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SAGE Suite March Release

SAGE Suite March Release. Ciara Nic Mhathúna Office of Research Information Services. March 17 th SAGE Release. New Look SAGE Suite Usability changes for SAGE Revised navigation and form design SAGE Budget Phase II Internal UW Sub-budgets Subcontracts Fabrication budgets

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SAGE Suite March Release

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  1. SAGE Suite March Release Ciara Nic Mhathúna Office of Research Information Services

  2. March 17th SAGE Release • New Look SAGE Suite • Usability changes for SAGE • Revised navigation and form design • SAGE Budget Phase II • Internal UW Sub-budgets • Subcontracts • Fabrication budgets • New ASTRA Global Edit Role • Ability to edit all completed eGC1s for a unit (based on span of control)

  3. New ASTRA Role Global Edit

  4. Background • Inappropriate levels of access allowed users to workaround system limitations. • Examples: • Users were being given reviewer level access, when all they needed was ability to edit for a unit. • Reviewers needed read/write access to the eGC1 to make edits quickly and avoid delays. • Ability to edit and approve/deny needed to be separate and distinct to provide transparency on who could appropriately take action on an eGC1.

  5. New ASTRA Roles • Read-Only • Can view or copy all eGC1s created by that unit. • Cannot make changes or edits. • Global Edit • Can view or copy all eGC1s created by that unit. • Can change or edit existing eGC1s. • Access to both is through eApprovals – you can only view completed eGC1s. • A user can have multiple roles. • Access determined by Span of Control.

  6. ASTRA Roles

  7. Examples • New to Unit – need to be able to create eGC1s and access previously completed eGC1s: • Preparer • Global Edit • Reviewer – need to be able to approve and make changes to eGC1s: • Reviewer • Global Edit

  8. ASTRA Administrators • Review existing roles and consult with units to determine what access is required. • Note: • SAGE RRF and Access Enhancement release in August 2009 removed the ability to withdraw and edit the eGC1 directly from the Approval Graph. • With New Look, the ability to withdraw and edit the eGC1 directly from the Approval Tasklist will also be removed. • Reviewers will need the Global Edit role if they require ability to withdraw and make changes to eGC1s.

  9. Sage Suite New Look & Budget Phase II

  10. New Look SAGE Suite • Easier to scan • Realigned labels • Removed visual clutter • Simplified layouts • Tabs in SAGE for Budget, eGC1 Forms, Approvals, Advances • Improved navigation and breadcrumb trails • Improved Help • Enhanced instruction text • Sample prompts within fields • Standard look across all SAGE Suite Products • Easier to learn

  11. Budget Phase II – New Features • Sub Budgets • Internal UW Sub Budgets • Subcontracts • Fabrication budgets • Benefits: • Increased opportunities to collaborate • Split F&A rates • Standardized format – easier for reviewers • Easier to work with renewals and resubmissions

  12. Training & Support • Updated materials for New Look, and new learning guides for Budget available on March 18th • Drop-in sessions (bring along a budget) • March 23rd, 9am-12pm, SLU • March 25th, 9am-11:50am, HSB • March 30th, 1pm-4pm, EEB • April 1st, 1pm-4pm, Tower • April 6th, 2pm-5pm, Harborview • Register for Budget drop-in sessions & see sneak preview of New Look at www.sage.washington.edu

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