Update a Submitted Proposal

 

 

Introduction

PI Functions

                        Create a Proposal File Update

                        View and Edit a Proposal File Update

                        View an Update Summary

                                    View the Current Section

                                    View the Proposed Replacement Section

                                    View the Justification Note

                        Create an Update PIN

Delete a Proposal File Update

                        Allow SPO Access to an Update

                        Remove SPO Access to an Update

                        Work with Forwarded Updates

                        View the Update Summary for a Forwarded Update

                        View and Print an Updated Proposal

                        Work with Submitted Updates

                       

SPO Functions

                        Work on Proposal File Update as an SPO

                        Work on Proposal File Updates in Progress

                        View the Update Summary

                                    View the Current Section

                                    View the Proposed Replacement Section

                                    View the Justification Note

                        Check an Update for Completeness

                        Edit an Update

                                    Replace a Section

                                    Edit the Justification Note

                        Submit a Proposal File Update

                        Return an Update to the PI

                        Work on Submitted Proposal File Updates

                                    View the Updated Summary for a Submitted Update

                                    Withdraw a Proposal File Update

View and Print an Updated Proposal

AOR Function

                        Sign a Proposal File Update

 

 

 

 

Introduction

 

It is the responsibility of the proposing organization to thoroughly review each proposal prior to submission. On occasion, however, a problem is identified with a portion of the proposal after the proposal has been submitted electronically to NSF.

The FastLane Proposal File Update Module allows the organization to request the replacement of files or revision of other Proposal Attributes, associated with a previously submitted proposal. A request for a proposal file update must be submitted by an individual who is authorized to submit proposals on behalf of the organization, and electronically signed by the Authorized Organizational Representative (AOR). An update request must contain a justification that addresses:

  1. why the changes or file replacements are being requested; and
  2. any differences between the original and proposed replacement files.

 A request for a proposal file update automatically will be accepted if submitted prior to:

A request for a proposal file update after the timeframes specified above will require acceptance by the cognizant NSF Program Officer. Such requests may be submitted only to correct a technical problem with the proposal (i.e., formatting or print problems). Changes in the content of the proposal should not be requested after the timeframes specified above. When a request is accepted, the proposed files or revisions to proposal attributes will immediately replace the existing files and become part of the official proposal.

PIs can access the Proposal File Update Module via the "Proposal Functions" section of FastLane. Authorized individuals in the organization’s Sponsored Projects Office (or equivalent) can initiate or review requests for proposal file updates using the "Submit Proposals/Supplements/File Updates/Withdrawals" Module via the FastLane "Research Administration Functions."

NSF will consider only one request for a proposal file update per proposal at a time. It is anticipated that it will be a rare occurrence for more than one file update request to be submitted for a proposal.

 

 

Functions in Proposal File Update

 

As a PI, you can:

         Create a Proposal File Update

         View and edit an update

         View an Update Summary

         Create an update PIN

         Delete an update

         Allow SPO access to an update

         Remove SPO access to an update

 

As an SPO, you can:

         View an Update Summary

         Check an update for completeness

         Edit an update

         Submit an update

         Return an update to the PI

         Withdraw an update

 

As an AOR, you can sign a Proposal File Update for submission to NSF.

 

 

PI Functions
Create a Proposal File Update

 

1.      Log in as a PI to Proposals, Awards, and Status.

2.      On the Principal Investigator (PI)/Co-Principal Investigator (Co-PI) Management screen (Figure 1), click Proposal Functions. (Figure 1). The Principal Investigator (PI)/Co-Principal Investigator (Co-PI) Management Proposal Functions screen displays (Figure 2) displays.

 

 

Figure 1  Principal Investigator (PI)/Co-Principal Investigator (Co-PI) Management screen with Proposal Functions circled.

 

 

Figure 2  Principal Investigator (PI)/Co-Principal Investigator (Co-PI) Management Proposal Functions screen with Proposal File Update circled.

 

3.      Click Proposal File Update. The List of Proposals Eligible for Update screen displays (Figure 3) displays.

 

 

Figure 3  List of Proposals Eligible for Update screen with the Continue button circled.

