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New Look SAGE Suite & SAGE Budget Phase II. Ciara Nic Mhathúna and Paul Prestin Office of Research Information Services. Background. From: Individual and unrelated forms that complete single transactions. - PowerPoint PPT Presentation
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ORIS
New Look SAGE Suite &SAGE Budget Phase II
Ciara Nic Mhathúna and Paul PrestinOffice of Research Information Services
ORISBackground
• 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.
ORISMarch 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)
ORISNew 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
ORISeGC1 Tasklist
Buttons/clutter removed. eGC1 number opens the application
ORISTasklist Navigation
Global Level navigation tabs, common to all SAGE areas.
Action Items (Create New or Search) separate from navigation
ORISForms
ORISForm Navigation
Breadcrumb trail for easier navigation
Action bar (task level) to copy, save, delete, etc.
Current page highlighted
ORISRealigned layout
Labels on left, inputs on right. Easier to scan, and easier to see what still needs to be completed.
ORISButtons 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.
ORIS
Clear examples of the sort of information being requested (disappears once you start typing).
Improved Help
Instructions clearly visible
ORISApprovals Tasklist
Clicking on the eGC1 number opens the approval flow
ORISApproval Flow
All Approve actions are completed from the approval flow
ORISFeedback 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
ORISTraining & 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 - [email protected]
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
ORISNew Sub Budgets Tab
Sub Budgets Tab: View existing sub budgets or add/import new ones
ORISInternal UW Sub Budgets
• All UW Business rules apply• Create new or import existing• Independent properties
– PI– Org Code Receiving funding
• Split F&A rates
ORISSubcontract
• 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
ORISBudget Worksheet
All sub budgets roll up to the parent budget worksheet
ORISTraining & 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
ORISNext MRAM
• Budget Training• ASTRA role