Grant Runner Archives - SPAERC /research/tools/spaerc/tag/grant-runner/ Sponsored Projects Administration and Electronic Research Compliance Wed, 28 Dec 2022 19:42:36 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 April 2018 SAGE Grant Runner Release /research/tools/spaerc/product-update/april-2018-sage-grant-runner-release/ Wed, 11 Apr 2018 01:13:15 +0000 http://www.washington.edu/research/tools/spaerc/?post_type=oris_product_update&p=1762 SAGE Grant Runner NIH Required Fields Added to HSCT To assist researchers in filling out the Human Subjects & Clinical Trials (HSCT) form, NIH required fields […]

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SAGE Grant Runner

NIH Required Fields Added to HSCT

To assist researchers in filling out the Human Subjects & Clinical Trials (HSCT) form, NIH required fields are now indicated with an asterisk and red highlighting. These same fields will have validation messages when the user clicks “Show Form Errors” at the top of the form. All NIH errors and validations will continue to show when the full application is checked by clicking “Check for Errors” in the left navigation of SAGE.

eGC1 Data Sync Improvements with Grant Runner Forms

To help prevent data inconsistencies when multiple browser sessions are open, the data sync between the eGC1 and Grant Runner forms has been improved.  When you make updates to information in the eGC1 that flows through to Grant Runner forms, those updates will now automatically sync with each save/refresh of the eGC1.

Improved Accessibility for  Keyboard and Tab Order Functionality

To meet accessibility standards, all Grant Runner forms are now accessible using keyboard only functionality.  In addition, tab order has been improved to be more logical and intuitive, reducing the number of times the user has to press the tab key.  

Error Messages Enhanced

Question numbers have been added to error messages on all Grant Runner forms. This update will help users quickly identify the specific error within a form.  This will be especially helpful for longer forms such as the new Human Subjects & Clinical Trials form.

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March 2018 SAGE Grant Runner Release /research/tools/spaerc/product-update/march-2018-sage-grant-runner-release/ Fri, 09 Mar 2018 02:30:56 +0000 http://www.washington.edu/research/tools/spaerc/?post_type=oris_product_update&p=1757 SAGE Grant Runner Grant Runner Support for Fellowship Opportunities Grant Runner can now be used for Fellowship (F) Award opportunities with the inclusion of the PHS […]

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SAGE Grant Runner

Grant Runner Support for Fellowship Opportunities

Grant Runner can now be used for Fellowship (F) Award opportunities with the inclusion of the PHS Fellowship Supplemental Form.

Import ClinicalTrials.gov Data into Human Subjects & Clinical Trials Form

For studies where a ClinicalTrials.gov record is already present, researchers can now choose to import a subset of that data into the new Human Subjects & Clinical Trials (HSCT) form in Grant Runner. This will save entry time.  Users will now see a button next to the ClinicalTrials.Gov Identifier (question 1.5) labeled “Import from ClinicalTrials.gov”. On Import from ClinicalTrials.gov, Grant Runner will verify that the identifier is valid, and if so, will populate the HSCT Full Study with the following ClinicalTrials.gov fields:

  • Study Title
  • Conditions or Focus
  • Eligibility Criteria
  • Age Limits (minimum, maximum age)
  • Recruitment Status
  • Brief Summary
  • Narrative Study Description
  • Primary Purpose
  • Interventions (type, name, description)
  • Study Phase
  • Intervention Model
  • Masking
  • Allocation
  • Outcomes and Measures (name, type, timeframe, description)

Any previously entered data on the HSCT Full Study will be overwritten.

After import, the eGC1 preparer is free to edit any of the information as necessary.  

ClinicalTrials.gov data is NOT updated directly from SAGE. It is still the PI’s responsibility to maintain accuracy of data on the ClinicalTrials.gov site.

SAGE eGC1

Provide warning when Application PI or Multiple PI does not have an ASTRA role

When adding an Application PI or a Multiple PI on the PI, Personnel, & Organizations page, if the selected personnel does not have an ASTRA role that grants them access to SAGE, you will now receive a warning.  This information will allow eGC1 preparers to request ASTRA roles in advance to avoid delays at time of routing and approval.

