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ORIS SAGE Suite Release
Grant Runner Uplift
Released: 8/7/2014
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Grant Runner Overview
What is Grant Runner?
• A feature that allows users to complete and submit (via OSP) NIH Grant Application forms directly from SAGE
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• Currently supports NIH research grants using SF424 (R & R) forms, with modular budgets (R01, R03, R21 primarily)
• The NIH forms appear in the left navigation of SAGE when you choose to submit using Grant Runner
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Grant Runner Benefits
Why Use Grant Runner?
• No longer need to download the required forms from Grants.gov and attach to your eGC1.
• Pre-populates your SF424 forms with UW institutional data, contact information, PI data from eGC1.
• Allows lookup of key persons from UW Directory and pre-fills their info.
• Reduces redundant entry between the eGC1 and SF424 forms.
• Automatically checks for common SF424 errors and alerts you when you need to complete a required field or adjust an entry to meet NIH standards.
• Allows viewing of the Grants.gov tracking number and NIH status directly from your eGC1.
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ORIS Grant Runner Release Objectives
August 7 Release Objectives:• Update our infrastructure
– Make it easier for the developers to maintain– Allows us to more rapidly expand to support more forms
and opportunity types
While we’re in there….
• Address pain points with existing forms
• Streamline the design
• Fix Known Bugs
ORIS Pain Points – Error Messages, Help
Improvements: Error Messaging, Help Text:
• Includes more known validation requirements– All global grants.gov and NIH validations captured
– (Future: Activity-based validations, e.g. for R01 only, R03 only, etc.)
• Provide better messaging on cross-form requirements and
dependencies
– e.g. “Yes” to Human Subjects on Other Project Info means Clinical Trials
question on Cover Page is required
• Provide clearer guidance to user on how to correct the problem
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Pain Points – Error Messages
Design Improvements – Error Messaging• Red borders around errors/omissions
• More detail provided when cursor in the field
• Show form errors – summarizes all errors at top
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ORIS Streamlining – Reduce Scrolling
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Expand/Collapse:- Collapse read only
or seldom changed sections
- Expand All / Collapse All link
- Applied to SF 424, Key Persons, Performance Sites, Modular Budget
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Key Persons – Expand/Collapse
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Expand/Collapse:- Summarizes data
where multiple entries exist
ORIS Performance Sites – Expand/Collapse
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ORIS Modular Budget – Expand/Collapse
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Expand/Collapse:- High level totals
by budget period
ORIS Wizard Details Manager Removal
Wizard D. M. Data New Edit Location
P.I. data PI & Personnel page
Application and
organization details eGC1 details page
Abstract and
Opportunity Data RFA/RFP page
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Other Misc Changes
Fields that are n/a are hidden from view– Reduces confusion on what needs to be completed
– Will continue to be shown on the printable report to match the
adobe PDF forms layout.
Example: Cover Page Supplement
Initial View On YES selection
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One more time?
Sure it looks prettier….but where’s the pay-off again??
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What This Gets Us
Infrastructure updates will allow us to:
• Add more NIH forms, more quickly– Detailed Budget Form, Subaward Budget Form NEXT!
• Open Grant Runner to more NIH opportunity types
• Future inclusion of NSF forms in Grant Runner
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Usability benefits
Design Improvements …..• Provide a more streamlined, efficient entry experience
• Catch entry errors sooner in the process
• Can begin to apply across other parts of SAGE, based on your input
– e.g. display of required fields and earlier validations
All in the name of
* Efficient Proposal Development *
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Final Note
Refreshing Your Browser:
If experiencing odd behavior in SAGE, particular with
attachment uploading:
Ctrl-F5
(This forces a refresh of your browser cache.)
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Contact us
For system support, problems, suggested enhancements:
Thank You!
Judy Chung
Business Analyst Lead
Office of Research Information Services
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