Release Notes – Kuali Research

*Additional detail can also be found in the CHANGELOG files in the git repository. Be aware that low impact dependency or test updates will only be logged in the changelog and not specified in Release Notes*

JUNE 2026

COI - Resolves issue where if user had no lead unit the disclosure would be auto-assigned all institutional wide reviewers inappropriately on submit (RESCOI-4691)
COI - Fixes issue where users could not type into nested dialog lists as expected (RESCOI-4689)
PROTOCOLS - Resolves issue where the Reportable Event Assigned Reviewer Reminder emails were incorrectly sending on protocols that did not have reportable events (RESPRO-5623, RESPRO-5650, RESPRO-5654)
PROTOCOLS - Fixes issue where the Compare Versions would not display permission changes for older protocols prior to the transition of the dropdown-based permission options (RESPRO-5604)
PROTOCOLS - Performance improvements on larger protocols where text area fields that contain 500 words will now have a "read more" option to expand the additional text - this helps with load performance of protocols. By default, this is not enabled unless requested - please submit a support ticket if interested (RESPRO-5612)

MAY 2026

GENERAL - Resolves issue where in some instances table sequencers were getting reset inappropriately after database upgrade cleanup scripts ran (SPR-990/SPR-1003)
PROTOCOLS - Fixes issue where the Protocol Amendment would allow resubmit when required questions were blank (RESPRO-4463)
PROTOCOLS - Fixes issue where the Triage role couldn't select the Admin Reviewer field properly in the Review Assignments pop-up window (RESPRO-5607)
PROTOCOLS - Fixes issue where the REVIEWER_TYPE notification token would repeat names inappropriately if multiple Reviewers were assigned (RESPRO-5610)
PROTOCOLS - Resolves issue where the PROTOCOL_LINK notification token didn't point to the correct Amendment version after approval (RESPRO-5605)
COI - Resolves issue where the COI Status wasn't displaying in an Award with numerous personnel (RESCOI-4687)

APRIL 2026

COI - Resolves issue where the Projects section within the disclosure template behaved inconsistently between View mode and published templates when using progressive disclosure logic set to “is not Yes.” (RESCOI-4678)
COI - Improvements to project push performance (COI-4683)
AWARD - Resolves issue where KRMS special review validations would fail if multiple compliance entries existed on an award (SPR-925)
PROPOSAL - Resolves issue where the proposal state wouldn't update in the omnisearch for proposals in a hierarchy (SPR-935)
GENERAL - Fixes issue where special characters in the project title prevented Negotiations and IP report export in CSV/Excel/XML (SPR-991)
PROPOSAL - Resolves issue where line items or summary budgets were throwing a validation if the digits exceeded 12 - but it was in inappropriately including the thousands separators and decimal points in that characters count (SPR-994)
GENERAL - Upgraded the Sponsored Programs MySQL database to version 8.4.8 (SPR-948)
PROTOCOLS - Adds the new config option of 'Reassign completed reviewers to a protocol when it’s resubmitted' to IRB Configuration, IACUC Configuration, and IBC Configuration. This will then auto-assign a previously assigned reviewer if the protocol was sent back and then resubmitted. If enabled, we would recommend adding Reviewers to the resubmit notifications so they're notified (RESPRO-5546)
COI - Fixes an issue where in some cases admin dispositions copy from one award to the next, but reviewer recommended dispositions do not when linked in a hierarchy (RESCOI-4650)
COI - Resolved issues where compare versions details was incorrect when list rows are deleted (RESCOI-4657)
PROTOCOLS - Adds a new 'Export Outline' option in Protocol Templates that allows you to download a complete, review-ready outline of your form. This makes it much easier to gather feedback during development and share full specifications with stakeholders or regulators. Once clicked you can download the template as an Excel file that includes a dedicated worksheet tab for each section with key functional details. This includes a clear outline numbering that shows how fields are nested within sections and includes the field level settings and progressive disclosure logic. This feature is currently in beta. We’d love your feedback—please share it by submitting a support ticket (RESPRO-5528)
PROTOCOLS - Fixes an issue where the REVIEWER_TYPE replacement token didn't populate on all Reminder notifications (RESPRO-5591)
PROTOCOLS - Adds new restful endpoint of /api/v1/protocols/check-lists to query protocol checklists (RESPRO-5599)

MARCH 2026

PROTOCOLS - Fixes an issue where some Compare Versions details weren't displaying in the Personnel list (RESPRO-5589)
PROTOCOLS - Fixes an issue where the Personnel List doesn't display the strike through when compare versions is on (RESPRO-5588)
PROTOCOLS - Changes the permission gadget to a dropdown gadget (from a radio button) to eliminate some bugs caused when Full Access and Read Only were selected for the same person (RESPRO-4101)
PROTOCOLS - Fixes an issue where you couldn't see Action Items on some historic protocol documents (RESPRO-5430)
PROPOSAL - Resolves issue where if users certifying proposal during their Approval stop their responses wouldn't save on navigation actions; only when clicking save in the proposal (SPR-938)
PROPOSAL - Fixes issue where that "Set All Statuses" dropdown in the Attachments tab was not visible causing statuses to default to "select" (SPR-985)
PROPOSAL - Resolves issue where if two concurrent workflow actions occurred at the same time it could cause the proposal to get into a bad state (SPR-946)
PROPOSAL - Resolves issue where if you deleted all periods in the Periods & Totals tab of the detailed budget and attempted to save it would go to white page; not it throws a validation error stating "The budget cannot be saved without a valid Start and End Date" (SPR-986)
GENERAL - Resolves issue where the Current & Pending report CSV, Spreadsheet, and XML options when initiating a report wouldn't work if a special character was in a proposal or award title (SPR-989)
COI - Adds Superseded By and Linked Projects in the Manage Projects Detailed View (RESCOI-4638)
COI - Fixes issue where the “Action on Submit” gadget did not auto-approve disclosures as expected in certain scenario (RESCOI-4653)
COI - Fixes issue where dialogue list popup windows weren't responsive in Safari browser when scaling (RESCOI-2349)
PROTOCOLS - Fixed a scenario that sometimes caused an error on save during amendments (RESPRO-4750)
PROTOCOLS - Fixes an issue where action items don't display on deleted rows of a list when compare versions is turned on (RESPR-5550)
PROTOCOLS - Fixes an issue where localized Review Types were not displayed properly in the Activity Log (RESPRO-5537)
PROTOCOLS - Fixes an issue where action items don't display on deleted rows of a list when compare versions is turned on (RESPRO-5495)
PROTOCOLS - Fixes issue where Time in Current Status was based on request to close submission instead of final protocol closure on closed protocols (RESPRO-5538)
PROTOCOLS - Improves browser performance while protocols are open and being edited (RESPRO-5540, RESPRO-5542)
PROTOCOLS - Resolves issue where protocol expiration job wasn't always firing to update to expired status on the day of expiration but a day or two later (RESPRO-5529)
PROTOCOLS - Fixes an issue where compare versions wasn't displaying all appropriate information on lists (RESPRO-5524)
PROTOCOLS - Resolved issues where compare versions details was incorrect when list rows are deleted (RESPRO-5539)
PROTOCOLS - Fixes issue where non-admin users weren't seeing all meetings if they were multiple meetings on the same day (RESPRO-5523)
PROTOCOLS - Resolves issue where committee meetings created with a later scheduled time would inappropriately display as the following day (RESPRO-5510)
PROPOSAL - Resolves issue where if users certifying proposal during their Approval stop their responses wouldn't save on navigation actions; only when clicking save in the proposal (SPR-938)
PROPOSAL - Adds the 'Override PD Narrative Entry' permission to the system. Which will allow someone to add new attachments, and change the order of attachments while a Proposal is routing for approval. This can be used in conjunction with the existing 'Modify Narrative' permission that allows users to update an attachment while a proposal is enroute (SPR-936)
PROPOSAL - S2S - Fixes an issue where if secure PDF was attached to a GG opportunity it caused a Stack Trace Error upon print of the form or the submit; now gives a validation error about the password protected attachment (SPR-315)

FEBRUARY 2026

PROTOCOLS - Fixes an issue where the Study Status wasn't populating correspondence when generated from amendments (RESPRO-5441)
PROTOCOLS - Fixes an issue where when open an item from a list within a list in certain browser situations the dialog would jump and the item would not open (RESPRO-5065)
PROTOCOLS - Resolves issue where opening certain meetings would go to white page inappropriately (RESPRO-5517)
PROTOCOLS - Fixes an issue where compare versions wasn't displaying all appropriate information on lists (RESPRO-5524)
PROTOCOLS - Fixes an issue where correspondence template formatting wasn't always being rendered correctly when correspondence were generated (RESPRO-5526)
PROTOCOLS - Fixes an issue where checkbox data wasn't being included in csv output when the checkbox gadget was inside a list (RESPRO-5530)
PROTOCOLS - Changes the CSV format for checkbox gadgets to semicolon delimited strings for performance reasons (RESPRO-5492)
PROTOCOLS - Fixes an issue where Action Item replies from the research team were anonymized for other members of the research team (RESPRO-4095)
PROTOCOLS - Adds missing fields to reportable events on the meeting summary view (RESPRO-4027)
IP - Resolves issue in Institutional Proposal lookup where the Proposal Person lookup criteria was pointed to a different user lookup that would return every entry where the user was present in the personnel of an IP; rather than just a unique person return to filter down IP results (SPR-930)
PROPOSAL - S2S - Resolves issue on the RR_OtherProjectInfo_1_4 'Briefly Explain' question that maps to the Optional Explanation (6b) was allowing up to 300 characters in the questionnaire but the the form only allows 55 characters (SPR-809)
GENERAL - Updates the HR feed to be compatible with Ruby version 3.3.0
GENERAL - Resolves issue where new users added to the Run Global Reports role/permission were not being granted access to the reports automatically (SPR-830)
GENERAL - Resolves issue where documents were occasionally getting stuck enroute and would need to be manually re-queued (SPR-924)
GENERAL - Fixes issue where you could not delete entries in the Training Module maintenance table; it would return an error inappropriately (SPR-293)
AWARD - Fixes issue where linked subawards weren't displaying properly in Medusa (SPR-940)
PROTOCOLS - Adds Event Type as a column in listed Reportable Events in a Meeting (RESPRO-5520)
PROTOCOLS - Resolves issue where in progress protocols failed to print in certain scenario; related to admin only form template (RESPRO-5525)

JANUARY 2026

COI - Resolves issue where the 'User Delegated to Me' page appeared blank for users who had existing delegates that were configured prior to the deployment of the new delegate feature configuration of 'Grant all COI Administrators delegate permissions' (RESCOI-4642)
COI - Resolves issue where progressive display dropdown options were not displaying properly or with multiple 'Untitled' options when doing template edits (RESCOI-4645)
COI - Fixes an issue where certain template field labels were causing some disclosures to go to white page on certain pages inappropriately (RESCOI-4652)
PROTOCOLS - To improve performance (particularly for list items), field validation will now only occur on the submit action. Previously, validation ran during entry within dialog popups, which could cause performance issues. Now those validation errors for invalid or missing items will display to the user only when they attempt to submit the protocol (RESPRO-5502)
PROTOCOLS - Adds a new configuration options of 'Require Expiration Date for Full Board Review' to IRB Configuration, IACUC Configuration, and IBC Configuration that allows you to disable the requiredness of the Expiration Date on full board protocol approval if desired. By default, this is enabled (RESPRO-5479)
PROTOCOLS - Resolves issue where localization labels weren't displaying the same field names in the CSV exports (RESPRO-5445)
PROTOCOLS - Fixes an issue where the attachment name doesn't appear on a list within a list after it's first added. This is connected with a change so list entries are only saved after the Done button is pressed. The attachment is still unclickable until the list entry is finalized, but it will display the name of the associated attachment (RESPRO-5519)
PROTOCOLS - Updates the Reportable Events topic in meetings to only appear if Reportable Events are assigned to the meeting (RESPRO-5515)
PROTOCOLS - Fixes the function that allows a user to drag and drop agenda items to reorganize them in a meeting (RESPRO-5514)
PROTOCOLS - Corrects an issue that sometimes caused recurring meeting dates to change in some views to be the date a recurring schedule was initially setup (RESPRO-5497)
PROTOCOLS - Fixes an issue where sometimes the date filter on the meetings filters didn't display all appropriate meetings (RESPRO-5496)
PROTOCOLS - Resolves an issue when sometimes meetings would not open if they were overwritten from the committee document (RESPRO-5490)
PROTOCOLS - Allows a protocol admin to make changes to a meeting until the Minutes are submitted and finalized (RESPRO-5424)
DASHBOARD - Resolves issue where child proposals (in proposal hierarchy) were not updating correctly in Dashboard cards (SPR-859)
GENERAL - Resolves issue in Unit lookup where the active flag was not being respected (SPR-921)
GENERAL - Changes max length of custom attributes to be 2000 characters to match database limitations and also updates default instructional text to match (SPR-330)
GENERAL - Resolves issue where the HR feed wasn't checking for unique School ID in all scenarios on core user push (SPR-908)
GENERAL - Fixes issue where you couldn't edit existing entries in the Unit Formulated Cost maintenance table (SPR-376)
SUBAWARD - Resolves issue where unlinking a subaward by removing the award as the funding source would not remove the link in the Medusa view (SPR-481)
NEGOTIATION - Resolves an issue where null attachments were allowed to be uploaded in Negotiations in certain scenarios; now results in validation message (SPR-671)
IP - Eliminates duplicate custom data entries in the database when an IP is versioned by a Proposal Development document (SPR-707)
AWARD - Fixes issue where custom award validations configured via a KRMS agenda would not be enforced on the submit action appropriately and would only fire if validations were manually turned on or other system validation errors existed (SPR-928)
PROPOSAL - S2S - Fixes a few inaccurate mappings on the ED_524_Budget_1_5-V1.5 form; specifically the F&A rate and F&A base listed in item 3 of indirect cost information section (SPR-866)
PROPOSAL - S2S - Corrects RR_SubawardBudget30_3_0 PDF print preview to display the UEI instead of DUNS (SPR-248)
PROPOSAL - S2S - Updates expiration date that displays on print preview of SF424, SF424A and SF424B forms to current form date (SPR-589)
PROPOSAL - S2S - Fixes issue in the RR FedNonFed Budget where if an Equipment Description exceeded the character limit allowed by the form it would give a nondescript error (SPR-927)
PROPOSAL - Fixes an issue where a proposal could get into a bad workflow state if two workflow actions were taken at the exact same time (SPR-366)
PROPOSAL - Fixes a handful of accessibility issues where buttons and labels weren't working with screen readers (SPR-920)
PROPOSAL - Resolves issue where the delete button didn't display properly in Personnel Details (SPR-933)
PROTOCOLS - Resolves an issue where users selected in a Person Typeahead outside of the Personnel section would display as 'Item Deleted' inappropriately after the protocol was approved (RESPRO-5478)
PROTOCOLS - Resolves person selector issues in the Permissions tab of a protocol (RESPRO-5482)
PROTOCOLS - Resolves issue where progressive display dropdown options were not displaying properly or with multiple 'Untitled' options when doing template edits (RESPRO-5509)
PROTOCOLS - Updated lists to only save when Done is clicked to improve performance on very large lists. This also means if Cancel or X is clicked on a new list entry nothing will be added to the list, and users can cancel out of their changes to a list entry (RESPRO-5511)
PROTOCOLS - Improve performance on the Manage Protocols CSV export so it can handle larger CSV files (RESPRO-5423)
PROTOCOLS - Add the State and Country gadget to the available filters and columns in the Manage Protocols screen (RESPRO-5498)

DECEMBER 2025

PROTOCOLS - Resolves issue where errors would occur on loading person data for missing training or other integration errors (RESPRO-5462)
COI - Adds the 'Grant all COI Administrators delegate permissions' sub-option to General Configuration under the existing option of 'Allow reporters to delegate preparation of their disclosure to other users. The reporter will always need to submit the disclosure.' When this new option is enabled any user with the COI Administrator role will be able to create or update any user’s disclosure in the system as a delegate. Via the Disclosures > Disclosures Delegated To Me tab you can search and return any user from the lookup to create or update a disclosure for that user - the user will still need to submit the disclosure for review (RESCOI-4631)
PROTOCOLS - Additional performance improvements around form validation on submit action (RESPRO-5499)
PROTOCOLS - Corrected an issue where some meeting dates in Review Assignments are incorrect (RESPRO-5484)
PROTOCOLS - Small improvements for training loading performance for key personnel (RESPRO-5489)
PROTOCOLS - Resolves issue where meeting dates would appear in duplicate inappropriately in the Meetings & Agendas list (RESPRO-5493)
PROPOSAL - Fixes an issue where cost share could not be saved in the details of an added subaward in the Budget → Subaward tab when the organization name was too long. The system adds a notation of the cost share in the subaward’s non-personnel line item, but the long organization name caused the notation to exceed the allowed character limit, resulting in an error. The system will now truncate the subaward organization name to ensure the notation fits within the limit and prevents the error (SPR-617)
PROPOSAL - S2S - Resolves issue where the base salary wasn't populating the RR Budget as expected (SPR-819)
AWARD - Resolves issue where the Comments column in the Award Payment Schedule would go to error if more than 50 characters was entered. Updated the character allowance so it will prevent more than 50 characters and not go to error (SPR-913)
GENERAL - Resolves issue where documents would occasionally get stuck in workflow and not fully process as expected to the next workflow step or to status of FINAL (SPR-875)
GENERAL - Applied a couple small performance improvements to search (SPR-911)
COI - Fixes issue where the user lookup wasn't responding correctly with selections for certain users (RESCOI-4634)
PROTOCOLS - Resolves issue where timestamps on the Agenda summary were 2 hours off from the scheduled time (RESPRO-5468)
PROTOCOLS - Fixes issue where review reminder notifications weren't sending in certain scenarios (RESPRO-5475)
PROTOCOLS - Fixes issue where two meetings scheduled on the same day and in the same committee weren't displaying in the Meetings & Agendas page or in the meeting dropdown for protocols (RESPRO-5486)

NOVEMBER 2025

PROPOSAL - Adds a KRMS function of 'Person in Role Missing Training (_._)' that can check a proposal to see if any research persons of a specific role are missing a valid training of a given training type (SPR-912)
PROPOSAL - Adds a KRMS function of 'Check CostShare Units Have CostShare Admin' that verifies that Cost Share Units entered in proposal budget have a configured Cost Share Unit Admin (SPR-915)
PROPOSAL - Resolves several accessibility issues for inquiry icons, buttons, labels, and headers to be screen reader compatible (SPR-737)
PROPOSAL - Adds validations to Unrecovered F&A in Proposal Budget to match validations in Institutional Proposal (SPR-344)
GENERAL - Resolves intermittent errors on HR feed that preventing completion (SPR-893)
COI - Resolves issue where clicking on preview comments in a disclosure would result in a white in certain scenarios (RESCOI-4542)
PROTOCOLS - Resolves issue where reoccurring meetings would not appear in Meetings & Agendas screen in certain instances (RESPRO-5458)
PROTOCOLS - Fixes an issue where the Reportable Event activity log wasn't displaying changes properly in the print PDF display (RESPRO-5477)
PROTOCOLS - Resolves issue where responses weren't retained in certain scenario when the require revisions action was taken (RESPRO-5459)
PROTOCOLS - Fixes issue where the user lookup wasn't responding correctly with selections for certain users (RESPRO-5461)
PROTOCOLS - Fixes an issue where some fields were not auto-populating for users correctly in personnel list fields (RESPRO-5465)
PROTOCOLS - Resolves issue where the activity log for a reportable event would go to white screen for a specific scenario (RESPRO-5474)
PROPOSAL - S2S - Fixes an issue where the Division, Department and Expiration Date didn't always show on the RR_KeyPersonExpanded_4_0 PDF preview (SPR-281)
GENERAL - Resolves issue where the HR feed would inappropriately not push a username to core users if there were capital or lowercase letter differences (SPR-894)

OCTOBER 2025

PROTOCOLS - Resolves issue where you could not take the submit action on Reportable Events with attachments included (RESPRO-5472)
COI - Adds new Compare Versions functionality for COI Admins and COI Viewers so they can review what's changed between disclosure submissions - full announcement here (RESCOI-4553)
COI - Resolves an issue where you were unable to view an unsigned 700U form where an economic interest on a PD was linked to the Award; but the Award didn’t have the same economic interest (RESCOI-4628)
COI - Resolves issue where changes to Financial Entities in the Declarations Gadget were showing inaccurate changes (RESCOI-4626)
PROTOCOLS - Fixes an issue where reviewers removed from review assignment on a Reportable Event continued to display in the Manage Events screen (RESPRO-5464)
PROTOCOLS - Fixes an issue where external data gadgets where the id wasn't a string threw inaccurate validation errors (RESPRO-5471)
PROTOCOLS - Fixes an issue where the current date in the Review Deadline field wasn't being handled correctly in all cases on the Manage Protocols screen filters/columns (RESPRO-5227)
PROTOCOLS - Corrects issue where fields hidden by progressive disclosure in reportable events were retaining data (RESPRO-3956)
PROTOCOLS - Corrects issue where review reminder notifications were sending to the entire committee multiple times, even when some reviewers completed their review (RESPRO-5442)
PROTOCOLS - Corrects an issue where some validation errors based on progressive disclosure rules fired inappropriately (RESPRO-5427)
COI - Fixes an issue where some disclosures were opening to a white screen (RESCOI-4607)
GENERAL - Resolves issue where edits on Custom Attributes would go to EXCEPTION if there were Custom Attributes that allowed multiple values and Export Control wasn't configured in the environment (SPR-897)
PROTOCOLS - Resolves issue where Withdraw actions was inappropriately iterating the Submission Number value (RESPRO-5434)
PROTOCOLS - Updated the General Information and General Questionnaire screens to be responsive to mobile displays (RESPRO-5429)
PROTOCOLS - Resolves an issue where training data didn't display as expected on the approved amendment (RESPRO-5377)

SEPTEMBER 2025

PROTOCOLS - Resolves issue where a duplicate meeting was created inappropriately if it was created within a Committee, then the Meeting was viewed, and then the meeting time or date were edited via the Committee (RESPRO-2102)
PROTOCOLS - Resolves issue where notification tokens for {{ASSIGNED_REVIEWER_NAME}} and {{REVIEWER_TYPE}} were not pulling associated information appropriately in a notification (RESPRO-4405)
GENERAL - Resolves issue where the SchemaSpy tool wasn't loading for Sponsored Programs (SPR-890)
COI - Fixed issue where dispositions weren't cleared when a change was made to a checklist in a financial entity (RESCOI-4600)
PROTOCOLS - Corrects an issue where when an amendment was approved on a suspended protocol the newly amended version was still suspended inappropriately with the incorrect status (RESPRO-4770)
COI - Resolves issue where not all existing comments were visible on disclosures submitted for review (RESCOI-4603)
COI - Resolves issue where comments were not visible on approved or archived disclosures (RESCOI-4598)
COI - Resolves an issue where the Project Start and End Dates weren't displaying for projects within a disclosure (RESCOI-4597)

AUGUST 2025

PROTOCOLS - Adds the submission number to the Protocol Information panel and the Manage Protocols screen. The submission number is the unique review cycle for a given protocol; from initial submission to amendments to renewals, etc. Each submission could have a number of versions associated as it goes through the review cycle; submit, return for edits, resubmission, approval, etc. (RESPRO-5417)
COI - Fixes issue where the batch declaration functionality wasn't available in SFI View on the project declarations page (RESCOI-4595)
COI - Fixes issue where a filtered dropdown will default to a new value automatically when it's linked field is changed instead of requiring the form filler to select a new option (RESCOI-4403)
COI - Fixed styling issue to ensure a line break appears between the label and component for dropdown gadgets without configured field labels (RESCOI-4586)
COI - Updates the dropdown options available in State/Province and Country gadgets to be consistent with current Federal options (RESCOI-4508)
COI - Corrected an issue where the screen went blank if you previewed a disclosure where the financial entities list in Declarations was configured to be Dialog. This configuration isn't supported, but it will no longer crash the preview mode (RESCOI-4593)
PROTOCOLS - Resolves issue where new agendas were not saving on committees with large amount of data; we made our calls for committee/agendas more performant (RESPRO-5422)
PROTOCOLS - Fixed an issue where some fields hidden by progressive disclosure were preventing submission (RESPRO-5410)
PROTOCOLS - Fixed a performance issue where the batch download function failed on protocols with several hundred attachments (RESPRO-5024)
PROTOCOLS - Updates the Version Number replacement token in correspondence to show the final approved version when generating amendment approval correspondence (RESPRO-5419)
PROTOCOLS - Updated the General Information and General Questionnaire screens to be responsive to mobile displays (RESPRO-5421)
IP - Fixes an issue that prevented IP documents generated via API with no create date from loading (SPR-887)
COI - Adds paging so a COI Admin can review more than 20 archived versions of the COI Template (RESCOI-4592)
COI - Fixes issue where users with the COI Viewer permission could not view historic disclosures (RESCOI-4591)

JULY 2025

IP - Resolves issue where the 'Fiscal Month/Year' field was not displaying correctly in all cases on the Institutional Proposal tab (SPR-624)
GENERAL - Updates User Push to core to make sure it will not overwrite existing school IDs in any situation (SPR-880)
PROTOCOLS - Fixes an issue where some comments were not anonomyzed after the researcher resubmitted a reportable event (RESPRO-5369)
PROTOCOLS - Fixes issue where you could not include the General Information or Personnel section if the People List was in the General Information section (RESPRO-5411)
PROTOCOLS - Upgrades the Mongo database to version 8.0 (RESPRO-5304)
PROTOCOLS - Improves CSV export performance, eliminating some scenarios where the CSV exported as an empty file (RESPRO-5402, RESPRO-5155, RESPRO-4924)
COI - Resolves an issue where some Reviewer Recommended dispositions were not displaying if the Reviewer who made them was no longer in the COI Reviewer role (RESCOI-4550)
COI - Upgrades the Mongo database to version 8.0 (RESCOI-4524)
PROTOCOLS - Fixes an issue where filtering on the Review Pending field always return no results. Updates the Review Pending field to always be true or false (RESPRO-5407)
PROTOCOLS - Adds static gadgets (fields and dates) to the Manage Protocol screen as available columns and as available filters (RESPRO-5406)
PROTOCOLS - Adds an asterisk (*) in front of the label for every required field in a protocol to better clarify required data to end users. Please be aware of the below nuances with the new asterisk at the beginning of the field label:
- If the field label has a carriage return at the beginning (possibly added for spacing) the asterisk will be at the top blank line.
- If field label starts with a number or bulleted list it will show the asterisk at the top on it's own line above the list
(RESPRO-4650)
PROTOCOLS - Fixes issue where the column for the permission type gadget in the person list cannot be listed as a visible column on a dialog list (RESPRO-5375)
PROTOCOLS - Fixes issue where if you add a column to the Manage protocols screen that has the same fieldKey as a field in another protocol type both columns are added to the display and data displayed in both columns (RESPRO-4688)
PROTOCOLS - Fixes an issue where filtering on the Reviews Complete field always retun no results. Updates the Reviews Complete field to always be true or false (RESPRO-4690)
PROTOCOLS - Fixes an issue that sometimes listed the wrong researcher as the PI in the Events Assigned to Me page (RESPRO-5176)
PROTOCOLS - Adds jump navigation to Reportable Events (RESPRO-5376)
PROTOCOLS - Fixes an issue where the column headers in some lists weren’t aligned with the associated data correctly (RESPRO-5358)
GENERAL - Updates SP Apps to Mongo database version 8 (SPR-865)

JUNE 2025

DASHBOARD - Fixed an issue where users who received derived permissions based on supplemental data fields could not see documents on the dashboard (SPR-848)
PROPOSAL - Fixed an issue that sometimes caused issues for route stops of PD documents (SPR-828)
DASHBOARD - Adds an automatic reindex of an Award in the Dashboard if an Award is updated via POST, PUT, PATCH, or DELETE API action - must enable via Elasticsearch_Index_Rest_Enabled parameter which is by default set to false (SPR-808)
GENERAL - Updates the user push logic to core auth via the HR API feed to improve performance and help maintain consistency. Adds the Push_Inactive_New_Users parameter to control whether to push inactive Person records to core auth; default value set to Y (SPR-860)
AWARD - Fixed an issue on the Award Budget Summary tab where Total Costs could show a penny error when specific cent values were entered in both direct and indirect costs (SPR-801)
PROPOSAL - S2S - Adds mapping for the 1.5 version of the ED SF524 Budget form (SPR-845)
COI - Fixed an issue where the Update Not Required status was applied to projects where the researcher has never submitted a disclosure (RESCOI-4540)
COI - Updated the text of the auto approved configuration to include disposition assignment description (RESCOI-4551)
COI - Fixed an issue preventing the progress pie chart in a disclosure from working (RESCOI-4532)
COI - Fixed an issue where approver name does not display if the approver user account has been deactivated (RESCOI-4198)
PROTOCOLS - Resolves an issue preventing users granted full access in later versions from using from using the "Print" action on protocol versions created prior to their permission assignment date (RESPRO-5153)
PROTOCOLS - Fixed an issue where orphaned data remained visible in nested lists even after the criteria for progressive disclosure were no longer met (RESPRO-5103)
PROTOCOLS - Improved design of the configuration dropdown for attachment types to align with accessibility and visual standards. (RESPRO-3638)
PROTOCOLS - Fixed an issue where null attachments in dialog lists appeared as blank boxes when displayed by default (RESPRO-3691)
PROTOCOLS - Fixed styling issue to ensure a line break appears between the label and component for dropdown gadgets without configured field labels (RESPRO-5344)
PROTOCOLS - Resolved an issue where not approved protocols appeared in the Manage Protocols screen and the version dropdown showed only the current version (RESPRO-5351)
PROTOCOLS - Fixed an issue where line breaks in reportable event comments were not preserved after posting (RESPRO-5352)
PROTOCOLS - Stores notification status locally to Protocols to improve loading time for large Activity Logs (RESPRO-5187)
PROTOCOLS - Fixed an issue where reordered agenda items were not saving correctly. (RESPRO-4641)
PROTOCOLS - Resolved an issue where List Value Dropdown gadgets were not displaying in the Manage Protocols filter (RESPRO-5339)
PROTOCOLS - Fixed an issue where saving a meeting did not update in the committee (RESPRO-5353)
PROTOCOLS - Resolves an issue that showed the Create an Event button to users with Read Only permissions (RESPRO-4654)
PROTOCOLS - Fixed an issue where the Lead Unit Description would not load in the Manage Protocols screen (RESPRO-5354)
PROTOCOLS - Fixed an issue where some meeting sections weren't saving correctly when being reordered (RESPRO-5398)
PROTOCOLS - Adds a fallback option when an upload fails to avoid scenarios where the user doesn't realize they haven't successfully uploaded an attachment (RESPRO-5295)

MAY 2025

COI - Resolves issue where in a specific scenario users would get notified about 700u updates being required inappropriately (RESCOI-4541)
PROTOCOLS - Upgrades the Mongo database to version 7.0 (RESPRO-5284)
PROTOCOLS - Adds a new column/filter for Lead Unit Description to the Manage Protocols screen (RESPRO-4712)
PROTOCOLS - Adds a Review Type of Administrative Review to Amendments. The status assigned when this Review Type is selected is based on the Initial Review Type on the protocol (RESPRO-5040)
PROTOCOLS - Resolves issue where an attachment upload in protocols wouldn't fully refresh to show it had uploaded successfully
PROTOCOLS - Fixed the Placeholder Text feature for Unit and Person Typeahead (RESPRO-5342)
COI - Updates database to MongoDB 7.0 (RESCOI-4520)
PROTOCOLS - Adds the Notified PI Date as a filter option in Manage Protocols; relates to the 'Notify PI To Submit' notification if enabled (RESPRO-5067)
PROTOCOLS - Adds the motion information to the generated Minutes for a protocol (RESPRO-1693)
PROTOCOLS - Adds additional detailed logging in the Activity Log for Reportable Events. This includes changes to the Event if it was returned and changes were made to fields - it will display the From and To values to see the before/after values. For attachments that are removed or replaced you will see links to the attachment in the From and To so you still have access to the deleted or replaced attachments (RESPRO-5019, RESPRO-5337)
PROTOCOLS - Adds a link from the Protocols portal to the Sponsored Programs Reserarch Dashboard titled 'Research Home' in the left menu for customers who have implemented Kuali Sponsored Programs (RESPRO-4635)
PROTOCOLS - Adds a Revisions In Progress (Withdrawn) that is applied when a resubmitted protocol is withdrawn so that the researchers can see Action Items listed on their withdrawn protocols (RESPRO-5237)
PROTOCOLS - Fixes an issue where the NHSR Determination Date wasn't populating the CSV export (RESPRO-5334)
PROTOCOLS - Resolves an issue where you couldn't scroll in column pop ups for large in-line lists (RESPRO-3974)
PROTOCOLS - Fixed an issue where meeting dates that are part of a recurring series don't display on linked protocols in the Manage Protocols screen (RESPRO-4710)
PROTOCOLS - Fixed an issue where when a meeting is cancelled and protocols are rolled over to a new meeting the new meeting date doesn't display in the Manage Protocols screen (RESPRO-4711)
PROTOCOLS - Fixed an issue where when a date is changed in a meeting the new date doesn't display on linked protocols in the Manage Protocols screen (RESPRO-4708)

