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

2. ORIS 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 New ASTRA Global Edit Role –Ability to edit all completed eGC1s for a unit (based on span of control)

3. ORIS Global Edit New ASTRA Role

4. ORIS 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. ORIS 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. ORIS ASTRA Roles PreparerReviewer Global Edit Read Only Create eGC1sX View eGC1s created by Unit XXX Amend eGC1s created by Unit X Approve eGC1s for Unit X

7. ORIS 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. ORIS 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. ORIS Sage Suite New Look & Budget Phase II

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