Release 3.20 - November 2021

Release 3.19 - October 2021

Release 3.18 - September 2021

Release 3.17 - August 2021

Release 3.16 - July 2021

Release 3.15 - June 2021

Release 3.14 - May 2021

Release 3.13 - May 2021

Release 3.12 - March 2021

Release 3.11 - February 2021

Release 3.10 - January 2021

Release 3.9 - December 2020

Old(er) Releases

Release 3.8 - November 2020 - Updated OESRC section - Added DOE Attachment C question (when the sponsor or prime sponsor has the DOE-FI keyword) - Moved OESRC Requirement into an OESRC question related to Export Control and/or Classified Data - Removed the "Does the research have a commercial end use application?" question

Document Preview Download Links

Release 3.7 - October 2020 - Status and Status Icon Moved Next to the Work Item ID Document Preview

Release 3.6 - September 2020 - Bug Fixes

Release 3.5 - August 2020

Document Preview

Document Preview

Document Preview Icons

Preview Generation

Preview Unavailable

Release 3.4 - July 2020 - COI Question will now require a comment if answered "Yes". - The proposal will give an error message at the bottom right of the screen if the user tries to submit for routing with a "Yes" answer and no comment.

COI Comment Needed

Release 3.3 - June 2020 - New Compliance Email - Added DOE Notice email which describes Foreign Influence instructions

Release 3.2 - May 2020 - Proposals - Add/Edit 3 Compliance emails - Added NSF Notice email which describes Foreign Influence instructions - Added NIH Notice email which describes Foreign Influence instructions - Edited the DoD Notice email to include Foreign Influence - Agreements - Ability to add "Award" flag on files - New task type - Contracts Specialist - Allow paragraph formatting in panes for free text fields - Fixed date fields to allow typing of dates - Small updates / bug fixes

Release 3.1 - May 2020 - Proposals - Added "" option to Intended Submission Method and Actual Submission Method in Proposal Editor - Agreements NDA Beta - Allow removing of a linked proposal - Ability to make a comment when closing a task associated with an agreement - Filter Tasks by Task Type and allow the filtering to be saved by the user - UI improvements

Release 3.0 - April 2020 - Added IBC question - Last question in Institutional Biosafety Committee (IBC) section - New Question: "Does this project require use of biosafety level 3 or animal biosafety level 3 containment space? (If yes, please send a copy of this proposal to" - Summit Agreements Beta released for select users

Release 2.26 - March 2020 - Destination Area(s) field added to bulk export operation - "Conflict of Interest (COI) Requirements" header changed to "Public Health Service (PHS) Requirements" - This section will still display the PHS question when a sponsor has the PHS keyword (e.g. NIH) - Features in preparation for Summit Agreements Beta

Release 2.25 - March 2020 - Updated Compliance questions (specific sections updated listed below) - Conflict of Interest (COI) - Office of Export and Secure Research Compliance (OESRC) - Institutional Biosafety Committee (IBC)
- Building (Where Work Performed) question moved - Was in the General Information section and now appears in the Budget Information - Development section

Release 2.24 - January 2020 - Added Email Notifications for Changes to Acceptance of Budget File on a Proposal - When a tag indicating OSP's acceptance of a budget file changes, an email is sent to the PI, Support Staff Lead, Assigned Pre Award, and anyone who has starred the proposal and has the Routing/Approval Preference set to ON. - Added Email Notifications for Proposals when Approved - When a proposal status is changed to Approved from routing, an email is sent to the PI, Support Staff Lead, Assigned Pre Award, and anyone who has starred the proposal and has the Routing/Approval Preference set to ON. - Updated Fields in Work Item Editor - New field called "Destination Area(s)". It is optional and allows multi-select - "Research Initiative" field renamed "Sponsored Initiative(s)" and allows multi-select - Removed "Research Theme" field

Release 2.23 - December 2019 - Updates to the Login Authentication System that will enable better integration with other OSP systems and seamless Summit deployments.