APRIL 2025

IP - Adds the new Summary tab option in Institutional Proposal which you can enable via the ShowSummaryView parameter. The Summary tab you can see a snapshot summary of information within the IP and the option to compare the IP version you're in against another version via the Compare to Version dropdown. Other associated parameters that control the display/functionality: SummaryViewCustomAttributeIds, SummaryViewAttachmentTypes, SummaryViewPreproposalApplicationIds, InstitutionalProposalSummaryViewHelpUrl. Also, adds the 'View Institutional Proposal Summary View Only' permission that allows you to grant access to the Summary tab only in IP so they can't open the other Institutional Proposal document tabs (SPR-345, SPR-691, SPR-710, SPR-824)
PROTOCOLS - Adds a Manage Events screen that allows Admins and Auditors to filter and retrieve lists of all Reportable Events in the system. More information can be found in the Manage Events article (RESPRO-5018)
PROTOCOLS - Adds fields associated with the External Data gadget type to the Manage Protocols screen (RESPRO-3964)
PROTOCOLS - Fixes an issue where all personnel weren't populating on protocols summaries until they had been manually reloaded through the browser for the first time (RESPRO-5299)
COI - Changes Linked projects behavior so Awards are always consistently treated as active on disclosures and not superseded when utilizing linked projects until they go to a status not configured for disclosures. And if you don't want multiple related awards to show up on a disclosure you will have to utilize the 'Declare Once On Award Hierarchy' configuration option (RESCOI-4531)
PROTOCOLS - Resolves issue where the List Value Dropdown gadgets were displaying an error when Compare Versions was being used (RESPRO-4692)
PROPOSAL - S2S - Adds version 5.0 of the PHS 398 Research Training Program Plan form; no changes to form except updated expiration date (SPR-844)
PROTOCOLS - Resolves issue where filter rules on the Meetings screen would no longer apply when clicking 'Load More' (RESPRO-5079)
PROTOCOLS - Adds NHSR Determination Date as an available field for filtering and in column selection on the Manage Protocols page (RESPRO-5291)
PROTOCOLS - Resolves issue in the Organization tab where the Name column heading wasn't responding to allow sort and the 'Load More' button was working (RESPRO-5139)
PROTOCOLS - Resolves issue where compare versions was showing incorrect error text when comparing list value drop downs (RESPRO-5313)
PROTOCOLS - Corrected a permissions issue where after a protocol was disapproved Admin Notes and Files were not displaying (RESPRO-5262)

MARCH 2025

PROTOCOLS - Improves performance in the protocol when determining if a watermark should be applied to an attachment (RESPRO-5297)
PROTOCOLS - Corrects issue where lists inside of lists weren't always firing validations when required (RESPRO-5124)
COI - Fixes an issue where sometimes when using Update Required based on incomplete form fields some projects were showing as Update Required in Sponsored Programs based on fields in other projects inappropriately (RESCOI-4527)
COI - Resolves issue where the Federal Financial Entity Disposition Date/Time was null inappropriately in the Mongo database. We back populated the Disposition Set At date for the financial entity dispositions from the project level disposition - if there is no project disposition set at date we will pull from the disclosure approval date. (RESCOI-4466)
PROTOCOLS - Resolves issue where the Study Status notification token didn't populate correspondence in all cases (RESPRO-5308)
PROTOCOLS - Resolves issue where lists within lists didn't display data properly in the Manage Protocols screen (RESPRO-5269)
GENERAL - Removes tables from the database for unused/unsupported functionality - specifically the MSG_OF_THE_DAY, SEQ_MSG_OF_THE_DAY_ID_KRA, PERSON_SIGNATURE, SEQ_PERSON_SIGNATURE_ID, PERSON_SIGNATURE_MODULE, and SEQ_PERSON_SIGN_MOD_ID tables (SPR-816)
SUBAWARDS - Adds the new 2025 FDP Forms to the available options in the Print panel of the Subaward Actions tab. We've also removed/deactivated the older form set options from 2021 and 2022 (SPR-820)
COI - Fixes an issue where 700U forms weren't copying forward when a many to many relationship existed between proposals and awards, or the 700U sponsor group was added to an award after it was initially disclosed on (RESCOI-4523)
COI - Adds two new options in General Configuration under the 'Disclose once at PD/IP stage and have the disclosure carry over to award' option of 'Always require update for a new required Institutional Proposal' and 'Always require update for a new required Award'. These options allow you to force a disclosure update at the IP or Award stage of a linked project's lifecycle even when linking is enabled. Please note, these configurations are only available if the 'Do not require researchers to update their disclosure for new projects if no incomplete fields are added to the disclosure' configuration is disabled (RESCOI-4472)
PROTOCOLS - Fixes the {Action Date} notification token to pull in the applicable date; was pulling 'no date provided' (RESPRO-5294)
PROTOCOLS - Resolves issue where the print button in protocols was generating blank pages inappropriately (RESPRO-5310)
PROTOCOLS - Resolves issue where IBC and IRB Admin Only fields were missing from the filter options if the user was assigned the IBC/IRB Admin or IBC/IRB Viewer roles (REPRO-5300)
PROTOCOLS - Resolves issue where the Renew/Amend Requests on the Admin Dashboard were not visible to users that were assigned the Admin role at a lower level of the Groups hierarchy (RESPRO-5303)
PROTOCOLS - Adds 'Study Status' from the Admin Only form as an available replacement token on the Approved, Disapproved, and Expired correspondence templates (RESPRO-5296)
PROTOCOLS - Fixes an issue where Reportable Event activity logs could only print the first page (RESPRO-5301)
PROTOCOLS - Updates our Swagger API documentation to include newest APIs (RESPRO-4895)
PROTOCOLS - Fixed an issue where some lists weren't always displaying compare change details (RESPRO-5184)
PROTOCOLS - Fixed an issue where some lists were not included in print output from amendments if they had progressive disclosure on them (RESPRO-5226)
PROTOCOLS - Fixes issue where Ancillary Review types exported to CSV as codes instead of human readable labels (RESPRO-4614)
PROTOCOLS - Fixes an issue where Action Items displayed on list entries in the Admin Only form (RESPRO-5290)
PROTOCOLS - Adds a collapse and expand all button to the Reportable Event Activity Log and makes the activity log modal larger for better display (RESPRO-5019)
PROTOCOLS - Adds support for Funding Sources to the Manage Protocols screen and CSV export (RESPRO-5174)
PROTOCOLS - Changed some 500 errors on the External Data API to 400 errors to allow better alert if impacting performance (RESPRO-5238)
PROTOCOLS - Adds the Renew/Amend Requests tab to the Admin dashboard so you can track the outstanding renew/amend actions (RESPRO-2023)
PROTOCOLS - Updates the dropdown options available in State/Province and Country gadgets to be consistent with current Federal options (RESPRO-3700)
PROTOCOLS - Resolves an issue where if a blank file attachment line item was added to a protocol the validation would clear if you exited and re-entered the proposal which allowed the user to submit the protocol without uploading an attachment (RESPRO-4771)
PROTOCOLS - Resolves issue where hovering over a Number gadget and using the mouse scroll would increase/decrease the entered value unintentionally. Still allows keyboard up/down to change value and maintain accessibility (RESPRO-2788)
PROTOCOLS - Resolves an issue where some Reportable events were not accessible to researchers within a protocol (RESPRO-5267)
PROTOCOLS - Fixes an issue where the Initial Approval Date was sometimes one day off in the Manage Protocols screen column display (RESPRO-5283)
DASHBOARD - Additional stability fixes to help with performance issues when attempting to export large result sets from Search Records in dashboard. Limited results in CSV export to 1000 rows (SPR-822)

FEBRUARY 2025

PROTOCOLS - Adds new configuration option of 'Enable Admin Only Form' in the General section of IRB Configuration, IACUC Configuration, and IBC Configuration. This allows you to only enable the Admin Only form in the protocol type when desired and when you have your Admin Only form template designed, tested, and ready to apply in PRD. More information on the Admin Only form can be found here (RESPRO-5270)
PROTOCOLS - Removes the ability to leave action items on embedded lists within lists; action items should be left at the top level list instead for this scenario (RESPRO-4743)
PROTOCOLS - Adds the ability to assign a Reportable Event to multiple meetings if desired (RESPRO-5263)
PROTOCOLS - Resolves time zone issue where committee meeting dates and protocol approval action dates were displaying inappropriately in user time zone rather than institution time zone (RESPRO-4921)
COI - Resolves an issue where the automated system jobs did not successfully run in all scenarios due to the dependency update deployed on 1/27/25 (RESCOI-4512)
PROTOCOLS - Adds a new 'Resubmit Reportable Event' notification option in IRB Configuration, IACUC Configuration, and IBC Configuration. This notification is sent when a reportable event is submitted back to the compliance office after the require revisions action is taken. This updates the 'Submit Reportable Event' notification to only send on the initial submit action.
Also, this addressed an issue where the All Incomplete Reviewer, Primary Admin, Assigned Reviewer, and All Reviewers Recipient notification roles were not sending notifications properly in all scenarios (RESPRO-5017)
PROTOCOLS - Resolves issue where an External Data gadget dropdown (or typeahead) was not fully displaying if it fell outside the frame for the list in the template (RESPRO-3335)
PROTOCOLS - Resolves issue where the protocol creator was automatically being added to the Personnel Section inappropriately; they will only be added to the Permissions tab with full access (RESPRO-4433)
PROTOCOLS - Adds the 'Enable Reportable Events' option in the General Configuration section of IRB Configuration, IACUC Configuration, and IBC Configuration. The Reportable Events functionality is enabled by default but this configuration option allows you to disable if desired (RESPRO-4985)
PROTOCOLS - Resolves issue where the the submit action on a Reportable Event wasn't displaying all the validation messages at the top; only in the affected section (RESPRO-5258)
PROTOCOLS - Resolves issue where search criteria entered on the Manage Protocols screen was not being respected if you clicked the 'load more' option to expand the number of results (RESPRO-4774)
PROTOCOLS - Resolves issue where the Download All option would create an empty zip file if the attachment section had a null attachment; now it will download/zip all present attachments (RESPRO-4896)
COI - Resolves an issue where the federal project dispositions were not always clearing when a user made a change to an existing Financial Entity or added a new Financial Entity (RESCOI-4478)

JANUARY 2025

COI - Resolves issue where an error was received when attempting to edit comments in disclosure (RESCOI-4507)
PROTOCOLS - Resolves issue where the +New Protocol button did not display well on smaller screens; like on smartphones or tablets (RESPRO-5025)
GENERAL - Removed the code for the unused maintenance tables Person Signature, Person Signature Modules, and Message of the Day; no changes to database (SPR-815)
IP/AWARD - Fixes a formatting issue in IP and Award when multiple protocols are linked to the same IP or Award in the Kuali Protocols module (SPR-118)
PROPOSAL - S2S - Resolves issue where if the Sponsor Proposal ID field entered exceeded the allowed characters allowed in the Federal Identifier field on the SF424 form it would throw a validation - now it will truncate the value and map up to the max characters allowed in the form (SPR-796)
PROPOSAL - Resolves error if attempting to copy a proposal from the proposal lookup screen if it is part of a proposal hierarchy (SPR-773)
PROPOSAL - Exposes the "developmentProposal.proposalNumber" field in the proposal-special-reviews Proposal API (SPR-811)
PROTOCOLS - Adds new notification options of 'Reportable Event Not Reportable' and 'Reportable Event Review Completed' in the IRB Configuration, IACUC Configuration, and IBC Configuration (RESPRO-3816, RESPRO-5048)
PROTOCOLS - Fixes an issue where a reviewer couldn't access a reportable event from the Events Assigned to Me page if the most recent version of a protocol was abandoned. Similarly, the Reportable Events tab was not available in the protocol if the latest version of protocol was abandoned (RESPRO-5254)
PROTOCOLS - Resolves issue where the link to open a reportable event assigned to a meeting would open in the same browser tab; now it will open in a new browser tab like the protocol links (RESPRO-5021)
PROTOCOLS - Resolves issue where validations symbol indicator was not appearing on the jump to sidebar menu for the Amendment or Renewal forms
PROTOCOLS - Adds three notification tokens (Event Date, Event Type, and Event Description) to the Assigned Reportable Event Review Reminder and Event Required Followup Reminder notifications (RESPRO-4686)
PROTOCOLS - Resolves issue where submissions were showing 'error while saving' in certain scenario rather than displaying the appropriate validation message (RESPRO-5236)
PROTOCOLS - Resolves issue where Disapproved amendments or renewals remained active inappropriately which prevented further actions on the protocol (RESPRO-3395)

DECEMBER 2024

PROTOCOLS - Resolves issue where you were unable to delete added attachments in Participating Sites and Reportable Events (RESPRO-5234, RESPRO-4104)
DASHBOARD - Makes the indexing for dashboard cards and omni-search real time for document versions so upon finalization the older archived version is removed from the index immediately. For Document Types that do versioning (Award, Subaward, IP) upon editing a record you'll now see the active version and the initiated pending version - once finalized only the updated active version will display. Previously we had to rely on a nightly full indexing job to clean up duplicate version but we've moved that job to only run weekly off hours over the weekend. This work should make the Dashboard card and omni-search more performant and reflect data updates immediately (SPR-790, SPR-797)
DASHBOARD - Adds the new option of 'Index Documents' in All Links which allows users with the 'Use Document Index' permission (part of the Technical Administrator role) to manually re-index a document that isn’t showing the most up to date information in the Research Dashboard. Within the Index Documents option you can then enter document number(s) of records you need refreshed in the Dashboard and then click 'submit' - more information in the Dashboard Configuration article (SPR-777)
COI - Adds the config option to copy a reporter's most recent 700U disclosure from a given sponsor into any incomplete 700U to aid in data entry. More information in the 700-U Options section of the COI - General Configuration article (RESCOI-3783)
COI - Annual 700U Form Updates - 2024/2025 (RESCOI-4469)
COI - Corrects an issue where if the first page of a disclosure is hidden by a progressive disclosure rule the disclosure will not load (RESCOI-4427)
COI - Corrects an issue where notification modals in the disclosure template editor wouldn't load properly when they are first triggered (RESCOI-4479)
PROTOCOLS - Improves the loading performance of the Activity Log (RESPRO-5187)
PROTOCOLS - Fixes issue in Personnel section where attachment dropdown wasn't visible if more than 6 columns were displayed (RESPRO-5246)
PROPOSAL - Resolves issue where the 'Fix-It' links for KRMS validations pointing to the Preproposal Forms tab would go to error if the user had never navigated to the tab in that session (SPR-734)
PROTOCOLS - Fixes the file download drop down positioning that didn't always display where it should have in modals and made it not easily selectable (RESPRO-5239)
AWARD - Fixes the grammar on Time and Money error validation message requiring Obligation Dates when Obligated Funding is greater than 0 (SPR-786)
COI - Resolves issue where project identifiers for manual projects didn't have to be unique; it now validates and prevents use of a manual project identifier if it already exists (RESCOI-4151)
COI - Resolves issue where the {{PROJECT_DISPOSITION}} token wasn't working properly in COI Notifications (RESCOI-4152)
COI - Resolves issue where the {{REPORTER_NAME}} token wasn't working properly in COI Notifications (RESCOI-4157)
PROTOCOLS - Improves submit performance on protocols with large number of personnel (RESPRO-4644)
PROTOCOLS - Forthcoming updates to the review functionality for Reportable Events to improve the user experience and the feedback and commenting capabilities for Admins, Reviewers, and Researchers. These updates will be available starting 12/15/2024 and a full announcement of the changes can be found here (RESPRO-5188, RESPRO-5171, RESPRO-5170)

NOVEMBER 2024

PROTOCOLS - Updates to the protocol attachment dropdown options for an improved user experience coming on 12/4/2024. Now if you click on the attachment link it will give you the option to preview (if preview is available for the file) or download. If the file is not a pdf (i.e. Word document) which doesn't allow preview then only the download option will be available. Also, if you have watermark functionality enabled you will see 'With watermark' or 'Without watermark' options available under download for PDF attachments. If the PDF file is too large to download with the watermark applied it will show 'With watermark' in red and upon clicking it will give an error 'Unable to watermark pdf'. Also, if for whatever reason the file is not present or did not upload correctly it will also show the 'Without watermark' or normal 'Download' options in red and throw an error if you attempt to download. See full announcement here (RESPRO-5005, RESPRO-4456)
PROPOSAL - S2S - Now mandatory unsupported s2s forms don't have to be uploaded first before attaching the associated Grants.gov opportunity. You can add the opportunity and it will give a validation error that the form is required when you turn on validations or attempt to submit. You can then download the form from the Forms panel in the S2S tab of the proposal and complete/upload as a User Attached form (more information can be found in the S2S - User Attached Forms article (SPR-743)
DASHBOARD - Resolves issues around the nightly reindexing of Dashboard data that were introduced with the recent java upgrade (SPR-785)
PROTOCOLS - Fixes an issue where researcher names that are changed in their User profile weren't updating in all places in the protocol. Whenever a protocol is opened in an editable or submitted state the names of everyone in the Person list will be updated. Fully approved, or archived versions will not update (RESPRO-5102)
PROTOCOLS - Resolves issue where uploaded .msg files wouldn't load or open in the protocol (RESPRO-5235)
PROTOCOLS - Fixed the attachment view/download for documents with special characters in the name that was preventing access (RESPRO-5233)
COI - Fixes an issue where deactivated dispositions in configuration would no display properly on historic disclosures (RESCOI-3850)

OCTOBER 2024

COI - Adds the attachment description field to the Administrative Attachments and Management Plan areas in a disclosure so admins can provide additional notation for each attachment added (RESCOI-4463)
COI - Resolves issue where the Notification replacement token of ADMIN_DASHBOARD was navigating other a bad url (RESCOI-4085)
PROTOCOLS - Fixed a missing resource error related to attachments that was presenting as 502 instead of the expected 404 error (RESPRO-5009)
PROTOCOLS - Attachment upload improvements - Applies new infrastructure to attachments across the protocols module, and increases the upload limit to 100 megabytes (RESPRO-4836, RESPRO-5182, RESPRO-5192)
PROTOCOLS - Attachment upload improvements - Added a file loading indicator when uploading files on Amendment, Renewal, and Closeout templates. Disabled the Save button on Participating Sites if file uploads have not completed and improved visual feedback (RESPRO-5131)
PROPOSAL - S2S - NIH Forms I now available for S2S Grants.gov in Kuali Research which will be used for applications with deadlines on or after January 25th, 2025. You can view the summary of changes from NIH here. Below briefly outlines the forms that had updates and more information provided in the full announcement found here:

- Updated Expiration Date Only:
• PHS 398 Modular Budget
• PHS 398 Training Budget
• PHS 398 Training Subaward Budget Attachment(s)
• PHS 398 Research Plan
• PHS 398 Career Development Award Supplement Form
• PHS Human Subjects and Clinical Trials Information
- PHS Fellowship Supplemental Form V8.0 - Updated Expiration Date and renamed and reordered the below section/attachment names:
• Renamed “Fellowship Applicant Section” to “Candidate Section” and renamed “Applicants
Background and Goals for Fellowship Training” attachment to “Goals, Preparedness, and
Potential
• Renamed in the Research Training Plan Section the “Specific Aims”, “Research Strategy”,
“Respective Contributions”, and “Selection of Sponsor and Institution” attachments to “Training
Activities and Timeline”, “Research Training Project Specific Aims”, and “Research Training
Project Strategy”.
• Renamed “Sponsor(s), Collaborator(s), and Consultant(s) Section” to “Commitment to
Candidate, Mentoring, and Training Environment” and renamed “Sponsor and Co-Sponsor
Statements” attachment to “Sponsor(s) Commitment”. Also, the “Description of Candidate’s
Contribution to the Program Goals” attachment was moved into this section.
  • The “Institutional Environment and Commitment to Training Section” removed including the
“Description of Institutional Environment and Commitment to Training” attachment.
- PHS 398 Cover Page Supplement V5.0 - Heading label “6. Change of Investigator/Change of Institution Section” to “6. Change of Investigator/Change of Recipient Organization Section“ and Field label change from “Change of Grantee Institution” to “Change of Recipient Organization”
- PHS 398 Research Training Program Plan V6.0 - Updated Expiration Date and added the “Recruitment Plan to Enhance Diversity” attachment to the Training Program Section (moving this information into a separate attachment means it no longer counts towards the Program Plan page limit. This will map from the 'PHS_ResTrainingPlan_RecruitPlanToEnhanceDiversity' attachment type in Kuali.
(SPR-706)

PROTOCOLS - Fixed issue when expiration date on an amendment would sometimes not populate when there was a renewal in progress (RESPRO-4328)
PROTOCOLS - Removed an extra space that would display when removing help text causing an unexpected gap between the field title and content. Please note, users may need to clear cache if they continue to encounter it (RESPRO-5199)
COI - Fixed an issue where time zone information was pulling incorrectly in the CSV output from Review Disclosures (RESCOI-4135)
DASHBOARD - Resolves some nightly indexing issues causing errors and preventing records from properly updating in the dashboard. Also, made index process more efficient so it can run more quickly and more off hours (SPR-733, SPR-727, SPR-732)
NEGOTIATION - Resolves issue where the Notification History was changing the date created inappropriately (SPR-439)
PROPOSAL - Adds the ability to select Pre-Proposal forms when copying a Proposal. This will only be available on the proposal copy modal if a pre-proposal form exists in the proposal you're copying (SPR-714)
AWARD - Resolves an intermittent error in award budget when navigating to Personnel tab (SPR-736)

SEPTEMBER 2024

COI - Adds disclosure archive functionality to Kuali COI. Added the new 'User Active' filter/column option which allows you to filter by user active status. We also added the 'Disclosure Active' filter/column with the option for COI Administrators to 'Deactivate' or 'Reactivate' a disclosure manually as needed to archive disclosures - more information in the announcement article here (RESCOI-4237, RESCOI-4235, RESCOI-4231)
PROTOCOLS - Additional submit validation performance improvements so the protocol submit action is quicker and will avoid occasional timeout occurrences on submit (RESPRO-5181)
PROPOSAL - Changes questionnaire so the user cannot add more characters to a text field than the Answer Max Length defined in the question maintenance document, and extends the maximum character limit to 4000 characters (SPR-475)
PROPOSAL - Updates the modular budget Rules & Calculations screen to display guidance based on the limit configured in the SUBCONTRACTOR_LIMIT parameter (SPR-719)
COI - Fixes an issue where if you remove field help from a gadget an additional blank like displays below the gadget label. To fix previous instance of this bug the user must save the gadget again in the template editor (RESCOI-4213)
GENERAL - Resolves some formatting and styling issues in Medusa screens (SPR-726)

AUGUST 2024

PROTOCOLS - Adds DMR Determination to the list of available Reviewer Types in IBC (RESPRO-5075)
PROTOCOLS - Adds the Suspended and Unsuspended comments to the Activity Log entry for the action (RESPRO-5101)
PROTOCOLS - Corrects an issue where the Start Date and End Date did not display correctly in the Participating Sites page (RESPRO-5110)
INSTITUTIONAL PROPOSAL - Fixes issue where attempting to create an IP via the 'Create Institutional Proposal' option was going to error (SPR-725)
GENERAL - Fixes issue causing error when attempting to access the Medusa screen within modules (SPR-724)
PROPOSAL - Adds new parameter SUBCONTRACTOR_LIMIT allowing institutions to define the amount of a subaward that is subject to their F&A rate on a proposal budget. This is in preparation of the federal government increasing the amount subject to F&A on subawards from $25k to $50k on the next F&A rate agreement. Default value in parameter is current 25000 threshold so no change of calculation or behavior will occur in budget until that parameter value is updated. Also, updated other existing parameter names/descriptions that referenced the specific 25k threshold (SPR-630)
PROPOSAL - Fixes issue where clicking on the Data Override on enroute proposals was going to a Stack Trace Error. Also adds validation for required fields in the Data Override modal, and fixes a problem where the override comment ran off the modal and became very difficult to read unless it was very short (SPR-718)
PROPOSAL - S2S - Updates for PHS 398 Cover Page Supplement version 5.0. Only changes expiration and header/field label wording in Section 6 (SPR-702)
PROPOSAL - S2S - Resolves issue where additional blank 0.00 lines were being included in the Other Personnel section of the RR Budgets; it wasn't affecting submissions but we removed unnecessary lines in printout and XML (SPR-274)
AWARD - Adds a request ID to the data send as part of the Kuali Financial System integration (SPR-716)
AWARD - Fixes an issue in award where the "You have Validation Warnings" message didn't appear if the only validation warnings were KRMS Unit Business Rules (SPR-715)
PROPOSAL - S2S - Resolves issue where we were sending additional unnecessary 0.00 Other lines in the summary page of RR Budgets; it wasn't affecting submissions but we refined the logic to make it more concise in the XML (SPR-250)
COI - Resolves issue where the Institutional Proposal status was not pulling through to the COI Manage Project screen correctly (RESCOI-4424)
COI - Fixes issue where an incomplete 700U verification did not prevent COI submission in certain scenario (RESCOI-4430)
COI - Upgrades Mongo Database from version 5.0 to 6.0 (RESCOI-4290)
COI - Fixes a problem where if the sponsor changed on a 700U form the user couldn't save data to the form (RESCOI-4429)
GENERAL - Changes validation logic on Person Training document to allow the same characters that can be used for Principal ID in the Person maintenance table; previously Person ID field would only allow letters and digits but not characters in the Person Training document (SPR-698)
IP - With work on new budget and preproposal forms we added the below new database table and updated an existing database table:

CREATE TABLE PROPOSAL_PRE_PROPOSAL_FORM
(

ID VARCHAR(25) NOT NULL,

PROPOSAL_ID decimal(12,0) NOT NULL,

PROPOSAL_NUMBER VARCHAR(8) NOT NULL,

SEQUENCE_NUMBER decimal(4,0) NOT NULL,

APP_ID VARCHAR(25) NOT NULL,

APP_NAME VARCHAR(100) NOT NULL,

DOC_ID VARCHAR(25),

DOC_WORKFLOW_STATUS VARCHAR(25),

UPDATE_TIMESTAMP DATETIME NOT NULL,

UPDATE_USER VARCHAR(60) NOT NULL,

OBJ_ID VARCHAR(36) NOT NULL,

VER_NBR DECIMAL(8) default 1 NOT NULL

);

CREATE TABLE SEQ_PROP_PRE_PROP_FORM_ID
(id BIGINT(19) NOT NULL AUTO_INCREMENT, PRIMARY KEY (id)) ENGINE MyISAM;
ALTER TABLE PROPOSAL
ADD COLUMN BUDGET_ID VARCHAR(50)
(SPR-690)

JULY 2024

PROPOSAL - S2S - Fixes issue where the system validation wasn't firing if the PD/PI did not have the required Biosketch uploaded for the Key Person Expanded 4.0 form (SPR-656)
AWARD - Adds the ability to configure PeopleFlow and Agendas for Award Budget routing (SPR-644)
COI - Provides COI Admins new buttons of 'Push Project' and 'Inactivate Project' in any pushed project from Sponsored Programs via the project view of Manage Projects. The 'Push Project' action will resync the project in COI in case anything hasn't populated as expected. The 'Inactivate Project' option allows you to deactivate a project that's no longer present in the SP system (i.e. proposal has been deleted). Once deactivated you will then have the 'Activate Project' if you ever need to reactivate it or it was deactivated in error (RESCOI-4406, RESCOI-4423)
PROTOCOLS - Makes the submit validation call more performant so the protocol submit action is quicker and will avoid occasional timeout occurrences on submit (RESPRO-5152)
PROTOCOLS - Resolves additional scenario where an error was preventing users from opening a protocol when an Admin Only template update is applied to a protocol that doesn't already have an Admin Only template associated with it (RESPRO-5144)

JUNE 2024

DASHBOARD - Updates the Supplemental Data section of the Omni Search so fields linked to an Arg Value Lookup dataset display and can be searched by the same data each field displays in linked KR documents based on the ARG_VALUE_VALUES_FINDER_DEFAULT_CONFIG and ARG_VALUE_VALUES_FINDER_ARG_CONFIG parameters (SPR-681)
COI - Fixes issue where some disclosures were getting auto approved inappropriately between 6/11-6/13 if using the auto approve gadget in their disclosure form. Those disclosures that auto-approved incorrectly were reverted to require review so the appropriate review could occur and we reached out to the affected institutions directly (RESCOI-4409)
PROPOSAL/GENERAL - Updates system validation on NSF ID field to allow alphanumeric entries since NSF now allows characters in NSF IDs (SPR-620)
PROTOCOLS - Fixes an issue where Approval Updates applied to an amendment didn't always update the Activity Log appropriately (RESPRO-4935)
PROTOCOLS - Adds additional logging to capture additional details about occasional save errors (RESPRO-5140)
PROTOCOLS - Resolves an issue where the system was occasionally dropping data that linked a protocol to an attachment when an attachment was replaced (RESPRO-5135)

MAY 2024

PROTOCOLS - Resolves an error that was preventing users from opening a protocol when an Admin Only template update is applied to a protocol that didn't already have an Admin Only template associated with it (RESPRO-5141)
PROTOCOLS - Adds an item to a Reportable Event Activity Log when a reviewer is assigned, unassigned, completes a review, and fixes an issue where Meeting Assigned entries were being added incorrectly (RESPRO-5129)
PROPOSAL - S2S - Adds mapping for the SFLLL form version 2.0 (SPR-604). No changes to form mapping, just version update. More information can be found in the 'SFLLL' Form Instructions article (SPR-604)
PROPOSAL - S2S - Adds mapping for the NSF Senior Key Person Profile (Expanded) form version 3.3. Changes include addition of 'Attach Synergistic Activities' personnel attachment type. More information can be found in the 'NSF Senior Key Person Profile (Expended)' Form Instructions article (SPR-653)
PROPOSAL - S2S - Adds mapping for the NSF Cover Page form version 2.3. Changes include additions of 'Potential Impacts on Tribal Nations' question (checkbox on form) and new 'Potential Impacts on Tribal Nations' attachment types. More information can be found in the 'NSF CoverPage' Form Instructions article (SPR-652)
PROPOSAL - Fixes an issue where trying to upload multiple attachments in Proposal Development through the Upload and Add button failed with JS errors (SPR-659)
PROPOSAL - Fixes an issue where system generated attachments could have their type changed by the user. System generated attachments now have read only attachment types and system generated attachment types don't appear in the attachment type drop-downs (SPR-652, SPR-663)
AWARD/COI - Resolved issue where an Award is inactivated in COI when an Award version is cancelled, even though the overall Award is still active in Sponsored Programs (SPR-623)
COI - Fixed an issue where if the "Do not require researcher to update their disclosure if they have no financial entities" flag was turned on researchers weren't being notified of new projects if they had never disclosed before (RESCOI-4394)
PROTOCOLS - Allows Reportable Event Assigned Reviewers to see Researcher Communication when the "Action Item Visibility default to include Assigned Reviewers" feature is turned on (RESPRO-5121)
PROTOCOLS - Adds a placeholder to the Reportable Event Correspondence Template for Committee Name (RESPRO-5120)
PROTOCOLS - Adds validation to prevent submission of protocol when files are still pending upload (RESPRO-5125)

APRIL 2024

DASHBOARD - Adds additional fields of 'Submission Type (Mail Type)' and 'Mail By' to the dashboard omnisearch (SPR-573)
PROTOCOLS - Upgraded compare version library to improve performance when comparing to prior versions (REPRO-5104)
PROTOCOLS - Fixed issue where Activity Log entries for Reportable Events, including notifications, that showed assigned reviewer identities were displaying to researchers (RESPRO-5119)
PROTOCOLS - Prevents duplicate active templates when double clicking the confirm publish button (RESPRO-5029)
PROTOCOLS - Increases timeout on submit/resubmit actions to 55 seconds (RESPRO-5113)
PROTOCOLS - Resolves issue where pending reportable event reviews were still displaying in Events Assigned to Me when the event was closed. Events will remain on Events Assigned to Me screen until the Event is Resolved, or marked Not Reportable (RESPRO-4713)
COI - New bulk change options available for COI Admins when assigning dispositions. Now you can chose to apply the selected disposition to 'Disposition only blank projects' or 'Disposition all projects'; previously it would update all projects (RESCOI-4364)
PROPOSAL - Adds a Person or Address Book link to researchers listed as Personnel in a Proposal Development record via the Full Name field under Details. You can now click on the Full Name to open a pop-up of either the Person or Address Book record to see more details. Also, now Non Employee researchers will list the Organization in Details (from their Address Book entry) for reference (SPR-638)
COI - To improve performance, the smooth animation when expanding and collapsing projects on a disclosure has been removed (RESCOI-4363)
COI - Fixed an issue where the Sponsored Programs COI status display was not always pulling from the correct linked project and resolved a problem where the system was pulling the disposition from earlier linked projects after an award was fully populated on the disclosure (RESCOI-4392)

MARCH 2024

PROTOCOLS - During the lifecycle of an IRB, IACUC, or IBC protocol an institution's protocol form may change. Previously, a protocol was locked into the template it was created under and could not be updated to later templates. Now you can apply template changes to prior protocols with this new functionality. These configurations allow you to apply the active template to prior protocols based on the template version specified. New configuration options have been added to the IRB Configuration, IACUC Configuration, and IBC Configuration to enable this functionality. More information can be found in the full announcement here (RESPRO-4135)
SUBAWARD - Updates the label of the 'Parent DUNS (if applicable)' field in subaward to 'Parent UEI/DUNS (if applicable)' to match the updated FDP templates. Also, adds the Fixed Price FDP form as an option to utilize in the Print panel of Subaward Actions (SPR-640)
PROPOSAL - Fixes accessibility issues on search fields on proposal create, data validation window, and create budget in the budget versions tab (SPR-418)
PROTOCOLS - Now filters reportable event review meetings drop list to exclude canceled or submitted meetings (RESPRO-4021)
PROTOCOLS - Adds the display of all historic Require Followup comments between the Researcher and Reviewer in the top Feedback section when you open a Reportable Event (RESPRO-5015)
COI - Fixes an issue with dispositions not pulling forward from PD to IP to Award in all situations, and all project data wasn't pulling from PD to Award if IP was configured to not require disclosure (RESCOI-4385)

