New Look SAGE Suite & SAGE Budget Phase II

1. New Look SAGE Suite &SAGE Budget Phase II Ciara Nic Mhathúna and Paul Prestin Office of Research Information Services

2. 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.

3. 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)

4. 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

5. eGC1 Tasklist Buttons/clutter removed. eGC1 number opens the application

6. Tasklist Navigation Global Level navigation tabs, common to all SAGE areas. Action Items (Create New or Search) separate from navigation

7. Forms

8. Form Navigation Breadcrumb trail for easier navigation Action bar (task level) to copy, save, delete, etc. Current page highlighted

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

10. 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.

11. Improved Help Clear examples of the sort of information being requested (disappears once you start typing). Instructions clearly visible

12. Approvals Tasklist Clicking on the eGC1 number opens the approval flow

13. Approval Flow All Approve actions are completed from the approval flow

14. 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

15. 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

16. 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

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

18. 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

19. 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

20. Budget Worksheet All sub budgets roll up to the parent budget worksheet

21. 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

22. Next MRAM • Budget Training • ASTRA role