ORIS ORIS SAGE Suite Release Grant Runner Uplift Released: 8/7/2014

ORIS 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 2 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

ORIS 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. 3

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 5

ORIS 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 6

ORIS Streamlining – Reduce Scrolling 7 Expand/Collapse: -Collapse read only or seldom changed sections -Expand All / Collapse All link -Applied to SF 424, Key Persons, Performance Sites, Modular Budget

ORIS Key Persons – Expand/Collapse 8 Expand/Collapse: -Summarizes data where multiple entries exist

ORIS Performance Sites – Expand/Collapse 9

ORIS Modular Budget – Expand/Collapse 10 Expand/Collapse: -High level totals by budget period

ORIS Wizard Details Manager Removal Wizard D. M. DataNew Edit Location P.I. data PI & Personnel page Application and organization details eGC1 details page Abstract and Opportunity DataRFA/RFP page 11

ORIS 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 12

ORIS One more time? Sure it looks prettier….but where’s the pay-off again?? 13

ORIS 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 14

ORIS 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 * 15

ORIS 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.) 16

ORIS Contact us For system support, problems, suggested enhancements: Thank You! Judy Chung Business Analyst Lead Office of Research Information Services 17