FEBRUARY 2024

COI - Fixes issue where the COI Disclosure were not displaying proposals properly if an associated IP existed the IP was not configured as a required project type (RESCOI-4382)
COI - COI Project Disposition and Project Status was not displaying correctly in Sponsored Programs because the system was inappropriately evaluating an inactive financial entity as active (RESCOI-4387)
PROTOCOLS - Enhances the Ancillary Review Status display and filters in Protocols Assigned to Me screen to better indicate which protocols still require attention. It will display the highest priority status associated with an Ancillary Review the user is a member (RESPRO-4877)
PROTOCOLS - Adds additional data to the Protocols Assigned to Me screen in both the displayed columns and associated filters. Specifically it adds Ancillary Review Type and Review Status. The Review Status will show as Overdue if the Review Deadline Date entered in the protocol has passed and the review is still pending (RESPRO-4873, RESPRO-4876)
PROTOCOLS - Adds new 'Reportable Event Completed' Correspondence template option in IRB Configuration, IACUC Configuration, and IBC Configuration. When enabled it will allow you to generate/configure correspondence for when a Reportable Event is resolved. Also, when this new correspondence is enabled you now have the option to add a comment upon the Resolve action. This comment can then be populated in the correspondence if you add the placeholder code 'Event Determination Comment'. Once the correspondence is generated it will display in the Activity Log which is printable like other correspondence (RESPRO-5016, RESPRO-5077, RESPRO-5092)
PROTOCOLS - Adds additional data to the Events Assigned to Me screen in both the displayed columns and associated filters. Specifically it adds PI Name, Protocol Type, Protocol Number, and Protocol Title. These additional fields have been added to the default Reports Assigned to Me screen but it can be adjusted via the Columns configuration (RESPRO-4878)
PROTOCOLS - Adds the Protocol Number and Title reference in the blue header bar within a Reportable Event to give the user more context what protocol the event is associated (RESPRO-4879)
COI - Resolves issue of displayed COI statuses in Sponsored Programs for projects that required California 700U disclosures (RESCOI-4365)
COI - Upgraded MongoDB from 4.4 to 5 (RESCOI-4242)
PROTOCOLS - Resolves issue where information wasn't updating immediately on the Manage Protocols screen after actions had occurred; improved the caching logic to resolve (RESPRO-5076)

JANUARY 2024

PROPOSAL - Resolves issue where users in the workflow that were at later stops were not getting the 'Do you want to receive future approval stops' prompt correctly; it only worked for the initiator previously (SPR-365)
PROPOSAL - Created new KRMS function 'Check if the Budget Cost Share Unit Number is in the hierarchy(_)' (SPR-463)
PROPOSAL - Created new KRMS Function of 'Check if the Cost Share Unit Number is null' (SPR-333)
PROTOCOLS - Resolved issue causing Notify PI reminders not to trigger correctly; will only impact reminders going forward and not on any older/outstanding requests (RESPRO-5008)
PROTOCOLS - Daily expiration job process optimizations to improve job speed and avoid possible timeouts with excessive daily evaluations (RESPRO-4988/RESPRO-5010)
PROTOCOLS - Prevents clicking more than once on protocol actions that was occasionally creating duplicate versions/actions inappropriately. Also, when closing a protocol, we removed 2nd confirmation modal so it now follows the standard pattern providing the confirmation message in the initial modal (RESPRO-4540)
PROTOCOLS - Fixed issue where unexpected blank renewal field caused page show blank when when loading the protocol with the bad data (RESPRO-5035)

DECEMBER 2023

PROTOCOLS - Fixed regression that caused links to show with underline (RESPRO-5060)
COI - When a linked project is pushed to COI update the superseded project and linked project list on all linked projects. This facilitates consistent COI status display in Sponsored Programs (RESCOI-4347)
COI - Corrected a COI integration display issue in Institutional Proposal where the project status wasn't updating correctly (COI-4349)
COI - Fixed an issue where the disposition of a project was not reset when a new 700U sponsor form was completed (RESCOI-4352)
COI - Annual 700U form updates for the 2023/2024 year - effective 1/1/24 (RESCOI-4348)
COI - When a COI project requires update, it will no longer show the last approved disposition in Sponsored Programs, instead the disposition will also display "Update Needed" in Proposal Development, Institutional Proposal, and Award. This also corrected some Project Status display issues, and inappropriate Update Required trigger scenarios. (RESCOI-4351)

NOVEMBER 2023

PROTOCOLS - Update to not enforce unique form key on static gadgets to allow information from another field to be displayed statically elsewhere on the form without error (RESPRO-5006)
PROTOCOLS - Fixed issue when protocol version comparison failed (went to white page) due to a type mismatch (RESPRO-5039)
PROTOCOLS - Improved performance when deleting a record from a list. Also resolves issue where validation messages disappear when you remove a record from a list inappropriately (RESPRO-4651)
PROTOCOLS - Fixed issue preventing update of fields in a dialog box when there are missing required fields in the amendment section (RESPRO-4885)
PROTOCOLS - Fixed issue that was preventing deletion of attachments added to a Reportable Event (RESPRO-4981
DASHBOARD - Resolves issue where records where not appearing in omnisearch if certain fields were not present in a record and it was returning errors in the index (SPR-621)
AWARD - Resolves error received on save after adding new Compliance entries in an Award; although the Compliance entry was added correctly to the award version upon re-entry (SPR-514)
AWARD - Fixes mapping issue in the Subawards panel of an Award where the Obligated Amount for a linked subaward did not show the total Subaward obligated amount correctly (always 0.00) if using direct & indirect entries when Enable_Subaward_DC_IDC parameter is enabled Y (SPR-616, SPR-625)
COI - Resolves issue in Proposal where the COI status wasn't displaying the correct information in all scenarios (RESCOI-4339)

OCTOBER 2023

PROTOCOLS - Updated Protocols Information section for External Reliance type to show the same cards as other Approved protocols. Includes Expiration Date, Continuing Review Date, and Approval date where applicable (RESPRO-4134)
PROTOCOLS - Disallow double click of submit button for Approve and Amendment actions which was occasionally causing duplicate approval actions on a protocol (RESPRO-4486)
COI - Resolves issue where an error was received when trying to view all projects after removing filters in the Manage Projects screen in certain scenario (RESCOI-4314)
COI - Fixes issue where the COI disclosure was rendering 700U for investigators to fill out for old manual projects inappropriately (RESCOI-4324)
COI - Fixes project filter issue where it would return unexpected results when filtering and Sponsor Hierarchies was blank (RESCOI-4312)
COI - When using linked projects, this fixes an issue when disclosure incorrectly requires an update when submitting a PD to IP or Funding an Award from an IP and was firing a notification inappropriately specifically if the transition (PD to IP or linking an IP in Award) happened before the COI approval (RESCOI-4294)
COI - Resolves issue with 700u where it wasn't properly re-evaluting if a new 700U was required when the sponsor changed (RESCOI-4293)
COI - Fixes issue where child question updates were not clearing disposition status and triggering a review like main questions for 700u functionality (RESCOI-4270)
COI - Expanded sponsor hierarchy sync process to include manual projects to clean up missing sponsor hierarchies and for all projects look further back for any sponsor hierarchy changes and perform updates if needed (RESCOI-4244)
AWARD/SUBAWARD - Adds additional functionality to allow custom PDF forms to be created for the Award module (in addition to Subaward module). Utilizing the PDF mapping tool you can map information from the Award or Subaward to a custom configured PDFs. This requires technical knowledge to configure and is outlined in the Technical - PDF Forms Setup for Award and Subaward article. This new functionality also included renaming the Subaward Forms Maintenance table to PDF Forms, additional updates/configuration in this table, and more API functionality to allow PDF configuration for Awards module. This new feature is also announced here (SPR-536, SPR-538, SPR-539, SPR-542, SPR-543, SPR-568, SPR-569)

SEPTEMBER 2023

AWARD - Resolves issue where the award would not allow you to create an award budget if the full amount of the award had been deobligated via Time & Money. Most common scenario is moving the full amount of a child to another node in the award hierarchy and you could not create an award budget in the child to deobligate the full amount (SPR-303)
PROPOSAL - Fixes issue where returned preproposal forms in Build was causing an error if attempting to access the Preproposal Forms in the proposal (SPR-587)
DASHBOARD - Fixes issue on Configuration tab of the dashboard where changes to the configuration toggles wouldn't show in the UI unless you left and came back to the tab but it would still disable/enable options on the Dashboard; now the toggle shows when you toggle back and forth immediately (SPR-316)
PROTOCOLS - We've introduced a new configuration "Assigned Reviewers may view all checklists" in the IRB Configuration, IACUC Configuration, and IBC Configuration. If you check this configuration then Assigned Reviewers will start to see not just the "My Checklists" tab but also the "Checklist" tab to review all checklists assigned. Something to note, if you're also using the configuration "Committee Members may review and Add Action Items" they are effectively "Assigned Reviewers" and will inherit this access. More information also found in the Review Checklists article (RESPRO-4903, RESPRO-4902)

AUGUST 2023

PROTOCOLS - Fixes issue when some dates didn't save properly when updating a protocol (RESPRO-4970)
PROTOCOLS - Minor cache improvement; data that should have been cached was not (RESPRO-4936)
PROTOCOLS - When picking a year from the data picker it will now immediately apply. This was done to fix a situation when clicking outside of the date picker instead of clicking 'Ok' appeared to update the year but actually did not (RESPRO-4986)
PROTOCOLS - Expands Auditor role to include Ancillary Review comment view access (RESPRO-4965)
PROPOSAL - S2S - Updates ED SF424 Supplemental form to v4.0. Changes include Ed Supplemental questionnaire updates for newly added questions on OPE IDs, NCES School IDs, NCES LEA/School District ID(s), changes to question 2, removal of qualified opportunity zone question, addition of question 4 on Infrastructure Programs. More information can be found in the 'ED SF424 Supplement' Form Instructions article (SPR-533)
COI - Fixes issue where COI status wasn't display properly in SP when a project pushes to COI but the projects it’s linked to weren't pushed to COI yet; this would most commonly occur in the Award display (RESCOI-4311)

JULY 2023

PROTOCOLS - Fixes issue in templates when attempting to use a "contains" progressive disclosure on a Typeahead gadget and you were unable to enter a value (RESPRO-4351)
PROTOCOLS - Adds a retry for protocol save race condition scenario which was causing an error on save of disclosure (RESPRO-4760)

JUNE 2023

PROTOCOLS - Updates the attachment watermark text for Approval Date and Expiration Date to only display the date (not timestamp) to be more clear for users and align better with business processes (RESPRO-4898)
PROTOCOLS - Fixed a regression that caused non-admin's to encounter permission issue when adding action items (RESPRO-4942)
PROTOCOLS - A new configuration 'Action Item visibility defaults to include Assigned Reviewers' has been added to the "Permissions" section of IBC Configuration, IACUC Configuration, and IRB Configuration. If enabled, when you create a new Action item, the "Assigned Reviewers" visibility will be selected by default. User may still deselect it if desired. More information can be found in the full announcement here (RESPRO-4905)
PROTOCOLS - Adds the new IRB Auditor, IACUC Auditor, and IBC Auditor roles. These roles give admin level view access to protocols without the ability to take any actions. These new roles could be used to facilitate auditors (or similar roles) protocol view access. This includes the ability to view the protocol, full Activity Log (including viewing content limited to the admin like Notifications, Assigned Reviewers, etc.), any Action Item marked as visible to the Researcher, Action Item Summary, all Notes and Attachments, all Reportable Events linked to the Protocol, and the ability to filter protocols by all fields in the form and all built in fields available to the Admin on the Manage Protocol screen. More information can be found in the Protocols - Managing Protocol Roles article and in the full announcement found here (RESPRO-3981, RESPRO-4964)
PROTOCOLS - Adds the Download All option in Protocol Attachments and Admin Notes & Files so you can also download all listed attachments in one action. More information can be found in the full announcement here (RESPRO-3994)
PROTOCOLS - Fixes issue where protocols compare versions wasn't working for older templates that had an erroneous duplicate key (RESPRO-4934)
GENERAL - Updated labels throughout Kuali Research Sponsored Programs to reflect federal renaming of CFDA (Catalog of Federal Domestic Assistance) to ALN (Assistance Listing Number). This update does not affect notifications tokens, FIN integration, Parameter names, and does not include any database changes (SPR-488)
PROPOSAL - Updated Route Log logic to update based on Agenda to fix incorrect routing when using Questionnaire Question within routing logic (SPR-571)
PROTOCOLS - Fixed regression that caused validation failure on date picker gadgets when required (RESPRO-4931)
PROTOCOLS - Fixes issue where tables lost full width styling (RESPRO-4926)
PROTOCOLS - Fixes issue causing blank page on compare versions when amended protocol has a section removed from progressive disclosure that previously contained a file (RESPRO-4910)
PROTOCOLS - Allow field keys to start with numeric values for rich text gadgets; it was causing errors previously (RESPRO-4408)
PROTOCOLS - Adds back Agenda Summary button for committee members which was not available (RESPRO-4906)
PROTOCOLS - Relabeled Action Item visibility option of 'Meeting' to 'Meeting Summary' to be more clear on what it influences (RESPRO-4908)
PROTOCOLS - Relabeled configuration "Committee Members may leave Action Items" to "Committee Members may review and add Action Items" to be more clear (RESPRO-4904)
PROTOCOLS - Improves the 'Notify PI' functionality so now when a user initially clicks the 'Notify PI To Submit' it will run form validations first to alert you of any errors you need to correct first. If there are validation errors you will get a popup window to 'Show me' or 'Notify PI Anyways' to send a notification to the PI without addressing the errors. If there are no errors on the validation check it will send the 'Notify PI to Submit' notification set up in your Configurations. More information in the full announcement here (RESPRO-4909)

MAY 2023

GENERAL - Adds several data elements, and fixed some data elements in the Get Awards by Award Number or Award ID via the API (SPR-566)
GENERAL - Renames the Subaward Forms Maintenance document to PDF Forms in the Dashboard options since the forms functionality is expanding beyond just Subawards. It also eliminates the validation on the Form ID field, updates the Template Type Codes to be FDP Template and Custom, and adds the Module Code field to allow linking to Award or Subaward. Also, it adds API support for this maintenance table (SPR-538)
GENERAL - Update the questionnaire function in KRMS to work with the multiple choice question type, and on lookup, or string questions that allow multiple answers (SPR-560)
GENERAL - Fixes error received when sending notifications about new supplemental data tokens if duplicate supplemental info existed in the document (SPR-564)
GENERAL - Adds the ability to create a derived Role to configure permissions based on a user listed in a Supplemental Information field; more information can be found in the Cross Module Functionality: Supplemental Information Roles article (SPR-524)
PROTOCOLS - Updates Mongo database to 6.0 (RESPRO-4782)
PROTOCOLS - Fixes issue where the ID was displaying in exporting CSV rather than the field value from a list (RESPRO-4704)
GENERAL - Adds the ability to insert Supplemental Data responses as tokens in system Notifications - see the Cross Module - Notification Tokens article for more information (SPR-553)
PROPOSAL - Adds the ability to insert Questionnaire Question responses as tokens in system Notifications (works only on general questionnaires and not person certification questionnaires) see the Cross Module - Notification Tokens article for more information (SPR-553)
PROPOSAL - Adds the below additional Notification tokens for proposal system Notifications:
{OTHER_ORGANIZATIONS}
{APPLICANT_ORGANIZATION}
{PERFORMING_ORGANIZATION}
{PERFORMANCE_SITES}
{USER_FULL_NAME}
{USER_FULL_NAME_ORGS}
{PI_NAME_ORGS}
{MPI_NAME_ORGS}
{COI_NAME_ORGS}
{KP_NAME_ORGS}
Also, see the Cross Module - Notification Tokens article for more information (SPR-553)
PROPOSAL - S2S - New form version 3.1 of the NSF Senior Key Person Profile (Expanded) Form that includes a minor update for applications after May 22. Version 3.1 will update Organization Name to Organization UEI, requiring applicants to enter the Unique Entity ID (UEI) issued by the System for Award Management (SAM) for all Senior Personnel in place of Organization Name. Additional updates include a 3-option choice for Role field. For employees (Person record) it will pull the Applicant Organization UEI and for non-employees (Address Book records) it will pull the Organization UEI field from their Address Book entry. This work adds a new field, `ORGANIZATION_UEI` to the `rolodex` table to account for address book users added to the key personnel of a proposal (SPR-527)
PROPOSAL - Adds the new KRMS Function of 'Check if the preproposal app exists and is at a certain status (_)' to be used in conjunction with the Preproposal form functionality (SPR-377)
PROPOSAL/IP/AWARD - Resolves issue where pre-configured recipients that were deleted from a system Notification prior to sending were still sending to those users; like in adhoc notifications (SPR-556)
IP - Fixes issue with DOCUMENT_NUMBER token for Institutional Proposal Notifications so url works correctly (SPR-559)
PROTOCOLS - Display date properly and in comma separated list in Managed Protocols when it originates from a list (RESPRO-4889)
PROTOCOLS - Resolved issue with Manage Protocols page not loading for rare case when null was encountered (RESPRO-4892)
PROTOCOLS - Resolved issue where IRB/IBC viewer appears to be able to edit In Progress Amendments (RESPRO-4886)
PROTOCOLS - Resolved issue where viewer role sees "Item Deleted" instead of an organization name (RESPRO-4074)

APRIL 2023

PROTOCOLS - Deprecating Protocol Summary API v1 and v2 endpoints and any APIs using older versions will automatically redirect and execute using more performant v3 endpoint; no action required (RESPRO-4882)
PROTOCOLS - Improvements to the Managed Protocols load performance (RESPRO-4872)
PROTOCOLS - General data transmission performance improvement (RESPRO-4869)
PROTOCOLS - Resolve issue with inaccurate validation warning for long lists with more than 10 items (RESPRO-4769)
PROPOSAL - Fixes issue with Data Override in Proposal that wasn't allowing updates up to the specified character limit configured in the Proposal Dev Editable Columns table. Also fixes the 'Include Subaward(s)?' option in Data Override to work without error; so you can toggle to true or false. Please be aware to update the Data Length limit in the Proposal Dev Editable Columns table to the current character limit allowed for the field you may need to edit the entry and click save to populate the updated limit. This also fixes issue with errors received if Old or Changed Value fields in Data Override contained a special character (SPR-486)
IP - Resolves issue were Supplemental Information was not saving in an Institutional Proposal properly if the IP was created as new or from a Proposal Log; it did not impact if the IP was generated from a Proposal Development record (SPR-528)
PROTOCOLS - Minor performance improvements to optimize unit calls (RESPRO-4783)

MARCH 2023

PROTOCOLS - Minor performance improvements (RESPRO-4792, RESPRO-4776)
SUBAWARD - Resolves an issue with the {SUBAWARD_ID} and {DOCUMENT_NUMBER} Subaward Notification replacement tokens so they now pull the correct information into the notification (SPR-456)
SUBAWARD - Fixes spelling of the 'de Minimus' field to read 'De Minimis' in the Subaward document (SPR-519)
GENERAL - Fixes issue where error was preventing edit of a Question if it pointed to an arg value lookup that had an underscore (SPR-517)
GENERAL - Adds Sort ID to the search results on Special Review Type maintenance table (SPR-518)
PROPOSAL - Fixes error received with rest API /propdev/api/v1/proposal-persons/ (SPR-516)

FEBRUARY 2023

COI/PROPOSAL/IP - Resolves issue where users were getting notifications inappropriately for new Institutional Proposals when they had already disclosed on the associated Proposal and the 'Disclose once at PD/IP stage and have the disclosure carry over to award' was enabled in COI (SPR-470)
PROTOCOLS - Improves handling of External Gadget requests that time out (RESPRO-4773)
PROTOCOLS - Protocol load time will no longer wait for training data to load to improve performance when opening a protocol. Until training data has fully loaded a spinner will display on the item and submission is disabled (RESPRO-4639)
PROTOCOLS - General query improvements to improve overall performance (RESPRO-4749)
PROPOSAL - Fixes the KRMS function 'Check Proposal Person(_)' that wasn't working properly and causing an exception error when trying to evaluate the rule (SPR-440)
PROTOCOLS - Query optimizations in protocols to improve performance (RESPRO-4747, RESPRO-4748)

JANUARY 2023

PROTOCOLS - Adds an option for us to enable more verbose error message on critical errors and save errors to improve diagnostics (RESPRO-4624)
COI - Resolves issue where 700u form wasn't requiring re-verification if changes to responses occurred on specific questions (RESCOI-4234)

DECEMBER 2022

COI - Adds the California 700u 2022/2023 form version which will be applied to any new disclosure going forward as of 1/1/23 (RESCOI-4227)
COI - For manual projects, if "Active" is an available status, this value will auto select when creating a project. Additional safeguards added to ensure status has a value (RESCOI-4225)
PROPOSAL - S2S - NIH Forms H now available for S2S Grants.gov in Kuali Research. Agencies periodically update application forms, typically to remain current with the Office of Management and Budget approvals and to align with new data collection policies. There are a series of Forms H updates currently available in production affecting S2S submissions for deadlines on or after Jan 25th. These are relatively small changes such as expiration date updates, adding an object code to the budget, and a new narrative type. View NIH’s Summary PDF to learn more about the specific updates. Also, outlined below are the forms that had updates and what changed in Kuali and more information given in the announcement found here:
- PHS 398 Career Development Award Supplemental Form 6.0:New attachment 17. Other Plan(s), change in attachment numbering, and expiration date update. In Kuali we added new Narrative Type 190 of 'PHS_CareerDevelopmentAwardSupplement_Other_Plans'.
- PHS 398 Research Plan 5.0:New attachment 11. Other Plan(s), change in attachment numbering, and expiration date update. In Kuali we added new Narrative Type 192 of 'PHS_ResearchPlan_Other_Plans'.
- PHS 398 Research Training Program Plan 5.0: New attachment 13. Other Plan(s), change in attachment numbering, and expiration date update. In Kuali we added new Narrative Type 193 of 'PHS_ResearchTrainingProgramPlan_Other_Plans'.
- PHS Fellowship Supplemental Form 7.0: New attachment 17. Other Plan(s), change in attachment numbering, and expiration date update. In Kuali we added new Narrative Type 191 of 'PHS_Fellowship_Supplemental_Other_Plans'.
- RR Budget: Within section F. Other Direct Costs, NIH added instructions for NIH applications submitting a Data Management and Sharing Plan. "Data Management and Sharing Costs" must be noted as a single line item in Other Direct Costs if an attachment of 'Other Plan(s)' is included in the Research Plan or Career Dev form. In Kuali we added object code DMSC0001 'Data Management and Sharing Costs' for this purpose. If the user does not add the new object code to their budget, they receive an error like the following from the NIH Validation Service:
If a user does not add the new object code to their budget, they receive the following NIH Validation Service error message: RR_Budget - 020.45.1 - 1706 - An entry labeled "Data Management and Sharing Costs" must be entered in the Other Direct Cost section F of the R&R Budget form since an attachment has been uploaded to the Other Plan(s) section of the PHS 398 Research Plan Form.
Please note, the new object code (DMSC0001) was automatically mapped to the MTDC rate applied in the Valid Cost Element table. If you desire other rates (i.e. inflation) to be applied to this new object code you will need to manually apply. Also, this object code was added without a Unit Number associated so it won't show up by default in the Object Code Name dropdown; a user would have to select Other Category Type, then 'Data Management and Sharing Costs' in Category, and finally 'Data Management and Sharing Costs' in Object Code. If you want this to appear in the Object Code Name dropdown by default you can add the top level hierarchy unit (000001) to the object code.
- PHS 398 Cover Page Supplement: Expiration date update only.
- PHS 398 Modular Budget: Expiration date only with updates to instructions for attachments.
- PHS 398 Training Budget: Expiration date updates only.
- PHS 398 Training Subaward Budget: Expiration date update only.
- PHS Human Subjects and Clinical Trial Information: Expiration date update only.
(SPR-480)
PROPOSAL - S2S - Updates to the most recent version of the NIH wsdl for NIH Validation Service (SPR-483)
PROTOCOLS - Following up on August 2022 release. The training gadget will now also refresh on page load for documents in Return to Researcher status (RESPRO-4642)
PROTOCOLS - Prevents duplicate Field Keys from being created on a template. User will receive an error when creating a gadget (RESPRO-4691)
PROTOCOLS - Fixes issue where the People list permissions would not update automatically with default roles when configured (RESPRO-4581)
PROTOCOLS - Resolves issue with Default permissions so when updating personnel roles their associated access will auto assign the corresponding default as expected, or clear the selection if there is no default set (RESPRO-3751)

NOVEMBER 2022

PROTOCOLS - Improved error handling to catch and present more specific error rather than general Unknown Error Occurred message (RESPRO-4698)
PROTOCOLS - Values from basic Dropdowns and Radio Buttons in a List now display in enhanced filters; does not apply to advanced dropdown gadgets like Filtered Dropdown, Config Based Dropdown, etc. (RESPRO-3384)

OCTOBER 2022

IP - Adds the ability to PUT/PATCH Supplemental Data (aka Custom Data) in Institutional Proposal APIs (SPR-450)
PROPOSAL - S2S - Resolves issue where the generate XML button wasn't working for S2S forms; the button would redirect to the dashboard when clicked (SPR-472)
PROPOSAL - S2S - Resolves issue where submissions that contained an Appendix would receive an error when attempting to do the submit to s2s action (SPR-437)
PROTOCOLS - Additional improvements to Managed Protocols performance (RESPRO-4662)
PROTOCOLS - Resolves regression introduced by RESPRO-4366 affecting the Assigned Reviewers sort order on Managed Protocols (RESPRO-4697)
COI - Resolves issue where if the "Declare once on award hierarchy" was enabled it wasn't working in all scenarios correctly for certain customers (RESCOI-4212)
PROPOSAL - S2S - Resolves issue where forms with embedded fillable PDF attachments were not printing or validating properly; specifically PHS Human Subjects and Clinical Trial Info and Subaward forms (SPR-444)
PROTOCOLS - Resolves issue when required fields were allowed to submit empty when template had progressive disclosure logic dependent on identifying another gadget was hidden (RESPRO-4672)
PROTOCOLS - Removed redundant upload where an attachment uploaded to a list would upload again when clicking "Done" (RESPRO-4617)
PROTOCOLS - Managed Protocols screen performance improvements for commonly used columns (RESPRO-4366)
AWARD - Adds the KRMS 'Lead Unit Below In Hierarchy' rule to the Award context (already in PD) which allows you to check Award Lead unit to confirm it is within/below a certain lead unit in Unit Hierarchy (SPR-321)
PROPOSAL - Resolves issue where the blanket approve option was not displaying properly on Summary/Submit page for users that had access (SPR-272)

SEPTEMBER 2022

COI - Resolves issue where Person Training wasn't appearing properly within disclosures for all scenarios (RESCOI-4221)
PROTOCOLS - Resolves issue where input text fields were not saving in participating sites template (RESPRO-4601)

AUGUST 2022

PROTOCOLS - Refactored validation to improve performance and resolve regressions (RESPRO-4626)
PROTOCOLS - Updates the save functionality on unaltered or blank text, text area or rich text fields to reduce the occurrences of the disappearing data (RESPRO-4624)
PROTOCOLS - Resolves issue when multiple training gadgets were used in a template. First gadget had no issue but additional gadgets were not refreshing on load. Not yet resolved for Return to Researcher status (RESPRO-4630)
PROTOCOLS - Improved page load times by adding indexing on permission data requests (RESPRO-4632)
COI - Resolves issue where configured trainings would not feed over over from Sponsored Programs and display in the disclosure properly in all cases (RESCOI-4083)
COI - Resolves issue where the COI status was not populating in SP in all circumstances where disclosures reached a data limit for data it could retrieve (RESCOI-4215)

JULY 2022

PROTOCOLS - Improved form editing and validation performance (RESPRO-4625)
PROTOCOLS - Resolves issue when on a rare occasion an error with an attachment caused reportable event page not to load (RESPRO-4589)
DASHBOARD - Adds the OR function in Search Records of the Dashboard so you can filter by multiple values in the same Category when using the omnisearch. For example, if searching by category Award Transaction Type Code you can enter 1 OR 2 OR 3 for the search criteria and it will return results for all three (SPR-433)
PROTOCOLS - Resolves issue where validation failed on some lists causing dialog to become non-responsive on Done, Cancel, Close (RESPRO-4620)
PROTOCOLS - Updates how user data requests work to improve protocol performance and avoid auto save failures. This also adds retry logic on failed requests for user data within a protocol (RESPRO-4609, RESPRO-4612)
PROTOCOLS - Corrects incomplete field count displaying more validation errors than expected and fixes validations inappropriately displaying on fields that weren't required in the form due to progressive disclosure logic (RESPRO-4606, RESPRO-4607)

JUNE 2022

PROTOCOLS - Updates the save functionality to restore prior text value when pressing Cancel in a dialog. It also updated save logic to not perform a save when tabbing through the Rich Text header (RESPRO-4602)
PROTOCOLS - Updates validation decorator display when editing a list in a modal (RESPRO-4356)
PROTOCOLS - Updates the saving frequency when entering data into a rich text form gadget to resolve issues entering text in dialogue lists (RESPRO-4600)
COI - Fixes issue where form validations did not work in all scenarios to ensure all required fields were completed before submission RESCOI-4155, RESCOI-4214)
REPORTS - Adds new preconfigured reports of 'Institutional Proposal Cost Share' and 'Award Cost Share' that includes cost share commitment data and other attributes to better capture cost sharing at your institution (RR-879)
DASHBOARD - Fixes issue where filters weren't working properly for Dashboard cards (SPR-420)
GENERAL - Expands the RECIPIENTS field to 10000 characters in the PROPOSAL_NOTIFICATION, INSTITUTIONAL_PROPOSAL_NOTIFICATION, and AWARD_NOTIFICATION table to allow more recipients in system notifications (SPR-186)
PROTOCOLS - Fixes auto-save logic on Rich Text gadget to save on blur; after typing is complete and not on every keystroke/change (RESPRO-4596)
PROTOCOLS - All type-aheads now return results for case insensitive inputs (RESPRO-4537)
PROTOCOLS - Update Babel dependencies and updated button components library (RESPRO-4575, RESPRO-4561, RESPRO-4554)
PROTOCOLS - Updated how we're validating embedded lists to more accurately show required-ness (RESPRO-3764)
PROTOCOLS - Expanded result list for all type-aheads to return results for case insensitive inputs (RESPRO-4537)
PROTOCOLS - Removed release management flags for previously released features (RESPRO-4195)
PROTOCOLS - Updated babel dependencies (RESPRO-4575)
PROTOCOLS - Updated button ui component and library (RESPRO-4554, RESPRO-4567, RESPRO-4561)
EXPORT CONTROL - Fixes issue where the export control restricted party screening search was not returning results appropriately (SPR-395)
PROTOCOLS - Updates to how we're accessing and caching authentication user data to improve performance (RESPRO-4513)

MAY 2022

PROTOCOLS - Updated how we're triggering and running validations, particularly to be more performant on longer forms (RESPRO-2674)
PROTOCOLS - Increased contrast on hover state of pill UI component, eg. action item visibility controls (RESPRO-4180)
PROTOCOLS - Extend searching capabilities in quick search to include admin reviewer, committee name, and protocol type (RESPRO-4450)
PROTOCOLS - Updated efficiency of returning search results on Manage Protocol page (RESPRO-4449)
PROTOCOLS - Update a few usability items related to Duplicate Protocol functionality, such as hover tooltips (RESPRO-4436)
PROTOCOLS - Update the form component library to a newer, more secure version (RESPRO-4460)
PROTOCOLS - Updated calculation of required-ness on protocol fields which are embedded more than 2 lists deep to resolve validation issues (RESPRO-3317)
PROTOCOLS - Updated how we're triggering and running validations, particularly to be more performant on longer forms (RESPRO-3745)
PROTOCOLS - When a filter is active on Manage Protocols page, the number of filter rules will display within brackets next to the Advanced Filter button (RESPRO-4454)
PROTOCOLS - Updated Protocol View sidebar styling to ellipse after a certain length. (RESPRO-4517)
GENERAL - Updates to hardware and software dependencies to current versions (SPR-254)
GENERAL - Modifies S2S logging to be more resilient regardless of alias setting (SPR-391)
GENERAL -Updates the NIH wsdl to current version for NIH Validation Service (SPR-338)
GENERAL -Fixes issue when fetching Award/IP/PD documents from the API, the dates did not come back in a format that could be resubmitted to the API (SPR-397)
PROPOSAL - Fixes issue where if the 'submit to sponsor' action occurred prior to full approval and the proposal was then returned for edit or recalled it would get into a bad state. Now if the Institutional Proposal is generated via the submit to sponsor action while the proposal is still enroute the 'return' option is no longer available for approvers and the 'recall' is not available to the initiator. Only 'approve' or 'disapprove' (if enabled) is available to workflow approvers once the status of the proposal is 'Approval Pending - Submitted' status.
PROPOSAL - Fixes issue where the formatted html would display when printing the questionnaire (SPR-212, SPR-386)
PROPOSAL - S2S - Removes inactive and outdated s2s forms generators no longer used by Grants.gov (SPR-323, SPR-335)
PROPOSAL - S2S - Resolves issue where the UEI for an Organization would not map to the PerformanceSite_4_0 form if the DUNS was not present in the Organization record (SPR-390)
SUBAWARD - Resolves issue where the 'FDP Cost Reimbursement Template - Version 2 form' was not available in the forms options; this changes from DUNS to UEI/DUNS (SPR-349)
AWARD - Fixes issue where the Custom Attribute multiple value functionality (using a lookup) was not mapping forward to the Award from a linked IP (SPR-297)
PROPOSAL - Extends the First Name, Middle Name, and Last Name character limits for an added person in Key Personnel of a proposal to allow up to 40 characters for First Name, 40 characters for Middle Name, and 80 characters for Last Name (SPR-328)
PROPOSAL - Fixes permissions issue in Proposal where the Add Note in Attachments tab and the Add User in Access tab was not available for ENROUTE or FINAL proposal documents (SPR-220)
GENERAL - Fixes an issue with the 'Push Units to Core Group Service' action where roles were not updating per the assigned Unit Administrators properly in Groups (SPR-164)
COI - Fixes issue where the Project Status display in Sponsored Programs was incorrect if linked projects and form update based disclosure requirements was enabled (RESCOI-4197)
COI - Fixes issue where attempting to download a CSV of results from the Review Disclosure screen would throw an error depending on columns selected (RESCOI-4202)