 

4.      Select the proposal you want to work on from the List of Proposals Eligible for Update screen menu.

5.      Click the Continue button. The Proposal Update Control screen for that proposal displays (Figure 4) displays.

 

 

Figure 4  Proposal Update Control screen for the selected proposal with the Create Update button circled.

 

6.      On the Proposal Update Control screen (Figure 4), click the Create Update button.  The Proposal Update Control screen for your proposal displays (Figure 5) displays.

 

 

 

Figure 5  Proposal Update Control screen with the View/Edit Update button circled.

 

7.      Click the View/Edit Update button (Figure 5). The Proposal Change Form Preparation menu screen displays (Figure 6) displays. This screen shows lists all the forms for the proposal you are working on. You can update any form.

 

 

Figure 6  Proposal Change Form Preparation menu screen with the Go button for Project Summary circled.

 

8.      On the Proposal Change Form Preparation menu screen (Figure 6), click the Go button next to the form that you want to update.

9.      Type or copy and paste text in the text box for the form or upload a new file to replace the old file. After you have accepted the uploaded form, the Proposal Change Form Preparation menu screen displays (Figure 7) appears with the form now listed as changed and with the date of the change.

 

 

 

Figure 7  Proposal Change Form Preparation menu screen with the update to the Project Summary noted.

 

10.  Repeat the process for any forms you want to replace.

11.  At the bottom of the Proposal Change Form Preparation menu screen (Figure 8), click the Proposal Update Justification Note button (Figure 8). . The Justification Note screen displays (Figure 9) appears with a text box for entering your justification for the Proposal File Update.

 

 

Figure 8  Lower portion of the Proposal Change Form Preparation menu screen with the Proposal Update Justification Note button circled.

 

 

 

Figure 9  Justification Note screen with the text box.

 

12.  Type or copy and paste your Justification in the text box.

13.  Click the OK button under the box. A screen displays (Figure 10) with the confirmation message that FastLane has saved your Justification Note.

ŸA confirmation screen (Figure 10) displays telling you that FastLane has saved your Justification Note.

 

 

Figure 10  Screen confirming that your Justification Note has been saved.

 

14.  Click the OK button. The Proposal Change Form Preparation menu screen redisplays (Figure 7).

15.  Click the OK button at the bottom of the Proposal Change Form Preparation menu screen to return to the Proposal Update Control screen (Figure 5) for your proposal.

(Back to Top)

 

 

View and Edit a Proposal File Update

 

1.      On the Proposal Update Control screen (Figure 1), click the View/Edit Update button. The Proposal Change Form Preparation menu screen displays (Figure 2) displays.

 

 

Figure 1  Proposal Update Control screen with the View/Edit Update button circled.

 

 

Figure 2  Proposal Change Form Preparation screen with the Go button for the changed section circled.

 

2.      On the Proposal Change Form Preparation menu screen (Figure 2), click the Go button next to the proposal file you want to view. The File Upload screen displays (Figure 3) for that form displays.

 

 

Figure 2  Proposal Change Form Preparation screen with the Go button for the changed section circled.

 

 

Figure 3  File Upload screen for Project Summary with the Display Current Project Summary button circled.

 

3.      If the update has been uploaded, click the View Current form button. The updated file displays in PDF format.

4.      To edit an updated form, go to Step 8, Create a Proposal File Update and proceed through Step 10.

5.      To edit the Justification Note, go to Step 11, Create a Proposal File Update and proceed through Step 15.

(Back to Top)

 

View an Update Summary

 

On the Proposal Update Control screen (Figure 1), click the View Update Summary button. The Proposal Update Summary screen displays (Figure 2) displays with pertinent information on your update and its status. The lower portion of the screen shows which the forms you have updated. You have these options:

Ÿ         View the current section

Ÿ         View the proposed replacement section

Ÿ         View the Justification Note

 

 

Figure 1  Proposal Update Control screen with the View Update Summary button circled.

 

 

Figure 2  Upper portion of the Proposal Update Summary screen.

