• Tags
• Award

• Request List Display
• Search for an Item
• Filter Options

The Award Requests list page displays your Award Setup Requests, and Modification Requests in process. Review the Managing Your SAGE Award Requests List video for a demonstration of features with examples.

From the Award Requests list page you can:

• Create and manage Award Setup Requests
• Create and manage Modification Requests
• Open an existing item, including requests initiated by OSP (OSP Setup status or Composing)
• Search for a request
• Filter the lists

The following image shows the header and a few columns and rows of the Award Requests page:

Request List Display

For each existing request, the list displays the following information.

Note: The Request Application (eGC1) ID and Short Title columns are “frozen” so they are always visible. You can scroll to the right to see the additional columns. Fields without a value will display an “em” dash (—).

By default, there are ten items on a page, with the most recent first. If you have more than ten requests, the system will add pagination links at the lower right of the page. You can also customize the number of items on the page to 25 or 50.

The results display below the Search By menu. The first line indicates the number of results found, up to ten items. The search results are sorted by most recently created.

You will see two lines of information for each result:

• First Line: Short Title (with link to open in another tab) or “No Short Title Available”
• Second Line: Request ID | Workday Award ID (in some cases, if available) | PI First Last Name (if available)

The following image show an example result:

The results display below the Search By menu. The first line indicates the number of results found, up to ten items. If more than 10 items are returned, select the Show More button to display additional results. The search results are sorted by most recently created.

You will see two lines of information for each result:

• First Line: Short Title (with link to open in another tab) or “No Short Title Available”
• Second Line: Request ID | Award ID | PI First Last Name (if available)

The following image show an example result:

Click on the desired item to open it in a new browser tab. The list will include items you have read-only or edit access to. Advance Requests may appear in the search results.

If no matches are found, the following text displays:

• No Matches. Try a different search term or choose another option to Search By.

Note: the search icon (magnifying glass) is always enabled. This means you can enter a different value and start a new search at any time.

Filter Options

To filter the list of award requests, select Filter List at the upper right of the page to open the Filter Requests panel. Selecting the button again, or the X in the upper-right corner, closes the panel. The following image shows the Filter List button:

There are four different filters:

• By Award (Workday Award ID)
• By Principal Investigator
• By Status
• By Request Type

You can apply one or more of these filters to your list.

Select one or more values to include requests with the desired By Status or By Request Type. A selected filter value will change color to blue and include a checkmark. Selecting it a second time removes that value.

• Status values are:
  • All Statuses – selected by default, with a light blue color
  • Composing
  • Routing
  • GCA Assigned
  • Processed
  • Returned
  • Withdrawn
  • Denied
  • OSP Assigned
  • OSP Setup
  • GCA Workday Setup
• Request Type values are:
  • All Request Types – selected by default, with a light blue color
  • Award Setup Request
  • Modification Request

To filter By Principal Investigator, enter the person’s name in the search box. You can enter as First Last or as Last, First. Select the person from the results list.

Once you have chosen all of the desired filter values, select the Apply Filters button to display the tasklist with all those filters applied. The number of results displayed based on your filtering selections will be indicated.

Note: Clicking directly on the filtered items will remove your filters. To avoid this, hold the control key + click the Request ID link or right click on the Request ID link and select “open in a new tab.”

The following image shows the Routing and OSP Assigned status filters selected along with the Award Setup Request type. This filtered the tasklist to 285 results, as indicated just above the Apply Filters button.

Select the Reset Filters button to remove all filtering. This will leave the Filter List panel open, and will refresh the tasklist to display the full list of requests.

• Tags
• Award

The Awards component of SAGE (System to Administer Grants Electronically) allows you to complete an online Award Setup Request after receiving a Notice of Award (NoA) from the sponsor or to complete one that OSP has started.  To make changes to your existing award, you would create a Modification Request.

• Tags
• Award

• Access Roles
• Editing the Access List
  • Owners
  • General Collaborators

The Access & Roles page displays a read-only list of the individuals who have access to the Award Setup Request or Modification Request and their level of access, as well as other details. Access is shared with the selected eGC1.

The table displays one contact per row. The columns of information include:

• Contact
• Role
• Permissions
• Primary Organization (cost center) – only for Owners
• Email – only for Owners
• Phone – only for Owners

The following image shows this section with some example data.

Access Roles

Individuals with a role that has Owner permissions are listed first in the table, followed by any General Collaborators. The Owner rows display in the following order:

• Award Preparer
• Advance Preparer
• Budget Preparer (if applicable)
• eGC1 Preparer
• Pre-Award Budget Contact
• Administrative Contact
• Principal Investigator

All owner role rows display even if there is no one assigned to that role. General Collaborators will display in the order added.

By default, the person who creates the Award Setup Request or Modification Request becomes the Award Preparer. The exception is when OSP creates the request, the Award Preparer will be empty when the PI or administrator first views it. An Award Preparer will need to be added.

Note: The exception is when OSP creates the request, the Award Preparer will be empty when the PI or administrator first views it. An Award Preparer will need to be added before the Submit & Route button will be active.

The other owners are populated from the associated eGC1 application and from its connected budget, if applicable. An owner’s primary organization, email, and phone information will display. Anyone with Owner permission can make changes to the request. A new request will not have any default collaborators.

Note: At the time of award, eGC1 owners will have the ability to initiate an Award Setup Requests. Access to the eGC1 and Award Setup Request will then need to be updated on each item independently. So if someone leaves/needs to be removed, the change must be made on both the eGC1 and the ASR.

A person may have more than one Owner role, but cannot be both an Owner and a General Collaborator. If you try to add an existing person in a role that would conflict, their name would appear grayed out in the search results.

Editing the Access List

Anyone who is an Owner or who has Can Edit permissions may update the Access & Roles page of an award in any status.

Owners

To replace an existing owner, start typing the new person’s name or NetID in the Contacts column for that role, then select them from the results list. The one exception is that the Principal Investigator cannot be changed or removed.

In addition, a Pre-Award Budget Contact or Administrative Contact can be either demoted to a general collaborator with edit permission or removed from the budget by using the “more options” menu icon to the far right (three vertical blue dots). Any time you choose “remove” from the menu, a confirmation dialog will display.

An Award Preparer, if there is at least one other Award Preparer, can be demoted or removed.

General Collaborators

To add a general collaborator, select Add Contact, then choose “Add general collaborator” from the drop-down menu. A new row will be added to the top of the table. Start typing the person’s name or NetID in the Contact column, then select them from the results list. After adding a person, you can use the Sort by Role link to re-order the list.

Use the drop-down menu in the Permissions column to give either View Only or Can Edit access. The default choice is View Only.

You can change the access permission at any time. Anyone with Can Edit permissions can make changes to the award.

General Collaborators can also be:

• Promoted to be the Pre-Award Budget Contact or Administrative Contact
  • If the contact role is empty, the collaborator is moved directly.
  • If the contact role is not empty, a confirmation dialog appears to confirm the replacement. The person being replaced is demoted to a general collaborator with edit permission.
• Removed from the SAGE budget