When you open and unlock an application, you have control of it. Until you re-lock it, or close it, campus users will not be able to unlock it for editing.
To re-lock and/or close an application
You have three options:
- Click the padlock to lock it, returning it to read-only access
- From the left navigation menu of the open application, click Save & Close this eGC1 to lock and close it
- From the breadcrumb, click Back to Spaerc Tasklist to lock and close it
Any time you lock or close an application, the system saves its data.
Tip: Don’t use your browser controls to close your application window. This won’t release your control of the application. To ensure that others can access an application when they need to, always use SPAERC controls to close and lock the application.
If you prefer, you can view and print a PDF version of the entire application.
- Click Printable eGC1 from the left navigation menu
- Click the Print icon for your browser
The first page you see when you open an application is the Control Sheet. The Control Sheet is a SPAERC-only page that provides a quick overview of the application for your reference.
You can navigate back to the Control Sheet at any time by clicking Control Sheet in the left navigation menu.
| Control Sheet Value |
Source |
| Details |
| Application number |
Details page: system-generated |
| Sponsor deadline |
Details page: preparer entered |
| Paper to OSP |
Attachments & Routing Questions page: Answer to “Will paper documents be submitted to OSP in support of this application?” |
| Electronic to sponsor |
Attachments & Routing Questions page: Answer to “Will sponsor documents be submitted electronically to the sponsor?” |
| Ready to Submit |
Attachments & Routing Questions page: Answer to “Is this application ready to be submitted to the sponsor by OSP?” |
| Assigned reviewer |
System-generated |
| Assigned group/team |
System-generated |
| Principal Investigator |
| Name, EIN (Employee Identification Number), Title |
PI, Personnel, & Organizations page: preparer looked up PI, system populated details |
| Org Code Receiving Funding |
| Org Code |
Details page: preparer looked up code, system populated details |
| Sponsor |
| Sponsor Name, Type, Parent name |
Details page: preparer looked up sponsor, system populated type and parent |
| Originating Sponsor |
| Flow-through funding |
Details page: Answer to originating sponsor question once Sponsor is selected; if Yes, the following fields appear |
| Originating Sponsor Name, Type, Parent name |
Details page: preparer looked up originating sponsor, system populated type and parent |
| Application Details |
| Long title, Short title |
Details page: preparer entered |
| Requested Start and End Dates |
Details page: preparer entered |
| Application Type |
Details page: preparer selected from list |
| Project type |
Details page: preparer selected from list |
| Sponsored Program Activity Type |
Details page: preparer selected from list |
| Clinical Trial Phase |
Non-Fiscal Compliance page: Answer to question HS-1C |
| Budget & Fiscal Compliance |
| Non-Standard F&A Rate |
Budget & Fiscal Compliance page: Answer to question F1 |
| Administrative or Clerical Support |
Budget & Fiscal Compliance page: Answer to question F2 |
| Total amount, First period amount requested |
Budget & Fiscal Compliance page: system calculated totals from page entries or linked budget |
| F&A cost rate |
Budget & Fiscal Compliance page: preparer entered directly, or in linked budget |
| Cost Sharing Information |
| Mandatory, Committed, and Total amount |
Cost Sharing page: preparer entered, total calculated by system |
| Other Information |
| Human subjects |
Non-Fiscal Compliance page: Answer to HS-1 |
| Animal use |
Non-Fiscal Compliance page: Answer to AU-1 |
| Personnel SFI |
PI, Personnel, & Organizations page: based on SFI values for the PI and any personnel; if any value is yes, the Control Sheet value is yes. |
| Subcontracts |
Budget & Fiscal Compliance page: answer based on presence of 03-62 line item(s) |
| eGC1 Campus Comments |
Comments entered by the eGC1 preparer for campus and OSP reviewers. In SAGE, these notes are called “Additional Information” and users add them on the Certify & Route page. |
| OSP Notes History |
The same data as on the OSP Notes page, presented here for convenience. |
When a preparer submits an application into routing for approval, the system automatically associates it with an OSP Group/Team and assigns it to an individual. The assignment depends on the following information provided in the application:
- The organization code receiving funding
- The amount of money requested
- The sponsor
- The application type
- The sponsored program activity type
By default, your Application Tasklist will display applications assigned to you with a status of In OSP. This status indicates that all campus reviewers have completed their approvals are complete. You can personalize the settings of your Application Tasklisk if you want to monitor applications in Routing status.
Note: When the preparer of an application in Withdrawn or Returned status re-completes it, the system re-evaluates the selected group/team and may change it. The assignment remains unchanged, so that the item returns to the person who last worked on it, and who can then re-assign it if needed.
Each application created in SAGE has a status. The status reflects where the application is in the whole grant lifecycle from proposal through to close-out.
An application may have one of the following nine statuses:
- Composing: An application has this status while in development by a Principal Investigator (PI) or a research administrator in SAGE. OSP reviewers cannot see an eGC1 in this status.
- Routing: When a research team completes an application, indicating that it’s ready for review, the application status changes to Routing and it moves into the approval phase. Preparers have the option to “withdraw” the application from routing to make adjustments, and then re-complete it so that it resumes routing.
- In OSP: When all of the business units on campus that need to approve the application have done so, its status changes to In OSP.
- Returned: During the review process, a campus or OSP reviewer may return the application to the research team for changes. When that occurs, the application status changes to Returned.
- Withdrawn: As the application is routing, the research team may need to make changes. They can pull the application out of routing to make it editable. When that occurs, the application status changes to Withdrawn.
- Approved: When OSP has approved an application, and their node on the approval graph is green, the application status changes to Approved. The application will have a pink “Approved” banner on its pages.
- Awarded: If the sponsor awards funding to the proposal, OSP creates a Funding Action and sends it to Grant and Contract Accounting (GCA) for processing. When the system changes the FA to “Sent to GCA,” it also automatically changes the application status from Approved to Awarded.
- Denied by Sponsor: If the sponsor does not fund the proposal, then either the research team or OSP can change its status from Approved to Denied.
- Permanently Withdrawn: If the research team decides not to submit the application to the sponsor, its status should become Permanently Withdrawn. If the application’s status is Withdrawn or Returned, the research team can change it; if its status is In OSP with RTS = Yes or if its status is Approved, then OSP can change the status.
To view status history
If you have any questions about the status of an application, you can check its Status Page for the details.
To reset the status
OSP can use the Reset Status feature to set some statuses to a prior state.