comment
- Comment: Text of the comment, either system-generated or user-entered
Note: not all actions have comments. For those entries, a dash (-) will appear in the Comment column.
You can manually add a comment by selecting the Add Comment button above the table, as shown in the following image.
A dialog window will display. As you start entering your comment, the Add Comment button in the lower right corner of the window will be enabled. Select it to save your comment.
You can only delete your own manually added comments. To remove the comment, select the trash can icon to the right of the comment in the table it.
You can also add a comment from anywhere within the Award Setup Request by selecting the “more actions” (3 vertical dots) icon at the far left of the header, and choosing Add Comment.
Event Entries
The system will add an entry for the events described in the following table. The “comment type” column indicates if there will be any comment text, and if so, whether it is system-generated or user-entered.
| History Event |
Event Trigger |
Comment Type |
| Created request |
Clicking “Select” button next to eGC1 |
(none) |
| Submitted for routing |
Clicking “Submit & Route” button on Review & Submit page |
System-generated |
| Resubmitted for routing |
Clicking “Submit & Re-Route” button on Review & Submit page after a return |
User-entered and required |
| Approved |
Clicking “Approve” button on Request Summary page of routing Award Setup Request or Modification Request |
(none) |
| Returned |
Clicking “Return Request” button in return modal of Award Setup or Modification Request |
User-entered and required |
| Withdrawn |
Clicking “Withdraw” button |
(none) |
| Added ad hoc approver |
Clicking “Add ad hoc Approver” button in add approver modal |
User-entered and optional |
| Removed ad hoc approver |
Clicking “Remove Approver” button on the ad hoc approver’s workflow graph node |
User-entered and optional |
| Commented |
Clicking “Add Comment” button on the Comments & History page, or by selecting “Add Comment” from the “more actions” menu in the advance header |
User-entered and required (to complete process) |
The Approvals section of the Award Setup Request displays the units and individuals that will need to approve it. The section appears for all award statuses and can be used to check the approval progress.
The approval flow reads from top to bottom. Some approver cards may be grouped, and can be approved in any order. When the award has been submitted for routing, and reviewers are approving it, the card statuses and color will update to show the award’s progress. When all of the approvals are done, and GCA has completed their steps, the Processed card will also change to green.
Review Approving Awards for details on the approval flow, and Awards Email Notifications for details on emails sent.
Use this section of your award to review the Significant Financial Interest (SFI) and Financial Conflict of Interest (FCOI) Training status of the investigators on the associated eGC1 application. The table lists each investigator, their role, SFI disclosure submission status, and FCOI training status. If any investigators are not up-to-date, an alert appears above the table. The green check marks will indicate at a glance if training and disclosures are up-to-date.
SFI Disclosure Requirement
Each investigator must have completed an SFI disclosure in FIDS for the associated eGC1 application whether or not they have any financial interests to disclose. If the investigator submitted that disclosure more than 12 months ago from the current date, and has not created another disclosure of any kind within the past 12 months, the investigator would need to submit an annual update disclosure.
An investigator’s disclosure status is either “Up-to-date” or “Disclosure Required” with a Notify link. Select the Notify link to send a notification that either the primary disclosure or an annual update disclosure is needed. The system determines which disclosure is required and sends the corresponding notification. The award preparer is copied on the notification. You can select the Notify link more than once. The date will refresh automatically. Review the Award SFI & FCOI Notifications for details.
FCOI Training Requirement
If the eGC1 application’s sponsor is one that requires UW review of SFI, the investigator’s FCOI training must also be “up-to-date.” The training expires after four years. If the investigator’s training is not current, their status is “Training Required” with a Notify link. Use the link to send a notification about the training requirement, with instructions. The advance preparer is copied on the notification.
Below the table is a link to the parent eGC1 application’s PI, Personnel, & Organizations page where you can update the list of investigators. If you make changes, the award will automatically update.
The following image shows an example of an investigator who is not up-to-date for neither SFI disclosure nor FCOI training.
To create an Award Setup Request, start at the Awards tab and select the Create a Request button at the upper right.
Note: you can also start a new request from the Award Requests tasklist.
The following image shows the Awards tab in SAGE.
When you select the button, a menu displays with the option to create an Award Setup Request.
The following image shows this menu:
Select Award Setup Request from the menu. A type-ahead search displays for finding the associated eGC1 application. You can search by eGC1 number, PI (Principal Investigator), or Short Title.
The following image shows this search step:
Enter your search text. Only applications not already linked to an eGC1 or award will display. Select the desired eGC1.
