When you create an eGC1, you are automatically named as the eGC1 Preparer. Approvers may contact you during the review process, and OSP and/or GCA staff following the awarding of funds.
To select a different preparer, click the Change the eGC1 Preparer? link beneath the preparer information to open the Personnel Chooser. Search for and select the new person.
When you choose to change yourself as the preparer, a warning message will appear. If the change you are making removes your last access to this item, once you confirm the change, the tasklist will display.
The information displayed for the preparer is:
- Name and Employee ID
- Selected unit: the name and Cost Center of the contact’s unit for the appointment selected. This is automatically displayed by SAGE.
- Title: the contact’s title from the directory. This field is editable.
- Phone: the contact’s phone number from the directory. This field is editable and is required.
- Email: the contact’s email address from the directory. This field is editable and is required.
When you create a budget, you are automatically named the role of Budget Preparer. Approvers may contact you during the review process, and OSP and/or GCA staff following the awarding of funds.
- To select a different preparer, click the Change the Budget Preparer? link beneath the preparer information to open the personnel chooser.
- Enter the Name or UW NetID for the person you want to add, and click Search.
- Click on the desired person’s name to select her or him and return to the Access page.
When you choose to change yourself as the preparer, a warning message will appear. If the change you are making removes your last access to this item, once you confirm the change, the tasklist will display.
The information displayed for the preparer is:
- Name and Employee ID
- Selected unit: the name and Cost Center of the contact’s unit for the appointment selected. This is automatically displayed by SAGE.
- Title: the contact’s title from the directory. This field is editable.
- Phone: the contact’s title from the directory. This field is editable.
- Email: the contact’s title from the directory. This field is editable.
Use this section of the eGC1 Contacts and Assign Access page to look up an Administrative or Pre-Award Budget Contact. Approvers may contact these persons during the review process. OSP and/or GCA staff may contact them following the awarding of funds.
Review the SAGE Budget and eGC1 Shared Access Data page to learn how contact information is displayed on the shared access page of your eGC1 and its connected SAGE Budget.
Note: This page is editable regardless of the eGC1’s status.
Add Contact
Click on either the Look Up Administrative Contact or Look Up Pre-Award Budget Contact button on the Contacts & Assign Access page to open the Personnel Chooser. Search for and select the person.
The information displayed for both contacts is the same.
- Name and Employee ID
- Selected unit: the name and cost center of the contact’s unit for the appointment selected. This is automatically displayed by SAGE.
- Title: the contact’s title from the directory. This field is editable.
- Phone: the contact’s phone number from the directory. This field is editable and is required.
- Email: the contact’s email address from the directory. This field is editable and is required.
Change Contact
To select a different contact, click the appropriate Change the (Admin/Budget) Contact? link beneath the contact information to open the personnel chooser.
Remove Contact
To remove a contact, click the appropriate Remove the (Admin/Budget) Contact? link beneath the contact information to clear the selection.
When you choose to change or remove yourself as a contact, a warning message will appear. If the change you are making removes your last access to this item, once you confirm the change you will be returned to the tasklist.
This page allows the eGC1 Preparer to add an Administrative Contact and a Pre-Award Budget Contact, both of whom are optional.
In the Access section, the preparer and other owners (contacts and PI) are listed. One person may hold more than one of these roles. Owners have edit access.
With edit access, you can give other individuals read-only or read/write access to the application. Review Assign Access for how-to steps.
When you connect a SAGE budget to an eGC1, then the Budget Preparer is listed in addition to the eGC1 Preparer, and the two items have a shared access page.
If you create an Advance Budget Request for the eGC1 (with or without a connected budget), the Advance Preparer(s) and any others assigned access to the Advance will also be listed in the Access section of the eGC1’s page.
