Tag Archives: Notifications

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 users attempt to remove themselves from an eGC1 or Budget

  • When users remove themselves 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 users remove their last access to an eGC1 or budget, they will now be redirected back to their task list.

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.

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.

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.

The Disclosure Notification section appears on the PI & Personnel page.

E G C one disclosure notification section

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.

egc1_personnel_email_warning

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

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.
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