 

View the Current Section

 

1.      On the lower portion of the Proposal Update Summary screen (Figure 1), in the box listing the updated forms, click the radio button next to the form that you want to view.

 

 

Figure 1  Lower portion of the Proposal Update Summary screen with the View Current Section button circled.

 

2.      Click the View Current Section button to view the form before the update. The form displays in PDF format.

3.      Click the back button on the browser to return to the Proposal Update Summary screen.

 

(Back to Top)

View the Proposed Replacement Section

 

1.      On the Proposal Update Summary screen (Figure 1), in the box listing the updated forms, click the radio button next to the form that you want to view.

 

 

Figure 1  Lower portion of the Proposal Update Summary screen with the View Proposed Replacement Section button circled.

 

2.      Click the View Proposed Replacement Section button (Figure 1) to view the updated form. The form displays in PDF format.

3.      Click the back button on the browser to return to the Proposal Update Summary screen.

 (Back to Top)

 

 

View the Justification Note

 

1.      On the Proposal Update Summary screen (Figure 1), click the View Proposal Update Justification Note button. The Justification Note text box screen displays (Figure 2).

 

 

Figure 1  Proposal Update Summary screen with the View Proposal Update Justification Note button circled.

 

 

 

Figure 2  Justification Note screen with text box.

 

2.      Click the OK button under the Justification Note text box to return to the Proposal Update Summary screen (Figure 1).

(Back to Top)

 

Create an Update PIN

 

1.      On the Proposal Update Control screen for your proposal (Figure 1), click the Create Update PIN button. The Proposal File Update PIN Control screen displays (Figure 2) displays.

 

 

Figure 1  Proposal Update Control screen with the Create Update PIN button circled.

 

 

 

Figure 2  Proposal File Update PIN Control screen.

 

2.      Type the PIN number in the fieldsboxes.

3.      Click the OK button. A screen displays confirming with the confirmation message that the PIN number has been changed.

4.      Click the OK button. The Proposal Update Control screen displays (Figure 1) displays.

(Back to Top)

 

 

Delete a Proposal File Update

 

1.      On the Proposal Update Control screen for your proposal (Figure 1), click the Delete Update button. A screen displays (Figure 2) displays asking youwith a message for you to confirm that you wish to delete that Proposal File Update and a warning you that the update cannot be restored.

 

 

Figure 1  Proposal Update Control screen with the Delete Update button circled.

 

 

Figure 2  Screen asking with a message for you to confirm that you want to delete the update.

 

2.      Click the OK button. A screen displays (Figure 3) displays telling you that the update is deleted.

 

Figure 3  Screen confirming with confirmation that your update has been deleted.

 

(Back to Top)

 

 

Allow SPO Access to an Update

 

1.      On the Proposal Update Control screen (Figure 1), click the Allow SPO Access button. A screen displays (Figure 2) displays askingwith a message for you to confirm that you want to allow SPO access to the Proposal File Update.

 

 

Figure 1  Proposal Update Control screen with the Allow SPO Access button circled.

 

 

Figure 2  Confirmation screen for allowing SPO access to the update.

 

2.      Click the OK button. The Access to Proposal File Update has been given to your SPO screen displays (Figure 3) with the message that the SPO has access to the Proposal File Update. The screen also lists the names of people to whom FastLane has sent emails to notify them of the updated proposal access.

 

ŸThe Access to Proposal File Update has been given to your SPO screen (Figure 3) displays telling you that the SPO has access to the Proposal File Update and listing the names of people to whom FastLane has sent emails to notify them of the updated proposal access.

 

 

Figure 3  Access to Proposal File Update has been given to your SPO screen.

 

(Back to Top)

 

 

Remove SPO Access to an Update

 

1.      On the Proposal Update Control screen for your proposal (Figure 1), select from the Forwarded Updates menu list the update that you want to remove SPO access from.

 

 

Figure 1   Proposal Update Control screen with the Remove SPO Access button circled.

 

2.      Click the Remove SPO Access button.  A screen displays (Figure 2) displays asking with a message for you to confirm that you want to remove SPO access from the update.

