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SAGe System Guide - User Registration v2.8

1) The document provides guidance on registering for and completing your profile in the SAGe system for researchers seeking funding from FAPESP. 2) Registration requires choosing a username and password then confirming your account via email where an activation code is provided. 3) After logging in, your profile requires additional information depending on your role like beneficiary, advisor or principal investigator, including identification documents, addresses, institution affiliations, and academic background.
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
29 views

SAGe System Guide - User Registration v2.8

1) The document provides guidance on registering for and completing your profile in the SAGe system for researchers seeking funding from FAPESP. 2) Registration requires choosing a username and password then confirming your account via email where an activation code is provided. 3) After logging in, your profile requires additional information depending on your role like beneficiary, advisor or principal investigator, including identification documents, addresses, institution affiliations, and academic background.
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 27

SAGe System Guide – Version 2.

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User Registration (fro m version 12.xx .xx)

Contents
Introduction ......................................................................................................................................................... 2
Registration ......................................................................................................................................................... 2
Showing the initial screen ................................................................................................................................... 5
If this is your first access, please provide further registration information. ....................................................... 6
Completing your registration information .......................................................................................................... 6
I do not remember my activation code ............................................................................................................. 23
Changing your personal password .................................................................................................................... 24
I do not remember my username or password................................................................................................. 25
Frequently asked questions............................................................................................................................... 27

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Introduction
All researchers with research proposals supported or wishing to obtain support from FAPESP must register in
the SAGe system.

Registration
If you do not have a username, you will need to register in SAGe. To do this, click on "Not registered?”, as
shown on the screen below:

The SAGe system will display the following screen:

If you are not a Brazilian citizen, select the "Non-Brazilian Citizen" option.

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Enter your information and click . SAGe will request further information.

The user should choose a username and a password to access the SAGe system. After completing the

remaining fields, click . If everything is correct, the following screen will appear:

Click and check your mailbox for a message from "[email protected]" with the subject "[FAPESP] - Welcome
to SAGe". The e-mail message will look like:

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Note that you received an activation code from [email protected] that you need to use your first-time access.
To do this, go back to the username screen by going to http://www.fapesp.br/sage:

Type the "Username" and "Password" that you provided upon registration and click . The following
screen appears:

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Enter "Activation code" as sent to your e-mail and click . If you have typed the activation code correctly,
then you have successfully entered SAGe.

Showing the initial screen


After entering in SAGe, the following screen will appear:

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This screen has the following information / functionality:

1. Main menu: provides access to SAGe functionalities;

2. Greeting: current date and date of last access;

3. Shortcuts: provides shortcuts to Investigator´s Tasks,

4. Warnings: shows important instructions for optimal navigation on the system;

5. Session Time: Shows the time remaining before the session expires. This timer is reset when any
operation is performed in the system. When the session is close to expiring, a warning message is shown:

The SAGe system will shut down if time expires.

6. Secondary menu, shows the links: "Manuals", which allows for browsing through the manuals;
"Home," which returns to the home screen from anywhere in SAGe; and "Log Out".

7. Username.
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If this is your first access, please provide further registration information.

Completing your registration information

Depending on your role in the project, additional information may be needed.


In particular, the following roles must provide such an information: Beneficiary, Advisor, Co-PI, Collaborator,
Principal Investigator at partner institution, Visiting Scientist and Reviewer.

In order to provide further information, please select "Personal Information" option from the main menu
“Update Personal Information":

If the "Identification" tab was partially filled, SAGe will display the following screen:

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To submit a proposal, the
Beneficiary and the Principal
Investigator must attach this
document.

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If the selected option is “Non-Brazilian Citizen” in the “Citizenship” field and “CPF” field is empty, then
“Marital Status” and “Gender“ fields are not mandatory. A warning message will be displayed after save the
data.

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Gender Identity is mandatory and can be filled with one of the four options: Man, Woman, Transvestite, and
Transsexual. If the selected option is Transvestite or Transsexual, then the Social Name field will show up and
it can be filled-out optionally:

A person that identifies him or herself as a transsexual or transvestite can inform, optionally, a full name that
corresponds to the way he or she is recognized and denominated by his or her community and on his or her
social environment.

Each time the button is pressed, the system will validate all tabs.

If there are any problems in completing the registration, SAGe will display a warning message at the top of
the screen. Each tab will display the message, to facilitate errors location.

Attention: The Registration information will only be updated if there is no problem in filling in the form.

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A copy of the official identification of Principal Investigator, Beneficiary and/or Advisor will be required at
submission of a proposal.

Filling in "Identification", "Addresses", “Institutional Affiliation” and “Academic Background” tabs are
mandatories:

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To add an address, click on the link and provide the details requested:

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Click and the new address will appear in the address list:

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To edit / correct an address, click on the corresponding entry at the "Address line 1" column. If you wish to
delete an address, select the corresponding row( ) and click

The work address is required. If you have no work address, please click on the "checkbox"

. If the record is saved without such an address or without clicking


on the "checkbox", SAGe will display the following error message:

If a work address is recorded, a work e-mail must be provided.

Other pieces of information required are:

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 Institutional Affiliation

To add an institutional affiliation, select in replying to the question “Do you have any
institutional affiliation?”.

