Navigation / User Preferences

User Preferences

A user can change 3 sets of personal settings:

1. Opt Out/In to various Summit related emails
2. Preferred e-mail address
3. Default research organization

To get to this section, click your name at the top right of Summit and then click "User Preferences".

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Opt Out/In

The User Preferences deals with the email preferences for both Summit Proposals and Summit Agreements.

The first checkbox allows the ability for the user to opt out of all email notifications. The only emails that still won't be opted out are the ones required by the university, which at this time are only related to Compliance (e.g. DOD) and depends on your role (e.g. Principal Investigator).

If the user would like to opt out of individual emails, the targeted opt outs are listed below.

• Work Initiation and Completion

  • Confirmation sent to various user roles listed on Proposals or Agreements

• Compliance

  • User may or may not be able to opt out based on their role and the type of compliance notice

• Routing/Approval

  • Sent for various proposal and budget related approval events

• File Uploads

  • Sent upon upload of new files and file versions

• Deadline Communication

  • For proposals, reminder email sent 5 days before Target Date
  • For pending approvals, reminder emails sent daily to Approvers

Preferred E-mail Address

By default the email listed here will be the user's pid + @vt.edu, but users can elect to use another email address for Summit communication emails.

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Other Settings

Default Research Organization

Users associated with multiple organizations can indicate which organization they mainly conduct research under if it is different from their Home Org. By clicking on the user name at the top right of the screen and choosing the User Preferences option, then Other Settings to the left, users can indicate a Default Research Organization.

The organization listed here will be the pre-populated organization in the submitting org and responsible org fields: - In the Proposal Initiation, the Default Research Organization defaults in the Submitting Organization field

• In the Proposal Editor, the Default Research Organization defaults in the Submitting Organization field as well as the Responsible Organization field.

Users can still edit the fields for individual proposals. The Default Research Organization can be updated at any time and will only be used on new proposals. It does not update current fields.

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Proposals E-mail Notifications

Depending on your role within a proposal and if you have the proposal as a favorite, will determine what email notifications you will receive. The one exception to this is if you are on the Proposal Team (PI, Co-PI, Proposal Team member) you will receive compliance email regardless of your email settings.

New Users to the system by default will have all email notifications turned on.

Below shows every email notification currently in Summit, what category that email corresponds to in the user preferences screen, who will receive that email, and any special circumstances around the email.

Email Notification	Preference Category	Sent to	Note
Work Initiation	Work Initiation	Work Creator, PI, Support Staff Leads, Pre Award Associate	All can opt out
DoD Notice	Compliance	Proposal Team members, Users with Preference ON & work favorited	Proposal Team cannot opt out
NASA Notice	Compliance	Proposal Team members, Users with Preference ON & work favorited	Proposal Team cannot opt out
NSF Notice	Compliance	Proposal Team members, Users with Preference ON & work favorited	Proposal Team cannot opt out
NIH Notice	Compliance	Proposal Team members, Users with Preference ON & work favorited	Proposal Team cannot opt out
DOE Notice	Compliance	Proposal Team members, Users with Preference ON & work favorited	Proposal Team cannot opt out
International Question	Compliance	Proposal Team, Users with Preference ON & work favorited	Proposal Team cannot opt out
Budget File Acceptance	Routing/Approval	Immediate Approvers in the organization	All can opt out
Awaiting Approval	Routing/Approval	Immediate Approvers in the organization	All can opt out
Routing Canceled	Routing/Approval	Users with Preference ON	All can opt out
Return for Correction	Routing/Approval	Users with Preference ON	All can opt out
Approval Discarded	Routing/Approval	Users with Preference ON	All can opt out
Routing Approved	Routing/Approval	Users with Preference ON & work favorited	All can opt out
PI Verification Needed	Routing/Approval	Users with Preference ON	All can opt out
PI Verification Reminder	Routing/Approval	Users with Preference ON	All can opt out
PI Verified	Routing/Approval	Users with Preference ON	All can opt out
Pre-Award Verified	Routing/Approval	Users with Preference ON	All can opt out
PI Verification Canceled	Routing/Approval	Users with Preference ON	All can opt out
File Uploads	File Uploads	Users with Preference ON & work favorited	All can opt out
File Version Uploads	File Uploads	Users with Preference ON & work favorited	All can opt out
Target Date Reminder	Deadline Communication	Users with Preference ON & work favorited	All can opt out
Approval Reminder	Deadline Communication	Users with Preference ON & work favorited	All can opt out
Declined Email	N/A	PI, Submitting Org Support Staff Leads	N/A

Note: A work is favorited automatically when added as a creator, PI, support staff lead, or the assigned Pre Award associate.