 

Figure 2   Screen asking youwith a message for you to confirm that you want to remove SPO access to the update.

 

3.      Click the OK button. A screen displays (Figure 3) displays confirmingwith the confirmation message  that SPO access to the update has been removed.

 

 

Figure 3   Screen confirming with the confirmation message that  SPO access to the update has been removed.

(Back to Top)

Work with Forwarded Updates

 

On the Proposal Update Control screen (Figure 1), updates that have SPO access are listed inon the Forward Updates list menu along with their NSF acceptance status. You have these options for working with updates that the SPO has access to:

·        View the Update Summary for a forwarded update

·        Remove SPO access to an update

 

 

Figure 1  Proposal Update Control screen after the SPO has been given access to the Proposal File Update.

(Back to Top)

 

 

View the Update Summary for a Forwarded Update

 

1.      On the Proposal File Update Control screen (Figure 1), select the update whose Update Summary you want to view from the Forwarded Updates menu.

 

 

Figure 1  Proposal Update Control screen with the Forwarded Updates menu and with the View Update Summary button circled.

 

2.      Click the View Update Summary button. The Proposal Update Summary screen displays (Figures 2 and 3) displays.

 

 

Figure 2  Upper portion of the Proposal Update Summary screen.

 

 

Figure 3  Lower portion of the Proposal Update Summary screen.

 

On the lower portion of the Proposal Update Summary screen (Figure 3), you have these options:

·        View the current section

·        View the proposed replacement section

·        View the Justification Note

 

 

 

Figure 3  Lower portion of the Proposal Update Summary screen.

 

On the Proposal Update Control screen, if you select from the Forwarded Updates menu an update with the status AutomaticallyAccepted  (Figure 4), the lower portion of the Proposal Update Summary screen (Figure 5) for that update also presents an option to view/print the proposal.

 

 

Figure 4  Lower portion of the Proposal Update Control screen with an Automatically Accepted update selected and the View Update Summary button circled.

 

 

Figure 5  Lower portion of the Proposal Update Summary screen showing the View/Print Proposal button.

(Back to Top)

 

View and Print an Updated Proposal

 

1.      On the Proposal Update Control screen (Figure 1), select an update from the Forwarded Updates menu list that has the status of Automatically Accepted.

 

 

Figure 1  Proposal Update Control screen with an update selected with the status of Automatically Accepted and with the View Update Summary button circled.

 

2.      Click the View Update Summary button. The Proposal Update Summary screen displays (Figures 2 and 3) displays.

 

 

Figure 2  Upper portion of the Proposal Update Summary screen.

 

 

 

 

 

 

 

 

 

Figure 3  Lower portion of the Proposal Update Summary screen with the View/Print Proposal button circled.

 

3.      Click the View/Print Proposal button. The View Submitted Proposal screen displays (Figure 4) displays.

 

 

 

Figure 4 View Submitted Proposal screen.

 

4.      Click the Go button next to the form you want to view. The form displays in PDF format.

5.      Click the Printer icon on the Adobe toolbar to print the form.

6.      To print the entire proposal, click the Go button next to Print Entire Proposal on the View/Print Proposal screen (Figure 5). FastLane concatenates the files for the proposal and prints the proposal as one PDF document.

 

 

Figure 5  Lower portion of the View Submitted Proposal screen with the Go button for Print Entire Proposal circled.

 

7.      Click the Go Back button at the bottom of the View/Print Proposal screen to return to the Proposal Update Summary screen (Figure 2).

(Back to Top)

 

 

Work with Submitted Updates

 

1.      On the List of Proposals Eligible for Update screen (Figure 1), click the Display Submitted Updates button. The Submitted Proposal File Updates screen displays (Figure 2) displays.

 

 

Figure 1  List of Proposals Eligible for Update screen with the Display Submitted Updates button circled.

 

 

Figure 2  Submitted Proposal File Updates screen with the Continue button circled.

