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New Look SAGE Suite &SAGE Budget Phase II

Ciara Nic Mhathúna and Paul Prestin

Office of Research Information Services

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Background

• From: Individual and unrelated forms that complete single

transactions.

• To: Core data about research project that gets revised,

versioned, and added to throughout life-cycle.

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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 (March MRAM)– Ability to edit all routed eGC1s for a unit (based on span of control)

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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

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eGC1 Tasklist

Buttons/clutter removed. eGC1 number opens the application

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Tasklist Navigation

Global Level navigation tabs, common to all SAGE areas.

Action Items (Create New or Search) separate from navigation

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Forms

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Form Navigation

Breadcrumb trail for easier navigation

Action bar (task level) to copy, save, delete, etc.

Current page highlighted

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Realigned layout

Labels on left, inputs on right. Easier to scan, and easier to see what still needs to be completed.

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Buttons and links

Actions that have to be completed (e.g. lookups), are displayed as buttons. Once completed, they change to links. This aids scanning and reduces

visual clutter.

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Clear examples of the sort of information being requested (disappears once you start typing).

Improved Help

Instructions clearly visible

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Approvals Tasklist

Clicking on the eGC1 number opens the approval flow

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Approval Flow

All Approve actions are completed from the approval flow

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Feedback Sessions

• Over 50 people from Campus, OSP and GCA participated in

testing sessions

• Feedback indicated that people found the changes:– easier to read / navigate / scan through / follow

– reduced the chance of skipping or missing fields

– would reduce time spent supporting others using it

– Underlying content still the same – forms easier to use but still

required the same information

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Training & Support (New Look)

• New Look– Feedback validated minimal training required, look had changed, but

the content hadn’t.

– Existing training materials to be updated.

– Sneak preview site (ASTRA training access required)

www.sage.washington.edu

• Questions/comments– SAGE helpdesk - sagehelp@u.washington.edu

ORIS Budget Phase II – New Features

• What’s new?– Sub Budgets

• Internal UW Sub Budgets

• Subcontracts

• Fabrication budgets

– Refresh salary, benefits & F&A

• Benefits:– Increased opportunities to collaborate

– Split F&A rates

– Standardized format – easier for reviewers

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New Sub Budgets Tab

Sub Budgets Tab: View existing sub budgets or add/import new ones

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Internal UW Sub Budgets

• All UW Business rules apply

• Create new or import existing

• Independent properties– PI

– Org Code Receiving funding

• Split F&A rates

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Subcontract

• Choice on how to enter subcontracts– Single line item under 03-62

– More detailed budget using sub budgets tab

• Subcontract properties– No UW rules apply

– Can enter UW or TBD personnel

– Direct entry of benefit rates

– Direct entry of F&A rates and base

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Budget Worksheet

All sub budgets roll up to the parent budget worksheet

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Training & Support (Budget)

• New Learning Guides available in March

• Drop-in sessions– Bring along a budget

• Times (two sessions, 1½ hour each)– March 23rd, 9am-12pm, SLU

– March 25th, 9am-11:50am, HSB

– March 30th, 1pm-4pm, EEB

– April 4th, 1pm-4pm, Tower

• Register for drop-in sessions at sage.washington.edu

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Next MRAM

• Budget Training

• ASTRA role