APRIL 2022

PROTOCOLS - Resolves some general performance lags in template form interface (RESPRO-4446)
PROTOCOLS - Updated notification sending qualifications to be sensitive to protocol version number to address review reminder notifications not properly triggering with 2 or more rounds of review/re-assignment (RESPRO-4163)
PROTOCOLS - Resolves issue to ensure latest notification templates used for sending reminders (RESPRO-4121)
PROTOCOLS - Rolled back a library update to address how the updated library was affecting auto-saving in text fields of a protocol (RESPRO-4439)
PROTOCOLS - Updates Permissions header and copy to improve clarity around behavior and usage of page (RESPRO-4335)
PROTOCOLS - Updates timing logic for sending notifications with more granularity for notifications occurring close together (RESPRO-4161)
PROTOCOLS - Limited which reportable event statuses are permitted for sending follow up reminder notifications to avoid sending reminders to already approved reportable events (RESPRO-4238)
PROTOCOLS - Updates Action Item text append ellipses only when text overflows preview box (RESPRO-4168)
PROTOCOLS - Updates how we store data around Admin Reviewer to make Manage Protocols filtering more accurate (RESPRO-4344)
PROTOCOLS - Updates Activity Log to convert UTC to institution's locally set time; please note that the print for reportable event still prints in UTC which is to be fixed eventually also (RESPRO-4276)
PROTOCOLS - Updates how we're specifying which notification template to use for reportable event submissions (RESPRO-4183)
COI - Fixes issue where when a reporter added a Sponsor in the Financial Entity section of a disclosure it was displaying as "Item Deleted" (RESCOI-4201)
COI - Resolves issue where Static Due Date configuration wasn't properly expiring disclosures (RESCOI-4199)
COI - Resolves issue where COI disposition and project disclosure status weren't properly displaying in SP modules in all circumstances (RESCOI-4195, RESCOI-4169)

MARCH 2022

COI - Resolves issue where projects weren't pushing properly to COI under certain scenarios (RESCOI-4176)
COI - Fixes issue where Admin comments were not saving on projects in the disclosure if the Project ID contained a # sign (RESCOI-4189)
COI - Resolves an issue on 700u signature authentication that was throwing an error due to how the project data was being merged (RESCOI-4190, RESCOI-4191)
COI/PROPOSAL - Fixes error on navigation to Key Personnel tab if the COI status wasn't present to display (SPR-284)
PROPOSAL - Text questions with a max length larger than 300 characters now render as a text area rather than a text box to improve the UI in questionnaire; also multiple choice prompts not allow up to 500 characters (SPR-289)
SUBAWARD - Resolves error when attempting to print the FDP Subaward forms (SPR-319)
AWARD - Fixes issue where award attachments weren't displaying properly in Comments, Notes & Attachments and causing an error upon save (SPR-317)
PROPOSAL - Resolves issue where clicking on the details link of an attachment would go to error (SPR-314)
PROPOSAL - Resolves an issue in personnel lines of the budget where you were unable to update salary details for already budgeted personnel when configuration existed in the Valid Cost Element Job Code maintenance table and parameter JOBCODE_VALIDATION_ENABLED was set to Y (SPR-277)
PROPOSAL - Resolves a stack trace error received when attempting to edit personnel budget details which was caused when summary lines were also present (SPR-286)
EXPORT CONTROL - Resolves issue where the view option in visual compliance was not displaying the search results properly (SPR-311)
EXPORT CONTROL - Updates endpoints required for Visual Compliance integration (SPR-290)
AWARD BUDGET - Resolves an issue where attempting to pull in proposal budget periods into the Award Budget when the budget period wasn't the same and 0.00 personnel line items existed would cause the budget to get stuck and go to error on the Personnel tab (SPR-237)
AWARD - Fixes an error received when attempting to edit a Subaward when the prior version had been CANCELED and there were notes added in the Comments, Notes & Attachments tab (SPR-251)
IP/AWARD - Adds two new parameters to allow less permission restrictions when doing lookups in Institutional Proposal and Award; similar to existing parameter Proposal_Search_Permissions_Filter. The two new parameters are Institutional_Proposal_Search_Permissions_Filter and Award_Search_Permissions_Filter which control search filtering on IP and Award search respectively. The default values are set to ‘true’ initially which matching the current functionality (search results are filtered based on permissions). Setting to ‘false’ will allow users to see any matching IP or Award in the search results but if they user doesn't have access to the given record it will not allow them to view/open the record (SPR-144, SPR-302, SPR-287)
DASHBOARD - Fixes an issue where the toggles in the dashboard Configuration weren't clickable if selecting one of the General Config options first (SPR-291)
COI - Resolves issue with 700u PDF service not working with Research Lite configuration (RESCOI-4174)
COI - Fixes issue with person lookup on manual projects specific to Research Lite configuration (RESCOI-4178)
PROTOCOLS - Updated styling to display scroll bar on right side of modals in Chrome, Firefox, Edge and Safari; specifically this also fixes issue where scrollbar was not available in the Reviewer Assignments modal (RESPRO-4341)
PROTOCOLS - Updates CSS to display paged Jump To menu correctly (RESPRO-4386)
PROTOCOLS - Updates deprecated UI button components (RESPRO-2922)
PROTOCOLS - Reverts updated validation logic to address performance lags when editing text input fields in a protocol (RESPRO-4358)

FEBRUARY 2022

PROTOCOLS - Reverts agenda package version update to previous version since it was impacting the expiration job running properly (RESPRO-4354)
DASHBOARD - Adds the ability to search by Supplemental Info fields (aka Custom Data) in omnisearch of Dashboard. To turn on, admins would need to click on Dashboard Configuration in the left menu navigation to display the General Settings and turn the 'Search by Supplemental Info fields' toggle to on for your institution. When enabled, the Supplemental Info will be available in the category section.

Please be aware that if you have a lot of Supplemental Data fields it could expand out this category listing. Documentation on using omnisearch can be found here in the Dashboard - Search Records article and the full announcement on this new feature can be found here (SPR-138, RESKC-4783)
GENERAL - Fixes issue in the Valid Cost Element Job Code maintenance table where it wasn't restricting available object codes by job code properly (SPR-218)
GENERAL - Resolves error when attempting to create new entries for the Investigator Credit Type maintenance table (SPR-158)
GENERAL - Fixes accessibility issue where lookup results were not announcing search results (SPR-180)
AWARD - Resolves issue where if a new Sponsor Term Type is configured in the Award module, users were not able to add a term under the new Term Type to an award by simply entering the code and clicking add (SPR-233)
AWARD - Account create, award post, award budget post, and T&M post functionality is able to perform real-time, integrated account create/update with Financials. It uses the existing AwardPost/Account create functionality to connect with a financial system and push information both ways. This functionality would require work by local IT staff to configure in conjunction with Kuali. More information can be found here in the 'Additional Real Time Financial Integration Options' section (RESKC-5175, RESKC-5178, RESKC-5179, SPR-153, SPR-188, SPR-189)
AWARD - Adds the ability to update AwardUnitContact & AwardCentralAdminContacts via API
IP/AWARD - Fixes issue in IP where an invalid Unit could be saved when creating a new Institutional Proposal or in Award it would throw a stack trace error if attempting to save an invalid unit; now all scenarios throw a system validation error that's clear to the end user and prevents saved invalid units (SPR-48)
IP - Updates the Proposal Development Questionnaire to IP Supplemental Data functionality to not copy forward into the database as custom data for the IP if the configured custom data present in the PROPOSAL_QUESTION_TO_IP_CUSTOM_DATA parameter doesn't currently have an entry to display for IP in the Custom Attribute Document table (SPR-207)
PROPOSAL - Resolves specific scenario where additional search fields were being required in the proposal budget personnel lookup if Custom Data was configured to utilize the fields (SPR-229)
PROPOSAL - Fixes accessibility issue where the dialogue 'x' control was not responding to keyboard controls (SPR-267)
PROPOSAL - Fixes accessibility issue where selecting a navigation tab in PD it wasn't reading properly on screen reader (SPR-177)
PROPOSAL - Fixes accessibility issue in the data validation window didn't keep you in data of validation window to control turning off the data validation (SPR-179)
PROPOSAL - S2S - Resolves print preview issue for the SupplementaryCoverSheetforNEHGrantPrograms_3_0-V3.0 which wasn't generating properly although being transmitted in the XML to grants.gov (SPR-181)
PROPOSAL - S2S - Resolves print preview issue for the PHS398_TrainingBudget_2_0-V2.0 where the new UEI field was not displaying in the generated PDF; although included in XML to grants.gov (SPR-214)
PROPOSAL - Fixes issue where the Person Certification timestamp was not updating if certification answers were updated in the proposal rather than the standalone certification page (SPR-40)
PROPOSAL - Fixes issue in the Budget Notes where the system would allow an entry to be saved greater than the 4000 character max; now validations will prevent save if the characters entered are more than 4000 characters (SPR-155)
COI - Adds the ability to filter by status in API; for example: /api/coi/fb/disclosure/users/10000000040?status=1&status=7
COI - Resolves issue where users with the COI Viewer role could not view attachments within the disclosure (RESCOI-4107)
COI - Resolves issue where the Static Due Date configuration was not expiring disclosures with the system job correctly (RESCOI-4066)
PROTOCOLS - Adds the 'Enable Test Mode' option in IBC Configuration (RESPRO-4318)
PROTOCOLS - Updated Admin Reviewer saving process to be more accurate when removing an admin reviewer and setting a new admin reviewer (RESPRO-4325)
PROTOCOLS - Updates dependencies, significantly around file upload and download (RESPRO-4302)
PROTOCOLS - Adds 4 new notifications for IBC modules: Assigned Review Reminder, Assigned Reportable Event Review Reminder, Event Required Followup Reminder, Revisions Required Reminder. Templates are turned off by default and will default to similar language used by the similar IRB and IACUC modules (RESPRO-4210)
PROTOCOLS - Adds the option for IBC Protocol Types - so when purchased and configured you will have the option to configure the IBC Template, customize the functionality and notifications in IBC Configuration, and start utilizing protocols specific for IBC (RESPRO-281)
PROTOCOLS - Adds the option to include Study Status in watermarking of attachments submitted with approved and not approved protocols; dependent on Admin Form being enabled (RESPRO-3846)
PROTOCOLS - Updated protocol summary plugin to process most recent document instead of query string. Improves Manage Protocol page accuracy so updates are reflected immediately (RESPRO-4082)
GENERAL - Resolves issue in HR feed API where the appointment types were set in the first run and changed appointment end date in the subsequent run causing an error (SPR-65)
NEGOTIATION - Fixes issue in Negotiation lookup where searching by Title or Unit was not working and returning expected results when the Association Type was Subaward (SPR-152, SPR-238)
PROPOSAL - Resolves accessibility issues with screen readers not working properly in the Summary/Submit page and expand/collapse on F&A Rates (SPR-178)
PROPOSAL - Resolves accessibility issues with screen readers not working properly with search fields when creating a proposal (SPR-175)
PROPOSAL - Fixes issue when searching by a specific date for the Sponsor Deadline Date in from/to fields it would return results for that day and one day after inappropriately (SPR-165)
PROPOSAL - S2S - Resolves print issue for the RR Budget 3.0 and RR Budget10 3.0 where Other Direct costs where not displaying as an extra row in Section F of the form but were part of the sum; only affected the print not what was transmitted in the XML to Grants.gov (SPR-243,SPR-247)
PROPOSAL - S2S - Fixes an error received when attempting to upload the ProjectAbstract user attached form or copy a proposal that already had the ProjectAbstract user attached form (SPR-239)

JANUARY 2022

COI - Resolves performance issues around the Sponsor Typeahead gadget in manual projects when a large number of sponsors exist (RESCOI-3825)
DASHBOARD - Resolves issue where the 'steps to approve' sort option in the 'Proposals routing to me' Dashboard card wasn't working properly (SPR-234)
DASHBOARD - Fixed an issue that caused malformed queries when searching custom data, returning no results (SPR-232)
DASHBOARD - Fixes intermittent error received when doing an open search in omni-search (SPR-231)
COI - Resolves issue where clicking 'update disclosure' on disclosures returned for revision would take you to a white page and not open the disclosure properly (RESCO-4172)
COI - Resolves issue where a 700u would auto-approve inappropriately in a specific scenario when a positive declaration was present (RESCOI-4163)
PROTOCOLS - Resolves issue where the scroll bar on the left navigation menu was not appearing in Chrome for a PC (RESPRO-4014)
PROTOCOLS - Adds placeholder text to the people name filter in the Review Assignments modal to better indicate interactivity and ability to search reviewers that are assigned (RESPRO-3316)
PROTOCOLS - Updates approval comment textarea to display carriage returns and tabs when approving a protocol (RESPRO-4211)
GENERAL - Fixes issue in API to return a 404 not found for the SubawardController when a document is not found (SPR-192)
PROPOSAL - Proposal Development no longer checks permissions that are not applicable to the current state of the document, preventing long load times and improves performance when opening records (SPR-216)
PROPOSAL - S2S - Updates the Narrative Type names associated with the SF424 form to remove form version reference; specifically the SF424_Areas_Affected, SF424_Debt_Explanation, SF424_Additional_Project_Title, and SF424_Additional_Congressional_Districts; Narrative Type IDs 135, 136, 137, 138 (SPR-222)
PROPOSAL - S2S - Resolves issue where the 'include all' or 'include none' and 'select all' or 'select none' options in the Grants.gov forms print area weren't working consistently to select or deselect forms (SPR-223)
DASHBOARD - Resolves display issue of the Time/Date of the current route stop in the Route Log to display the correct day/time the last action occurred and it entered their Action List (SPR-197)
DASHBOARD - When searching for a specific category and the search information is within quotation marks, the search will yield only the results specific to that value. So when searching for the category Principal Investigator and using "Joseph Smith" instead of without the quotation marks - Joseph Smith, only records containing the exact match of "Joseph Smith" will display (SPR-213)
DASHBOARD - Fixes issue where IP derived roles could not see records in their IP work in progress dashboard card when an IP is in saved doc status (SPR-149)
DASHBOARD - Fixes issue where a dashboard card would not reflect current step correctly when an ad hoc approver was added. When adding ad-hoc recipients to a proposal after the first approval, the ad hoc recipient and the current approver will both see the proposal on the dashboard card as "You're Up", instead of inserting the ad hoc recipient one step before the current approver step (SPR-194, SPR-224)
DASHBOARD - Adds Last Approved Date as a searchable category in Omnisearch. A user can add Last Approved Date in the Show/Hide columns and perform a search using the field Last Approved Date (SPR-204)
DASHBOARD - Improves functionality of Current Route Stop as a column in Omnisearch. Current functionality displays the name of the role if one is listed in the Annotation column of the route log. If the role is not available, either the Group name will display or the approver's name from the Requested of column will display (SPR-202)
DASHBOARD - Fixes issue where the Last Approved Date Column in Omnisearch would display a time 7 hours ahead of last approval (SPR-215)
GENERAL - Updates the Person Training maintenance table to not force a 1-to-1 mapping with training types to allow more flexibility with CITI training mapping (RESKC-5166)
DASHBOARD - For a customer environment that has a PeopleFlow configured with role stop(s) where ALL members need to approve, once one member approves, the proposal will show as Approved for that Member in the 'Proposals Routing to Me' card and You’re Up for all other members until all members approve (SPR-187)
PROTOCOLS - The format for displaying Protocol and version numbers were updated from `Protocol Number: 800030 | Version Number: 2` to `Protocol #800030 v2` to increase the amount of information possible in watermarking (RESPRO-4263)
PROTOCOLS - When viewing a posted Action Item in a protocol any text that conforms to the URL format will display as a hyperlink and open in a new tab when clicked (RESPRO-4089)
COI - Adds the California 700u 2021/2022 form version which will be applied to any new disclosure going forward that utilize this functionality (RESCOI-4164)
COI - Removes the Notification option of 'Production' in General Configuration for STG and SBX environments to avoid any chance of emails being sent to actual users inadvertently in lower environments (RESCOI-4156)

DECEMBER 2021

DASHBOARD - Adds the ability to save a search on a local browser and share a search using the URL for that search. This feature saves the search categories and the column displays for that specific search. Searches can be saved as bookmarks or within a new location for Saved Searches where a user's searches can be named and saved. In order to share a search, the URL for the search can be copied and shared either directly from the URL bar or by clicking on the Share button which will provide a link to copy. Full announcement can be found here (SPR-174)
DASHBOARD - Improves the search of person names in Omni-search of the Dashboard. For best results when searching by full name we recommend searching by a category rather than by Search Everywhere. For example, if searching by full name for a PI, search by category Principal Investigator, regardless of including quotation marks or order of first name, middle name, last name, the results will be the same (SPR-120)
SUBAWARD - Fixes issue where a user with a requisitioner derived role could not access a record for which they had a defined permission. For example, a Subaward requisitioner derived role with View Subaward permission should be able to view a subaward record by searching in omni search, from the Subaward work in progress card, or by opening from a Search Subaward lookup (SPR-142)
COI - Resolves issue where an error was received when attempting to resubmit a disclosure on a specific scenario (RESCOI-4166)
COI - Introduces the Action On Submit Template gadget which allows schools to implement custom Auto Approve logic and dispositions, define logic based on disclosure form data for when Unit Based Reviewers are assigned to a disclosure on submission, and define logic for the assignment of a single designated reviewer on submission. More information can be found on this gadget in the Compliance -Form Gadget article (RESCOI-4160)
PROTOCOLS - Timeout lengths updated based on performance metrics (RESPRO-4167)
PROTOCOLS - Adds the ability to filter `Manage Protocols` and `Protocols Assigned to Me` page by `Committee Meeting Date` (RESPRO-4090)
PROTOCOLS - Updated validation logic for form fields using hidden visibility and multiple levels of progressive disclosure (RESPRO-3668)
PROPOSAL - Fixes issue where a non-required supplemental field was showing as required (SPR-205)
PROPOSAL - S2S - Updates PHS 398 Training Budget v2.0 with OMB Expiration Date 09/30/2024 (SPR-110)
REPORTING - Adds 'Mail Type', 'Deadline Type', 'Has Subcontract', and 'Has Opportunity' fields in the Proposal Dev datacube and the 'Notice of Opportunity' field in the Proposal datacube (RR-761)
GENERAL - Fixes issue where Institute Rate (Beta) table did not load properly (SPR-200)
GENERAL - We updated the org.elasticsearch.client:elasticsearch-rest-high-level-client dependency to version 7.16.0 (SPR-191)
GENERAL - Fixes issue where custom data tied to a field in a maintenance table was not returning valid values. If a custom data field is configured to Allow Multiple Values and is linked to a maintenance table, the lookup will return valid values. If an invalid value is entered, an error will display and the invalid value will be highlighted (SPR-135)
GENERAL - Updates log4j in all java applications to address security CVE-2021-44228; more information can be found here (SPR-196)
COI - Forthcoming COI Improvements including a new Update Disclosure experience, sidebar navigation, and other UI improvements in Configuration. These updates are enabled in all STG/SBX environments and will be enabled in PRD on 1/19/21; full announcement can be found here (RESCOI-2787, RESCOI-3439, RESCOI-3942, RESCOI-4125, RESCOI-4119, RESCOI-4122, RESCOI-4162)
COI - Enables additional validations for COI Admins that will highlight projects that need attention to be dispositioned when reviewing submitted disclosures dispositions, even though the reviewer cannot add data to those fields
COI - Updates the evaluation logic of whether an update to a disclosure is required when the only change to the Financial Entity is entityName and sponsorEntityName; now that no longer requires an update to a user's disclosure (RESCOI-4149)
COI - Fixes issue with 700u where upon resubmit it would auto-approve the disclosure if one project had negative 700u but the other had a positive 700u; which would need review (RESCOI-4071)
PROTOCOLS - When a study team is filling out a Protocol, certain information about the Principal Investigator often matches the data currently stored for that individual within the Kuali system. When adding a Principal Investigator to a Protocol, this update will now automatically fill in the Lead Unit for PIs whom have a Primary Group associated with that person in their User profile. This will pull in the Lead Unit by default but it can always be updated later. The full announcement can be found here (RESPRO-1476)
PROTOCOLS - Adds the ability to auto assign Ancillary Reviewers via the new 'Ancillary Review Auto Assignment' template gadget. More information on this functionality can be found in the bottom section of the Protocols -Ancillary Review article (RESPRO-3500)
PROTOCOLS - Added timezone to timestamps to resolve timezone differences on actions taken close to midnight to correctly pull on approval correspondence and watermarks (RESPRO-4038)
PROTOCOLS - Improved accuracy of the group typeahead functionality based on user expectation (RESPRO-4076)
PROTOCOLS - We’ve update the visual styling of the secondary navigation tabs in Protocols without changing any functionality. This updated style is now consistent with Kuali design standards we have across all of our products. By updating to our standard design, we anticipate these navigation items are now more noticeable for new users and create a more consistent experience for users who use multiple Kuali products (RESPRO-4186)
PROTOCOLS - Updated CSV exports to display field value instead of field ID (RESPRO-4085)
PROTOCOLS - Resolves issue where required fields weren't firing properly in a template and would sometimes allow submit of a protocol with blank required fields (RESPRO-4114, RESPRO-3668)
PROTOCOLS - Updates expiration job timing to successfully update protocol statuses in all cases (RESPRO-4053)
PROTOCOLS - Adds timezone to timestamps to resolve timezone differences on actions taken close to midnight (RESPRO-4044)
PROTOCOLS - Fixes issue where using Approval Update wasn't saving if update included year-only changes (RESPRO-4116)
PROTOCOLS - Updates Templates page filter logic to correctly display only templates which a user has permission to view (RESPRO-3044)
PROTOCOLS - Updates how we store data for when multiple Ancillary Reviewers are added over time (RESPRO-4007)
PROTOCOLS - Adds the ability to filter `Manage Protocols` page by `Ancillary Review Type` for IRB and IACUC Admins (RESPRO-3937)
PROTOCOLS - Adds the ability to print Reportable Event Activity Log (RESPRO-3503)
PROTOCOLS - Fixes issue where Reportable Event notification text was not displaying properly in the Activity Log (RESPRO-4117, RESPRO-4075)
PROTOCOLS - Improved accessibility of brand logos (RESPRO-3299)
PROTOCOLS - Improved accessibility of help tooltips (RESPRO-3930)
PROTOCOLS - Improved accessibility of Reviewer Assignment dropdown (RESPRO-3446)
PROTOCOLS - Improved accessibility of link text by increasing color contrast (RESPRO-2355)
PROTOCOLS - Improved accessibility of filter headers (RESPRO-3447)
PROTOCOLS - Improved accessibility of agenda or minutes summary items (RESPRO-3449)
PROTOCOLS - Updated visibility of Reviewing Assignments modal to display for Admins in a wider variety of Protocol States in a view-only capacity (RESPRO-4069)
PROTOCOLS - Improves usability of PDF Preview screen in Admin Attachments by increasing modal size (RESPRO-3709)
PROTOCOLS - Added additional logging for faster troubleshooting of deleted protocols going forward (RESPRO-4131)
PROTOCOLS - Improves usability of Document Preview screen by increasing modal size. (RESPRO-3672)
PROTOCOLS - Added additional logging for faster troubleshooting of notifications going forward (RESPRO-4140)
PROTOCOLS - Introduces a fix for intermittent notification issues related to protocol approvals, submitted reviews, closed protocols, reportable event reminders not properly appearing in the activity log or sending to end users (RESPRO-4022)
PROTOCOLS - Resolves some remaining issues where the Revisions Required Reminder notifications were not firing correctly (RESPRO-4064)
PROTOCOLS - Fixes issue where the Revisions Required Reminder notifications were not firing for amendments and renewals (RESPRO-4118)

NOVEMBER 2021

AWARD - Resolves issue where after the cancel action occurred in award budget the cancel button continued to display (SPR-151)
AWARD - Fixes issue where a unit contact would not delete the correct row when the same person had more than one project role in the Unit Contacts section of an Award (SPR-141)
AWARD - Fixes issue where the Personnel Calculated Direct Cost in the Award Budget did not match the Proposal budget (SPR-121)
AWARD - Fixes issue where if an award budget was 'Disapproved' it wouldn't allow creation of a new award budget version (RESKC-5315)
DASHBOARD - Adds Deadline Time as a searchable category in Omnisearch. A user can add Deadline Time in the Show/Hide columns and perform a search using the field Deadline Time (RESKC-5288)
PROPOSAL - Fixes issue where the Other Direct Cost F&A was not calculating correctly if the start date was not on the first of the month (SPR-40)
PROPOSAL - Updates error statements so that Kuali Research displays, updated from Kuali Coeus (SPR-137)
PROPOSAL - S2S - Completes the new FORMS-G System-to-system forms for due dates on or after January 25, 2022. Includes the below listed forms; no substantial changes except expiration date and version number unless specifically noted below:
- NSF Cover Page 2.0
- NSF Senior Key Person Profile (Expanded) 3.0 - increases character limit for Department and Division fields to 100.
- PHS 398 Career Development Award Supplemental Form 5.0 - adds new field for Description of Candidate's Contribution to Program Goals.
- PHS 398 Cover Page Supplement 5.0 - adds new fields for Human Fetal Tissue Section.
- PHS 398 Fellowship Supplemental Form 6.0 - adds new fields for new fields were added for Childcare Costs section. The budget cost elements that map to this section of the form is controlled by newly created parameter CHILDCARE_COST_ELEMENTS. By default the parameter is populated with the newly added CC1337 object code for 'Childcare-Other-Not MTDC'.
- PHS Human subjects and Clinical Trials Information 3.0
- PHS 398 Modular Budget 1.2
- PHS 398 Research Plan 4.0
- PHS 398 Research Training Program Plan 4.0
- PHS 398 Training Subaward Budget Attachment(s) 3.0
- R&R Budget 3.0 - increases max Occurrences to 10 for Additional Other Direct Cost Description and Funds Request fields with corresponding additional Cumulative Additional Other Direct Cost to 10.
- R&R Budget 10YR 3.0 - increases max Occurrences to 10 for Additional Other Direct Cost Description and Funds Request fields with corresponding additional Cumulative Additional Other Direct Cost to 10.
- R&R Senior/Key Person Profile Expanded 4.0 - increases character limit in PDPI Department, PDPI, Division, Senior/Key Person Department, and Senior/Key Person fields to 100.
- RR Senior/Key Person Profile 3.0 - increases character limit for Department and Division fields to 100.
- R&R Subaward Budget Attachment(s) 3.0
- R&R Subaward Budget Attachment(s) Form 10 YR 10 ATT 3.0
- R&R Subaward Budget Attachment(s) Form 10 YR 30 ATT 3.0
- R&R Subaward Budget Attachment(s) Form 5 YR 30 ATT 3.0
- SF424 (R & R) 5.0 - increases character limit for Department and Division fields to 100.
The full announcement on Forms-G can be found here. (SPR-70)
GENERAL - Updates supported Ciphers for System-to-system encryption and remove unsupported options; see notice from Grants.gov here (SPR-146)
PROTOCOLS - Adds the ‘Permissions’ option on the protocol tab menu that allows users with full-access rights to add additional members to the protocol at any stage with either Full Access or Read Only access at any stage in the protocol without requiring an amendment to the protocol. We are also changing how access is granted for the protocol initiator. Previously the protocol initiator was added to the People section of the protocol with ‘Full Access’ to allow them to make the necessary access to the document. Now when a user initiates a protocol they will automatically be added to the Permissions tab with 'Full Access' and if they are also key personnel for the protocol they should also be added to the People section of the protocol accordingly. Full announcement here and more information can be found in the Protocols - Document Permissions article. This is currently enabled in STG/SBX environments and will be flipped in PRD on 1/1/22 (RESPRO-3498)

OCTOBER 2021

GENERAL - Upgrades Projects to Java 16 (along with other identified upgrades) in preparation for Java 17 later this year (SPR-51)
PROPOSAL - S2S - Updates expiration date that displays on print preview of SF424a and SF424b forms to current form date (SPR-59)
PROTOCOLS - Adds IRB Department Leads and IACUC Department Leads role option in Kuali Groups. These users receive all the same viewing permissions as IRB Viewer, and can be included as recipients on Protocol notifications based on the lead unit of the Protocol. More information on notification configuration can be found in IRB Configuration and IACUC Configuration articles and overall roles/permissions information can be found in the Protocols - Managing Protocol Permissions article (RESPRO-270)
PROTOCOLS - Fixes issue where the Initial Submission Date, Initial Approval Date, and Initial Review Type filters were not loading protocol data in generated CSV export (RESPRO-4079)
COI - Adds system validation error of 'A schoolID is not set for this user' if a user attempts to create a disclosure but has no School ID set in their Kuali User profile (RESCOI-4139)
COI - Adds the Sponsor Groups option in the COI Configuration section to allow you to view Sponsor Hierarchy information within the COI module. COI disclosure requirements can be heavy dependent on Sponsor Hierarchy configuration on the Sponsored Programs side so this gives users the ability to view sponsor hierarchy configuration within COI. More information on this functionality can be found in the COI - Configuration - Sponsor Groups article (RESCOI-3350)
PROTOCOLS - Resolves sort issue in the Person Typeahead list so results sort by text displayed; like in the Person List of the protocol (RESPRO-3888)
PROTOCOLS - Resolves display issue in the Activity Log where submitted review actions were not displaying the user that completed the review (RESPRO-4133)
PROTOCOLS - Adds a clear red error message across the bottom of the protocol when the auto-save process fails; for example if there are connection issues, session timeout, etc (RESPRO-4132)
PROTOCOLS - Renames the "Primary Reviewer" in the Participating Sites header to "Site PI Name" to be more clear (RESPRO-4072)
PROTOCOLS - Resolves issue where the Reviewer Checklist was read only rather than editable when using multiple amendment functionality (RESPRO-4086)
PROTOCOLS - Fixes issue when using paragraph breaks in Action Items it wasn't formatting with the line break but as one line (RESPRO-4120)
PROTOCOLS - Resolves issue where filtering by Assigned Reviewer was not working (RESPRO-4099)
PROTOCOLS - Adds additional system caching to reduce the number of large requests to help with performance (RESPRO-4097)
PROPOSAL/IP - Fixes issue to make sure the Mail Type ID consistently allows a 3 character ID in Proposal Development and Institutional Proposal documents. The MAIL_TYPE column in PD, IP DDO, and IP DB tables are now consistent with the MAIL_TYPE column in the mail_type table as varchar(3) (SPR-99)
PROPOSAL - S2S - Resolves issue with the PHS Cover Page Supplement 5.0 form if the answer to the 'Will vertebrate animals be used in this project?' question was No it would result in the application being Rejected with Errors by grants.gov because it didn't accept the null responses in the Vertebrate Animals questions (SPR-123)
PROPOSAL - Fixes issue where cancelling a Parent Proposal would not cause the Child Proposal to drop off the Action List. If a Parent Proposal is cancelled, the parent and child proposals will not appear on the Action List (RESKC-4870)
PROPOSAL - Fixes issue where updates to Notes could not be saved (SPR-98)
AWARD - Resolves issue where if you loaded a proposal budget into award budget with multiple iterations of a TBN entry only the first entry is displayed in the summary budget (RESKC-5262)
GENERAL - Fixes issue where a Sponsor Template could not be printed from Sponsor Template Lookup results (SPR-116)
GENERAL - System/dependency updates: updates wss4j to fix CVE, update newrelic agent in pdf for java 16 support, updates tomcat, xstream, and other dependencies and infrastructure, and update cxf, jackson (SPR-95, SPR-102, SPR-114, SPR-117)
GENERAL - Fixes issue where a new Member could not be added to the COI Review Role even though the message displayed for "Document was successfully submitted" (SPR-101)
COI - Fixes issue where the financial entity change evaluation was not working with the Sponsor Typeahead gadget (RESCOI-4098)
COI - Resolves issue where Project Disposition drop-down was displaying blank in certain scenarios (RESCOI-4118)
COI - Removes configuration options in Manual Project Configuration and template editor for Ad Hoc Projects since it's functionality not currently used and we're deprecating support (RESCOI-4087)