 

2.      Select the proposal whose update you want to check on from the list of Submitted Updates. menu.

3.      Click the Continue button (Figure 2). The Proposal Update Summary screen displays (Figures 3 and 4) appears for that update. Buttons at the lower portion of the Proposal Update Summary screen (Figure 4) give you these options:

·        View the original section

·        View the proposed replacement section

·        View the Proposal Update Justification Note

·        View/print the proposal

 

 

Figure 3  Upper portion of the Proposal Update Summary screen.

 

 

Figure 4  Lower portion of the Proposal Update Summary screen with option buttons.

(Back to Top)

SPO Functions

 

Work on Proposal File Update as an SPO

 

1.      Log into Research Administration as an SPO. The Research Administration screen (Figure 1) displays.

 

 

Figure 1  Research Administration screen with Proposals/Supplements/File Updates/Withdrawals circled.

 

2.      COn the Research Administration screen (Figure 1), click Proposals/Supplements/File Updates/Withdrawals. The Proposals/Supplements/File Updates/Withdrawals screen displays (Figure 2) displays with these tabs:

Ÿ         The Documents in Progress tab screen shows all the documents of your organization that are now in progress.

Ÿ         The Submitted Documents tab screen shows all the documents that have been submitted to NSF, including Proposal File Updates.

 

 

Figure 1  Research Administration screen with Proposals/Supplements/File Updates/Withdrawals circled.

 

 

Figure 2  Proposals/Supplements/File Updates/Withdrawals screen showing the Documents in Progress tab and the Submitted Documents tab.

 

3.      Click the Type column header to group all updates together (Figure 3).

 

 

Figure 3  Documents in Progress tab on the Proposals/Supplements/File Updates/Withdrawals screen showing how to group all updates.

(Back to Top)

 

Work on Proposal File Updates in Progress

 

Work on updates in progress from the Documents in Progress tab of the Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Progress tab (Figure 1). Click on the Type column header to group all updates together. You have these options:

Ÿ         View the Update Summary

Ÿ         Check an update for completeness for submission to NSF

Ÿ         Edit an update

Ÿ         Submit an update

Ÿ         Return an update to the PI

 

 

Figure 1  Documents in Progress tab on the Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Progress tabshowing how to group all updates.

(Back to Top)

 

 

View the Update Summary

 

On the Documents in Progress tab of the Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Progress tab (Figure 1), click the Temp ID number for the proposal whose Update Summary you want to view. find the Proposal File Update you want to work on.

 

 

Figure 1  Documents in Progress tab of the Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Progress tab with the Temp ID circled for an update.

 

ŸClick on the proposal’s Temp ID number in the Temp ID column.

The Proposal Update Summary screen displays (Figures 2 and 3) showing with the status of the update. On the Proposal Update Summary screen, you have these options:

·        View the current section

·        View the proposed replacement section

·        View the Justification Note

 

 

Figure 2  Upper  portion of the Proposal Update Summary screen.

 

 

 

Figure 3  Lower portion of the Proposal Update Summary screen.

(Back to Top)

 

View the Current Section

 

1.      On the Proposal Update Summary screen (Figure 1), click the radio button next to the updated form you want to view.

 

 

Figure 1   Lower portion of the Proposal Update Summary screen with the View Current Section button circled.

 

2.      Click the View Current Section button (Figure 1). The original file for the form displays in PDF format.

3.       

3.     

3.       

3.      Figure 1   Lower portion of the Proposal Update Summary screen with the View Current Section button circled.

3.       

3.      Click the back button on the browser to return to the Proposal Update Summary screen. .

(Back to Top)

 

 

View the Proposed Replacement Section

 

1.      On the Proposal Update Summary screen (Figure 1), click the radio button next to the form whose update you want to view.

 

 

Figure 1  Lower portion of the Proposal Update Summary screen with the View Proposed Replacement File button circled.

 

2.      Click the View Proposed Replacement Section button (Figure 1) to view the updated form. The form displays in PDF format.

3.      Click the back button on the browser to return to the Proposal Update Summary screen (Figure 1).

 

 

Figure 1  Lower portion of the Proposal Update Summary screen with the View Proposed Replacement File button circled.

