Release 2.20 - August 2019

Rename File



Release 2.19 - August 2019



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