The SAGE Release Calendar provides SAGE users with awareness of work in progress and a schedule for upcoming releases. You can also review historical release details in the Release History section.
Upcoming Releases
| Release Date |
System Downtime |
Release Description |
| TBD |
Yes |
|
Release History
Below are the dates of our historical project and maintenance releases. Not included are production support patches that may have gone out intermittently in response to urgent needs.
This document covers the years 2022 to the present. A second document covers the years 2017-2021.
Review the SAGE Product Updates for more detailed information on features and fixes for any of the release dates below. The updates are generally linked from the Release Description.
2024 Releases Delivered
| Release Date |
Release Description |
| March 18, 2024 |
SAGE Suite Release Notes
- SAGE eGC1
- Updated Routing Rules for eGC1 Approvals
- SAGE Budget
- FY2025 Preliminary Benefit Rates Available
- SAGE Advances
- Workday Award ID Added to Advance Request Header
- SAGE Central
- Tasklist Performance Improvements (Released 3/11/24):
- Royalty Research Fund (RRF) Application Scoring Updates:
- Miscellaneous Maintenance
- Load Reduction on HRP Web Service
|
| February 22, 2024 |
SAGE Suite Release Notes
- SAGE
- Award Setup Requests
- Modification Requests
- SAGE Budget
- SAGE Central
- Award Setup Requests (OSP & GCA only)
- Admin Actions (OSP)
- Performance Improvements
|
| February 6, 2024 |
SAGE Suite Release Notes
- SAGE
- Award Request List Filters
- Award Search Update
- Budget Alert & Validation for 03-62 (subaward) Line Entries
|
2023 Releases Delivered
| Release Date |
Release Description |
| December 20, 2023 |
SAGE Suite Release Notes
- SAGE
- Additional data available in the Award Requests List
- Added filter by Award ID and filter by PI
- Sync of current and past Workday awards to SAGE
- “Processed” status filter for Advances reactivated
- Additional fields added to SAGE Budget export
- SAGE Central
- Changing sponsor on non-award agreements issue fixed
|
| November 30, 2023 |
SAGE Suite Release Notes
- Fixes and Features
- SAGE Awards
- SAGE Advances
- SAGE Budgets
- Infrastructure Improvements
|
| November 9, 2023 |
SAGE Suite Release Notes
- Subawards
- Holds on Award Setup (ASR) and Modification (MOD) Requests
- Required Fields on Award and Budget Setup
- Miscellaneous Maintenance
- User Interface Design Component Updates
|
| September 14, 2023 |
Awards Updates and Grant Runner Forms-H
- Search in Award Requests List
- Change the Linked SAGE Budget from an Award Setup Request
- Grant Runner Updated with FORMS-H
- Additional Maintenance and Fixes
|
| August 31, 2023 |
SAGE Maintenance and Fixes |
| August 17, 2023 |
SAGE Maintenance Release
- SAGE users can delete modification request when created in SAGE in Composing status, but not modification requests created by OSP in SAGE Central and sent to Campus to complete (even though status is in Composing).
- OSP can delete modification requests when created in SAGE Central in OSP Setup status.
- Ability to change an incorrectly connected eGC1 or Budget on Award Setup Requests
- Campus users will not be able to delete a SAGE Budget that is connected to an ASR
- Modification requests will display in the Award Request List based on the Award
Application (eGC1) Contacts & Access page.
- Ad hoc reviewers of Award Setup Requests (ASRs) can now view, open and approve ASRs in their request list
- SAGE Budget rounding error correction
|
| August 10, 2023 |
SAGE Maintenance Release
- Modification Request Validations: The following validations have been added to Modifications to ensure the form is completed correctly:
- A message will display on the “Review & Submit” section to confirm the Award Preparer is added to the “Access & Roles” section.
- A gray check mark will display next to each section of the Modification that has been completed.
- Users Able to Approve Advances: Previously, campus approvers were unable to approve advances when a newly created eGC1 included only the Cost Center, and the Organization Code (Org Code) did not exist. This fix allows these Advances to be approved by department approvers.
- Approval Workflow Now Generates Correctly When Award Preparer Is Added: Approval workflows for Award Setup Requests and Modifications were not generating correctly when an award preparer was added to the eGC1 after the Office of Sponsored Programs (OSP) had created the Award Setup Request or Modification. Campus users can now refresh the Approvals page to generate the correct approval workflow so that the Award Setup Request or Modification can be submitted.
- Deletion of OSP-Initiated Award Setup Requests: As noted in a previous announcement, Award Setup Requests initiated by OSP cannot be deleted by campus users in order to prevent accidental loss of OSP work.
- eGC1 Search Fix: When searching eGC1s in advanced search, duplicate eGC1 search results have been removed.
- Advance Budget Extension Request End Dates: An issue with Advance Budget Extension requests where the end date was not calculating correctly has been fixed.