(Back to Top)

 

View the Justification Note

 

1.      On the Proposal Update Summary screen (Figure 1), click the View Proposal Update Justification Note button. The Justification Note text box screen displays (Figure 2) displays.

 

 

Figure 1  Lower portion of the Proposal Update Summary screen with the View Proposal Update Justification Note button circled.

 

 

 

                             Figure 2  Justification Note screen.

 

2.      Click the OK button under the Justification Note text box to return to the Proposal Update Summary screen (Figure 1).

(Back to Top)

 

Check an Update for Completeness for Submission

 

 

On the Documents in Progress tab of the Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Progress tab (Figure 1), find the Proposal File Update you want toclick the Check icon in the row of the Proposal File Update you want to check.

 

 

Figure 1  Documents in Progress tab on the Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Progress tab with the Check icon circled.

 

ŸClick the Check icon in the Check column for that update.

 

If the update is not ready for submission to NSF, a screen like Figure 2 displays and tellswith a message on you what you must do to complete the update for submission to NSF.

 Click the Go Back button to return to the Documents in Progress tab on the Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Progress tab (Figure 1).

 

 

Figure 2  If your update is not ready for submission, this screen appears telling you what you need to do for submission.

 

If the update is ready for submission to NSF, a screen like Figure 3 displays.

 

 

Figure 3  If your update is ready for submission, this screen displays.

 

1.      Click the Check Entire Proposal button to check your proposal in detail. The Ready for Submission screen displays (Figure 4) displays telling youwith a message on the full status of your proposal for submission to NSF.

 

 

Figure 4   Ready for Submission screen telling you the full status of your proposal for submission to NSF.

 

2.      Click the Return button at the bottom of the Ready for Submission screen (Figure 4) to return to the Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Progress tab (Figure 1).

 

 

Figure 4   Ready for Submission screen telling you the full status of your proposal for submission to NSF.

(Back to Top)

 

Edit an Update

 

On the Documents in Progress tab of the Proposals/Supplements/File Updates/Withdrawal screen (Figure 1), click the Edit icon in the row for the find the Proposal File Update you want to work on. The Proposal Change Form Preparation screen displays (Figure 2) with the updated forms. You have these options for editing the update:

Ÿ         View a current section

Ÿ         Replace a section

Ÿ         Edit the Justification Note

 

 

 

Figure 1  Documents in Progress tab of the Proposals/Supplements/File Updates/Withdrawal screen with the Edit icon circled.

 

ŸClick the Edit icon (Figure 1) in the Edit column for that update. The Proposal Change Form Preparation menu screen (Figure 2) displays showing the updated forms. You have these options for editing the update:

oView a current section

oReplace a section

oEdit the Justification Note

 

 

Figure 2  Proposal Change Form Preparation menu screen.

(Back to Top)

 

 

Replace a Section

 

1.      Prepare on a word processor the replacement file for the form you want to replace.

2.      On the Proposal Change Form Preparation menu screen (Figure 1), click the Go button for the file you want to replace.  The File Upload screen displays (Figure 2) appears for the form you selected.

 

 

Figure 1  Proposal Change Form Preparation menu screen with the Go button circled for the updated form.

 

 

Figure 2  File Upload screen for the form you want to replace.

 

3.      Upload the new file to replace the old file. After you have accepted the upload, the Proposal Change Form Preparation menu screen appears displays (Figure 1) with the new form in red and listed as Changed. (Figure 1).

 

 

Figure 2  File Upload screen for the form you want to replace.

(Back to Top)

 

 

Edit the Justification Note

 

1.      On the lower portion of the Proposal Change Form Preparation menu screen (Figure 1), click the Proposal Update Justification Note button. The Justification Note screen displays (Figure 2) appears with a text box for entering your justification for the Proposal File Update.

 

 

Figure 1  LThe lower portion of the Proposal Change Form Preparation menu screen with the Proposal Update Justification Note button circled.

 

 

Figure 2   Justification Note screen.

 

2.      If you want to change the Justification Note, edit it in the text box or copy and paste a new Justification in the text box.

3.      Click the OK button under the box. A confirmation screen displays telling you that FastLane has saved the edited Justification Note.

