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.
The Disclosure Notification section appears on the PI & Personnel page.
The Send Disclosure Notification button is used to notify investigators that they have to complete a disclosure (thus linking the disclosure with the eGC1). The button displays both before and after OSP approves the eGC1.
Note: If the Sponsor name (on the Details page) is either blank or “Pending – Notify OSP of Correct Sponsor” the Send Disclosure Notifications button will be grayed out, and an alert message displays. Once you select a Sponsor, the button will become active.
You should send Disclosure Notifications:
- As soon as possible when the eGC1 is composing. If you haven’t sent the notifications before you complete the eGC1, SAGE will automatically send them (at Noon and 10:00 PM daily).
- Whenever you add a new investigator.
- At Just in Time (JIT) for eGC1s that were approved prior to 8/17/2012.
To send an email message to let each investigator know that they need to complete a disclosure, click the Send Disclosure Notifications button. Once you send the notification, the Compliance Details information (in the Personnel section) will change from “Disclosure Notification not Sent” to “Disclosure Required”.
If an investigator has an unlisted email, that information will display under their name in the Personnel section. When you select the Send Disclosure Notifications button, an informational message appears, explaining that the standard email text (as shown below) will be included in an email to the eGC1 Preparer with instructions to forward it to the investigator.
Note: SAGE will send only one email notification to each investigator. If an investigator misplaces the email message, they can access FIDS at http://www.washington.edu/research/tools/fids/
Disclosure message details
- Subject Line: Indicates that action is required to complete a disclosure for a specific eGC1
- Email Content: Includes the following information:
- The investigator’s role
- The eGC1’s number and title
- The PI’s name
- The sponsor and sponsor’s deadline
- A link to access FIDS and instructions to get started
- OSP deadline information from GIM 19 Internal Deadlines for Proposals to External Entities
- A reminder about FCOI training for Institutional Review Required (IRR) sponsors
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.
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.
The Total Costs (Direct + F&A) are calculated and displayed automatically by SAGE for the 1st Period and Total (All Periods).
SAGE calculates and displays the Total Direct Costs for 1st Period and Total (All Periods).
Review the following documents for more detail: