new look sage suite & sage budget phase ii
DESCRIPTION
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 PresentationTRANSCRIPT
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ORIS
New Look SAGE Suite &SAGE Budget Phase II
Ciara Nic Mhathúna and Paul PrestinOffice of Research Information Services
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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.
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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)
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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
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ORISeGC1 Tasklist
Buttons/clutter removed. eGC1 number opens the application
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ORISTasklist Navigation
Global Level navigation tabs, common to all SAGE areas.
Action Items (Create New or Search) separate from navigation
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ORISForms
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ORISForm Navigation
Breadcrumb trail for easier navigation
Action bar (task level) to copy, save, delete, etc.
Current page highlighted
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ORISRealigned layout
Labels on left, inputs on right. Easier to scan, and easier to see what still needs to be completed.
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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.
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ORIS
Clear examples of the sort of information being requested (disappears once you start typing).
Improved Help
Instructions clearly visible
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ORISApprovals Tasklist
Clicking on the eGC1 number opens the approval flow
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ORISApproval Flow
All Approve actions are completed from the approval flow
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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
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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]
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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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ORISNew Sub Budgets Tab
Sub Budgets Tab: View existing sub budgets or add/import new ones
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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
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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
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ORISBudget Worksheet
All sub budgets roll up to the parent budget worksheet
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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
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ORISNext MRAM
• Budget Training• ASTRA role