You can reset the status of an Approved or Denied by Sponsor application, and some Permanently Withdrawn applications.
Note: To have an Awarded application reset to Approved, contact the ORIS Support Desk.
When you open an application that you can reset, you will see a Reset Status link on the left navigation menu below Email Notifications.
Select this link to open the Reset Status pop-up window.
In the Reset Status section, the current or “From” status of the application displays. You will need to select the “To” status from the drop-down menu. The system will only display allowed choice(s), as listed below.
| From |
To |
Notes |
| Approved |
In OSP |
|
| Denied by Sponsor |
Approved |
|
| Permanently Withdrawn |
In OSP |
Only if the application reached this status |
| Permanently Withdrawn |
Approved |
Only if the application reached this status |
Note: You cannot reset applications that were Permanently Withdrawn by their research team using SAGE. These would be applications that were withdrawn or returned before reaching In OSP status.
Application Details Section
This section will list a few identifying pieces of information:
- eGC1 Number
- Short Title
- PI Name
- Org Code Receiving Funding
- Sponsor Name
OSP Notes
You must enter some text in the OSP Notes field. Use it to explain why you are making this change of status. You also have the option to reassign the item when resetting its status.
The system will display an entry under OSP Notes and History & Comments indicating who made the status change, when it was made, and showing the entered notes. Any assignment change will also appear on the OSP Notes page.
Reset Status
Click this button to complete the process of changing the eGC1’s status.
Cancel
Click this link to cancel the status change and return to your eGC1.
New Features
Allow deletion of subcontract actions beyond most recent
OSP can now delete any Subcontract Action, not just the most recent, as long as the Subcontract Action is in “Pending” status.
Provide OSP staff with ability to alter eGC1 status
All OSP staff now have the ability to reset eGC1s that had been accidentally set to “Approved”, “Denied by Sponsor”, or “Permanently Withdrawn” back to active statuses. Approved eGC1s can be reset to “In OSP” status, and “Denied” can be reset to “Approved”. If an eGC1 reached “In OSP” or “Approved” status prior to being “Permanently Withdrawn”, then OSP can reset it back to either of those statuses. eGC1s that are “Permanently Withdrawn” while in “Routing” status cannot be reset to an active status, but can still be copied.
Issue: When an eGC1 has reached a status of In OSP, the standard OSP approval node will have an approval status of Waiting Approval. If OSP adds a colleague as an “ad hoc” Approver by name, for a second opinion or purposes of training, both the ad hoc Approver node and the standard OSP node will have a status of “Waiting Approval.”
When the application is returned by OSP before the ad hoc node is approved, and campus re-completes the application, the graph’s logic changes. When it is redrawn upon re-completion, the ad hoc OSP Approver node is considered to be a campus approver with an approval status of Waiting Approval, and the standard OSP node will have an approval status of En Route. Therefore, the status of the eGC1 is set to Routing rather than back to In OSP as expected. Unless the OSP staff have included eGC1s with a status of Routing in their tasklist view, the application will not appear on their tasklist.
This causes confusion for both the campus user who can verify that the eGC1 has been re-completed and the OSP Administrator who cannot see the eGC1 because of the unexpected status change.
Note: Once the ad hoc OSP Approver node is “approved” the status of the application will change from Routing to In OSP.
Solution: When an eGC1 does not show up on the Tasklist for an Administrator in OSP but Campus asserts to have Re-Completed it, have OSP include “Routing” on their tasklist filtering, or search for the specific application.
You can change any Funding Action or Admin Action in Approved, Denied, Duplicate, or Returned by GCA status back to In OSP status. Use the In OSP link on the left navigation menu to start the process.
A pop-up window will appear that will allow you to change the status, reassign the item, and add comments if desired.
Add any explanatory comments you wish, reassign the item if necessary, then click on the In OSP button to complete the process. The pop-up window will close, and the item details page will refresh showing the new status.
Note: If you change an Admin Action assigned to the location File back to In OSP status, the system displays a warning message, which reads:
“An Admin Action with status of In OSP may not be assigned to File. Please modify the status or the assignment.”
To complete the process, you will need to reassign the Admin Action to a value other than File.
Issue: When the parent application is changed for an FA that is in Processed status, compliance auto-holds may appear, depending on the data in the new parent application. The process of applying auto-holds does not check the FA’s status when it is re-parented. Since the FA is not editable when in Processed status, the holds cannot be removed.
The system should either not allow re-parenting of processed FAs, or not apply auto-holds when a processed FA is re-parented. The appropriate fix based on business processes needs to be determined.