Fix:  Adding the Same Person Twice in Contacts & Assign Access Results in Error

Users were getting confusing validation messages when attempting to add themselves or another person to more than one role on the Contacts & Assign Access page.  This validation issue has been resolved.

SAGE General Updates

Data Source Update

SAGE Suite will now use the new version of Person Web Service (PWSv2).  PWSv2 is commonly used in the SAGE Personnel Chooser when searching for non- 91̽people.

Fix: SAGE Personnel Chooser Doesn’t Always Search by Pressing “Enter” Key

In some areas of SAGE, the Personnel Chooser was requiring users to click on “Enter” to search.  This issue has been resolved and now you can search by either clicking on or pressing the “Enter” key.

 

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January 2018 SAGE Grant Runner Release /research/tools/spaerc/product-update/january-2018-sage-grant-runner-release/ Fri, 26 Jan 2018 02:41:07 +0000 http://www.washington.edu/research/tools/spaerc/?post_type=oris_product_update&p=1755 Human Subjects & Clinical Trials Form Usability Improvements The following areas were given some fine-tuning and polish, in order to improve the usability of the new […]

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Human Subjects & Clinical Trials Form Usability Improvements

The following areas were given some fine-tuning and polish, in order to improve the usability of the new Human Subjects & Clinical Trials (HSCT) form:

  • Display a warning message when you change the Human Subjects response from YES to NO on the Other Project Info form, to indicate that HSCT form data will be removed as a result
  • Fix defects related to navigation within the form
  • Improve usability in form display, navigation, and error messaging

Required Fields for Study Import from PDF

When importing a study to the Human Subjects & Clinical Trials form using the fillable PDF, you are now required to complete the following fields at minimum:

  • Study Title
  • Clinical Trials questions 1.4.a through 1.4.d

Obtaining the responses to these questions upon import will better enable the SAGE system to communicate clear form rules and requirements to users through validations and on-screen prompts.

Improved Clinical Trial Required Fields Logic for HSCT Form

SAGE will now use the NIH Clinical Trials Code provided with each opportunity to enable or disable relevant sections on the HSCT form.

The system will also factor in the responses to the four Clinical Trials questions (1.4.a through 1.4.d) on HSCT, to determine when the clinical trials sections should be enabled.

These updates will provide clarity for users on what sections of the form are required and which are not applicable.  The rules are implemented as follows:

  • When clinical trials are NOT allowed per the opportunity:
    • Sections 4 and 5 are disabled for entry, and
    • When you import a study from a fillable PDF which contains entry in sections 4 & 5, any data entered in those sections is removed upon import and will not be included in submission
  • When clinical trials questions 1.4.a through 1.4.d include at least one NO response, then the application is NOT considered a clinical trial, and sections 4 & 5 are disabled for entry

Form Order Update in Left Navigation

Due to the dependencies between forms, the Other Project Information form now displays above the Human Subjects & Clinical Trials form.  This helps you complete the forms is a logical order, thereby reducing confusion when opening the Human Subjects & Clinical Trials form for the first time.

Opportunity Opening and Closing Date Updates

Due to time zone differences and the date/time stamp used by NIH on the opportunities posted on Grants.Gov, the open and close dates were displaying in Grant Runner as one day earlier than on the Grants.Gov and NIH websites.  SAGE now factors in this 3-hour time difference so that the open and close dates display correctly.

Fix:  Application PI Validation on RR Detailed Budget

An issue was resolved which now allows the RR Detailed Budget PD/PI validation to work properly when an Application PI is listed on the eGC1.  The validation will now ensure that the  first and last name of the first PD/PI listed match those  of the Application PI, when present, and as shown on the SF 424.  This is an NIH requirement.

Ұ1Fix:  Printing Draft Routing Sheet Results in Error

Users will no longer receive an error when attempting to print the Draft Routing Sheet from the Certify & Route page of the eGC1.

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December 2017 SAGE Grant Runner Release /research/tools/spaerc/product-update/december-2017-sage-grant-runner-release/ Fri, 22 Dec 2017 18:00:09 +0000 http://www.washington.edu/research/tools/spaerc/?post_type=oris_product_update&p=1753 FORMS-E Changes to Existing Forms NIH will require the use of FORMS-E application packages for due dates on or after January 25, 2018.  Grant Runner now […]

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FORMS-E Changes to Existing Forms

NIH will require the use of FORMS-E application packages for due dates on or after January 25, 2018.  Grant Runner now includes the FORMS-E version for the following agency specific forms.  