- Budget Display for Award Setup Requests: When searching for budgets to connect to an Award Setup Request, SAGE will display only budgets that are not already connected to an eGC1 or Award Setup Request.
|
| July 19, 2023 |
ORIS FT SAGE Modifications Release
- Award Modifications (MODs): Campus and OSP can create and route Award Modification Requests
- SAGE Central: Filter Award Request List by OSP and GCA individual and/or team assignments
|
| July 7, 2023 |
ORIS FT SAGE Release
- Award Setup Requests
- Cost Centers
- SAGE Central
- UW Centralized Sponsor & Donor Data
|
| March 16, 2023 |
SAGE Maintenance Release
- HR/Payroll Web Service Update
- FCOI Label Updates in FIDS
|
2022 Releases Delivered
Contents
Features and Fixes
SAGE Awards
New Data in the Award Request List
The following data has been added to the Award Requests List, for quick, at-a-glance context around each request:
- Short title (added for Modifications; already exists for Awards)
- eGC1 (added for Modifications; already exists for Awards)
- Cost Center ID (added for Award Setup Requests; may not appear for Modifications)
- Principal Investigator
- Workday Award ID
- Sponsor Name
- Prime/Originating Sponsor Name
Filter Enhancements in the Award Requests List
The following enhancements for filtering the Award Requests List improve performance and provide more filter-by options:
- Award Filter Buttons
- To improve performance when selecting award filters, users now need to select the new “Apply Filters” button at the top of the Filter Requests sidebar in order for the filtered results to display. Users can also remove all filters by selecting the new “Clear Filters” button
- Filter by Award ID
- Users can now filter the Award Requests List by Workday Award ID to see all Award Setup, Modification, or Advance Requests (ASRs, MODs, and ADVs) for a given award. This is helpful in confirming if a request has already been started, or to quickly monitor outstanding items for a particular award. (Note that ADVs only display on the Award Requests List in SAGE Central).
- Note: When filtering by Award ID, users will only see items that they have permissions to view per the “Access and Roles” section. When searching for a given award, users will see all results, though they will only be able to view items they have access to.
- Note: There is a known bug where recently processed ASRs may not display the Workday Award ID in the Award Requests List.
- Filter by Principal Investigator (PI)
- Users can now filter the Award Requests List by PI. This allows users to view all requests (ASRs, MODs, and ADVs) for the selected PI.
Workday Awards Now Sync to SAGE
Workday awards are immediately available in SAGE for users to create subaward and MOD requests once the new ASR or ADV is processed in SAGE. The data sync also backfills data from converted awards and awards processed prior to this release.
SAGE Advances
Update: Status Filter for Processed Advances is Reactivated
The “Processed” status filter found on the Advance Tasklist is now reactivated for users. To protect system stability, the filter had been temporarily deactivated while performance improvements were pending.
SAGE Budget
Budget Export Fields Added
Cost Center, Security Grant Hierarchy, and worksheet-level Principal Investigators have been added to SAGE Budget exports. When budget exports are attached to MODs, these details will help GCA with the required setup in Workday.
Contents
Features and Fixes
SAGE Awards
Search Award Request List by eGC1 or Request ID
Users are now able to search for Award Setup, Modification, and Advance Requests from within the Awards section by either the Request ID (ASRxxxx, MODxxxx, ADVxxxx) or the Application (eGC1) ID (Axxxx) associated with the request. This is an exact-match search, so the full ID is required.
Note: For modifications, searching by Request ID is more accurate, since the eGC1 associated with the request may not always be populated.
SAGE Advances
Fix: Advance Extension Requests Budget Selection
Advance Extension requests no longer require selection of a budget number or sub budget, and can proceed with submission to GCA.
SAGE Budget
Fix: SAGE Budget Contacts and Access Caching Issue
An issue has been resolved where SAGE Budget contacts and access were not refreshing properly when navigating between budgets. The system now refreshes as expected, and users no longer have to do a manual refresh to see the accurate list of individuals.
Infrastructure and Performance Improvements
Improved Load Balancing Across Production Servers
In order to better handle the volume of users in SAGE and improve system stabilization, a change was made on 11/20/2023 to modify the approach used to balance users and system calls across the multiple production servers that support SAGE. ORIS and UW-IT have collaborated on the solution and are jointly monitoring its success and stability.
Optimized SQL Server Settings for Improved Stability and Performance
In order to improve performance of the SAGE Suite applications, a review of the SQL Server has been performed, and settings have been modified per best practices. Indexes have also been added to support improved performance.
Improved Error Handling for Award Request Workflow Status Delays
When the event handling service does not return the new status for a request that is returned, denied, or approved within a reasonable timeframe, the system will only retry a specified number of times before the user will get a message to try refreshing later. This will prevent possible system issues if retries continue indefinitely.
Note: This update will go out independently of the other updates, shortly following the release.
Refactored Approach to Search and Future Filters
The technical approach to award search and filtering was refactored to address past performance issues. This refactoring supports the search feature and will yield significant improvements for users with the additional filtering coming in the December release.