4.      Click the OK button. The Proposal Change Form Preparation menu screen (Figure 1) displays.

(Back to Top)

 

 

Submit a Proposal File Update

 

1.      On the Documents in Progress tab of the Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Progress tab (Figure 1), click the Submit icon in the Submit  row column for the update Proposal File Update you want to submit. The Proposal Submission screen displays (Figures 2 and 3) displays with notes from FastLane on the contents of the updated proposal and with the proposal Cover Sheet. If you have permissions of the AOR, the Certification for the AOR also displays on the Proposal Submission screen (Figure 3).

 

 

Figure 1  Documents in Progress tab on the Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Progress tab with the Submit icon circled.

 

 

Figure 2  Upper portion of the Proposal Submission screen with information on your updated proposal.

 

 

Figure 3  Lower portion of the Proposal Submission screen with the Certification for the AOR and with the Sign and Submit button circled.

 

2.      Click the Sign and Submit button. A confirmation screen displays (Figure 4) displays telling with the confirmation message that you that the Proposal File Update has been submitted to NSF.

 

 

Figure 4   Screen with the confirmation that the update has been submitted to NSF.

 

3.      Click the OK button. The Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Progress tab displays (Figure 1) displays.

 

 

Figure 4   Screen confirming the update’s submission to NSF.

 

If your Proposal File Update cannot be submitted, a screen displays (Figure 5) with an explanation as to why your proposal is not submitted to NSF. Click the Go Back button to return to the Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Progress tab (Figure1).

 

 

Figure 5  Screen telling you thatwith the message that the Proposal File Update cannot be submitted.

(Back to Top)

 

 

 

Return an Update to the PI

 

1.      On the Documents in Progress tab of the Proposals/Supplements/File Updates/Withdrawals screen on the  Documents in Progress tab (Figure 1), click on the Return to PI icon in the Return to PI column for the update you want to return. A screen displays (Figure 2) displays askingwith a message for you to confirm that you want to return the update to the PI.

 

 

Figure 1  Documents in Progress tab of the Proposals/Supplements/File Updates/Withdrawals screen on the Documents in Progress tab with the Return to PI icon circled.

 

 

Figure 2   Confirmation screen for returning an update to the PI with the text box for the note to the PI.

 

2.      Type or copy and paste in the text box a note for the PI explaining why the update is being returned.

3.      Click the OK button. A screen displays (Figure 3) with the confirmation message that the update has been returned to the PI.

 

ŸA confirmation screen (Figure 3) displays telling you that the update has been returned to the PI.

 

 

Figure 3   Screen confirming that the update has been returned to the PI.

 

(Back to Top)

 

 

Work on Submitted Proposal File Updates

 

On the Proposals/Supplements/File Updates/Withdrawals screen (Figure 1),, click on the Submitted Documents tab. The Submitted Documents tab of the Proposals/Supplements/File Updates/Withdrawals screen on the Submitted Documents tab displays (Figure 2) displays. You have these options for working on an update that has already been submitted to NSF:

Ÿ         View the Update Summary for a submitted update

Ÿ         Withdraw an update from NSF consideration

 

 

Figure 1 Proposals/Supplements/File Updates/Withdrawals screen with the Submitted Documents tab circled.

 

 

 

Figure 2  Submitted Documents tab of the Proposals/Supplements/File Updates/Withdrawals screen.

(Back to Top)

View the Update Summary for a Submitted Update

 

On the Submitted Documents tab of the Proposals/Supplements/File Updates/Withdrawals screen on the Submitted Documents tab (Figure 1), click the Temp ID number in the Temp ID column for the Proposal File Update update you want to work on. The Update Summary screen displays (Figure 2) displays showingwith the status of the update. On the Update Summary screen, you have these options:

Ÿ         View the current section

Ÿ         View the proposed replacement section

Ÿ         View the Justification Note

Ÿ         View/print the proposal

 

 

Figure 1  Submitted Documents tab of the Proposals/Supplements/File Updates/Withdrawals screen on the Submitted Documents tab with the Temp ID number circled.