  • PHS 398 Cover Page Supplement
  • PHS 398 Research Plan
  • PHS 398 Career Development Award Supplemental
  • PHS 398 Modular Budget (expire date change only)
  • PHS Assignment Request
  • PHS Human Subjects and Clinical Trials Information (New!!)

Federal-wide form updates that will also be incorporated into FORMS-E packages, and which are supported by Grant Runner, include:

  • RR Budget and Subaward Budget
  • RR Other Project information

NIH Form Change Resources

Review more information on:

High level FORMS-E

NIH:

NIH: FAQS for

New Human Subjects and Clinical Trials Information Form

Grant Runner now includes the new PHS Human Subjects and Clinical Trials Information Form.  You will have the option of completing the form in its entirety directly in Grant Runner, or importing a completed PDF version of the form into Grant Runner.  Due to the length of this form, it is recommended that you preview the form in Grant Runner or in PDF format, early in the proposal development process to plan appropriately for the information collection involved.

SAGE Subawards

Subrecipient Re-Certification Status and Form

When completing the subaward request in SAGE, a prompt will display below the subrecipient’s name if their certification status is in an expired state and needs re-certification. This prompt will have a link to the Subrecipient Certification PDF form that can be uploaded in the Attachments section of the Subaward Request once completed. Attachment of the Subrecipient Certification form is not required prior to submission of the subaward request. This status prompt and link will also display in the Subaward Overview Summary section.

SAGE eGC1

Non-Award Agreement Application Types

SAGE now provides a dedicated, streamlined eGC1 format for submitting Non-Award Agreements to OSP by requiring only the set of fields necessary for these application types. You will now select Application Types “Non-Award Agreement (new)” or “Non-Award Agreement (continuation)” for the following types of agreement:

  • Confidentiality Agreement
  • Data Use Agreement
  • Memorandum of Understanding
  • Unfunded Collaborative Agreement
  • Unfunded Research Agreement
  • Affiliation Agreement
  • Master Transfer Agreement

Note that you should select “Non-Award Agreement (continuation)” to extend an existing agreement beyond the initial term.

Activity Locations Survey

We want your feedback on the new look and feel of the Activity Locations page. Click the “Give Feedback” link at the top of that page and let us know what you do/don’t like about the design as we evaluate updates to other parts of SAGE.

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June 2016 Grant Runner Release /research/tools/spaerc/product-update/june-2016-grant-runner-release/ Wed, 07 Jun 2017 17:12:44 +0000 http://www.washington.edu/research/tools/spaerc/?post_type=oris_product_update&p=1619 Grant Runner Updates Expansion of Validations Key changes to Grant Runner validations and error checking. All NIH Validations Included — SAGE will now incorporate all NIH […]

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Grant Runner Updates

Expansion of Validations

Key changes to Grant Runner validations and error checking.

  • All NIH Validations Included — SAGE will now incorporate all NIH validations into the error checking process, when users click the “Check for Errors” link. These validations are the same rules applied by ASSIST and eRA Commons. This should help users to identify issues earlier in the process, in advance of proposal submission.  SAGE will display both NIH errors and warnings. Warnings will not block submission, but may reveal other issues to be considered prior to submission.
  • Revised Page — The redesigned Check for Errors page will provide a full set of validation checks and errors for eGC1 pages as well as Grant Runner forms. For quick access, a new “Check for Errors” link has been added below the set of Grant Runner forms (see image below) on the left navigation menu. It will continue to display in its usual location on the Certify & Route page. 
  • — The “Show Form Errors” link at the top of each Grant Runner form displays data entry validations on that form only (for example, date formats, required fields, etc.). Users should use the Check for Errors process for complete business rule validations and error checks.