SEPTEMBER 2021

GENERAL - UPDATE_TIMESTAMP column data type was changed to datetime from Date in S2S_FORM_CONFIG table (SPR-92)
PROPOSAL - In the sidebar menu on a proposal development document, the order of the sections has been updated with the Questionnaire section moved above the Compliance section. Users can address compliance concerns in the Questionnaire section prior to completing the Compliance section in order to create a natural flow with the KRMS validations. Full announcement can be found here (SPR-27)
SUBAWARD - Fixes issue where user could not add an attachment in Subaward via API. Changes to file-data API endpoints now support saving attachments. Use this endpoint to save the attachment and link it to subaward document (SPR-64)
GENERAL - Fixed a missing index in the API which was causing certain Award searches to fail in bigger datasets (SPR-84)
GENERAL - Fixed interaction with two parameters REST_LEGACY_SEQUENCE_HANDLING and AUTO_GENERATE_SPONSOR_CODE that was preventing Sponsor population with predefined Sponsor IDs via the API (SPR-42)
GENERAL - Changed Unit Number search to include all results available for selection and not rely on the REST_ENDPOINT_LIMIT_DEFAULT parameter value (RESKC-5289)
COI - Addresses an issue with CSV exports in Kuali COI. The Lead Unit column's code and description was previously failing to populate when users downloaded a CSV file. Users should now see a the lead unit description populate as normal (RESCOI-4103)
PROTOCOLS - Addresses an issue where the 'Assigned Reviewer Reminder' email continued to send to assigned reviewers on initial protocol submissions after reviewers completed their review. Reviewers should now experience normal reminder notification intervals (RESPRO-4073)
COI - Introduces new Delegate Notifications in the Customize Notifications page of COI Configuration. When enabled, these will allow a delegate to click a button at any time during the disclosure process to notify the reporter whose disclosure is in progress to take some action on their disclosure or to submit their disclosure for review and approval. Full announcement can be found here (RESCOI-2962)
GENERAL - Fixes issue where a new Role with members resulted in an error and would not display in a Role Lookup (SPR-91)
GENERAL - S2S - Updated our Organization Type List to include Indian/Native American Tribal Government and Tribally Designated Organizations, Hispanic-serving institutions, HBCUs, TCCUs, Alaska Native and Native Hawaiian Service Institutions, and Non-domestic (non-US) Entity (SPR-69)
SUBAWARD - Fixes issue where Federal Awarding Agency field on the FDP template would not display correctly when the sponsor name was not an exact match (SPR-37)
AWARD/IP - A retired special review item will continue to display the description of that special review type even if that special review type has been deactivated for Awards and IP. For a special review type in Proposal Development, deactivation of a special review type will still allow the description to appear but an error will appear so that a deactivated special review type cannot be submitted for review (SPR-32)
GENERAL - Fixes issue where a user could not search for Permissions to add when editing the Application Administrator Role (SPR-49)
GENERAL - Updates xmlbeans version in s2s/monolith with the same version as research-pdf (SPR-17)
PROPOSAL - Fixes issue that caused an error when trying to copy and paste text into a new Abstract attachment (SPR-38)

AUGUST 2021

PROTOCOLS - Compare to Any Version Functionality Coming Soon to Protocols - see full announcement here (RESPRO-3474)
AWARD - Fixes issue where the Central Administrative Contacts on the Contacts of an Award were not updating automatically if central admin users are updated in the Unit Administrator table. Now it will automatically sync but if you have the option in each award to 'disable autosync' within the Central Admin panel if you desire to manually add someone and not have it automatically pull from the the central admins configured in the Unit Administrator table. We've also added two new parameters to control this functionality. The first is AUTOSYNC_AWARD_CENTRAL_ADMIN_CONTACTS_BY_DEFAULT (set to Y by default) that determines the default autosync behavior for award central admin contacts. If Y it will automatically sync from the Unit Administrator table for Central Admin Contacts for every award but it can be disabled on a per award bases. If the parameter is set to N it allows you to turn off autosync entirely as default but you can reenable on a per award basis. Parameter
ALLOW_DELETE_DEFAULT_CENTRAL_ADMIN_CONTACTS (set to set to N by default) allows you to enable delete option in Central Admin Contacts panel of the award if the sync option has been disabled for the award (RESKC-5229, RESKC-5293)
PROTOCOLS - Adds the ability to have multiple pending Amendments for a protocol. This functionality can be configured via the 'Allow Multiple Pending Amendments' option in IRB Configuration and IACUC Configuration. Full announcement on this functionality can be found here (RESPRO-1261)
PROTOCOLS - Introduces a new notification type labeled 'Notify PI to Submit Reminder' in the IRB Configuration and IACUC Configuration screens. This new notification type serves as a reminder to the existing 'Notify PI to Submit' notification, indicating to PI's that their protocol is ready to submit. Interval dates for the notification can be configured from the configurations page in Kuali Protocols (RESPRO-3356)
PROTOCOLS - Addresses a bug that caused the Manage Protocols page to be stuck in a loading screen when using the application's 'Back' button when exiting a protocol. Users should expect normal return times to the Manage Protocols screen when exiting a protocol form (RESPRO-4084)
PROTOCOLS - Addresses a bug that removed the 'Amendment' heading from the Jump To menu when users initiated an amendment on a protocol. On a returned amendment, users should also experience the corrected behavior with action item counts in the Jump To menu (RESPRO-3488)
GENERAL - Fixes issue where if editing a role with existing members and if you clicked save on the role edit without adding or updating the membership section of the role it would remove all existing members after submit (SPR-54)
COI - Adds additional warnings to alert user if comments aren't saved in a disclosure (RESCOI-4073)
COI - Resolves issue where the Notifications were not sending for reviewer auto-assignment when new disclosures were submitted for review (RESCOI-4113)
COI - Fixes issue for California 700u where a disclosure triggered a 700U for a sponsor that was not in the 700U hierarchy (RESCOI-4109)
COI - Adjusts behavior for system configurers and users with permission to access the 'General Configurations' page in COI. Once 'General Configurations' is selected, the dropdown of for pages housed within the general configuration will automatically expand to display to the user (RESCOI-4100)
COI - Resolves issue where the Configuration Screen wouldn't immediately load and required a page refresh (RESCOI-4110)
AWARD - Creates new parameter, ENABLE_AWARD_ALTERNATE_NUMBERS that displays a new panel of 'Additional Document Numbers and Related Accounts' on the Award home page where a user can add additional document numbers or other identifiers like related accounts associated with that award. Allowed types Name dropdown are configurable via the new maintenance table of 'Award Alternate Number Type' (RESKC-5241)
PROPOSAL/IP - Creates new parameter PROPOSAL_QUESTION_TO_IP_CUSTOM_DATA that allows you to copy configured Proposal Development Questionnaire data into Institutional Proposal Supplemental Information when an Institutional Proposal is created. Full announcement here (RESKC-4785)
IP - Creates a checkbox for On Campus rates in Institutional Proposal to replace old labels for "On CampusContract" and "On/Off CampusContract" in the Unrecovered F&A and Rates views in IP (SPR-26)
GENERAL - Fixes issue where edits to the Derived Role: Principle Investigator in Namespace: KC-PD - Proposal Development (Role: KC1833) resulted in an error (SPR-33)
GENERAL - Fixes issue where putting an Active From date in a role/group addition for a user was not working properly; it wouldn't add to the user's profile (RESKC-5121)
GENERAL - Fixes issue where an error occurred when doing a user lookup within a role when in view mode (RESKC-5057)
GENERAL - Display user-friendly text in bulk unit administrator editor input fields and adds principal names to bulk unit administrator editor (RESKC-5266, RESKC-5223)
GENERAL - Adds testing framework to validate REST API's with sample data (SPR-14)
GENERAL - Updates tomcat and other dependencies (RESKC-5273)
GENERAL - Updates jaxb version 2.3.4 (SPR-36)
SUBAWARD - Fixes issue where the funding source was not appearing as expected in the Current Funding Source section when added (RESKC-5277)
SUBAWARD - Fixes issue where the Funding Award Agency was not mapping on the FDP template if the Sponsor was not an exact match. The FAA field is mapped from the Sponsor Acronym. If the acronym has additional text besides the main acronym for the agency, field will map based on finding the acronym within that field. For example, if the acronym was NIH-GM, the field would display NIH (RESKC-5162)
EXPORT CONTROL - Adds a Correspondence History by Project Person section to the Export Control Project Actions section. A user can reference the correspondence history for any project person listed on the project to see when was the last time the person received the same correspondence and decide what type of correspondence to send or if new correspondence is required (RESKC-5164)
SUBAWARD - Fixes issue where the Subaward Budget Period End Date and Estimated Period of Performance End Date on the FDP template were reversed. Subaward Budget Period End Date refers to the end date related to the current budget period as entered on the Financial tab and Estimated Period of Performance End Date refers to the overall subaward end date as entered on the Subaward tab (RESKC-5154)
PROPOSAL - S2S - Maps the 'Period Covered by the Indirect Cost Rate Agreement' Dates fields from the start and end dates specified in the organization record for the F&A rate instead of the proposal start and end dates for the ED 524 Budget Form (RESKC-4683)
PROPOSAL - S2S - Fixes issue where S2S Submission status of Rejected with Errors would cause an error when trying to open the Grant Application.zip (RESKC-5272)
PROPOSAL - Attachments can be now be re-ordered within the Attachments section of the proposal so that they will appear in the required order on specific grants.gov forms depending on Sponsor guidelines. Once you add more than one attachment you will see down arrows and if clicked it will move the attachment and then up/down arrows will be available on all attachments to move to the desired order. For S2S forms the order in the Attachments tab of the proposal will mimic the order mapped to the form. The only exception to that is for the Attachments form - it currently maps the opposite order of how it displays in the Kuali proposal; we hope to eventually fix that to be consistent (RESKC-1484,SPR-22)

JULY 2021

PROTOCOLS - Fixes issue where system was not allowing attachments over 1000KB and throwing validation error on submit (RESPRO-4084)
PROTOCOLS - Addresses an issue with continuing review and expiration reminder notifications failing to fire on certain protocols for a limited number of institutions. Affected users should experience regular notification triggers for continuing review and expiration reminder protocols moving forward (RESPRO-4033)
PROTOCOLS - Fixes a bug that displayed meeting times for a protocol in the 24 hour time format within Safari browsers. Users should now see updated 12 hour time formatting for meetings when using Safari and a new UI time field in meetings to help with easier selection/entry (RESPRO-4041)
PROTOCOLS - Addresses an issue that resulted in deleted protocols not being removed from the Manage Protocols view. Now, with the configuration option for 'Allow Deletion of Abandoned Protocols' turned on, users will be able to regularly abandon and delete 'In Progress' protocols without submissions (RESPRO-4067)
PROTOCOLS - Addresses an issue where users encountered inactive units in the lead unit's typeahead. Users leveraging the lead unit typeahead should now only return active units as they are listed in Core Groups (RESPRO-4026)
GENERAL - Moved to TLS 1.2 and deprecated support for TLS 1.0 and 1.1 since they are out-of-date protocols that do not support modern cryptographic algorithms. The Internet Engineering Task Force is also planning to officially deprecate both protocols and the vast majority of encrypted Internet traffic is now over TLS 1.2, which was introduced over a decade ago.
SUBAWARD - Makes the following updates to the APIs GET api/v1/subaward-documents and GET api/v1/subaward-documents/{documentNumber} by adding the following fields to their response:
purchaseOrderNum (string)
purchaseOrderNums (string)
performanceStartDate (number)
performanceEnddate (number)
(RESKC-5148)
DASHBOARD - Fixes issue causing errors on dashboard cards (RESKC-5269)
PROPOSAL - Removes red asterisks displayed on field names when creating a proposal from a Grant Forward Funding Opportunity since they are not required to create a proposal (RESKC-5098)
GENERAL - Corrects the Add Address Book permission so that it allows a user to Add Address Book but does not require user to also have the Modify Address Book permission assigned. Also, adds the 'create new' button in Address Book if user has permission to be consistent with other maintenance documents (RESKCC-5106)
NEGOTIATION - Fixes issue where inactive Negotiation Activity Types would display in the dropdown for Activity Type. If a Negotiation Activity Type is made inactive, that Negotiation Activity Type would remain for that specific Activity but would not be a drop down option for new Activities (RESKC-4761)
COI - Fixes issue where inactive dispositions could be selected when approving a disclosure (RESCOI-4076)
PROTOCOLS - Introduces additional notification recipients on protocol notifications. When configuring notifications, users may see the following additional recipients:
Protocol Read-Only Personnel
Protocol Full-Access Personnel
Administrative Read-Only Personnel
Administrative Full-Access Personnel
This is in preparation for forthcoming Permissions functionality that will allow you to set access to a proposal via a separate tab within the protocol so you don't need to include them in the protocol personnel (RESPRO-3968)
PROTOCOLS - Introduces a fix for Kuali Protocols on Mobile Safari. Users leveraging Safari on mobile and tablets should have secure access to Kuali Protocols on their device. Mobile formatting presents protocol information on the 'Manage Protocols' screen in rows instead of the traditional columns, while retaining the bulk of the interface within the protocol form itself (RESPRO-3862)
PROTOCOLS - Introduces a fix for organizations results failing to fully populate within the 'Participating Site' tab on a protocol form. The previous API limited the organizations list to 100 results in the lookup. Now, users and institutions should be able to confidently search and select participating sites from their full organizations list (RESPRO-4040)
COI - Addresses text reformatting and syntax changes within the 'General Configurations' page in Kuali COI (RESCOI-4084)

JUNE 2021

PROPOSAL - S2S - Update to ensure correct mapping of user attached budget line items into Grant Application form after submit to S2S (RESKC-5256)
GENERAL - Adds the 'Unit Administrator Bulk Editor' maintenance document which eases editing of unit administrators en-masse. Full announcement here (RESKC-4413)
GENERAL - Adds Unit Number as an available field in the Institute Rates (beta) maintenance table so schools that utilize rates by unit (i.e multi-campus implementations) can utilize the Institute Rates (beta) interface to make updates (RESKC-3197)
NEGOTIATION - Creates new parameter NGT.defaultDocumentDescription to hide the Document Overview section of a negotiation if desired. When Parameter value is defined, the parameter will cause Document Overview section to be collapsed and Description will populate with text defined in parameter value. (RESKC-4788, RESKC-5228)
GENERAL - Adds subaward PDFs for local development environments to better troubleshoot issues (RESKC-5260)
PROPOSAL - S2S - Resolves S2S form validation text that was broken and showing nondescript messages; now shows original messages as before (RESKC-5255)
PROPOSAL - S2S - Fixes RR_MP_SubawardBudget_2_0 S2S form PDF generation (RESKC-5243)
PROPOSAL - S2S - Fixes warnings when attaching subaward PDF form to proposal budget (RESKC-5242)
PROPOSAL - S2S - Fixes related to errors received on the new Subaward budget form versions when attempting to print (RESKC-5161)
COI - Adds the new 'Actions' column option in Review Disclosures which provides an icon that when clicked will show the history of actions on the last disclosure for the user (RESCOI-3996)
PROTOCOLS - Addresses an issue where the 'Action Date' placeholder token would fail to generate on a reportable event notification. Users utilizing this token in any of their reportable event notifications show see the action date populate normally now (RESPRO-3799)
PROTOCOLS - Adds the ability to maintain multiple notification templates in IRB Configuration and IACUC Configuration which is now enabled in all customer environments; full announcement here. Also, adds new notifications for Reportable Events (RESPRO-1586, RESPRO-3418, RESPRO-3419)
AWARD - Created parameter INCLUDE_PAYMNT_INV_REQMTS_ON_COPY to allow the Payment and Invoice Terms of an award to be copied over when award is copied. When parameter is set to true, the terms are carried over from the original award to the copied award (RESKC-4786, RESKC-5221)
DASHBOARD - Fixes issue where Current Route Stop Date field in Omnisearch was missing the time and deadline type was not a searchable category. User can select in Show/Hide Columns, Current Route Stop Date and Deadline Type. User can search by Deadline Type by clicking on Search Everywhere dropdown and selecting Deadline Type (RESKC-5188)
GENERAL - Adds 3 new permissions:
* Push Address Book Users to the Core Auth Service
* Push Units to the Core Groups Service
* Push Users to the Core Auth Service
which give users permission to perform those operations. The permissions have been added to the "Technical Administrator" role (RESKC-5239)
GENERAL - Updates flyway and sql license headers (RESKC-5236)
GENERAL - Moves to openpdf for the monolith; an up-to-date and highly maintained pdf lib based on itext (RESKC-5238)
GENERAL - Updates tomcat & other dependencies (RESKC-5231)
PROPOSAL - S2S - Fixes issue where multiple attachments under Type ‘Other Attachments_Forms’ and special characters and spaces in the Titles of the Description comment boxes were causing grants.gov errors that prevented proposal to be submitted (RESKC-5182)
EXPORT CONTROL - Fixes bug where due to the ability to add more than one project person to an export control project, correspondence could not be attributed to additional project person (RESKC-5222)
PROTOCOLS - Adds Initial Submission Date, Initial Approval Date, and Initial Review Type fields as options to select as columns or filters in Advanced Filters (RESPRO-3983)
PROTOCOLS - Addresses an issue with training data not populating correctly for users in the 'Persons' list on a protocol. Users should now be able to view automatically updated training data for protocol personnel upon entering a protocol without having to manually open the the 'Persons' list (RESPRO-3744)
PROTOCOLS - Resolves issue where an IRB Admin or IACUC Admin users could not create an Ancillary Review; only those with the Configurer role were able to do this action. Now this is associated with the admin role (RESPRO-3430)
PROTOCOLS - Fixes issue where entries in quick search on Manage Protocols in the top search bar would affect results when you click on option from the Dashboard. Now entries in the quick search bar on the top of Manage Protocols will clear if you navigate to another tab and back (RESPRO-3394)
PROTOCOLS - Fixes issue where the 'Include all protocol versions' button on Manage Protocols did not work when you clicked 'load more' (RESPRO-4017)
PROTOCOLS - Introduces new Protocol Summary view logic and a number of fixes to address overall protocol performance and improve response times throughout the application (RESPRO-4000, RESPRO-4057, RESPRO-4058)
PROTOCOLS - Fixes issue where Committee Members were unable to open attachments in meetings for protocols that had subsequent actions taken (RESPRO-4032)
COI - Introduces the ability for reporters to apply bulk declarations onto their existing financial entity relationships. On each expanded project card within a disclosure, reporters can select a declaration from a dropdown menu titled 'Bulk Declarations' and select a declaration that can be applied to each financial entity within a respective project. Each designated project card will need to be expanded when applying bulk declarations to that respective project, saving time and clicks for both reporters and their delegates; full announcement here (RESCOI-4057)
COI - Adds the 'Needs Attention' section to highlight new projects that need attention to make it easier for users to see what requires action; more info in announcement here (RESCOI-3509)
PROTOCOLS - Addresses a bug that erased the approval comment text in a generated correspondence if the "<" symbol was used. Users should be able to leave approval comments as desired and have them fully populated in the correspondence (RESPRO-3890)

MAY 2021

GENERAL - Adds ability for to override the Submit to Sponsor button via Data Dictionary Override functionality. The bean is called PropDev-Resumbit-SubmitToSponsorButton that can be updated in the file: coeus-impl/src/main/resources/org/kuali/coeus/propdev/impl/core/ProposalSubmitPage.xml
(RESKC-4792)
GENERAL - Updates a number of dependencies related to security/code analysis and some security vulnerabilities (RESKC-5217)
GENERAL - Allows Custom Data text element to use Long String data type and display a placeholder/watermark in the text area that tells the user how many characters are allowed based on the maxLength attribute so that user will not be able to exceed limit as they are typing into the text box (RESKC-4790)
PROPOSAL - Adds the ability to modify the key personnel primary department/home unit which is dependent on newly added permission "Maintain Proposal Development Personnel Prime/Home Units". This permissions is added to the default User role in the system so current functionality is not impacted but if this permission is removed from the role, the role will not be able to delete the home unit from the proposal (RESKC-5196)
GENERAL - Updates the warning for ED524 Budget form v1.4 to state that users who need to fill out Section D of form will need to upload as a user attached form due to the fact that instructions from DOE for Section D are not published and this section cannot be mapped (RESKC-5213)
GENERAL - Removes unused Award Subcontracting Goals and Expenditures from All Links since this functionality is not currently utilized/supported (RESKC-5203)
NEGOTIATIONS - Adds additional fields to the Negotiations/All Attachments subpanel to display the full name of the person that uploaded the attachment to the negotiation, "Uploaded By", and the date/time they uploaded the attachment, "Posted Timestamp" (RESKC-4784)
GENERAL - Adds the below new KRMS functions:
- Prime Sponsor Type (_) - returns true if Sponsor is a particular Sponsor Type (PD Context)
- Check if Prime Sponsor in Sponsor Hierarchy Group (_,_) - returns true if Prime Sponsor is in a particular Sponsor Hierarchy & Group (PD Context)
- Check if Prime Sponsor in Sponsor Hierarchy Group (_,_) - returns true if Sponsor is in a particular Sponsor Hierarchy & Group (PD Context)
- Check Count of Admin Contacts(_) - returns number of contacts (Unit or Central) of a particular UnitAdminType; AWARD context
(RESKC-5174)
COI - Introduces a readjusted commenting modal on disclosures. When admins leave field level comments, the modal should resize to accommodate multiple comments in a list view before having to scroll to view comments (RESCOI-3918)
PROTOCOLS - Addresses an issue with a mislabeled review type for IBC protocols. Reviewers selecting the 'External Reliance' review type should find that the 'Lead IBC' line item is meant for IBC protocols (RESPRO-3984)
PROTOCOLS - Introduces localization fixes for titles across protocol types. IRB and IACUC protocol types should now have the appropriate 'Humans' and 'Animals' text display in the title of the the protocol within the protocol form itself (RESPRO-3990)
PROTOCOLS - Introduces additional localization fixes for reportable events. In the 'Manage Columns' drawer, reportable events should now have column labels that reflect the proper acknowledgement (RESPRO-3992)
PROTOCOLS - addresses a bug that displayed the code number for reportable event types in the reportable event meeting agenda rather than the event type text. Users should now be able to view readable event type titles for reportable events within the meeting summary (RESPRO-3966)
PROTOCOLS - Introduces new entries into the activity log when reviewers are assigned to a protocol. The visibility of these entries are role based, allowing admins and reviewers to see the names of reviewers assigned to a protocol but allowing researchers and protocol staff to only view an entry notifying that reviewers were assigned (RESPRO-3863)
PROTOCOLS - Introduces the ability to expand and collapse select items in a protocol's Activity Log. Notifications and admin approval updates are now items that can be collapsed in the log to allow users to search and find information, while limiting bulk data elements from the view. Once the activity log is reopened at another time or opened by another user, these items will still remain expanded by default (RESPRO-3949)
PROTOCOLS - Addresses the issue of an unnecessary column in csv exports, titled 'workflowInstanceId'. Users creating csv exports should now see their normal data fields (RESPRO-3319)
PROTOCOLS - Addresses a bug that in the protocol information header that prevented the 'Time in Current Status' from displaying properly when an 'NHSR' determination was made on a protocol. Now, in NHSR determinations, the protocol should update the date in the 'Time in Current Status' container to accurately reflect the date the action was taken (RESPRO-3991)
PROTOCOLS - Addresses a bug that prevented filters from properly populating information in the Meetings and Agendas screen using the filter parameter 'Where Date is next month'. Users leveraging filters in meetings and agendas should now see accurate data reflected on selected filters (RESPRO-3313)
PROTOCOLS - Database system upgrade to Mongo 4.2 (RESPRO-3975)
PROTOCOLS - Adds Close Request as a tab in the Needs Attention cards of the Protocols Dashboard so you can view incoming Close Requests (RESPRO-1681)
DASHBOARD - Makes the dashboard runnable on Windows for on prem implementations, and updates the README accordingly (RESKC-5156)
PROPOSAL - New GrantForward integration now available in Proposal Development - full announcement here
PROPOSAL - S2S - Fixes issue where training grants question was not mapping correctly to ED524 Budget v1.4 and received grants.gov error messages. ED524 Budget v1.4 can also be user attached as expected (RESKC-5183)

APRIL 2021

EXPORT CONTROL - With the ability to add more than one project person to an export control project, user can choose an email recipient from any of the Project Persons listed in the EC project (RESKC-5159)
EXPORT CONTROL - Added ability to add more than one project person to an export control project in the People tab (RESKC-5158)
COI - addresses a bug that displayed validation errors on the 'Admin dispositions' for reviewers who were logged in to review a disclosure. Moving forward, validations should only appear for COI Admins on their 'Admin Disposition' field instead of both admins and reviewers (RESCOI-3914)
COI - Addresses a bug that prevented users from being able to edit awards in Project Types. Previously, users would try and edit a project type rule and de-select an award type that would not change. Users should now be able to normally edit and make the necessary changes to the options in the 'Project Types' interface (RESCOI-4024)
PROTOCOLS - Fixes issue where Committee Members would get an unauthorized message when attempting to open a protocol from a meeting that had a subsequent Renewal or Approval action after it was linked (RESPRO-4006)
GENERAL - Fixes issue where user could not Create a new sponsor from the Sponsor Lookup (RESKC-5096)
PROTOCOLS - Addresses an accessibility bug that deals with accessing saved filters through the keyboard. Users should be able to tab throughout filters and select desired filters via the keyboard now (RESPRO-3443)
PROTOCOLS - Introduces functionality that will place a generic 'Untitled' label on advanced filters that are saved without a name. Filters can still be selected, applied, and have their titles changed as well (RESPRO-3951)
PROTOCOLS - Introduces a column and filtering option for protocols that are resubmitted. The 'Resubmitted' column is an additional column that will yield the resubmission date of a protocol on the 'Manage Protocols' page. The 'Resubmitted' column is also a dynamic column, meaning that latest resubmission dates on a protocol will override any existing resubmission dates in order to show the date of the latest resubmission (RESPRO-1806)
PROTOCOLS - Makes the 'Review Pending' option in the Advanced Filter and Column selection available for researchers; not just admins (RESPRO-3868)
PROTOCOLS - Addresses issue where if a protocol started as Exempt any future Amendment/Renewal actions to change to a non-Exempt would not change the Status to Approved; it would remain Exempt (RESPRO-3767)
PROTOCOLS - Fixes issue where if the Action Item panel was expanded with the fillable comment box and a user would then start typing within a field on the form the cursor focus was getting pulled inappropriately to the Action Items comment panel on auto-save (RESPRO-3936)
PROTOCOLS - A UI improvement in Meetings so when clicking on a listed protocol it will open in a new browser tab so you can keep the meeting open and review the meetings in a different tab (RESPRO-3694)
COI - Updates the COI Admin role to not by default show the View Disclosures option in the left menu unless the user also has the 'COI Viewer' role (RESCOI-3974)
PROPOSAL - S2S - Updates only to the Version number, no changes to fields, to the following form versions: R&R Multi-Project Subaward Budget Attachment(s) Form 10YR 30ATT 2.0, R&R Subaward Budget Attachment(s) Form 2.0, R&R Subaward Budget Attachment(s) Form 10 YR 10 ATT 2.0, R&R Subaward Budget Attachment(s) Form 10 YR 30 ATT 2.0, R&R Subaward Budget Attachment(s) Form 5 YR 30 ATT 2.0, Research & Related Subaward Budget (Total Fed + Non-Fed) 5 YR 30 ATT 2.0, Research & Related Subaward Budget (Total Fed + Non-Fed) Attachment(s) Form 2.0, PHS 398 Training Budget 2.0, PHS 398 Training Subaward Budget Attachment(s) Form 3.0. See full announcement on all form changes; including UEI changes here (RESKC-5034, RESKC-4426)
PROPOSAL - S2S - Updates to the SF424 Mandatory form to version 3.0 which accommodates the new UEI field rather than DUNS (RESKC-5033)
PROPOSAL - Removes the 'sub-project' option from proposal hierarchy since it's not currently supported and would cause confusion for users (RESKC-4111)
GENERAL - Updates Mongo on all repos (RESKC-5067,RESKC-5092,RESKC-5090,RESKC-5091)
GENERAL - Resolves issue with the XML Ingester tool that was adding extra spaces in the stylesheet when uploading a file inappropriately (RESKC-5152)
GENERAL - Updates error prone static analysis in java projects & other dependencies (RESKC-5150)
GENERAL - Removes broken and unused links of 'COI Administrator Dashboard' and 'COI Configuration' options in All Links of the dashboard (RESKC-4998)
DASHBOARD - Fixes issue where Proposal child records were still showing in Proposals Not Routing after submit and approval of parent proposal (RESKC-4937)
DASHBOARD - Adds a Clear Filters button to the Filter on Dashboard Cards so that users can clear all applied filters at once. Fixes a bug where the delete button appeared outside of the popover in the IP card filter (RESKC-5145)
DASHBOARD - Fixes issue where the 'Alternate' flag was not appearing on entries in the Proposal Routing to Me card (RESKC-5141)

MARCH 2021

PROTOCOLS - Addresses a bug that prevented notifications from firing on expiration, expiration reminder, continuing review reminders, assigned review reminders, and other separate intermittent notification failures (RESPRO-3970)
PROTOCOLS - Introduces filtering functionality for Reviewing IRB's. The advanced filters on the protocols summaries page will now allow users to filter based on a variety of rules for external reliance protocols (RESPRO-2946)
PROTOCOLS - Introduces accessibility fixes for ancillary reviews when a user would navigate to adding an attachment to ancillary reviews. Previously the focus would divert from the attachment button to other elements on the screen. Users navigating to and adding ancillary attachments via the keyboard should now experience normal behavior (RESPRO-3444)
PROTOCOLS - Addresses accessibility concerns for a broad variety of icons within various components in Kuali Protocols (RESPRO-3802)
PROTOCOLS - Introduces further enhancements to localization efforts for reportable events, introducing flexibility within string types for titles on the reportable event button, reportable event page, and headers on the reportable event filter screens (RESPRO-3697)
PROTOCOLS - Introduces a few localization options for Reportable events. Headers and labels for the 'Events Assigned to Me' screen now allow for strings to be renamed to correspond with proper location based language (RESPRO-3962)
PROTOCOLS - Addresses issues with sizing the Jump To menu on mobile screens and browsers, particularly in tablets, when having multiple displays of a protocol open next to one another. When the protocols window was shortened/collapsed enough, the Jump To menu exceeded its containers and resulted in a skewed view (RESPRO-3865)
PROTOCOLS - Addresses a bug with permissions and edibility states on the Administrative Details form. The Administrative Details form will now only be editable in 'submitted' and 'resubmitted' states by protocol admins (RESPRO-3861)
PROTOCOLS - Addresses a bug that prevented users from moving remaining agenda items from one meeting to any subsequent meetings. When a meeting is cancelled, agenda items are now able to successfully be moved to another meeting (RESPRO-3834)
PROTOCOLS - Addresses a bug that prevented users from downloading attachments on reportable events/acknowledgements once the event was submitting. Users would be prompted with a spinning loading wheel when attempting to download attachments. Performance should now be returned to normal when looking to download attachments (RESPRO-3631)
PROTOCOLS - Allows users to create reportable events/acknowledgements on protocols that fall under an 'expired' or 'closed' status to ensure protocols can meet regulatory and compliance needs (RESPRO-3657)
PROTOCOLS - Addresses a bug that prevented users from viewing the full text in the protocol information bar when looking to print a protocol or convert to pdf. Multiple lines of meta data resulted in a scroll pane on the information, limiting its visibility when a user prints a protocol. Users should now see improved behavior when printing, with information carrying over to separate lines (RESPRO-3710)
PROTOCOLS - Addresses a bug that limited the Jump To menu from working when protocols had a multiple page form while using the Jump To menu highlight and dynamic scroll functionality. Users with multiple page forms should now see normal Jump To functionality while users with single page forms can utilize the new dynamic scroll functionality where sections in the Jump To menu are highlighted as a user scrolls through the page (RESPRO-3899)
PROTOCOLS - Addresses a bug that limited visibility of action items in meetings when 'Committee members may leave action items' was selected. Now, committee members assigned to a protocol and in a meeting will be able to view action items that have been left for assigned reviewers (RESPRO-3762)
PROTOCOLS - Addresses a bug that misplaced the Jump To menu on a reportable event while also moving navigation options off the screen when scrolling through a reportable event/acknowledgement. Users should now be able to interact with a Jump To menu adhering to the original spacing and visibility throughout Kuali Protocols (RESPRO-3939)
PROTOCOLS - Addresses an issue where text in templates was unreadable when configured as a question and users moused over for help text (RESPRO-3958)
PROTOCOLS - Addresses a bug that mistook the 'Notify PI to Submit' action as an initial submission on a protocol. Protocols that had no initial submissions but had the 'Notify PI' action taken on them would show a submission date in the 'Submitted' column on the Manage Protocols screen. Users should now only see initial submission dates on protocols that have been submitted for review (RESPRO-3880)
PROTOCOLS - Addresses a system logic and determination bug that allowed administrators to make "Not Human Subjects Research" determinations on protocols that were not in an initial submission state. Now, the NHSR action can only be taken on a new protocol that is submitted for review and not any of its future potential review states (RESPRO-3854)
PROTOCOLS - Introduces a count for the Admin Notes and Files. Admin notes and files that are created will be reflected by a green bubble and a number count moving forward, indicating the amount of existing notes and files; count reflects only files user has permission to view (RESPRO-3961)
PROTOCOLS - Introduces a few new approval details that factor into regulatory requirements for institutions. Users should now be able to see both the 'Initial Approval Date' and the 'Initial Approval Review Type' in the information bar within a protocol (RESPRO-3344)
PROTOCOLS - Introduces an updated design on the protocol information header, while also allowing individual users to expand and collapse the header. Data stored in the header will now also carry over to the second row, eliminating the need for users to scroll horizontally in order to view necessary protocol information (RESPRO-3953)
PROTOCOLS - Upgrades Mongo to version 4.0 (RESPRO-3859)
PROTOCOLS - Addresses time zone issues throughout the module so now dates/times will always show in the local customer timezone. Also fields that only need date information (i.e. start/end dates) will no longer retain timestamp information which was throwing off the view depending on the timezone (RESPRO-2414)
COI - Fixes an issue where unneeded information was being saved on a disposition which could cause the disclosure to get too large and preventing submit; we cleaned up what information gets saved for a disclosure to only relevant data (RESCOI-4051)
AWARD - Fixes issue where entering multiple lines for the same person for different periods of time on an award budget displayed doubled salary. A user may enter in multiple line items for the same person to charge different levels of effort for different periods of time (RESKC-4887)
SUBAWARD - Fixes issue where the fillable PDFs was not displaying all text when manually changing responses in the form (RESKC-4887)
NEGOTIATIONS - Updated Negotiations Activity/Location History Subpanel to display Activity Description/Comments and order activities in chronological order. Removed Effective Location Start and Effective Location End Date from display in panel (RESKC-4782)
DASHBOARD - Export to CSV on the Omnisearch (aka Search Records) will display all results in one CSV file now (RESKC-5045)
GENERAL - Updates tomcat & other dependencies (RESKC-5118, RESKC-5122)
SUBAWARD - With the move to using PDF service to print subaward forms, old XSL support files that are now obsolete have been removed. Also, a number of parameters that are no longer used with the new service have been removed and the parameter Enable_Subaward_FDP was renamed to ENABLE_FORM_PRINTING (RESKC-5100)
PROPOSAL - S2S - Fixes an issue where the additional personnel system generated attachment was throwing a Grants.gov error upon submit due to duplicate names in the XML; makes names unique (RESKC-5113)
PROPOSAL - S2S - Updates to the SF-424 R&R Multi-Project Cover form to version 3.0 which accommodates the new UEI field rather than DUNS (RESKC-5032)
PROPOSAL - S2S - Updates to the R&R Multi-Project 10YR Budget version 2.0 to accommodate the new UEI field rather than DUNS (RESKC-5031)
PROPOSAL - S2S - Updates the R&R FedNonFed Budget form to version 2.0 which accommodates the new UEI field rather than DUNS (RESKC-5029
PROPOSAL - S2S - Updates to the R&R Budget 10YR form to version 2.0 which accommodates the new UEI field rather than DUNS (RESKC-5030)
PROPOSAL - S2S - Updates to the R&R Budget form to version 2.0 which accommodates the new UEI field rather than DUNS (RESKC-5028)
PROPOSAL - S2S - Updates the Project/Performance Site Locations form to version 4.0 which accommodates the new UEI field rather than DUNS (RESKC-5027)
PROPOSAL - S2S - Updates the ED SF424 Supplement form to Version 3.0. New required field for Project Director Level of Effort uses data from the Total Effort field under the PI's Key Person record. New (not-required) fields for New Potential Grantee or Novice Applicant and Qualified Opportunity Zones are collected through an ED SF424 Supplement Questionnaire which displays once the form is included in the S2S Forms. For Human Subjects Research, Exemptions 7 and 8 were added (RESKC-5023)
PROPOSAL - S2S - Updates the SF424 form to version 4.0 which accommodates the new UEI field rather than DUNS (RESKC-5025)
PROPOSAL - S2S - Updates the SF424 R&R form to version 4.0 which accommodates the new UEI field rather than DUNS (RESKC-4787)
IP/AWARD - Fixes issue where roles added to the Proposal Award Person Role maintenance table would not flow from IP to Award when the IP is linked as a Funding Source. The sponsor must be on the sponsor hierarchy defined for that role in order for the new role to display (RESKC-5010)
GENERAL - Fixes issue where the first document by a user was going occasionally going to white page/500 error (RESKC-5112)
GENERAL - Updates dependencies in Docker image (RESKC-5107)
GENERAL - Updates google guava (RESKC-5079)
GENERAL - Currently, the Job api in the research-pdf project requires any JSON data passed to the MapAction to be provided at the time of the call ("push" model). With this change, instead of "pushing" JSON data to map, the calling code can provide details to "pull" the data from one of more url. This includes url, headers, method, etc. All details required to call any http/https url such as a REST endpoint (RESKC-5073)
PROTOCOLS - Fixes issue where reviewers Assigned to Reportable Events could not see Admin Notes and Attachments (RESPRO-3856)
COI - Addresses readability when using the 'Linked Projects' gadget. Text has been vertically aligned so that columns and their corresponding information will now match (RESCOI-4019)
COI - Addresses accessibility issues surround commenting modals. Previously, an admin would not be able to tab through a commenting modal and save their comment on a disclosure that had been resubmitted. Users in the admin role should be able to properly tab through and create comments using the keyboard (RESCOI-4016)
COI - Adds ‘Approved By’ information in the Disclosure header after ‘Approved’ Date so you can see which user approved; or if it was auto-approved by the system (RESCOI-3618)
COI - Addresses an accessibility issue where admins would not be able to tab through protocol to leave a review comment on a field. Admins should now be able to use only the keyboard to leave comments if necessary (RESCOI-4015)
PROTOCOLS - tackled an issue where certain users were unable to access Kuali Protocols, being prompted with an 'internal server error' upon entry into the system. Other users also noticed the system faced lengthy lag times when processes transactions. Users should now notice regained access and stabilizing performance (RESPRO-3944)
PROTOCOLS - Addresses an issue where a user was unable to gain access to a required protocol. Protocol permissions have been modified to where allowing access to any active protocol versions will give a user access to all protocol versions, as it is necessary to complete a review (RESPRO-3867)
PROTOCOLS - Addresses a bug that made the notes modal too small when adding agenda topics to meetings. Users should now see a resized modal that allows for sufficient note capture (RESPRO-3932)
PROTOCOLS - Adjusts the placement of the Jump To menu when viewing meeting Agenda Summaries. The Jump To menu is now properly placed on the left hand side of the document, following a similar pattern across Kuali Protocols (RESPRO-3933)
PROTOCOLS - Aims to improve performance and load times for environments with densely populated group units. The API endpoint update should result in improved loading times (RESPRO-3866)
SUBAWARD - Updates to the 2020 Subaward FDP Forms using the PDF tool; more information in the full announcement here. Also by default we've enabled the associated FDP parameters to turn on this functionality (RESKC-5000, RESKC-5007, RESKC-5055,RESKC-5062)