 

 

Figure 2  Proposal Update Summary screen.

(Back to Top)

 

Withdraw a Proposal File Update

 

1.      On the Submitted Documents tab of the Proposals/Supplements/File Updates/Withdrawals screen on the Submitted Documents tab (Figure 1), click the Withdraw icon in the Withdraw column for the update Proposal File Update you wish to withdraw. A confirmation screen displays (Figure 2) displays askingwith a message for you to confirm that you want to remove the Proposal File Updateupdate from NSF consideration.

 

 

Figure 1  Submitted Documents tab of the Proposals/Supplements/File Updates/Withdrawals screen with the Withdraw icon circled.

 

 

Figure 2  Confirmation screenScreen with a message for you to confirm that you want to for withdrawal of awithdraw the submitted update.

 

2.      Click the OK button. A screen displays (Figure 3) with the confirmation message appears telling you that the Proposal File Update has been withdrawn.

 

 

Figure 3  Screen confirming with the confirmation message that the update has been withdrawn from NSF consideration.

 

3.      Click the OK button. The Proposals/Supplements/File Updates/Withdrawals screen on the Submitted Documents tab displays (Figure 1).

 

If NSF has already processed the update, you can no longer withdraw it. When you click the Withdraw icon for that proposal on the Submitted Documents tab of the Proposals/Supplements/File Updates/Withdrawals screen, a screen displays (Figure 4) displays telling youwith the message that the update has already been processed.

Click the OK button. The Submitted Documents tab of the Proposals/Supplements/File Updates/Withdrawals screen on the Submitted Documents tab displays (Figure 1) displays.

 

 

Figure 4  Screen telling youwith the message that NSF has already processed the update.

(Back to Top)

 

 

View and Print an Updated Proposal

 

 

1.      On the Proposal Update Summary screen (Figures 1 and 2), click the View/Print Proposal button (Figure 2). The View Submitted Proposal screen displays (Figures 3 and 4) displays.

 

 

Figure 1  Upper portion of the Proposal Update Summary screen.

 

 

Figure 2  Lower portion of the Proposal Update Summary screen with the View/Print Proposal button circled.

 

 

 

 

 

Figure 3  Upper portion of the View Submitted Proposal screen.

 

2.      Click the Go button next to the form you want to view. The form displays in PDF format.

3.      Click the Printer icon on the Adobe toolbar to print the form.

4.      To print the entire proposal, click the Go button next to Print Entire Proposal on the View/Print Proposal screen (Figure 4). FastLane concatenates the files for the proposal and prints the proposal as one PDF document.

 

 

Figure 4  Lower portion of the View Submitted Proposal screen with the Go button for Print Entire Proposal circled.

 

5.      Click the Go Back button at the bottom of the View/Print Proposal screen (Figure 4)  to return to the Proposal Update Summary screen  (Figure 1).

(Back to Top)

 

 

 

AOR Function

 

 

 

Sign a Proposal File Update

 

1.      Log into Research Administration as an AOR. The Research Administration  screen displays (Figure 1) displays.

 

 

Figure 1  Research Administration screen with Authorized Organizational Representative Functions circled.

 

2.      Click Authorized Organizational Representative Functions. The Authorized Organizational Representative Functions screen displays (Figure 2) displays.

 

 

Figure 2 Authorized Organizational Representative Functions screen with the radio button for the document to sign and the Sign button circled.

 

 

3.      Verify that the Signature Information is correct. If you need to change it, click Account Management.

4.      Click the radio button next to Sign on the row for the Proposal File Update that you want to sign.

5.      Click the Sign button (Figure 2). The Electronic Signature Notice screen displays (Figure 3) displays with the Certification Information for the AOR.

 

 

Figure 3  Electronic Signature Notice screen with the Sign button circled.

 

6.      Click the Sign button (Figure 3). The Electronic Signature Notice Confirmation screen displays (Figure 4).

 

 

Figure 3  Electronic Signature Notice screen with the Sign button circled.

 

 

Figure 4  Electronic Signature Notice Confirmation screen.