SAGE Draft Roles

University of Washington

Reference Tools

The Grant and Contract Initiative

SAGE

System to Administer Grants Electronically

Roles for Access and Authorization

System Users
Division Level
Department Level
Dean's Level
Centers and Institutes
Special Units

System Users
Role	Functional Description
Proposal Preparer	The research administration staff who prepare and submit eGC1 forms for review and approval on behalf of a PI.
Prinicipal Investigator	A person who can be named as a PI on a grant application or contract, following the rules for your school or college. MAY be a faculty member, research scientist, or professional staff member who has authority in your unit to submit a proposal as a PI. For those persons who can submit as PI but need a faculty sponsor (i.e. senior fellow, post doc, etc), use the "Researcher Requiring Faculty Sponsor" role listed below. This role will also be able to prepare eGC1s.
Non-PI Eligible Researcher	A person who may be named as key personnel on a grant application or contract but does not have the required privileges to be named as a PI within your unit. This includes co-investigators or associate investigators. This role will also be able to prepare eGC1s.
Researcher Requiring Faculty Sponsor	Someone who is not a faculty member but who your unit allows to submit a grant application or contract if they have a faculty sponsor. This includes senior fellows, post docs, etc. Some schools and colleges will not use this role. This role will also be able to prepare eGC1s.

Division Level
Role	Functional Description
Division Reviewer	The only role that receives the eGC1 automatically for division approval; it is the "front door" role. This role will be automatically notified via email (once eRouting is started) if the Org Code Receiving Funding is a DOM Division. May be the only reviewer of the eGC1 + application or may add other reviewers depending on how responsibilities are assigned. If other reviewers are required, this person will add them by name rather than role. This role has an access restriction via Organizational Code.
Budget Reviewer	A person who reviews a proposal for fiscal correctness. This role is added to the approval chart and notified by email only when added to the review process by someone else in the approval chain.
Division Head	This will always be the division head of the academic division or the person who can approve for the Division Head during his or her absence. This role is added to the eRouting approval chart and notified of by email only when added to the review process by someone else in the approval chain.
Other Unit Reviewer	Any other reviewer you may need to add to the review process. This role is added to the approval chart and notified by email only when added to the review process by someone else in the approval chain.

Department Level
Role	Functional Description
Department or Center Reviewer	The only role that receives the eGC1 automatically for department or center approval; it is the "front door" role. This person will be automatically notified via email (once eRouting is started). May be the only reviewer of the eGC1 + application or may add other reviewers depending on how responsibilities are assigned. If other reviewers are required, this person will add them by name rather than role. This role has an access restriction via Organizational Code.
Chair or Director	This will always be the chair of the academic department or the person who can approve at the chair's level during his or her absence. This role is added to the eRouting approval chart and notified of by email only when added to the review process by someone else in the approval chain.
Other Unit Reviewer	Any other reviewer you may need to add to the review process. This role is added to the approval chart and notified by email only when added to the review process by someone else in the approval chain.

Dean's Level
Role	Functional Description
Dean's Reviewer	Receives the approval request for the School or College. Automatically notified via email of the approval request. May be the only reviewer of the proposal or may add other reviewers depending on how the academic unit assigns responsibilities. If other reviewers are required this person will add them by name rather than by role.
Dean	This will always be the Dean of the School or College or the person who can approve at the Deans level during his or her absence. Notified of approval requests via email only when added to the review process by someone else in the approval chain.
Other Unit Reviewer	Any other reviewer you may need to add to the review process. This role is added to the approval chart and notified of approval requests by email only when added to the review process by someone else in the approval chain.
Office of Research Reviewer	Receives the approval request for the Office of Research when they act as a dean's level reviewer for centers. Automatically notified via email of the approval request. May be the only reviewer of the proposal or may add other reviewers depending on how O.R. assigns responsibilities. If other reviewers are required this person will add them by name rather than by role.
Health Sciences Administration	Receives the approval request for Health Sciences Administration. Automatically notified via email of the approval request. May be the only reviewer of the proposal or may add other reviewers depending on how HSA assigns responsibilities. If other reviewers are required, this person will add them by name rather than by role.

Centers and Institutes
Role	Functional Description
Proposal Preparer	The research administration staff who prepare and submit grant proposals for review and approval on behalf of a PI.
Department or Center Reviewer	Receives the approval request for the department or center. Automatically notified via email of the approval request. May be the only reviewer of the proposal or may add other reviewers depending on how responsibilities are assigned. If other reviewers are required, this person will add them by name rather than role.
Budget Reviewer	A person who reviews a proposal for fiscal correctness. Notified of approval requests by email only when added to the review process by someone else in the approval chain.
Other Unit Reviewer	All other reviewers you may need to add to the review process. Notified of approval requests by email only when added to the review process by someone else in the approval chain.
Primate Center	Receives the approval request for the Primate Center. Automatically notified via email of the approval request. May be the only reviewer of the proposal or may add other reviewers depending on how responsibilities are assigned. If other reviewers are required, this person will add them by name rather than role.
CHDD	Receives the approval request for Center on Human Development and Disability (CHDD). Automatically notified via email of the approval request. May be the only reviewer of the proposal or may add other reviewers depending on how responsibilities are assigned. If other reviewers are required this person will add them by name rather than role.

Special Units
Role	Functional Description
Animal Care	Receives the approval request for the Institutional Animal Use and Care Committee. Automatically notified via email of the approval request. May be the only reviewer of the proposal or may add other reviewers depending on how reponsibilities are assigned. If other reviewers are required, this person will add them by name rather than role.
Environmental Health & Safety	Receives the review request for Environmental Health and Safety. Automatically notified via email of the approval request. May be the only reviewer of the proposal or may add other reviewers depending on how responsibilities are assigned. If other reviewers are required, this person will add them by name rather than role.
Human Subjects	Receives the review request for Human Subjects. Automatically notified via email of the approval request. May be the only reviewer of the proposal or may add other reviewers depending on how responsibilities are assigned. If other reviewers are required, this person will add them by name rather than role.
OIPTT	Receives the review request for the Office of Intellectual Property and Technology Transfer. Automatically notified via email of the approval request. May be the only reviewer of the proposal or may add other reviewers depending on how responsibilities are assigned. If other reviewers are required, this person will add them by name rather than role.
Office of Research Reviewer	Receives the approval request for the Office of Research, when certain UW approval and concurrence questions are marked "yes." Automatically notified via email of the approval request. May be the only reviewer of the proposal or may add other reviewers depending on how O.R. assigns responsibilities. If other reviewers are required this person will add them by name rather than by role.
Other Unit Reviewer	All other reviewers you may need to add to the review process. Notified of approval requests via email if added to the review process by someone else. Can only be added by someone already in the approval chain.

GCI Homepage