FEBRUARY 2021

COI - Updates text in Configuration option to be “only disclosures containing one of these sponsor hierarchies will expire” (RESCOI-3994)
PROTOCOLS - Introduces the ability for IRB/IACUC/IBC admins to now expand 'pending' reviewer checklists. Once reviewers have been assigned to a protocol but have not completed the reviewer checklists, admins can log in to view the content of the checklist (RESPRO-3740)
PROTOCOLS - addresses a bug with the 'Assigned Reviewer Reminder' notification. Users would find that recipients would not be pulled into the notification correctly when the reminder notification would send. When configured, the 'Assigned Reviewer Reminder' notification should fire properly now (RESPRO-3661)
GENERAL - Upgrade RDS MySQL version from 8.0.17 to 8.0.21 (RESKC-4708)
AWARD - Users can now add or delete the Central Administration Contacts. Central Administration Contacts populated from the Unit Administrator maintenance document, based on Lead Unit Number, cannot be edited (RESKC-4779)
GENERAL - Resolves issue where the Route Log Action Message was no longer working (RESKC-5015)
PROPOSAL - Fixes issue that if person is budgeted (where TBN is also budgeted) and then the person was later added to Key Personnel of proposal it resuled in an error when navigating the budget (RESKC-5013)
PROPOSAL - Fixes issue where data validation warnings in Proposal budget would not allow users to be set as Complete (RESKC-5018)
PROPOSAL - Fixes issue where a user with Add Address Book role was able to Delete an Address Book record. Delete button will not display for a user who does not have Delete Address Book permission (RESKC-5054)
PROTOCOLS - Update font across all of module to be Roboto to maintain consistent UI (RESPRO-3860)
PROTOCOLS - Fixes issue where the Expiration Reminder Notifications were not properly respecting date options resulting in duplicate notifications (RESPRO-3820,RESPRO-3419)
IP - Fixes issue where when the Parameter "Enable_Lifecycle_Rates_Flowthru" is enabled, if not all IP rate fields were included (although not required) would throw validations and not allow it to be linked Award to be saved. Now the fields are required in the IP also to prevent (RESKC-5046)
GENERAL - Updates tomcat & other dependencies (RESKC-5056)
COI - Updates the 700-U form date in the bottom right hand corner to "2020/2021" (RESCOI-4001,RESCOI-4017)
PROTOCOLS - Fixes issue where the COI integration gadget was not displaying all data (RESPRO-3847)

JANUARY 2021

DASHBOARD - Adds the Users can export data from Omni-search to a CSV file in Search Records tab (RESKC-4410)
EXPORT CONTROL - Fixes issue where the Responsible Party was not being retained (RESKC-5024)
AWARD - Increases the character limit in Sponsor Term Description to 600 characters; previously 200 characters (RESKC-5019)
PROTOCOLS - Fixes issue where the assignment actions for Reportable Events did not include detail in Activity Log of protocol (RESPRO-3401)
COI - Resolves an issue where Declarations were reset inappropriately when there was no change to FEs; caused by special characters in the Financial Entity (RESCOI-3975)
COI - Fixes issue where the Expiration Date of a disclosure was based on initial submission date rather than last resubmission date (RESPRO-3990)
COI - Addresses a bug where users would be taken to an incorrect landing page when receiving notifications that linked to their dashboard. Users should now properly access the 'Disclosures' page through links in notifications (RESCOI-3756)
PROTOCOLS - Adds the configuration option in
IRB Configuration
and
IACUC Configuration
to allow deletion of never submitted initial protocols once they're abandoned. See full announcement
here
(RESPRO-3376)
PROTOCOLS - Introduces functionality that allows System Configurers and System Admins to set default permissions to protocol users based on their roles. Once a user is entered into the 'Persons' table in a protocol, their assigned access of either 'Full Access' or 'Read Only' will now automatically populate. Read full announcement on functionality here (RESPRO-3470)
PROTOCOLS - Addresses an issue where users could scroll through their Jump To menu, but lacked a visual scroll bar indicator. This fix addresses the visual component when scrolling through the Jump To menu (RESPRO-3818)
PROTOCOLS - Addresses a bug that prevented outstanding Action Item counts from displaying when added to certain gadget types (RESPRO-3822)
PROPOSAL - Adds the preliminary tables, role, permissions, and user for forthcoming Grant Forward integration. There are five new tables for this integration: grant_forward_amount, grant_forward_deadline, grant_forward_location, grant_forward_record, grant_forward_sponsor. There are also a new user, role, and several permissions - User: grant_forward_integration, Role: Grant Forward Integration, Permissions: Read GrantForwardRecord, Write GrantForwardRecord(RESKC-4944)
EXPORT CONTROL - Fixes issue when attempting to select a recipient for the "A review process has been initiated..." notification not providing the Person lookup option (RESKC-5014/2101.0011)
SUBAWARD - Fixes issue where a subaward form was not displaying correctly as a system default. Forms that are system default can only edit the active indicator and cannot be deleted (RESKC-5022/2101.0012)
EXPORT CONTROL - Fixes issue where closing and reloading an Export Control Project did not display the correspondence previously saved to the document. The correspondence was being saved to the database correctly, but was not being retrieved to display (RESKC-5020/2101.0013)
DASHBOARD - Fixes issue where Data Override Updates were not showing in Dashboard Cards (RESKC-4883/2101.0011)
PROTOCOLS - Resolves issue where completed Checklists were not appearing in the Protocol if the Reviewer was not currently assigned; now it always appears (RESPRO-3794)
PROTOCOLS - Fixes issue where Protocol Advanced Filter 'is after' included the entered date inappropriately in results (RESPRO-3681)
PROTOCOLS - Cleans up the text inconsistencies in Protocols 'Configuration' options (RESPRO-3836)
PROTOCOLS - Fixes issue where inappropriate training records displayed with Research Lite integration (RESPRO-3831)
PROTOCOLS - Resolves issue where the Expiration Reminder Notifications were not sending if there was an outstanding action (i.e. renewal, close request, amendment) (RESPRO-3727)
PROTOCOLS - Fixes issue where the 'Submit Minutes' was causing an error while saving on certain meetings (RESPRO-3648)
PROTOCOLS - Resolves a bug that resulted in unformatted file attachment related text in correspondence letters. Text in the correspondence appeared to stick together, without proper spacing and distinction between separate attachment data. Correspondence should now be much more readable (RESPRO-3687)
PROTOCOLS - Addressed a bug that caused the 'General Information' section on a protocol form to appear at the bottom of the form, in place of its regular standing at the top. The 'Jump To' menu appropriately reflected the 'General Information' section at the top of a form, yet clicking it still resulted in viewing the section at the bottom of the page. Forms should now render appropriately (RESPRO-3752)
PROTOCOLS - Addresses a bug that prevented saved filters from persisting on the 'Manage Protocols' screen after a user had viewed a protocol with a filter applied. Now users will be able to select a filter, enter a protocol, return to the 'Manage Protocols' page and still have their filter properly applied (RESPRO-3345)
PROTOCOLS - Resolves issue where resolved Action Items would disappear on list items with no resolved icon (RESPRO-3666)
PROTOCOLS - Addresses a system bug that prevented Show Latest Changes/Compare versions from pulling data related to the COI Disclosure status and disposition integration within protocols. Users should now have both functions operate as normal (RESPRO-3826)
DASHBOARD - Fixes issue where the Dashboard didn't fully load on the very first login by a user (RESKC-4894/2101.0009)
DASHBOARD - Resolves display issue where the Dashboard cards Lead Unit displayed 'None' inappropriately (RESKC-5012/21.1.4)
SUBAWARD - Fixes print error received if attempting to print the FDP forms when a linked invoice has associated attachment (RESKC-5011/2101.0007)
PROPOSAL - Fixes issue where the system notification of 'Notification to other approvers when proposal has been approved in a stop where only one approval is needed.' was not sending when alternate that approves was part of a Group (RESKCC-4913/2101.0007)
COI - Fixes issue where the Project Status Filter did not function in the Manage Projects filter (RESCOI-3991)
COI - Fixes issue where edits to Comments were not saving; including changes to visibility setting (RESCOI-4000)
PROPOSAL - S2S - Fixes issue with the R&R Budget where if Equipment line items had the same Description it would map incorrectly; now it will map as one combined line to the RR Budget if the line item Description is the same (RESKC-4924/2101.0006)
AWARD - Fixes issue in award budget where duplicate line items for Personnel with the same time period caused issues when calculating fringe and cumulative amount that maps to the Summary tab in Award Budget; now validates to prevent duplicate lines with the same start date under the same object code (RESKC-4992/2101.0005)
PROTOCOLS - Adds the new Post Approval Action of 'Approval Update' for Admins so they can make updates to the Protocol approval, continuing review, and expiration dates after approval. Full announcement can be found here (RESPRO-116)
GENERAL - Updates tomcat and other dependencies (RESKC-5008)
EXPORT CONTROL - Fixes issue where a change in Project Person would delete past correspondence history. When an email is sent, it will create an entry in both correspondence and events sections. If the project person is changed, the events section will remain as an audit trail to show that an email was sent and to which Project Person it was sent (RESKC-4982/2101.0002)
DASHBOARD - Adds ability to filter on dashboard cards in Dashboard Home. This includes the Proposals routing to me, Proposals not routing, Institutional Proposals work in progress, Awards work in progress, Subawards work in progress, and Negotiations. Multiple filters can be applied to each card and filters will remain when leaving screen or logging out. See full announcement here (RESKC-4681, RESKC-4675)

DECEMBER 2020

PROPOSAL - Fixes issue where budget could not be marked as Completed in the budget module or in the budget section of the proposal (RESKC-4995/2012.0014)
COI - Adds the 'A disclosure has expired reminder.' option in Configuration - Customize Notifications (RESCOI-1682)
COI - Fixes issue where Project Type filter was broken in Manage Projects (RESCOI-3980)
COI - Updates upgrade mongoose for 4.4 compat (RESCOI-3981)
COI - Fixes issue where disclosures allowed approval without a disposition selected (when no projects used); now throws a validation (RESCOI-3864)
PROTOCOLS - Fixes issue where Protocols that had an outstanding Amendment but the main protocol was Suspended it won't approve correctly (RESPRO-3768)
COI - Resolves issue where the Notification Log would only display Today's Date instead of the date and time each notification was sent (RESCOI-3992)
COI - Fixes issue where the COI project status was not displaying correctly in SP monolith if no disclosure was ever created (RESCOI-3936)
COI - Fixes issue where edits made by reporters on return would get wiped if they added a comment after the update (RESCOI-3946/20.12.005)
PROTOCOLS - Fixes issue where Admin Details link showing inappropriately in left navigation when feature flag disabled (RESPRO-3824/20.12.035)
PROTOCOLS - Adds the new 'Disclosure Status' People gadget in the template that will allow you to display the disclosure status for an individual in the protocol if desired. More information can be found in Form Gadgets article (RESPRO-3778,RESPRO-3811,RESPRO-3814)
GENERAL - Fixes issue where the pop-up box was not closing in a proposal when adding a non-employee as a key person, selecting a state for a Proposal Person Certification, or adding a subaward organization in a proposal budget (RESKC-4975/2012.0012)
PROPOSAL - Fixes issue in new Modular budget where initiating a budget was going to 403 error (RESKC-4988/20.12.8)
PROPOSAL - Fixes issue where adding Key Personnel in Proposal caused an error (RESKC-4983/2012.0009)
GENERAL - Add IBC as a module name in the monolith Module Name table in preparation for new IBC module work (RESKC-4770/2012.0007)
GENERAL - Improves accessibility to control tabbing within React Medusa (RESKC-4667/2012.0009)
EXPORT CONTROL - Fixes issue where adding an Ad Hoc Approver to an Export Control Project document would not allow Ad Hoc Approver to view or approve document (RESKC-4911/2012.0006)
EXPORT CONTROL - Fixes issue where deleting a project person in an Export Control project would cause an error if an email had already been sent (RESKC-4949/2012.0003)
GENERAL - Fixed issue where Institute Rate (beta) was displaying a blank screen (RESKC-4871/2012.0004)
EXPORT CONTROL - Improves the user experience when a new Export Control project is initiated from PD, IP, and Award (RESKC-4821/2012.0001)
PROPOSAL - Fixes issue where a budget period with a leap year was adding an additional day to budget salary if budget period ended on 2/29 (RESKC-4815/2012.0005)
PROPOSAL/IP/AWARD - Creates the parameter PASSIVE_COI_DISCLOSURE_QUESTION_IDS to configure question IDs. If the specified questions have a Yes answer (either in the general questionnaires which apply to all proposal persons, or in a person certification questionnaire which only applies to the proposal person in question), then the questionnaireRequired attribute is included as part of each person object & set to true in the internal messages to COI. If none of the questions configured in the parameter are answered Yes the project will push to disclosures in Kuali Research COI but not require an update by the user. If these questions are answered in the proposal as Yes, the requirement to disclose COI is indicated 'Yes' going forward in the process in the IP and Award under Person Details on the Contacts tab as the flag "Disclosure Required"; alternatively 'No' if no questions are marked as yes (RESKC-4861,RESKC-4862/2012.0005)
GENERAL - Adds jackson dependency for java 8 date time apis (RESKC-4972/2012.0001)

NOVEMBER 2020

COI - Removes old unused MySQL code from code base (RESCOI-3973)
COI - Fixes issue where where the Sponsor Hierarchy sync did working with new to new SP parameter REST_ENDPOINT_LIMIT_DEFAULT limit (RESCOI-3931/20.11.027)
COI - Fixes issue where saved filters were losing filter rules; specifically rules around assigned reviewer (RESCOI-3740)
COI - Adds information to populate disclosure information in Kuali Protocols (RESCOI-3952,RESCOI-3953,RESCOI-3978)
GENERAL - Fixes issue where attempting to create a new Sponsor Template returned an STE (RESKC-4970/2011.0030)
DASHBOARD - Fixes issue where the Alternate Tag was not displaying in card when roles used as secondary approver (RESKC-4910/2011.0022)
PROPOSAL - Fixes issue where changes to person certification answers allowed after submission via original link to key personnel (RESKC-4899/2011.0021)
COI - Fixes issue where a disclosure that didn't expire because of hierarchy exclusions were still receiving expiration notifications (RESCOI-3968/20.11.036)
PROTOCOLS - Fixes issue where Renewals that were returned (returned to researcher or returned for revision) did not allow full edit of renewal form (RESPRO-3773)
PROTOCOLS - Addresses a bug that prevented meeting minutes from being successfully submitted due to the overall size of protocols attached for review within a single meeting. Capabilities have been expanded to allow for users to continue to conduct successful meetings that contain a high volume of protocols to be reviewed (RESPRO-3704/20.11.023)
COI - Resolves issue where Expiration exclusions were not considering the prime sponsor hierarchies (RESCOI-3967/20.11.030)
COI - Fixes issue where when you edited a project Type rule with Award types configured they were wiped out (RESCOI-3959/20.11.026)
COI - Fixes issue where the new override date on approval configuration appears in production even though not enabled in configuration (RESCOI-3956/20.11.023)
COI - Fixes issue where newly created project types were not displaying as options in the manage projects add new project page (RESCOI-3927/20.10.035)
AWARD - Creates new parameters and permissions to facilitate access to edit certain sections of the award. Adds new parameter, LIMITED_EDITABILITY_AWARD_ATTACHMENT_TYPES, that allows institutions to set which attachment types users with the newly created permission, 'Limited Modify Award Attachments', are able to add and edit. Limited editability users will be able to view a final award and add or edit an attachment but only for the attachment types that are defined in the parameter. Also, creates parameter, LIMITED_EDITABILITY_REPORT_CLASSES, that allows institutions to set which report classes users with the newly created permissions, 'Limited Modify Award Report Classes', are able to add, delete, and edit a report. Limited editability users will be able to view a final award and add, delete, or edit a report but only for the report classes that are defined in the parameter. Lastly, creates a new permission, 'Limited Modify Award Notes', that allows users to add notes to a finalized award. Limited editability users will be able to view a final award and add a note.
(RESKC-4766,RESKC-4767, RESKC-4822,RESKC-4966, RESKC-4967,RESKC-4958
GENERAL - Updates xstream to prevent security vulnerability (RESKC-4962/2011.0020)
GENERAL - Ensure KR S3 buckets are encrypted by default upon startup (RESKC-4954/2011.0018)
DASHBOARD - Fixes issue where Dashboard failed to load if the logged-in user does not have a display name (RESKC-4963/20.11.1)
EXPORT CONTROL - Creates Parameter, ENABLE_MEETING_AGENDA, so that users can display or hide the ability to add Meeting Agenda in the Communications Panel on the Project Actions tab. Any historical meeting agendas would continue to appear in the Events and Correspondence tabs. The default status of the parameter is off so Meeting Agenda will not appear in that section (RESKC-4947/2011.0017)
EXPORT CONTROL - A Project Person on a Restricted Unit will display in red when the unit is listed as a Export Control Restricted Unit (RESKCC4952/2011.0019)
PROPOSAL - S2S - Updates to the ED 524 Budget form to version 1.4 which adds Project Years 6-7, a new question on training indirect cost rate, and a new table for Limitation on Administrative Expenses. Until instructions from DOE for Section D are published, this section cannot be mapped. Customers needing to fill out Section D will have to upload as a User Attached Form (RESKC-4811/2011.0022)
EXPORT CONTROL - Makes Export Control Project labeling on maintenance tables consistent. Corrects Project Person label on People tab and on error message when trying to send email without a Project Person. Also, removes currently unused code for travel comments in the application (RESKC-4905, RESKC-4948,RESKC-4955/2011.0015)
AWARD - Updates Award auto-post functionality to work with Awards that have no account ID (RESKC-4915/2011.0011)
EXPORT CONTROL - Fixes issue where export control search was not showing final projects if there was a pending/saved version for that project number (RESKC-4929/2011.0010)
INSTITUTIONAL PROPOSAL - Adds the Notification History panel on the Institutional Proposal Actions tab that is available in all other modules (RESKC-4820,RESKC-4824/2011.0004)
EXPORT CONTROL - Fixes issue where Export Control Notifications were not working as expected when added to an Award or Institutional Proposal. When an Export Control is added to the Compliance tab, users will see a prompt to send a notification that the Award or IP has possible Export Control considerations (RESKC-4824/2011.0004)
EXPORT CONTROL - Applies permissions to Export Control Search so that a user can only view results for projects they are authorized to view (RESKC-4904/2011.0003)
GENERAL - Fixes issue where user received error if attempting to create or edit a Person Extended Attributes maintenance document (RESKC-4871/2011.0006)
PROTOCOLS - Fixes issue where Reviewer comments were not showing name as Anonymous in all circumstances (RESPRO-3759/20.11.016)
PROTOCOLS - Fixes issue where Action Items were being marked as resolved inappropriately when added (RESPRO-3749/20.11.009)
PROTOCOLS - Eases restrictions on states when a Protocol is in the hands of the Researcher and open to editing. Previous functionality involved users clicking an "edit" button on the corresponding field they were looking to edit. Now, across "Amend, Amend/Renew, Revisions Required, and Return to Researcher" states, users will be able to edit the entirety of their protocol form without having to click a cumbersome edit button. Full announcement on functionality here (RESPRO-3104,RESPRO-3735)
PROTOCOLS - Adds a lang attribute to the HTML tag for accessibility (RESPRO-3302/20.11.005)
COI - Makes expiration has expired reminders work with the old notification service (RESCOI-3945/20.11.018)
COI - Adds option in option in General Configuration to allow you to exclude sponsor hierarchies so if disclosures contain only sponsors in configured sponsor groups it will not automatically Expire the disclosure (RESCOI-2668, RESCOI-3943/20.11.010)
COI - Adds option in General Configuration of 'Allow admin to override due date on approval' and when enabled you can override the due date on approval. This configuration is recommended for use in non production environments for testing notifications based around due dates. When the configuration is active, the approve button will bring up the disposition confirmation. Upon clicking update, the user will be given the option to override the due date and confirm (RESCOI-3939/20.11.009)
COI - Fixes issue where data On Financial Entities was sometimes lost during Send Back to Revise (RESCOI-3915/20.11.004)

OCTOBER 2020

PROTOCOLS - Addresses a bug that prevented attachments in checklists when the attachment was housed within a list (RESPRO-3731/20.10.026)
PROTOCOLS - Overall general performance improvements by reducing object cloning (RESPRO-3729/20.10.023)
PROTOCOLS - Expands Protocol's use save indicators in areas of the app where a user is required to manually click the 'Save' button to save their work. Now, users will see a 'Save Complete' toast pop up when saving a template change, a change in committees, reportable events, and when altering the external data as well (RESPRO-3733/20.10.019)
PROTOCOLS - Fixes issue where Action Items on deleted item still showed in left panel Action Item Count and would throw the unresolved action items warning which caused confusion (RESPRO-3665/20.10.016)
PROTOCOLS - Introduces new column labels for Reportable Events. Users will now see the 'PI' and 'Protocol Title' as new column labels, while also adding the 'Protocol Number' and 'Status' title above the existing columns. This replaces the confusing Reportable Event icon (RESPRO-2738,RESPRO-3309)
PROTOCOLS - Addresses a bug that mixed up the order Meeting Agenda Items. A user would create items in a distinct order, only to have them automatically renumbered in the list (RESPRO-3706/20.10.013)
PROTOCOLS - Addresses bug fixes related to accessibility. Users utilizing a screen reader will now be able to decipher the use and function of the "eye" button in the personnel table on a protocol form (RESPRO-3301/20.10.013)
AWARD - Fixes issue where the Award Actions tab wouldn't fully load if a username referenced in Award Post History or Time and Money Post History panel no longer exists; it was change in the Person record (RESKC-4886/2010.0032)
EXPORT CONTROL - Fixes issue where Export Control Search was not returning correct results when choosing a Document Status as a filter (RESKC-4816/2010.0031)
AWARD - Fixes issue were new child awards on award hierarchies became read only after moving from the Awards tab while editing the first time (RESKC-4827/2010.0030)
PROPOSAL - S2S - Fixes issue where if a subaward RR Budget is uploaded that contains an Additional Equipment attachment the file name being assigned in the XML exceeded the 50 characters allowed by NIH eCommons and would throw a validation error (RESKC-4865/2010.0030)
PROPOSAL - Fixes issue where users could manually enter Total Sponsor Cost which was causing Institutional Proposals to be created with no amounts listed in the Financial Panel. Total Sponsor Cost field on the Periods & Totals section of the budget is now a read-only, calculated field (RESKC-4446/2010.0030)
PROPOSAL - Fixes issue on Summary Budgets where changing Direct Cost and F&A Cost to zero would not update the Total Sponsor Cost. The Total Sponsor Cost will update as a result of changes to Direct Cost and F&A Cost on the Periods & Totals section of the Budget (RESKC-4445/2010.0030)
AWARD - Fixes issue where Time and Money button was being displayed additionally at the bottom of the Contacts Page in the Award module (RESKC-4893/2010.0028)
PROPOSAL - Increases the 'eRA Commons User Name' field to a character limit of 60 so that personnel with usernames longer than 20 characters can enter their information when submitting a proposal (RESKC-4882/2010.0027)
NEGOTIATIONS - Creates a parameter, ALWAYS_UPDATE_NEGOTIATIONS_CUSTOM_DATA , so that customers can manage how changes to Custom Attribute Fields in the Negotiation Supplemental Information section are displayed. By default, this parameter is on and any changes such as adding new custom attribute will be displayed on all negotiations, existing or no. If the parameter is changed to off, changes to custom attribute will only be displayed on new negotiations without effect on existing negotiations (RESKC-4769/2010.0027)
SUBAWARD - Updates the FDP Cost Reimbursement Template to Version 2 which replaced the field labels on Attachment 3B from DUNS to UEI/DUNS (RESKC-4889/2010.0024)
GENERAL - Fixes issue where Medusa was not loading in all modules (RESKC-4890/2010.0023)
GENERAL - Adds warning of Internet Explorer deprecation to Dashboard (RESKC-4880/20.10.8)
GENERAL - Updates error to be more clear in HR feed api feed to save root cause of JTA rollback exceptions (RESCK-4760)
AWARD - Creates a parameter, LIMITED_EDITABILITY_AWARD_SPONSOR_CONTACT_TYPES, that allows institutions to set which sponsor contact types should be available for contacts who have a newly created permission 'Limited Modify Award Sponsor Contacts' which allows a user to edit specific Award Sponsor Contacts. Limited editability users will be able to view a final award and add, edit role, or delete sponsor contacts in the Sponsor Contact section but only for the Sponsor Contact Types that were defined in the parameter. This new permission was added to the out of the box 'Fund Manager' derived role (RESKC-4764/2010.0024)
DASHBOARD - Fixes issue where users would get an error on the dashboard if their SSO session timed out; now it will redirect them to their SSO login (RESKC-4737/20.10.5)
GENERAL - Change for on prem customers since we no longer support Oracle we've moved Oracle scripts into a separate KualiCo repository (RESKC-4813)
DASHBOARD - Fixes issue where the Dashboard would hang if user's primary group did not exist in their profile in kuali users (RESKC-4866/20.10.2)
IP - Adds a new "Proposal Development Number" field to Institutional Proposal lookups to allow searching by linked PD proposal number (RESKC-4778/2010.0007)
COI - Adds 700u options in General Configuration (RESCOI-3873)
COI - Fixes issue in the Manage Project filter that was inappropriately showing a Disposition Set At date for undispositioned projects (RESCOI-3924)
COI - Fixes UX issue on filter dropdown that makes width readable and doesn't cutoff text (RESCOI-3933)
COI - Fixes issue where a disclosure was not requiring an update for a new project because prime sponsor was not triggering from sponsor hierarchy correctly (RESCOI-3879)
COI - Fixes issue where changing end date of a manual project causes errors in system (RESCOI-3283)
PROTOCOLS - Introduces functionality that primarily relates to electronic data record security and audit-ability. In the past, Admins could create Action Items with 'Researcher' Visibility selected, submit their Action Item, and then continue to edit the Action Item once a protocol was Returned to Researcher or marked as Revisions Required. Now, once 'Researcher' is included in any of the Visibility options of the Action Item and the Protocol is sent back in the hands of the Researcher, Admins will no longer be able to edit their original Action Item text. Researchers will be able to reply to Action Items and their response will not be editable as well. See full announcement here (RESPRO-3077)
COI - Adds the ability to send past due expiration notifications with the new after option in notification configuration (RESCOI-3863)
COI - Improved Schedule System Jobs interface within Configuration (RESCOI-3754)
COI - Fixes Agenda jobs with failing repeat intervals (RESCOI-3872/20.10.009)
PROTOCOLS - Provides API for Kuali Person Training Table in Research Lite to allow integration (RESPRO-3679, RESPRO-3600)
PROTOCOLS - addresses a bug that allowed IRB/IACUC admins to click on the Action Item button, but not create an Action Item when a protocol was in a 'Suspended' state. With this fix, admins will no longer have the option to leave an Action Item, as the Action Item button is now taken away on a 'Suspended' Protocol (RESPRO-3613/20.10.003)
PROTOCOLS - Reviewers were able to create action item on any field during amendment; should just be the fields edited originally by the user (RESPRO-3591/20.10.003)
PROTOCOLS - Introduces functionality that now exclusively shows Reviewer Action Items in the 'Submit Review' modal when Assigned Reviewers go complete their review (RESPRO-3003/20.09.031)
PROTOCOLS - Addresses a bug that prevented Admins from 'reviewing assignments' when the protocol was back in the hands of the Researcher. Admins can now use the 'Review Assignment' button in both Returned to Researcher and Revisions Required states to view their selected Reviewers (RESPRO-3525/20.09.037)
PROTOCOLS - Addresses an issue that altered users' dashboard count when Assigned Reviewers were removed for a protocol undergoing review. This fix will accurately count Assigned Reviewers as they're added and removed by Admins and should now accurately reflect in the Dashboard as well (RESPRO-2883/20.09.041)
PROTOCOLS - Addresses load time and lag issues when opening meetings with seemingly 20+ protocols attached. In this fix, we've reduced the load time to roughly 5 seconds (RESPRO-3660/20.09.043)
PROTOCOLS - When a List Value Dropdown pulls from a Filtered Dropdown List, now it displays the labels instead of the codes (RESPRO-3208/20.09.035)
PROTOCOLS - Addresses an accessibility bug where a user had to tab through the entirety of a protocol after clicking '+ Action Item' to get to the Action Item Drawer itself. Users are now able to click '+ Action Item' and the tabbing immediately shifts to the Action Item drawer for quick Action Item creation (RESPRO-3445/20.09.028)
PROTOCOLS - Fixes issue where Action Items were not saving on certain fields (RESPRO-3429)
DASHBOARD - Adds the ability to mark specific unit hierarchies (e.g. all of IN-IN in demo data) as "viewable" by all users in that unit. It can be set up as a more performant option for institutions that want to allow wide-open access to large portions of their userbase without having to rely on complex role and permission configurations. This is all controlled by the new parameter Elasticsearch_Index_Unrestricted_View_Units, which is a semicolon-separated list of the units that should be indexed to allow broader access permissions. Once indexed, the unit hierarchies associated with these documents can be matched against the logged-in user's primary department from the Dashboard side (RESKC-4802/2009.0041)
AWARD - Creates parameter AWARD_COPY_MOD_NUM which provides the option to copy the Modification ID field when copying an award. If the parameter is off, the Modification ID will not copy over (RESKC-3982/2010.0002)
GENERAL - Creates a parameter, ADDRESSBOOK_ORGANIZATION_AS_SPONSOR_NAME, which makes the Organization field in the Address Book Entry read-only and set automatically with the selected Sponsor Name. Creates a parameter, ADDRESSBOOK_OWNED_BY_UNIT, that defines the Owned By Unit field and makes the field read-only. Users can add new non-employee contacts in the address book with automation that helps with accuracy and consistent information. When a Sponsor Code is selected, it will automatically fill the Organization Name to the same name as the Sponsor Code (RESKC-4765/2010.0001)
GENERAL - Adds a new default derived role type for award unit contacts (Derived Role: Award Unit Contact) and a new out of the box role utilizing this new type of Fund Manager. Additional custom derived unit contacts can also be maintained (RESKC-4763)
COI - Updates project push logic to be more consistent and avoid timeout/duplication errors preventing successful pushes (RESKC-4812,RESCOI-3810)
GENERAL - Fixes XSS security issues (RESKC-4754)
DASHBOARD - Fixes issue where child proposals were also showing in the workload assignment card when a parent proposal was submitted for review (RESKC-4805/20.9.7)
PROPOSAL - Fixes accessibility issues where tabindex was inconsistent in KNS modules (RESKC-4654/2009.0036)
PROPOSAL - S2S - Updates S2S submission status job to better handle submissions with multiple proposal sites or missing opportunity details (RESKC-4830/2009.0039)
PROPOSAL - S2S - Makes Additional Congressional Districts attachment type available to all customers and maps the attachment to the SF424_3_0-V3.0 form (RESKC-4806/2009.0038)
GENERAL - Adds improvements to caching and database indexing for KRMS and Questionnaire execution (RESKC-4817/2009.0036)
PROPOSAL - Adds Prime Sponsor Name and Proposal Type fields to the Proposal Summary of the Summary/Submit page in Proposal Development (RESCK-4075/2009.0033)
PROPOSAL/EXPORT CONTROL - Fixes issue where a proposal with an Export Control entry would not generate an R&R Other Project Information form (RESKC-4834/2009.0034)
EXPORT CONTROL - Fixes issue where you would get a stack trace error if you attempted to delete an Export Control Special Review RESBOOT-1000 (RESKC-4835/2009.0033)
IP/AWARD - Adds logic to resync and correct version sequences if the document is FINAL but sequence status is still pending (RESKC-4056)
COI - Adds new features related to COI system notifications where you can configure notification modes now in the Configuration - General Configuration. Also, adds the COI Notification Log option in the Configuration - Customize Notifications. Also moves notifications to better service with more stability. Full announcement can be found here (RESCOI-3657, RESCOI-3577, RESCOI-3814, RESCOI-3711)