A New Award Setup Request form will open, displaying the General Information page by default. SAGE will auto-fill details from your eGC1 (Title, Periods, Sponsor Details, PI/Department, etc.).
This information can be updated since information may change between time of proposal and time of award. You can also update the award’s start and end dates, funding amounts, and other details, as needed.
Use the left navigation menu to access and complete each of the sections. This menu previews the information you’ll be reviewing and entering, and allows you to easily navigate between various sections. Navigation is similar to that used for Advances.
The following image shows the navigation menu, with the General Information section highlighted.
This page describes email notifications related to Awards.
The SAGE Suite Email Notifications article provides information about other system emails.
Routing and Approvals
SAGE sends a number of email notifications during the routing and approval processes. 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.
| Email |
Purpose |
Sent When |
Sent To |
| Award Setup Request Created by OSP |
To alert the eGC1 Owners that an Award Setup Request has been initiated and is waiting to be completed |
OSP has received the Notice of Award, initiated an Award Setup Request, and sent it to campus |
Principal Investigator, Administrative Contact, Pre-Award Budget Contact, and eGC1 Preparer |
| Award Setup Request Returned |
To alert the Award Preparer(s) of the need to modify Award data |
Reviewer, OSP, or GCA takes a “return” action on an approval node |
Award Preparer(s) |
| Approval of Award Setup Request Required of Ad Hoc Reviewer |
To alert an Ad Hoc Reviewer that an Award Setup Request is waiting for approval |
Ad Hoc Reviewer node updates to “In Progress” |
Ad Hoc Reviewer |
| Award Setup Request Processed |
To notify owners that the Award Setup Request has been processed by GCA. The email includes a PDF of the completed form as an attachment. |
GCA completes the Award Setup Request and clicks the “Process Request” button |
Award Preparer(s) |
| Modification Request Created by OSP |
To alert the Award Preparer(s) that a Modification Request has been initiated and is waiting to be completed |
OSP has initiated a Modification Request, and sent it to campus |
Award Preparer(s) |
| Modification Request Returned |
To alert the Award Preparer(s) of the need to modify Award data |
Reviewer, OSP, or GCA takes a “return” action on an approval node |
Award Preparer(s) |
| Approval of Modification Request Required of Ad Hoc Reviewer |
To alert an Ad Hoc Reviewer that a Modification Request is waiting for approval |
Ad Hoc Reviewer node updates to “In Progress” |
Ad Hoc Reviewer |
| Modification Request Processed |
To notify owners that the Modification Request has been processed by GCA. The email includes a PDF of the completed form as an attachment. |
GCA completes the Modification Request and clicks the “Process Request” button |
Award Preparer(s) |
Investigator SFI & FCOI
As part of the Award Setup Request and Modification Request process, an Award Preparer can notify any investigators who are not up-to-date on either their SFI disclosures or FCOI Training.
Select the link in the Email column of the table below to see an example of the email’s content.
| Email |
Purpose |
Sent When |
Sent To |
| SFI Disclosure Required |
To notify an investigator they need to complete a primary disclosure for the related eGC1 before the request can be submitted |
“Notify” selected under SFI Disclosure |
Investigator named on the award, cc: Award Preparer(s) |
| SFI Annual Update Disclosure |
To notify an investigator they need to complete an annual update disclosure before the related request can be submitted |
“Notify” selected under SFI Disclosure which sends the SFI Annual Update Disclosure notification if the last disclosure was more than 12 months from the current date |
Investigator named on the award, cc: Award Preparer(s) |
| FCOI Training Required |
To notify an investigator they must complete the required training before the related request can be submitted |
“Notify” selected under FCOI Training |
Investigator named on the award, cc: Award Preparer(s) |
System Emails to SFI Compliance Officers
The system sends these emails automatically. Select the link in the Email column of the table below to see an example of the email’s content.
| Email |
Purpose |
Sent When |
| Award SFI Priority Review Request |
To notify the Compliance Officer to re-review the primary disclosure(s) with SFI for the Award Setup Request’s associated eGC1 |
The Award Preparer routes the Award Setup Request AND at least one investigator’s primary disclosure has a status of “Waiting for JIT” or “Review Required” and has SFI |
| Award 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 Modification Request |
The Award Preparer routes the Modification Request AND at least one investigator’s primary disclosure has a management plan indicated |
The Processed Awards feature will be coming soon.
It will allow you to view a processed Award’s activity including Advances and other request history, add or remove Related Items, or create Modifications to the Award.
The following image shows the Processed Awards portion of the Awards Landing page.