Single PDF of Sponsor Forms Available

Grant Runner users will now be able to generate a that combines all of the sponsor forms and the related attachment content. The layout of the PDF will be the same as the NIH reviewers see, and can be printed or circulated via email.  To generate the single PDF, users will click on the new View Grant Runner Forms (PDF) link, found in the left navigation menu, just below the set of Grant Runner forms. (See image below).

left navigation menu with new grant runner links

Activity Code field added

The Activity Code for the selected opportunity will display on the Abstract & RFA/RFP page for Grant Runner applications. This field is read-only.

Standard Ұ1Updates

The new Check for Errors link on the left navigation menu will also appear for non-Grant Runner (standard) eGC1s.

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November 2016 SAGE Maintenance Release /research/tools/spaerc/product-update/november-2016-sage-maintenance-release/ Tue, 01 Nov 2016 18:36:50 +0000 http://www.washington.edu/research/tools/spaerc/?post_type=oris_product_update&p=1319 General Updates Grant Runner Form Updates Grants.Gov will be releasing new versions of select forms by end of October, primarily due to some forms reaching their […]

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General Updates

Grant Runner Form Updates

Grants.Gov will be releasing new versions of select forms by end of October, primarily due to some forms reaching their expiration dates. Two Grant Runner forms will be updated as a result: RR Detailed Budget and RR Subaward Budget. The RR Detailed Budget will display a new “Total Costs and Fees” calculation for each period, and for the cumulative budget. This will be visible for any opportunities utilizing version 1.4 of the RR budget form.

Human Subjects Questions

CRBB has provided improved language and helpful alerts surrounding the HS-1-B compliance question. If you answer YES to HS-1, the HS-1-B compliance question appears. It will ask you about the use of 91̽Medicine Health System clinical services, procedures or tests in regards to human subjects use, and provides additional details intended to help you answer the question more easily.

SAGE Training Site Update

The subawards section of now allows anyone iwith a 91̽NetID to create test subawards records. Keep in mind, the SAGE “Live” environment still requires the Subaward Preparer ASTRA role.

Fixes

SPAERC List/Edit OSP Administrators admin tool not working

The SPAERC List/Edit OSP Administrators admin tool has been updated to fix a rendering problem when selecting personnel. This update was released as a patch on 10/12/2016.

FFATA response on subawards reverting to NULL upon submission of request

An issue has been resolved that was causing the response to the “FFATA Reporting Required” question on subawards to revert to blank/NULL upon submission or resubmission of a child request.          

Place of Performance Country/City defaulting to Afghanistan/Alabama

An issue has been resolved that was causing the Place of Performance Country and City on subaward requests to default to the initial value in each list, rather than blank/NULL.

Start and End Dates on subaward requests populating from FA rather than subaward

An issue has been resolved that was causing the Start and End dates on subaward requests to default to the dates on the related FA rather than on the subaward.

Start Date not displaying for Subaward Modifications in SPAERC

An issue has been resolved that was causing the Start Date to not display on the Subaward task list in SPAERC for modification requests.

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June 2016 SAGE Maintenance Release /research/tools/spaerc/product-update/june-2016-sage-maintenance-release/ Wed, 22 Jun 2016 01:13:31 +0000 http://www.washington.edu/research/tools/spaerc/?post_type=oris_product_update&p=1265 Grant Runner: PHS Assignment Request Form The new PHS Assignment Request Form, introduced with the Forms-D changes, is now available in Grant Runner. This new form […]

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Grant Runner: PHS Assignment Request Form

The new PHS Assignment Request Form, introduced with the Forms-D changes, is now available in Grant Runner. This new form will be available to all applications in progress as well as new Grant Runner applications where applicable.

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May 2015 Maintenance Release /research/tools/spaerc/product-update/may-2015-maintenance-release/ Fri, 15 May 2015 03:30:53 +0000 http://www.washington.edu/research/tools/spaerc/?post_type=oris_product_update&p=913 Applications: FCOI JIT Process Change With the creation of a new Just-In-Time flag being added to the Pre-Award Notification, the Just-In-Time button in the application Sponsor […]

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Applications: FCOI JIT Process Change

  • With the creation of a new Just-In-Time flag being added to the Pre-Award Notification, the Just-In-Time button in the application Sponsor Decision window has been removed.
  • The FCOI Just-In-Time email notification has been updated to send upon a new JIT flag being set on a Pre-Award Notification, or, upon the creation of a Funding Action. The primary contacts on the eGC1 will now only receive the FCOI JIT email once, rather than anytime the contacts listed on the eGC1 change.