SEPTEMBER 2020

COI - Fixes issue where COI Notifications showed generic Placeholder Tokens instead of associated text (RESCOI-3809/20.09.039)
COI - Improved performance of Manage Project filter (RESCOI-3677)
COI - Fixes issue where Project Disclosure Status in Manage Projects was not always accurate (RESCOI-3774/20.09.023)
PROTOCOLS - Fixes a bug where users would select a Department/Lead Unit by its name, but once selected, the Unit number would be displayed in the protocol itself (RESPRO-3684/20.09.022)
PROTOCOLS - Fixes issue where track changes highlights rows in research personnel even though there is no change (RESPRO-3461/20.09.020)
COI - Fixes issue where supplemental Questions duplicating on a project; and not appearing on another (RESCOI-3757/20.09.028)
PROTOCOLS - Fixes issue where printing blank page when trying to print via Print or Generated Correspondence (RESPRO-3600/20.09.018)
PROTOCOLS - Add additional information to docker_dev.md or relevant documents for linux setup instructions (RESPRO-3678)
PROTOCOLS - Fixes issue where you could not select unit with enter (RESPRO-3642/20.09.007)
GENERAL - Fixes issue where Document Type inquiry screen threw stack trace error (RESKC-4838/2009.0017)
GENERAL - Fixes display of checkbox items on Export Control Categories and custom data with multi-select options so that the selections appear side by side instead of stacked (RESKC-4818/2009.0028)
GENERAL - Fixes issue with HR Import output returning invalid JSON (RESKC-4823/2009.0026)
GENERAL - Fixes Oracle script for errors that only show up when data exists in award_special_review table (RESKC-4741/2009.0029)
GENERAL - Improves accessibility to control tabbing within Add Personnel Dialogs (RESKC-4757/2009.0025)
GENERAL - Adds timestamp of when a project message was originally added to the mq (RESKC-4775/2008.0029)
PROTOCOLS - Introduces a full-page take over for the Action Item Summary. Now the summary will open on a full page of its own and the 'expand all' function will also include expanding the full text that was in the action item, along with all the action items themselves (RESPRO-3436/20.09.013)
PROTOCOLS - Fixes issue where Action Items on deleted items that were resolved would display a new Action Item box initially when you opened again (RESPRO-3610/20.09.003)
PROTOCOLS - Addresses issue with action items that affected visibility and audit trail history. Now, previously resolved action items' 'resolved status' can be viewed once the protocol has been approved (RESPRO-3599/20.09.011)
PROTOCOLS - Fixes accessibility issue where you could not create new protocol by pressing enter on new protocol button (RESPRO-3640/20.09.007)
PROTOCOLS - Fixes issue where Protocol persons with only Contact roles and View Rights on a Protocol could not see Admin Attachments (RESPRO-3608/20.09.007)
PROTOCOLS - Fixes inconsistency on 'Admin notes and files' that results in the modal now also having 'Admin notes and files' as its header, as opposed to 'Admin notes and attachments' (RESPRO-3673/20.09.009)
COI - Adds enhanced audit logging in COI to better track data for notifications and project information (RESCOI-3614)
GENERAL - Update docs for /instprop/api/v1/institutional-proposal-document APIs to include information on updating proposal person (RESKC-4699)
GENERAL - Fixes accessibility issues where form fields were missing labels (RESKC-4668)
GENERAL - Fixes accessibility issue with text pages not having high enough contrast (RESKC-4664)
GENERAL - Fixes accessibility issues in Iframes which were missing "Lang" attributes (RESKC-4661)
PROPOSAL - Fixes accessibility issues in typeahead select (e.g. unit, keywords, and permission select) which were not keyboard-accessible (RESKC-4657)
PROPOSAL - Improves accessibility of warning modals in new Modular Budget (RESKC-3288/20.9.3)
GENERAL - Fixes issue where Show Button in the Action List would not Scale Up when zooming in the browser window. All information and buttons scale consistently now (RESKC-2243/2009.0005)
GENERAL - Adds limits to SimpleCrudRestControllerBase API endpoints (RESKC-4774)
PROPOSAL - Fixes issue where if Key Personnel were deleted in the proposal their certifications questions would not get removed in the database (RESKC-4799/2009.0003)
GENERAL - Updates startup for application to ensure that flyway migrator throws an exception for migration failures (RESKC-4797/2009.0002)
DASHBOARD - Fixes issue in the Negotiation and IP Cards displayed the PD number instead of the IP number when the Negotiation Association Type is Institutional Proposal. Two new fields were added in the Omnisearch, Development Proposal Number and Institutional Proposal Number, to further differentiate the numbers that display in the original Proposal Number field (RESKC-4694,RESKC-4796/20.9.00)

AUGUST 2020

PROTOCOLS - Allows training to populate from an on premise Kuali Research data source; more information can be found in the Protocols - External Data article (RESPRO-3435,RESPRO-3475)
DASHBOARD - Fixes issue where selecting specific columns to filter in Omnisearch created an error (RESKC-4709/20.8.11)
GENERAL - Improves the CITI job to reduce memory consumption and DB writes (RESKC-4273/2008.0033)
DASHBOARD - Fixes bug where a user could not page through omni-search results to view more than 10 results, when sorting by Document Type, or when displaying 100 rows per page (RESKC-4758/20.8.10)
NEGOTIATION - Fixes issue where Negotiation Lookup Results were not displaying the correct information corresponding with the Negotiation Association Type when you click on Title or Negotiation Association ID if the Negotiation Association Type was Subaward. Clicking on Title or Negotiation Association ID will correctly display the Negotiation information for Negotiation Association Type Subaward, Award, and Institutional Proposal (RESKC-4481/2008.0028)
PROPOSAL - Fixes issue where another user could not edit a Child Proposal without being added to the Parent Proposal. Users added to a Child Proposal in an Aggregator Document Level role in the Access section are able to edit that Child Proposal only. Alternately, a user added as an Aggregator Document Level role to the Parent Proposal would not be able to edit any Child Proposals (RESKC-4171/2009.0006)
PROPOSAL/IP/AWARD - Adds the ability to enable the display of Kuali Protocols in the Compliance tab of Proposal Development, Institutional Proposal, and Award modules via the new Protocols_Linking_Display_Enabled parameter. Full announcement on this functionality can be found here (RESPRO-3652, RESKC-4676,RESKC-4727)
PROTOCOLS - Adds the ability for Admins to create a note that will persist across all version of the protocol within the Admin Notes & Files (previously Admin Attachments). This note can be just a note or a note with an attachment as well and the note visibility can also be tailored towards Both researchers and admins (RESPRO-3437/20.08.052)
PROPOSAL - Creates a new parameter named VERSION_IP_PROPOSAL_TYPES, that opens the IP Generation Prompt Dialogue to any Proposal Types configured in parameter when trying to Submit to Sponsor/Submit to S2S action from Proposal Development (RESKC-4191/2008.0027)
COI - Fixes issue where the Reviewer Recommended Disposition or Project Disposition could be set on a project if the project identifier contained a special character (RESCOI-3773)
PROTOCOLS - Fixes issue with calendars in the Approval or Revisions Required popup windows getting cutoff (RESPRO-3639/20.08.050)
PROTOCOLS - Fixes issue where attachments added in Checklists would not open (RESPRO-3621/20.08.046)
COI - Adds new API endpoints for notification service (RESCIO-3709/20.08.038)
COI - Add warning banner for users accessing Kuali COI via Internet Explorer letting them know it's no longer a supported browser (RESCOI-3730/20.08.037)
COI - Adds new Award Type to available COI Project Gadgets in the template; which allows progressive display with 'Award Type Is' or 'Award Type Is Not' functions (RESCOI-2731/20.08.022)
PROTOCOLS - Fixes issue where the Revisions Required Reminder email still sent after Protocol Approval; or even resubmission (RESPRO-3622/20.08.041)
PROTOCOLS - Adds visual cues within the 'Jump To' menu to indicate to users on action items that still need attention with a yellow icon indicated the number of unresolved; once resolved Action Items within sections are now surrounded by a green pill and no longer in the left jump to (RESPRO-1837/20.08.039)
PROTOCOLS - Additional configuration settings that allow System Admins to set reminder notifications to send 'after' the final reminder date has passed in Date options in addition to 'before' in the Notification configuration (RESPRO-3466/20.08.046)
PROTOCOLS - Fixes issue where Close Request Action Item counts were not showing in navigation menu (RESPRO-3630/20.08.036)
COI - Some UI improvements including button margins, unneeded tabs, background colors and separations, etc. (RESCOI-3753)
COI - Adds Project Disclosure Status as a filter and column option in Manage Project filtering (RESCOI-3701/20.07.057)
COI - Disables notification job that sends project notifications based on changes to the Project Requirements Configuration. So now if a change is made to project requirements no notifications on old projects that meet the new requirements will send; will only send on new projects going forward (RESCOI-3716/20.07.052)
COI - Additional data in Review Disclosures filter added to enhance the existing Review Disclosure filter to include Reviewer data and the ability to make review assignment from filtered list so that the COI office can track and spread out workload of assignments (RESCOI-2788)
PROPOSAL - S2S - Fixes bug where manual changes made to personnel budgeted using "Apply to Later Periods" were not mapping the person changes correctly to the S2S RR budget. Updated person name info now maps correctly to the budget (RESKC-4726/2008.0026)
PROPOSAL - KRAD personnel and attachments tabs are now keyboard-accessible. Users can tab through personnel and attachments sections using tab (RESKC-4659/2008.0023)
SUBAWARD - Adds the Copy function to Subaward where multiple subawards share similar conditions, requirements, and association to one award. The Copy panel can be found in the Subaward Actions tab (RESKC-4716/2008.0026)
AWARD - Fixes Award ID search sort order so that results are sorted by award number and then by sequence number in descending order (RESKC-4702/2008.0023)
GENERAL - Allows users to manually define the Principal ID when they create a new Person. When the parameter AUTO_GENERATE_PRINCIPAL_ID is set to "true" the system will behave the way it does currently.; the Principal ID will be automatically assigned by the Kuali system when the user creates a new person. Now when the parameter is set to "false" when a user creates a new person the Principal ID will appear as an editable field that is required to save the document (RESKC-4740/2008.0022)
DASHBOARD - Adds the ability for institutions to control who has permissions to display dashboard cards and can decide by role who can display particular dashboard cards. Adds the following specific card permissions which are by default added to the 'User' role so all users have access unless the permission is intentionally removed:
KC-PD: View Proposals Routing To Me Card
KC-PD: View Proposals Not Routing Card
KC-IP: View Institutional Proposals Work In Progress Card
KC-AWARD: View Awards Work In Progress Card
KC-SUBAWARD: View Subawards Work In Progress Card
KC-NEGOTIATION: View Negotiations Card
KC-ADM: View Proposal Workload Assignments Card
Full announcement on this functionality can be found here (RESKC-4685)
PROTOCOLS - Adds the new 'Notify PI to Submit' notification option in IRB Configuration and IACUC Configuration that allows protocol collaborators to contact the PI. If notification enabled the 'Notify PI To Submit' button will be available to users with full access to the protocol (RESPRO-3504)
IP: Adds the ability for users to create an Institutional Proposal without creating a Proposal Log first. If the new parameter Enable_Direct_IP_Creation is enabled with a value of Y (default value) then the 'Create Institutional Proposal' link will no longer take you to the Proposal Log lookup but generate version 1 of the Institutional Proposal (RESKC-4753, RESKC-4636/2008.0021)
EXPORT CONTROL - When navigating into a tab without initially saving, an STE was thrown
DASHBOARD - Fixes issue where copying a proposal created duplicate dashboard frames within the new proposal (RESKC-4743/2008.0017)
PROPOSAL - Fixes issue where Appointment Type automation feature was not generating correct number of lines in budget (RESKC-4706/2008.0016)
EXPORT CONTROL - Creates a relationship between the Restricted Party Screening person/company information and the Restricted Party Screening results so that if the Person/Company Information is deleted or edited, the associated results will also be deleted (RESKC-4720/2008.0013)
PROPOSAL - Fixes issue where the addition of 10 attachments using the upload/add button caused the attachment type and description to shift down. To fix, we now do a single request with all the attachments that are being uploaded. Is important to note that the MAX_FILE_SIZE_DEFAULT_UPLOAD parameter controls how big a request can be and that means that all the files together (when using Upload & Add) cannot go over the size specified on that parameter. If that happens, the user will get a KRAD error: Failed to upload files, because they exceeded a max size of [value of MAX_FILE_SIZE_DEFAULT_UPLOAD in bytes] bytes (RESKC-4653/2008.0015)
GENERAL - Ensure plain sql migration scripts are generated and committed by Circle CI and Update KR migration process to use vanilla Flyway; both issues affect on prem customers only (RESKC-4731, RESKC-4723/2008.0021)
PROPOSAL - Fixes issue where 'OK' and 'Cancel' buttons were not available in the "Reason for Recall?" window (RESKC-4732/2008.0010)
AWARD/SUBAWARD - Adds Recall action on Award and Subaward documents so that a routed document can be returned for corrections. Uses new permissions of 'Recall Award Document'
and 'Recall SubAward Document' which are required to have recall action; permission added by default to to Award Modifier and Modify Subaward roles (RESKC-4719/2008.0007)
PROPOSAL - Fixes notification issue that created multiple "Create" notifications when copying a proposal from the Proposal Lookup or refreshing page using the browser refresh action (RESKC-3958/2008.0008)
GENERAL - Adds Description field on Term and Term Specifications Lookups to allow a wider search by unique text (RESKC-4712/2008.0006)
GENERAL - Updates description text of Proposition with the "Answer to a Question on a Questionnaire is (.) to better clarify and remove Seq reference; now parameters are labeled Question ID and Questionnaire ID (RESKC-4713/2008.0006)
IP - Defaults the Institutional Proposal Panel to be open when an IP is opened (RESKC-4635/2008.0006)
IP - Changes the label on the IP Attachment Type to say "Attachment Type" instead of "Code" in Attachments tab (RESKC-4637/2008.0006)
IP/AWARD - Creates two new parameters to allow greater control over displaying the Central Administrator Contacts panel in IP and Award. The new parameters are Enable_Central_Admin_Contacts_Award and Enable_Central_Admin_Contacts_IP (RESKC-4640/2008.0006)
EXPORT CONTROL - Fixes several EC bugs, including finalized ECs still presenting the save action; the "reset", "delete", and navigation buttons not working as intended in all scenarios; and unit name not populating correctly for the unit field. Also fixed a bug with the approval status not working properly on the compliance tab in IP and Award (RESKC-4715/2008.0003)
GENERAL - Updates the labels in Agenda rule editor from 'Invalid - action executed when true' TO 'Action Executed When True' an 'Valid - action executed when false' TO 'Action Executed When False' to better clarify their use (RESKC-4714/2008.0004)
PROPOSAL/IP/AWARD - Personnel Searches will execute when you press Enter after typing in one of the fields (RESKC-4644/2008.0003)
AWARD - Adds parameter Enable_Contract_And_Grants_Billing that allows you to display/hide the Award Contract and Grants Billing panel in the Payments, Reports & Terms tab of the award. Customers can hide the panel if they do not use Contracts and Grants billing as part of their Award process; default parameter value is Y (RESKC-4638/2008.0002)
COI - Fixes issue in MySQL COI where Date Options Missing from 'An annual COI disclosure is about to expire.' notification (RESCOI-3744)
PROTOCOLS - Fixes issue where training data in protocols was not saving until the unit dialog is opened (RESPRO-3468/20.08.009)
COI - Fixes issue where 700-U generates an error on download or view if manual project ID had special character (RESCOI-3742/20.08.006)
PROTOCOLS - Fixes Dialogue windows not allowing scroll or displaying all action buttons in the Assignment, Submit Review, and Action Items (RESPRO-3635, RESPRO-3643/20.08.034)
PROTOCOLS - Fixes issue where certain attachments could not be viewed/downloaded in protocol (RESPRO-3515/20.08.030)
PROTOCOLS - Fixes issue where Action Items were not visible on certain fields (RESPRO-3533/20.08.024)
PROTOCOLS - Adds Notification Recipients of 'Assigned Ancillary Reviewers' and 'All Assigned Ancillary Reviewers' to configure in notifications (RESPRO-3323/20.08.005)
PROTOCOLS - Updates the user interface to make some styling improvements with spacing, sidebar colors, button styling, font sizes to be consistent throughout (RESPRO-3605,RESPRO-3606/20.08.009)
PROTOCOLS - Fixes data issue related to review reminder notifications so they weren't firing properly (RESPRO-3538)

JULY 2020

GENERAL - Updates KC Tomcat to latest 9.x version (RESKC-3920)
COI/PROTOCOLS - Adds embedded Reports link and preconfigured reports for COI and Protocols - see full announcement here (RESPRO-3263,RESCOM-504)
COI - Fixes issue where it was requiring researchers to update their disclosure for new projects but no incomplete fields were added to the disclosure (RESCOI-3690/20.07.044)
PROTOCOLS - Fixes issue where Action items were no longer showing inline on approved amendments (RESPRO-3375/20.07.030)
COI - Updates the status language from 'Undisclosed' to 'Update Not Required' in Sponsored Programs modules so administrators can easily tell when COI requirements have been completed (RESCOI-3697/20.07.041)
COI - Fixes issue where if a user had not disclosed previously and a new project was pushed that meets the project requirements logic it was requiring the user to submit a disclosure (RESCOI-3691/20.07.018)
PROTOCOLS - Adds Funding Sources to API (RESPRO-3589/20.07.042)
COI - Fixes issue where a disclosure was allowed to be submitted with a null Declaration inappropriately (RESPRO-3314/20.07.051)
PROTOCOLS - Fixes config endpoint returning 401 error for non-admin users (RESPRO-3534/20.07.040)
PROTOCOLS - Fixes issue where completed reviews from Assigned Reviewers were staying on resubmit (RESPRO-3528/20.07.034)
PROTOCOLS - Fixes issue where dashboard filters were not applying correctly 9RESPRO-3527/20.07.031)
COI - Fixes issue where you could not filter by Assigned Reviewer without enhanced filtering enabled (RESCOI-3694/20.07.037)
COI - Adds Unit Name to Unit selection in Review/View Disclosure filter. So rules and columns are like "12324 - Department Name" instead of just "12345" (RESCOI-3572/20.07.029)
COI - Only allow comments at top list level to prevent blank screen when reporter tries to view a nested comment on 700U (RESCOI-3681/20.07.028)
COI - Fixes issue where the Notification template content didn't display after updating config immediately (RESCOI-3699/20.07.042)
PROTOCOLS - Fixes issue where an Amendment submitted for review still had approve option when Expiration occurred on main (RESPRO-3481/20.07.030)
GENERAL - Updates the krim_prncpl_t.prncpl_nm field in the database to varchar(100) to be consistent with character limits on this field in the rest of the database; previously varchar(40) (RESKC-4717/2007.0046)
GENERAL - Provides clarification to COI Disposition Status label to identify COI Project Disposition in Proposal Development, Institutional Proposal, and Award modules (RESKC-4691/2007.0044)
EXPORT CONTROL - Fixes Correspondence functionality in Export Control so that sending a Meeting Agenda or an Email will be recorded as a "Provided Advice" event in the Events Tab and as a communication under Correspondence. The description from Email Content and Meeting Agenda type will be displayed in the comment sections for further clarity (RESKC-4693/2007.0041)
GENERAL - Adds additional database configuration check on startup to make sure transaction isolation levels are being set correctly (RESKC-4196/2007.0037)
GENERAL - Updates a number of dependencies for our PDF service (RESKC-4652)
PROPOSAL - Fixes Proposal Hierarchy sync action so that parent sync can occur after additional changes in the child, even when Internal Attachments in the child(ren) proposals (RESKC-4647/2007.0042)
GENERAL - Updates S2S API connection to support additional cipher suites required by Grants.gov (RESKC-4610/2007.0035)
DASHBOARD - Fixes the Compliance indicator on the dashboard cards so that the type Export Control will display the project status from the Export Control Project (RESKC-4700/2007.0039)
AWARD - Fixes the trigger for 30/60/90 and Overdue Award Report Tracking notifications to send when the status is pending or due. Digests continue to send when status is due, as these are meant to be escalated notifications (RESKC-4160/2007.0033)
EXPORT CONTROL - Adds notifications when an export control record is created, linked to an associated document, or the status changes on the export control (RESKC-4427)
PROTOCOLS - Fixes issue where a Committee member were unable to add Action Items (RESPRO-3388/20.07.028)
COI - Adds request ID to all requests coming through in COI to improve audit logging (RESCOI-3616/20.07.024)
PROTOCOLS - Fixes issue Assigned Reviewer Reminder notification variable typo of {REVIEWER_TYPE}} so it populates correctly in notification (RESPRO-3518/20.07.023)
PROTOCOLS - Fixes issue where Revisions Required Reminder Notification Notification was triggered at the same time the Revisions Required Notification was sent inappropriately (RESPRO-3463/20.07.019)
PROTOCOLS - Fixes issue where Assigned Reviewer Reminder Notification was triggered at the same time the Assigned Reviewer Notification was sent inappropriately (RESPRO-3465/20.07.019)
PROTOCOLS - Adds Ancillary Status Changed notifications in the IRB Configuration and IACUC Configuration that will alert configured users if the status of an ancillary review is changed (pending, not approved yet, approved), so that all parties are aware of the current status of the related ancillary review (RESPRO-3322)
EXPORT CONTROL - Adds the new Export Control module as a module available option in Kuali Research. The Export Control module allows you to Conduct and classify Restricted Party Screenings, Complete Foreign Travel Review, Classify Review Types, Store TCPs, Licences, Purchases, and more. More information can be found in the Export Control - Overview article (RESKC-4448)
GENERAL - Resolves issue where indexing Institutional Proposal Unit data into Elasticsearch was very slow due to missing indices. This includes cleaning up bad data in customer databases related to IP proposal person unit and unit credit splits and adding constraints on those tables (RESKC-4689/2007.0029)
DASHBOARD - Created an indicator on the dashboard cards for compliance information showing type of compliance and status of compliance review. Viewers are able to immediately see if there are compliance entries on a proposal, institutional proposal, or award and their current status (RESKC-3265/20.7.4)
GENERAL - Updates a number of system dependencies including EH Cache and Flyway 6 (RESKC-4651, RESKC-4679/2007.0023)
AWARD - Updated Award API to determine Project End Date the same way as the UI does; if multiple transactions it should take last transaction rather than first (RESKC-4447/2007.0026)
PROTOCOLS - Fixes issue where submitting protocol would fail due to 422 processing error when text gadget had formkey of fileName (RESPRO-3511/20.07.028)
PROTOCOLS - Resolves another Action Item count issue due to matching logic issue (RESPRO-3513/20.07.025)
PROTOCOLS - Changes default template text for Close Request from "submitted" to "initiated" in the default template (RESPRO-3441/20.07.023)
PROTOCOLS - Fixes issue where the Not Human Subjects Research Notification was displaying in IACUC configuration inappropriately (RESCOI-3615/20.07.022)
COI - Adds Review Status as a filter option with options of Complete or Incomplete; previously Assigned Reviewer operators only worked on reviewer name (RESCOI-3638/20.07.013)
COI - Fixes issue where you couldn't remove specif
ic user recipients in Notifications (RESCOI-2420)
SUBAWARD - Fixes issue where subaward would freeze when trying to add Award in Funding Source panel (RESKC-4690/2007.0024)
AWARD - Fixed functionality of Award Post Button to display on an award without a manually entered account ID to allow for customers to generate account ID via the APIs. Awards without account IDs can be posted and the API-generated account ID will be integrated into the award (RESKC-3605/2007.0016)
AWARD - Fixed the Award Post History panel so that it is tied to the Award ID and not the Account ID so that the post history will be retained in all versions of the Award. Account ID can be changed without having an effect on which posts appear in the Award Post History panel (RESKC-4442/2007.0022)
PROTOCOLS - Resolves issue where gadget section was not displaying if previously set as checklist gadget rather than checkbox (RESPRO-3497/20.07.019)
PROTOCOLS - Fixes placeholder tokens that were not populating to the reminder notifications (RESPRO-3411/20.07.011)
PROTOCOLS - Resolves issue where Action Item was not displaying on a field that was subsequently deleted; now still accessible when 'show latest changes' is enabled (RESPRO-3374/20.07.018)
PROTOCOLS - Fixes issue where the Assigned Reviewers were getting removed on the ‘return to researcher’ or ‘require revisions’ actions (RESPRO-3427/20.07.018)
PROTOCOLS - Fixes issue where Action Items were not appearing in Approved, Exempt, NHSR, Disapproved, External Reliance, Closed protocols (RESPRO-3486/20.07.016)
PROPOSAL - S2S - Fixes issue where the Appendix attachment was not printing or submitting for PHS398_CareerDevelopmentAwardSup_4_0 or PHS398_CareerDevelopmentAwardSup_5_0 (RESKC-4682/2007.0018)
AWARD - Created functionality to allow users to sort the order of the Award Type drop down and users can flag Award Types as active or inactive for inclusion or removal from the drop down list. Sort ID and Active fields added to the Award Type maintenance table (RESKC-4157/2007.0014)
GENERAL - Adds new 'Copy to New Documents' field in Custom Data Attribute Document table that controls which custom data fields can be copied into a new proposal or award. If the Copy to New Documents is unchecked, the data will not be copied over into the new document. More information can be found in the Custom Data article (RESKC-3753/2007.0011)
GENERAL - Fixes issue so Special Review Type for new Export Control module is hidden from all customer dropdowns in Proposal, Award, and Institutional Proposal. Any previous Special Review Types will continue to display in dropdowns (RESKC-4673/2007.0010)
DASHBOARD - When PI or Negotiator only has the Negotiations permission "View Activities - Lookup" the negotiations card will now fill with appropriate content (RESKC-4600/2007.0009)
PROTOCOLS - Adds back missing Person Roles as an option in Enhanced Filtering (RESPRO-3452/20.06.053)
COI - Fixes project push issue where pushing a not required project would not revert the status if there were any other projects on the disclosure regardless of whether or not they had been disclosed on (RESCOI-3609/20.07.003)
PROTOCOLS - Fixes issue where only the first column of list gadgets were displaying even if multiple columns were configured to display (RESPRO-3439/20.07.003)
PROTOCOLS - Resolves issue where date options were not displaying when editing a reminder notification (RESPRO-3483/20.07.008)
PROTOCOLS - Fixes issue where Action Items doubling on creation if clicking multiple times (RESPRO-3359/20.07.006)
PROTOCOLS - Resolves issues where the Action Item counts in the left navigation weren't correct (RESPRO-3216,RESPRO-2281,RESPRO-3363,RESPRO-3487/20.07.006)
COI - Fixes issue where Economic interest comments were lost on require revisions or return actions (RESCOI-3628/20.07.002)
PROTOCOLS - Fixes issue where Action Item timestamp was updating if visibility was changed (RESPRO-3455/20.06.051)
PROTOCOLS - Resolves issue where Protocol template changes published but were not reflected in In-Progress protocols (RESPRO-3450/20.06.050)
PROTOCOLS - Adds functionality so that submitted Meetings are not longer available when assigning a meeting to a Protocol (RESPRO-3173/20.06.024)
PROTOCOLS - Fixes issue where the Activity log was missing a submit entry after withdraw action (RESPRO-3409/20.06.048)
PROTOCOLS - Fixes issue where the researcher was able to see new action items before a revisions required or return to researcher action (RESPRO-3432/20.06.043)
DASHBOARD - Fixes issue where using the field Agency Routing Id as a column on Omni Search caused an error (RESKC-4671/20.7.3)
GENERAL - Updates the Custom Data Label from 30 characters to 60 characters (RESKC-4543/2007.0008)
DASHBOARD - Fixes accessibility of maintenance options for IP so that they can be accessed if Proposal Development is disabled. IP maintenance options have been moved to Shared Across Modules section (RESKC-3966/20.7.2)
PROPOSAL - S2S - Fixes an issue where Human Study Attachment formatting was lost when generating S2S eApplication and transmitting to GG/eCommons (RESKC-4665/2007.0002)
PROPOSAL/IP/AWARD - Special Review Approval Statuses 5 and 6 have been restored as default options (RESKC-4656/2007.0006)
PROPOSAL/IP/AWARD - Institutions have the ability to add permissions to a role that will allow them to delete a home unit. Otherwise, home units associated to personnel are not possible to delete. New permission added were Maintain Proposal Development Personnel Units, Maintain Award Personnel Units, and Maintain Institutional Proposal Personnel Units - by default these were added to the User role so functionality won't change unless you remove (RESKC-4411/2007.0005)
DASHBOARD - Updates Omni Search indexing so that CFDA is populated directly from IP and Award documents instead of their associated Development Proposals (RESKC-4514/2007.0003)
PROPOSAL - Adds the ability to automatically add multiple budget lines for a person who has multiple appointment types in a budget period. New fields have been added to the Appointment Type table to specify dates for the appointment. Full announcement of the new functionality can be found here (RESKC-1330, RESKC-1331/2006.0039
IP/AWARD - Fixes error received when trying to delete, edit, or add compliance record in IP or Award (RESKC-4646/2007.0002)
DASHBOARD - Adds Obligated Amount columns in OmniSearch results of Total Budget Proposal Amount and Total Obligated Award Amount (RESKC-4165/20.7.0)
PROPOSAL - S2S - Fixes incident report when trying to create proposal hierarchy if compliance entry exists and GG opportunity linked with HSCT form (RESKC-4546/2007.0001)
GENERAL - Fixes an issue where links in notification messages cause incorrect text to show up at the top of those messages in the Notifications History page across the modules (RESKC-4525/2007.0001)