The screen will change to:

Click and provide the details for employment:


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For researchers working outside Brazil, please select the "Researcher Abroad" option in the field Type
of Employment.

Click to select your Organization / Company:

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Enter the data and click

The affiliation institution must be registered in SAGe. If not, it will be necessary to send a request to
FAPESP, as explained in the document SAGe System Guide - Non-Brazilian Research Institution or
Company Registration.

The affiliation institution must be registered in SAGe. If a proposal is to be submitted to FAPESP and
the institution is still not registered, registration can be done with support from FAPESP, by sending
an e-mail to http://www.fapesp.br/en/contactus/.

If the affiliation institution is not informed, the proposal will be returned.

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 Academic Background

If you choose to provide your academic background, answer the question “Do you have any
Academic Background?”.

The screen will change to:

Click and provide the data requested:

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Click and the new academic entry will appear in the list:

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To edit / correct information about your academic background, please click on the link for the
corresponding level of training and make the necessary changes. If you wish to delete any academic
degree, select the corresponding line ( ) and click the link .

 Areas of Expertise:

To add a subarea, click

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In addition, select the subareas.

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After selecting one or more subarea, click .

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 Additional Information:

The link to your pages "Publons”, "My Citations (Google Scholar)” and "ORCID” identifier must be
entered in the "Additional Information" tab. One or both will be stored in your registration, and
therefore these addresses will not be requested whenever you submit a proposal.

Attention: The links for these pages must be filled in their entirety, starting with "http://".

When the links are completed and saved, their icons will be displayed:

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 Comments:

Enter any additional comments at the comments form.

I do not remember my activation code


If you have registered in SAGe, but forgot your activation code, you can receive a new code, using the "Forgot
your activation code?" link, as shown in the figure below:

After clicking on the link, SAGe displays the following screen:

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Please type the details required for sending a new activation code and click . The following
screen should appear:

Click and check in your mailbox if a message from "[email protected]" has been received with the subject
"[FAPESP] - Forgot your activation code?”. The e-mail message will look like:

A new activation code for logging in to the SAGe System was sent to your email address as requested by you.
----------------------------
Activation Code: 3G4cLr
----------------------------

Use this new activation code for logging in to SAGe.

Changing your personal password


If you wish to change your password, click on "Change Password" available in "My Data" from the main
menu:

SAGe will display the following screen:

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Enter the requested information and click . If the operation was performed correctly, the
following message is issued:

Your password was changed.

I do not remember my username or password


If you do not remember your username and / or password, click "Forgot your username or your password?",
as shown on the screen below:

After clicking on the link, the following screen will be displayed:

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Please provide the details required for a new username and password to be sent and click .The
following message is issued:

Click and check in your mailbox if a message from "[email protected]" has been received with the subject
"[FAPESP] - Forgot your Password/Username?". The e-mail message will look like:

Your username and a new password for logging in to the SAGe System were sent to your e-mail address, as
requested by you.
----------------------------
Username: user123
Password: 1i0GRw
----------------------------

A new password was sent to your e-mail address. Please follow instructions in CHANGING YOUR PERSONAL
PASSWORD to type a password of your choice.

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Frequently asked questions
1. I click "Not registered" and nothing happens in the SAGe page.
Probably the problem is in the Internet browser used or in its version. SAGe performs best with
Internet Explorer 6.0.2.900. Update your version or use another browser.

2. I did the registered in SAGe but did not receive my activation code.
The activation code is automatically sent to the e-mail address registered in SAGe. If this message
was not received, two possible causes are:

a. The mailbox provider is blocking messages sent by "[email protected]". Check whether your
mailbox has an active spam filter. It may have filtered the message containing the activation
code. In this case, set it not to filter messages from "fapesp.br" or disable it. If you have
disabled your filter, be sure to reactivate it afterwards!
b. The e-mail address was typed incorrectly during registration. Please contact FAPESP by clicking

on in http://www.fapesp.br/en for additional information or to solve the


problem. Only after sending a request to FAPESP, your e-mail address will be correct.

3. I type my username and password, and SAGe indicates incorrect data.


Type again the username and password exactly as registered. If the problem persists, follow the
instructions in "I DO NOT REMEMBER MY USERNAME OR PASSWORD".

4. I type my activation code and SAGe indicate that it is incorrect.


Type again your activation code as provided in the email you received. If the problem persists, use
the copy and paste functions for entering the code. If the problem persists, follow the instructions in
“I DO NOT REMEMBER MY ACTIVATION CODE”

5. The activation code is not shown in the message with subject "Welcome to SAGe!"
Check the display settings of your e-mail or found the message to a personal email from another
provider.

6. I requested a new password but when I type this password, I receive a message from SAGe that it
is incorrect.
Type again your new password. If the problem persists, use the copy and paste functions to enter
the new password.

7. I use the "Forgot your password or your username" option, write the requested information and
SAGe indicates "no user found". I try to register again and SAGe advises that there is already a
user associated with the reported data. What should I do?
Probably the registration was created with some erroneous information (nationality or date of
birth). For additional information or clarification of doubts, please contact FAPESP clicking

in http://www.fapesp.br/en .

8. How can I change my username?


A user cannot change his/her username. If you wish to change it, please send a request justifying the

reason for changing your username clicking at http://www.fapesp.br/en .

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