Release 2.22 - October 2019

File Upload Suggestion

Release 2.21 - September 2019

Pending Award Label

Release 2.20 - August 2019

Rename File

Release 2.19 - August 2019 - Small Updates & Various Bug Fixes

Release 2.18 - August 2019

Proposal Revisions

Now when users revise a Proposal, Supplement, or Continuation; the work item will stay as 1 entity. Creating a revision will not create a 2nd independent work item, as was done before. The process for Pre-Proposals, LOIs, and White Papers will continue as before and stay separate entities.

This new process will only be for revisions made going forward, older revisions will stay separated and only visible linkage accessible in the History.

All new revisions for the work item will be accessible from a new folder in the toolbar while in a particular work item.

Revisions Added to Toolbar

While in the Revisions folder, users will be able to click through all revisions and the current work item

Revisions Folder

There will only be 1 active work item at a time and will display with a normal summary pane box. 2 inactive statuses can be seen on various past works, but all work items displayed will be accessible f clicked.

When clicked it will bring up the work item. To get back to the normal view of Summit, click "Exit Revisions folder" in the top left. For more information, click here.

A user can revise a work item by clicking it in the summary pane and click "Actions", then "Revise". The action is only available if the work item is in the Pending Decision status.

Revision Modal

Users can also get to this revise modal through Get Started (located at the top left of Summit).

Upgraded Get Started

What was the middle box has now been split into 2 separate selections. Selecting the 2nd box now and a user puts in an ID for a Proposal, Supplement, or Continuation that is in Pending Decision, it will bring up the same revision modal.

Once created, the revised work item will be placed back into the Open folder, with the new status of "Revising". The original work item ID will remain, but "Rev" followed by the number of the revision will display.

From there the work can progress through the same stages as a new work item (Revising, In Routing, Approved, Submitted) then to get back to Pending Decision to wait for communication from the sponsor. And either repeat the process again or go to a Closed status.

Release 2.17 - May 2019

Subcontractor Questions

Release 2.16 - April 2019

Files Modal Filter Download

Limited Submission Informational Help

Release 2.15 - March 2019

Award Flag

Files Modal Filter

Submission Info Section

Release 2.14 - February 2019

Release 2.13 - January 2019

Release 2.12 - December 2018

Release 2.11 - November 2018

Action Icons

Notification Sort

Release 2.10 - October 2018

Release 2.9 - September 2018

Release 2.8 - August 2018

Release 2.7 - July 2018

Release 2.6 - June 2018

Release 2.5 - May 2018

Release 2.4 - April 2018

Release 2.3 - March 2018

Release 2.2 - February 2018

Release 2.1 - September 2017

Release 2.0 - August 2017

Video Tutorials

1. Get Started redesign

Proposal Initiator Start Screen

Get Started will have all 3 options as seen above

2. Advance redesign

Proposal Advance Start Screen

Advance from within a proposal and you will see the same options as you do in the Get Started, except "Start New Work".

3. Types of Work updated We have removed "Revision" and "Other" as a Types of Work. For "Revision", you are now able to revise to the Type of Work you're are advancing from (ex. "Proposal" to "Proposal"). For "Other", you can specify if it is a "Supplement" or "Continuation". This brings the current Type of Works that can be used in Summit as: White Paper, Letter of Intent, Pre-Proposal, Proposal, Supplement, Continuation

4. History Log Users will now have the ability to view a list of all Types of Work that have been linked to each other via the advance feature.

Below shows the display in Summit when a user clicks "History". Sorted by creation date, the earliest work will be at the bottom and most recent created at the top. All types of work in that cycle can be accessed from another other work while having the History display up, simply click the hyperlink of the Proposal ID.

Tools History Sequence

Note: The History Log will only show work created after the release of this new feature, 8/18/17.  Works advanced before then will not display in the history log

5. Minor Updates
- Compliance questions updated (OESRC and IRB) - Newly created proposals will only have the new questions. - All existing proposals will have the new OESRC questions added alongside the older ones.
- Before a proposal can be routed, the new questions will need to be answered by PI/Proposal team.
- Proposals already In-Routing or Approved will have those questions added as well but they will NOT be needed to be answered to get the proposal to next status level. - Year Displayed in the Proposal Summary if not current year - CDA/NDA requirement question added in the Submission Information section - Various Bug Fixes - Increased proposal summary pane width (Updated view shown below) New Summary Width

Release 1.4 - May 2017

Release 1.3 - March 2017