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

ORIS 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.

ORIS March 17 th 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)

ORIS 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

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

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

ORIS Forms

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

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

ORIS 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.

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

ORIS Approvals Tasklist Clicking on the eGC1 number opens the approval flow

ORIS Approval Flow All Approve actions are completed from the approval flow

ORIS 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

ORIS 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) Questions/comments –SAGE helpdesk -

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

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

ORIS 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

ORIS Subcontract Choice on how to enter subcontracts –Single line item under –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

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

ORIS Training & Support (Budget) New Learning Guides available in March Drop-in sessions –Bring along a budget Times (two sessions, 1½ hour each) –March 23 rd, 9am-12pm, SLU –March 25 th, 9am-11:50am, HSB –March 30 th, 1pm-4pm, EEB –April 4 th, 1pm-4pm, Tower Register for drop-in sessions at sage.washington.edu

ORIS Next MRAM Budget Training ASTRA role