Grant Runner Applications – Print Preview of Grants.gov Forms

In order to provide OSP reviewers with an alternative way of viewing Grant Runner forms, a PDF print preview feature has been added to the upper task bar of each Grant Runner form, merging the data into the familiar Grants.Gov form. Users may find this a helpful way of viewing Grant Runner forms and eGC1 details side-by-side.

At this time, users can print the Grant Runner forms individually. ORIS is working on a feature that will allow for printing of the entire Grant Runner form set in a single PDF. That feature will be released at a later date.

Please note there is a known defect with the PDF not showing attachment names. Until this issue is resolved, users should refer to the SPAERC Grant Runner form to open and view attachments.

Auto-Generated Documents

  • The eGC1 Preparer will now be included as a recipient of the following auto-generated email notifications:
    • Application Review Notice
    • Notice of Award
    • Request for Activation Notice for Fellowships

Funding Actions (FA)

  • In order to apply the uniform guidance requirements with more clarity and consistency, the Sponsor Award Date on the Funding Action is now required prior to it being sent to GCA.

Pre-Award Notifications (PAN)

  • A new Notification Type of “Just-In-Time” has been added to the PAN so that OSP staff can correctly identify the content of the sponsor fundable score notification received, and facilitate earlier communication of just-in-time to other compliance offices such as the Office of Animal Welfare (OAW).

Subcontracts

  • A new Subcontract Title field has been added to Subcontract shell so that the OSP Subcontracts team can more easily identify particular subcontracts by name, and to facilitate future automation of federal reporting.
  • The Subcontracts tasklist can be sorted and filtered by the new Subcontract Title field.
  • A new Subcontract Action type of “Non-Contractual Revision” has been added to identify those SAs related to PAS/ARIBA transitions.

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July 2013 /research/tools/spaerc/product-update/july-2013/ Thu, 25 Jul 2013 21:18:42 +0000 The following updates were released on July 25th, 2013: The answer to the Ready to Submit question now displays on the SPAERC control sheet and the […]

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The following updates were released on July 25th, 2013:

  • The answer to the Ready to Submit question now displays on the SPAERC control sheet and the Attachments and Routing page for all application types.
  • Navigational menus/links no longer display on popup windows such as auto-generated email draft windows.
  • When the parent item of an Admin Action is changed, the Action text now reflects the appropriate Admin Action number.
  • The SPAERC Task list now displays values for “Yes” and “N/A” in the Paper column.
  • When updating FA, AA, and SC attachments the current description will display in the description field and be editable.
  • Subcontracts will now appear on the Cycle Details page after every FA they are associated with, as they do on the Cycles Details flyout.
  • Auto-generated document fields in SPAERC now have single spacing between lines of text entered.
  • If an application’s initial sponsor is changed from RRF or to RRF, when the eGC1 is re-submitted, it will be appropriately re-assigned.
  • Now you can directly re-parent an application which is the child of another application in the same cycle.
  • For Grant Runner eGC1s that are connected to SAGE Budgets, the irrelevant Approved Attachments links have been removed from the History & Comments page and the Grants.gov Tracking History section of the GR Submission & Status page for actions associated with the submission steps (Name is Grants.gov).
  • The “Change Action Type” drop down menu no longer includes “Post Award Change” as an option for FAs that have a parent (eGC1). This modification will enforce the parenting rules that have been established.
  • On the Admin Actions’ Auto Generated Documents page, the email instructions label was changed to “SFI Compliance Notification”.

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What system validations occur in a Grant Runner application before it arrives in OSP? /research/tools/spaerc/faq/what-system-validations-occur-grant-runner-application-it-arrives-osp/ Wed, 27 Jun 2012 18:07:39 +0000 SAGE checks that all of the required fields have data and all required attachments are in place for the Grant Runner forms. In addition, SAGE checks […]

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SAGE checks that all of the required fields have data and all required attachments are in place for the Grant Runner forms. In addition, SAGE checks for any NIH errors or warnings. A user cannot complete an eGC1 if any errors are present.

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