JUNE 2020

PROTOCOLS - Fixes display issue where a read-only text item in a dialog list not selected as default was still visible (RESPRO-3325/20.06.028)
COI - Fixes issue where 700-U forms had errors in Acrobat when displayed and reporter could not view 700-U before they verified (RESCOI-3634/20.06.032)
COI - Resolves issue where disclosures with no new fields was showing as Update Required (RESCOI-3627/20.06.032)
GENERAL - Fixes issues with maven-war-plugin:3.3.0 in Rice (RESKC-4609/2006.0011)
PROPOSAL - Fixes 30 Character field limit for Ad-Hoc recipient Principal ID to allow up to 100 (RESKC-4475/2006.0046)
GENERAL - Adds additional restrictions to protect against bad HR feed runs; restrictions include not allowing more than one job to run simultaneously and to require more than one user be included in file. More information in the Technical - Configuring HR API article (RESKC-4512/2006.0046)
PROPOSAL - S2S - Fixes the issue where SupplementalCoverSheet for NEH 3.0 and Short v1.1 form would not print the PDF as complete with auto generated information; display only bug (RESKC-4630/2006.0040)
DASHBOARD - Handle unexpected Dashboard frontend errors better (RESKC-3929/20.6.7)
PROPOSAL - Resolves error when clicking 'submission details' in View S2S Submission results (RESKC-4623/2006.0035)
PROPOSAL - Fixes issue where the state on new address book or sponsors did not list correct selections after the country code V3 update (RESKC-4392/2006.0031)
PROTOCOLS - Person Name was in column options in advanced filtering but not as a filter option (RESPRO-3386/20.06.038)
PROTOCOLS - Fixes issue where time date stamp changed on Protocol Action Item when it was resolved (RESPRO-3406/20.06.034)
PROTOCOLS - Resolves issue where Ancillary Reviews not yet submitted did not appear in ancillary reviewer's Protocols assigned to me (RESPRO-3089/20.06.027)
COI - Updates 700-U to nly check for verification on editable disclosures (RESCOI-3565)
COI - Fixes issue where a user couldn't do updated disclosure action due to null Negotiations in project push associated with the award and the declare once was enabled (RESCOI-3564/20.06.017)
COI - Resolves problem where Reviewers (that were also admins) were able to select and save dispositions on finalized disclosures (RESCOI-3555/20.06.017)
COI - Fixes issue where notification were not sending for individual recipients in COI configuration (RESCOI-3580/20.06.020)
PROTOCOLS - Resolves issue on Suspended protocols where Reportable Events was not available (RESPRO-3417/20.06.024)
PROTOCOLS - Fixes issue where the training display didn't update when a user was added until the list dialog was closed and re-opened (RESPRO-2642/20.06.020)
SUBAWARD - Update Subaward Invoice API to allow you to initiate a subaward invoice maintenance doc via the API so that it is set up as a maintenance document that can be routed (RESKC-4480/2006.0026)
DASHBOARD - Dashboard manual dependency updates (RESKC-4604/20.6.6)
GENERAL - Fixes issue where Kuali API page was giving Access error 404 (RESKC-4602/2006.0023)
AWARD - Makes Account ID field in the Award module read only when either KUALI_FINANCIALS_INTEGRATION_ON or Enable_PostAwardFinancials are enabled (RESKC-4587/2006.0025)
GENERAL - Separates KFS integration from generic financials Integration. Renamed FIN_SYSTEM_INTEGRATION_ON to KUALI_FINANCIALS_INTEGRATION_ON but retain all current behavior. Then add new parameter for other award integration behavior: Enable_PostAwardFinancials (RESKC-4586/2006.0024)
PROPOSAL - Adds the lookup option for the Lead Unit drop-down in proposal copy window to make it easier to find the unit (RESKC-4408/)
COI - Adds news 'Do not require researchers to update their disclosure for new projects if no incomplete fields are added to the disclosure' in COI - General Configuration. When enabled if a project is pushed that doesn't populate any editable fields based on progressive disclosure then the disclosure will not go into Update Required status, and no notification will be sent for that project. If "Disclose once at PD/IP stage and have the disclosure carry over to award." is turned on and a project is pushed that updates a project to a new type (PD to IP, IP to Award, etc.) and new fields are required after this update then the disclosure status will change to Update Required and a notification will be sent (RESCOI-2733,RESCOI-3327)
PROPOSAL - Changes the default routing behavior for the return action to not generate FYI workflow actions for all users in the stop; neither emails or Action List FYIs (RESKC-4550/2006.0020)
PROPOSAL - S2S - Adds the NSF Cover Page 2.0 as a supported s2s form in Kuali Research (RESKC-4595/2006.0022)
COI - Adds the Request for Send Back option for the initiator (or delegate) to pull back their disclosure for edits. Can be enabled in Configuration - General Configuration tab and two new notifications of 'A reporter requests the disclosure to be sent back' and 'A reporter cancelled the request for their disclosure to be sent back' have been added to the Configuration - Customize Notifications . More information on the functionality can be found in the COI - My Disclosures article; and announcement here (RESCOI-3305)
PROTOCOLS - Update wording on 'Only PI Can Submit' Configuration to 'Only the Principal Investigator can do the initial submit on protocols' (RESPRO-3261/20.06.014)
PROTOCOLS - Adds a warning on Delete of Reportable Event (RESPRO-3243/20.06.016)
PROTOCOLS - Resolves issue where Configuration Notification changes were not showing option to 'Save' after enabling/disabling (RESPRO-3380/20.06.012)
PROTOCOLS - Fixes issue where actions were missing on Suspended protocols (RESPRO-3380/20.06.007)
COI - Fixes issue the Project Dispositions would display incorrectly if the user goes to a past version and then back to the latest (RESCOI-3559/20.06.014)
PROTOCOLS - Fixes error on submit and it would not submit on initial attempt; caused by adding a text field called fileName which then tripped up the validation (RESPRO-3399/20.06.008)
PROTOCOLS - Fixes issue where withdrawal action would cause future status to always be resubmitted in Amendment (RESPRO-3362/20.06.008)
PROTOCOLS - Resolves permission issues where where admins who were also listed as a researcher on a protocol still had admin rights and they shouldn't (RESPRO-3354/20.06.011)
COI - Resolves issue where the batch disposition option did not display if a COI Reviewer was also a COI Admin (RESCOI-3482/20.06.009)
PROPOSAL/AWARD - Adds KRMS rule that checks if the award/PD unit is associated with a unit administrator of the listed unit administrator types (RESKC-4469/2006.0015)
DASHBOARD - Adds the new Negotiations card for the Research Dashboard; full announcement can be found here (RESKC-3262/2006.0018)
NEGOTIATIONS - Resolves issue where inactive Negotiation Location and Negotiation Status were still displaying in drop-down (RESKC-4353/2006.0011)
IP - Adds the ability to allow setting an Institutional Proposal Number via the IP API (RESKC-4588/2006.0010)
DASHBOARD - Fixes issue where certain fields (Subaward ID, Negotiation ID, Proposal Status, etc.) weren't bringing back data to the search results in omni search (RESKC-3968/2006.0011)
PROPOSAL - S2S - Fixes issue on the RR budget mapping where PI/Multi was automatically mapping to Section A even when not budgeted which was causing issues for non-employees. Key Personnel RR behavior updated to only hard code mapping for PIs (not Multi-PIs), regardless of if they are included in the budget. Now only PI and PI/Contact will map as 0 salary even if they are not added to budget. All other personnel will map into the RR budget section A only if included in the budget with a category of senior personnel, either by object code which is associated with senior personnel or manually overriding category to senior personnel (RESKC-4578/2006.0009)
GENERAL - Fixes issue in the Sponsor and Address Book where the state names were incorrect and list showed null after Selecting USA (RESKC-4392)
PROPOSAL - Fixes issue where opening proposals in Internet Explorer was throwing javascript errors (RESKC-4590/2006.0006)
COI - Fixes issue where 700-U Disclosures forms were requiring re-verification because of date format change (RESCOI-3551/20.06.007)
COI - Fixes issue where proposals were not properly falling off a disclosure when the linked IP was put in a status not required to disclose (RESKC-4583,RESCOI-3537/2006.0005)
GENERAL - Improves the mobile experience when the Dashboard is enabled that should allow users to access records for review/approval/etc. (RESKC-4148/2006.0003)
PROTOCOLS - Adds the new notification options in the IRB Configuration and IACUC Configuration: for the below actions:
- Assigned Reportable Event Reviewer
- Not Human Research Determination
- Protocol Cannot be Approved
- Protocol Returned
- Protocol Suspension Lifted
- Reportable Event Requires Follow Up
- Reportable Event Resolved
- Request to Close
- Revisions Required Reminder
- Review Assigned Reminder
- Submit Reportable Event
- Suspended
- Withdrawn
(RESPRO-1069,RESPRO-1255,RESPRO-2058,RESPRO-3031,RESPRO-3036,RESPRO-3037,RESPRO-3330,RESPRO-3331,RESPRO-3332/20.05.060)
IP/Award - Fixes display issue in the Compliance page for IP and Award to make Exemption # narrower to display Action buttons without scrolling (RESKC-4562/2006.0004)
PROPOSAL - S2S - Resolves issue Issues with PHS Cover Page Supplement 5.0 was printing attachments not associated with the form (RESKC-4580/2006.0001)
PROTOCOLS - Fixes problem where Participating Sites Do Not Display for Assigned Reviewers even though the tab was available (RESPRO-3318/20.05.055)
PROTOCOLS - Fixes issue where protocol template would break if General Questionnaire was more than two hierarchy levels deep in template (RESPRO-3377/20.06.001)

MAY 2020

COI - Fixes issue where Reviewers getting removed if disclosure is returned (RESCOI-3434/20.05.030)
GENERAL - Fixes issue where users got a white page when they tried to copy an Organization record; now it allows users to copy Organization records to speed entry of similar organization (RESKC-4517/2005.0027)
PROTOCOLS - Fixes issue where the Reviewer comments on a Reportable Event were removed on resolve or not required (RESPRO-3312/20.05.044)
PROTOCOLS - Fixes issue where Protocol viewer could see Edit buttons; although no actions could be taken (RESPRO-3296/20.05.044)
PROTOCOLS - Resolves issue where the protocol print preview page wouldn't display all buttons/options (RESPRO-2054/20.05.053)
PROTOCOLS - Adds a warning on approval of a protocol if there are action items that have not been marked as resolved (RESPRO-3078,RESPRO-3365/20.05.048)
PROTOCOLS - Resolves issue where the screen went to blank page when Show Latest Changes was enabled if an external data gadget had undefined data (RESPRO-3364)
PROTOCOLS - Fixes issue where Action Items in Amendment and Renewal forms were not appearing in Meetings (RESPRO-3294/20.05.044)
PROTOCOLS - Fixes issue where the Admin would appear in the Admin Reviewer drop down inappropriately if they're a researcher on the protocol (RESPRO-3326/20.05.040)
PROTOCOLS - Fixes issue where the Withdrawal action causing future status to always be resubmitted (RESPRO-3305/20.05.031)
PROTOCOLS - Adds the Org ID in the display of the Organization table (RESPRO-3292/20.05.035)
PROTOCOLS - Adds a clear option in the new quick search bar to remove the entered search text (RESPRO-3232/20.05.029)
PROTOCOLS - Fixes issue where the Funding Source gadget would always pull in Version 1 of the linked document (RESPRO-3227/20.05.029)
GENERAL - Allow spring.profiles.active to be overridden via System properties which updates the way modules and larger-scale features are enabled and disabled (RESKC-4566/2005.0026)
DASHBOARD - Fixes issue where if the Secondary Approver is within a Group the 'alternate' label was not showing in the Proposals Routing to Me card (RESKC-3944/2005.0025)
PROPOSAL - S2S - Fixes validation errors messages on Human Subject Clinical Trial form to make them more clear to the end user (RESKC-4466/2005.0019)
COI - Fixes issue where 700-U Disclosures forms requiring re-verification inappropriately (RESCOI-3424/20.05.018)
PROTOCOLS - Fixes issue issues with Funding Source gadget becoming unresponsive or not refreshing properly (RESPRO-3270/20.05.026)
COI - Fixes issue where supplemental question responses were getting wiped upon return of disclosure (RESCOI-3429)
PROTOCOLS - Fixes issue where the External Data Gadget wouldn't dropdown outside of a list (RESPRO-3219/20.05.029)
COI - Adds the ability in Template Preview to view User's Projects to better see behavior when building projects into your template (RESCOI-3420/20.05.015)
PROTOCOLS - Adds the Static Field and Static Date Gadgets to Protocols (RESPRO-3267, RESPRO-3276/20.05.027)
COI - Improves projects and project declarations in the UX to make it easier for reporters and delegates that needs attention. Also, adds a search bar for the projects section to allow users to narrow down project card list. Must enable the 'Enable Filtering' option in the Card LIst gadget in the template to use (RESCOI-3147)
COI - Resolves incorrect error code is returned when linked project push parameter is not enabled (RESCOI-3447/20.05.014)
COI - Fixes issue where user was unable to see delegate disclosures assigned to them in Safari browser < 13.1 (RESCOI-3381/20.05.014)
GENERAL - Updates budget dependencies (RESKC-4551/2005.0019)
SUBAWARD - Fixes issues where printing or flattening subaward FDP generated PDFs caused kuali populated fields to be illegible (RESKC-4406)
COI/GENERAL- Adds Award Type and Date Project Created to Project Push for SP Projects to COI (RESKC-4522, RESCOI-3437,RESCOI-3240/20.05.021)
GENERAL - S2S - Updates how we handle Grants.gov schemas when Grants.gov connection is down so we can still generate forms (RESKC-4537/2005.0013)
NEGOTIATION - Improves the display of the Subaward Organization when the character length of the organization is 200 characters (RESKC-4518/2005.0011)
PROPOSAL - S2S - Updates the expiration date on the PerformanceSite_3_0 and the RR_KeyPerson_2_0V2.0 to 12/31/2022 (RESKC-4532)
AWARD - Increases the Subaward Amount field on the Approved Subawards section to 12-digits (RESKC-4516/2005.0009)
PROPOSAL - S2S - Fixes issue where the ED_524_Budget form was not mapping year 5 IDC amount in the section B total (RESKC-4531/2005.0014)
PROTOCOLS - Improves incorrect validation when deleting PI and adding back the same user (RESPRO-1098/20.05.025)
PROTOCOLS - Fixes issue where Protocol would show blank screen on show latest changes if you click on person view and it contained a training (RESPRO-3140/20.05.021)
PROTOCOLS - Fixes issue where you could not upload attachments in agenda items in Protocol meetings (RESPRO-3304/20.05.019)
PROTOCOLS - Resolves issue where the field was showing the label instead of ID in Event Type in Reportable Events Lists (RESPRO-2731/20.05.017)
PROTOCOLS - Fixes issue in Version dropdown where Renewed protocols would have more than one approved statuses; prior approved versions should go to superseded (RESPRO-3212/20.05.010)
PROTOCOLS - Fixes issue where Ancillary Reviewer configuration allowed the same contact to be added more than once (RESPRO-3277/20.05.015)
COI - Fixes issue where Project filtering wouldn't search Sponsor Project ID (RESCOI-3419/20.05.012)
COI - Adds Progressive Display options on a list to be consistent between card list and regular list (RESCOI-3466/0.17.7)
COI - Fixes issue where toggles in card list did not update properly (RESCOI-3435/0.17.6)
COI - Fixes issue where the Manage Delegates button was not showing initially for users (RESCOI-3409/20.05.007)
PROTOCOLS - Adds confirmation for Save and warning on Cancel actions in IRB/IACUC Configuration (RESPRO-2713/20.05.011)
PROTOCOLS - Fixes issue where the close option was missing after resubmit of a close request on IACUC Protocol (RESPRO-3246/20.05.003)
COI - Adds the COI Viewer role to the Push Unit Hierarchy to Core Groups job in Monolith and also adds the new parameter Role_Ids_To_Push_To_Groups that allows you to configure which roles should get pushed (RESKC-4521, RESCOI-2641/2005.0005)
GENERAL/DASHBOARD - Remove legacy non-Elasticsearch Dashboard APIs in KR and no longer used parameters:
WORKFLOW_SIMULATION_JOB_ON
WORKFLOW_SIMULATION_BATCH_JOB_CRON_START_TIME
WORKFLOW_SIMULATION_BATCH_JOB_CRON_EXPRESSION
SAVE_WORKFLOW_SIMULATION_RESULT_ON_WORKFLOW_ACTION
Workload_Balancing_Priority_Stop
(RESKC-3912, RESKC-4443/2005.0002)
PROPOSAL - Fixes issue where you were unable to apply to later periods or autocalculate periods for personnel with multiple lines (RESKC-4055,RESKC-4515/2005.0001)
GENERAL - Increases Sponsor Acronym Character Limit from 10 to 30 characters (RESKC-4224/2005.0002)
PROPOSAL - Fixes default mapping behavior for RR Budget so that PI will always map to section A of the budget even if budgeted in non-senior personnel sections; all other roles will map to the budget category of the object code it's budgeted (RESKC-4471/2005.0003)
PROTOCOLS - Fixes where Action Items on protocols would change on agenda meeting minutes after they were submitted (RESPRO-2344/20.04.073
COI - Fixes issue where 700u verification filtering was broken (RESCOI-3444/20.05.006)
COI - Fixes issue where COI Disposition drop down would reset inappropriately (RESCOI-3428/20.05.004)
PROTOCOLS - Adds new Action Items to replace current commenting to facilitate better communication between admins and researchers during protocol review. Information on the functionality can be found in the Protocols - Review and Action Items article. And more information on this transition can be found in the announcement here (RESPRO-2517, RESPRO-2560)
PROTOCOLS - Adds the new Protocol Review Type of External Reliance so if your institution is relying on another institution to perform committee review on a Protocol you can configure a General Questionnaire gadget to identify this submission scenario so you can suppress your institution's protocol questions. More information on this functionality can be found in the Protocols - Multi Site Review article (RESPRO-308)
PROTOCOLS - Adds new advanced filtering and lookup to protocols - a complete overview of new filter and search functionality and how to use can be found in the Protocols - Advanced Filter and Search article (RESPRO-1265)
PROTOCOLS - Adds Ancillary Review functionality that allows additional approvals to be added in the protocol review process (RESPRO-2696)

APRIL 2020

COI - Fixes issue where certain COI notifications were not received (RESCOI-3365/20.04.040)
COI - Fixes memory leak in agenda jobs (RESCOI-3426/20.04.040)
COI - Fixes issue where errors weren't displaying properly in sub-card lists (RESCOI-3358)
PROTOCOLS - Fixes issue where the Action Item count was not calculating as expected in left menu (RESPRO-2734/20.04.071)
COI - Fixes formats for date fields to be consistent across all fields. Now all are ISO date format; aka Zulu format (RESCOI-2581,RESCOI-2582/20.04.033)
COI - Fixes how versions occur on Withdraw action; it will now no longer create a separate version when withdrawing a Protocol (RESPRO-2733/20.04.070)
COI - Adds Card List Filter Options to Economic Interest Supplemental in 700u (RESCOI-3372/20.04.029)
COI - Refactor Notification Service to improve functionality (RESCOI-3376/20.04.032)
COI - Fixes issue where the Comments icon was not displaying on prior approved Disclosures so it wasn't easy to see where comments were made (RESCOI-3380/20.04.028)
COI - Fixes issue where Project Card List Filtering would not always use current list (RESCOI-3366/20.04.028)
COI - Fixes performance issues on disclosures where reporter had numerous projects associated with a number of Financial Entities (RESCOI-3369)
PROTOCOLS - Fixes issue where times on the meeting/agenda page were incorrect and not matching time displayed within meeting (RESPRO-3244/20.04.064)
PROTOCOLS - Fixes issue where Protocol Dashboard links were not working and updating the filters in Manage Protocols (RESPRO-3240)
COI - Fixes issue where not all comments in a disclosure were showing up in Preview Comments (RESCOI-3343/20.04.022)
PROTOCOLS - Adds functionality for reviewing IRB for Multi-site Research (Single IRB); more information on this functionality can be found in the Protocols - Multi Site Review article (RESPRO-248)
COI - Removes COI Feature Flags no longer used in the system (RESCOI-3401)
PROTOCOLS - Fixes issue where Show Latest Changes would go to white page if attachments had been removed in protocol (RESPRO-3223/20.04.043)
PROTOCOLS - Fixes issue where an Action Item's created/updated date was updating when a reply was created (RESPRO-3221/20.04.034)
COI - Fixes issue where you could not upload Admin Attachments to COI disclosure because of special characters in the file name (RESCOI-3363)
COI - Fixes issue where Projects in Declarations was not matching listed projects in 700u (RESCOI-3383,RESCOI-3385/20.04.019)
COI - For hosted customers it adds banner across top to indicate in lower STG or SBX environments to differentiate from PRD (RESCOI-3354)
COI - Fixes issue in 700u where disclosure was allowed to be submitted without required Declaration completed due to how projects pushed (RESCOI-3281/20.04.015)
COI - Improvements to UI in Template Configuration and additional warnings on changes (RESCOI-3379)
COI - Fixes issue on ad-hoc project entry where you couldn't enter data until reloading the page (RESCOI-2949/20.04.010)
PROTOCOLS - Migrates Protocols to Node v12 (RESPRO-2919, RESPRO-3201/20.04.008)
PROTOCOLS - Fixes issue where popups in protocols were not displaying properly when browser window zoomed (RESPRO-2999/20.04.003)
COI - Fixes issue where Return action would not do the notification prompt correctly; went to blank white page (RESCOI-3373/20.04.013)
COI - Fixes UI issues on project search filter in 700u where if title was too long it would run off the screen (RESCOI-3335/20.04.009)
COI - Improves how disclosure projects are pulled into disclosures and adds checks to avoid duplications (RESCOI-3188)
COI - Adds the display Title information for the filer on 700u in Economic Interests Supplemental (RESCOI-3346/20.04.005)
SUBAWARD - Fixes issue where display was blown out if Organization Name had large character length (RESKC-4521)
DASHBOARD - Add ability in omni search to search all data from the beginning of data collection to a specific date, or a specific date through today. Also, adds error messaging when a user does not enter a date in one of the range date field searches or when the first date entered is earlier than thru date. And organizes Date fields in one column in the Narrow search by category popup (RESKC-4472/20.4.18)
PROPOSAL - S2S - Fixes issue with the PHS 398 Coverpage Supplement V5.0 Questionnaire (RESKC-4487/2004.0043)
DASHBOARD - Updates the 'Primary Approver' column name to 'Current Request(s)' to better capture the intent of the information (RESKC-4496/20.4.17)
GENERAL - Performance improvements to Agenda editor (RESKC-4493/2004.0040)
PROPOSAL - S2S - Fixes issue on RR_KeyPerson form that went to error upon print if 9th person added was a non-employee (RESKC-4482/2004.0038)
PROPOSAL - S2S - Fixes formatting issues in new Fellowship Supplemental form print (RESKC-4479/2004.0037)
PROPOSAL - S2S - Updates expiration date incorrect on Short 424 (RESKC-4492/2004.0036)
AWARD - Fixes issue where you could no longer add attachments to final award documents (RESKC-4490)
PROPOSAL - S2S - Updates a number of new forms where the expiration date was incorrect (RESKC-4477/2004.0034)
PROPOSAL - Fixes issue where adding a Personnel line item but editing effort on Details before save would result in stack trace error (RESKC-4476/2004.0031)
PROPOSAL - S2S - Fixes issue where R&R Budget forms was not showing all of personnel salaries if the person was added in the Key Personnel tab of the proposal budget budgeted to a non-Senior Personnel object code (RESKC-4440/2004.0029)
GENERAL - Increases Organization Name Character Limit from 60 to 200 Characters (RESKC-4225/2004.0042)
PROPOSAL - Fixes issue where the Approval Date on Human Subjects was not being required when status was Approved; found it was related to Special Review Approval Status table configuration and that this was not set as required out of the box. Also updated when the validation is thrown if this configuration is changed so it doesn't lock the record (RESKC-4187/2004.0032)
DASHBOARD - Adds new Date lookups in the omni search that gives options Specific, Range, Greater than date, Less than date (RESKC-3909/20.4.10)
DASHBOARD - Upgrades Elasticsearch from 6.x to 7.x (RESKC-3994/2004.0026)
GENERAL - Adds the new UEI field to the Organization record which will eventually be the DUNS replacement. This is in preparation of when the new Grants.gov form version will eventually incorporate this field in form mapping. The new field follows the same formatting requirements as expected in Grants.gov; full announcement from Grants.gov of this new field can be found here (RESKC-4033/2004.0028)
GENERAL - Makes CFDA table functionality available when the KFS integration parameter is turned off; also enables CFDA_BATCH_JOB_ON parameter by default (RESKC-4359/2004.0027)
PROPOSAL - Fixes issue where the NSF Science Code lookup would popup a calendar rather than lookup (RESKC-4449/2004.0023)
AWARD - Adds active/inactive flag to Sponsor Term Type maintenance records of Sponsor Term Type, Subaward Cost Type, Award Attachment Type and Sponsor Terms (RESKC-4154/2004.0030)
DASHBOARD - Updates the dashboard with new parameters to allow view authorization configuration for dashboard functionality. The Elasticsearch_Index_Skip_Roles will skip indexing view authorization results for roles with too broad a scope or for groups who won't need to use the Dashboard. And the parameter Elasticsearch_Index_Unrestricted_View_Namespaces that allows view authorization indexing to be skipped completely for specific document namespaces, allowing all users to view those documents. Lastly, it removes existing Elasticsearch_Index_Skip_Default_And_Unit_Roles parameter since it was no longer used (RESKC-3981/2004.0021)
PROPOSAL - S2S - Updates all OMB Form Sets to the new versions that are effective MAY 15 2020; full announcement with more information can be found here (RESKC-3857)
GENERAL - Updates license headers to 2020 (RESKC-4425/2004.0018)
NEGOTIATION - Updates the Title field to allow 200 characters to match other modules (RESKC-3076/2004.0014)
GENERAL - Fixes issue where the YNQs for Organization where not changing/updating as expected (RESKC-4014/2004.0014)
IP - Fixes issue where the IP Attachments file name column was empty after first save (RESKC-4439/2004.0014)
IP/AWARD/SUBAWARD - Updates the labels for the Custom Data and Special Review tabs to be uniform with Proposal labeling; they're now Supplemental Data and Compliance (RESKC-4227/2004.0022)
SUBAWARD - Updates attachments printing with Subaward FDP PDF so they are included in the attachments area of the PDF rather than behind the forms (RESKC-4384/2004.0015)
COI - Updates made to allow Project integration with third party system; more information in the COI - Project Integration with External System article (RESCOI-3324/20.04.012)
COI - Fixes issue that was preventing Admin from selecting a disposition on a specific project (RESCOI-3336/20.04.007)
COI - Fixes issue where new backend jobs were showing up Jobs section of Configuration inappropriately (RESCOI-2776/20.04.004)
COI - COI Viewer role now shows last approved disclosure if one is currently in progress; previously if there was an in progress nothing would return on lookup in COI Viewer menu (RESCOI-3325/20.04.005)
COI - Adds Created By, Published date, and Published By to the display in COI Templates Configuration (RESCOI-3347/20.04.006)
GENERAL - Removes unused coeus-help parameters (RESKC-4322/2002.0046)
SUBAWARD - Fixes issue where the dollar signs were missing and using light grey font on Subaward FDP Amendment (RESKC-4420/2004.0011)
PROPOSAL - Fixes issue where Unit Aggregator Roles weren't honoring canViewSalary correctly (RESKC-4019/2004.0013)
PROPOSAL - Fixes issue on how to handle non-ascii characters in proposal module (RESKC-4370/2004.0013)
DASHBOARD - Adds the ability to sort by column in the the Proposal workload assignments card; user can click on the top header of each column to sort (RESKC-3120/20.4.4)
PROPOSAL - S2S - Fixes issue where ED 524 Budget Indirect Cost Rate was mapping the applicable rate for the proposal rather than the institutional rate and restricted rate info was not mapping (RESKC-4270/2004.0009)
PROPOSAL - Fixes issue where validations ran off popup window (RESKC-4423/2004.0006)
PROPOSAL - S2S - Fixes issue where Sponsor Name was not getting truncate to 424 cover pages if greater than 60 characters; would throw validation (RESKC-4375/2004.0012)
DASHBOARD - Fixes issue where you were unable to assign or remove people in Proposal Workload Assignments card (RESKC-4421/2004.0004)
COI - Adds the Main Sponsor Code option as a lookup filter for Manual Projects (RESCOI-3299/20.04.002)
COI - Fixes issue where dispositions were getting cleared inappropriately (RESCOI-3286/20.04.001)
PROTOCOLS - Fixes display issue where popups were not displaying properly when browser window zoomed; gets cutoff (RESPRO-2999/20.04.003)

MARCH 2020

PROTOCOLS - Adds to watermark display option in Configuration the Approval Date that Attachment was originally approved (RESPRO-2835/20.03.076)
PROTOCOLS - Fixes issue where Committee members were seeing protocols assigned to meetings in Manage Protocols (RESPRO-3166/20.03.079)
PROTOCOLS - Fixes display issue where Committee members were unable to see Meeting and Agendas navigation option in left menu (RESPRO-3181)
COI - Prevents duplicate project insertions in disclosure (RESCOI-3296/20.03.054)
COI - Fixes issue where reporter comments from SFI view did not automatically transfer to Project View (RESCOI-3321/20.03.055)
COI - Resolves display issue where 700-U PDF would cut off in preview because of screen resolution (RESCOI-3058/20.03.054)
PROTOCOLS - Adds the IRB TRIAGE and IACUC TRIAGE roles to allow access for protocol intake; more info in announcement here (RESPRO-3061)
COI - Resolves issue where system would get stuck when opening disclosures after template change (RESCOI-3348/20.03.051)
COI - Fixes issue where supplemental 700U error received when Sent Back for Revisions (RESCOI-3326/20.03.049)
COI - Fixes issue where the disclosure was not in Update Required status after approval if new project is added while in progress (RESCOI-3273/20.03.049)
PROTOCOLS - Fixes issue where protocols assigned but not showing up in meeting if the same protocol was assigned in different states (RESPRO-3082/20.03.070)
COI - Fixes issue where disclosure projects do not always update on in progress disclosure (RESCOI-3316/20.03.045)
COI - Fixes issue where notifications for new projects were not always being sent (RESCOI-3334/20.03.047)
PROTOCOLS - Adds the IRB SYSTEM CONFIGURER and IACUC SYSTEM CONFIGURER roles to allow configuration specific access; more info in announcement here (RESPRO-2691)
COI - Fixes issue where notifications were not sent when user had an In Progress disclosure (RESCOI-3320/20.03.042)
COI - Fixes issue where notifications were not sending for MySQL COI (RESCOI-3333/20.03.043)
PROTOCOLS - Fixes issue where Action Items were not displaying in a list gadget (RESPRO-3159/20.03.063)
COI - Fixes issue where 700u form preview was going to error (RESCOI-3322,RESCOI-3330/20.03.038)
COI - Removes unused year selection from static due date (RESCOI-2358/20.03.033)
COI - Adds the display of Sponsor Hierarchies and Sponsor Code for Sponsors in Manual Projects (RESCOI-3216/20.03.030)
PROTOCOLS - Fixes issue where protocol shows blank screen when clicking Show Latest Changes (20.03.048/20.03.048)
PROTOCOLS - Fixes issue where fields displayed due to progressive display on an Amendment during a Return for Revision could not be completed (RESCOI-3023/20.03.024)
COI - Adds home unit data about reporters in disclosures in the top header (RESCOI-1377/20.03.029)
COI - Improves the look of the expand/collapse on COI configuration left hand menu (RESCOI-2835/20.03.028)
COI - Fixes issue where Project Type Code filter was broken in Manage Projects screen (RESCOI-3176/20.03.025)
COI - Adds functionality where when a Financial Entity changes it would only reset Project Disposition for Federal Projects. Adds option in COI General Configuration "Reset Dispositions on all projects that include sponsors in one of the following sponsor hierarchies" (RESCOI-3224/20.03.026)
AWARD - Fixes issue where user received a stack trace error in Award if the Sponsor Template was changed and attempted to apply new values or do sync to template in reports (RESKC-4274/2003.0046)
SUBAWARD - Resolve Issues with Subaward APIs related to subAwardTemplateInfo (RESKC-4416/2003.0045)
PROPOSAL - Fixes issue where error received in proposal if a person added in Key Personnel had an apostrophe in the user's email (RESKC-4138/2003.0044)
PROPOSAL - S2S - Fixes issue where Non Employees Organization was mapping Applicant Organization to NSF Senior Key Person Expanded Form rather than the organization in the Address Book entry (RESKC-4311/2003.0040)
AWARD - Fixes issue where if a newly created child award was canceled but then created again it would reuse version 1; now if canceled that award node would no longer be used on the next child created (RESKC-4074/2003.0039)
SUBAWARD - Fixes issue where you could not delete attachments from the Subaward Comments Notes & Attachments tab (RESKC-4393/2003.0041)
DASHBOARD - Fixes issue where submitted proposals were still showing in Proposals not routing card; was related to child proposals in a hierarchy (RESKC-4398/2003.0038)
SUBAWARD - Fixes issue where the Subaward 3A Principle Investigator telephone number was not populating (RESKC-4388/2003.0033)
GENERAL - Dashboard dependency updates (RESKC-4399/20.3.7)
GENERAL - Impacting new budget dependency updates Jest 24 → 25, Uuid 3 → 7, and Prettier 1 → 2 (RESKC-4396)
DASHBOARD - Fixes issue where proposals where not showing in Proposal workload assignment card correctly (RESKC-4282/2003.0029)
SUBAWARD/AWARD - Increases the Subaward and Award Obligated & Anticipated Change values character limit to 12-digits (billion) (RESKC-4226/2003.0034)
GENERAL - Fixes issue where the state drop-down was not changing for other country in Sponsor Maintenance table (RESKC-4364/2003.0023)
SUBAWARD - Fixes issue with the Subaward FDP Attachment 3A where the incorrect address was populating in the Legal Address field (RESKC-4373/2003.0023)
PROPOSAL - S2S - Adds additional validations regarding form versions for subaward so that if a user attempts to add a Subaward in the proposal budget that is a different form version than required in the opportunity a validation warning alerting the user (RESKC-4376/2003.0026)
DASHBOARD - Fixes issue where in progress subawards were displaying in the 'Awards work in progress card' (RESKC-4379/20.3.4)
PROPOSAL - S2S - Fixes issue where a non-numeric error was received when adding an organization in Proposal Other Organizations if organization had an ID with alpha characters (RESKC-4352/2003.0021)
DASHBOARD - In Omni search adds a link to open results in new page; more information in the full announcement here (RESKC-4245/20.3.2)
DASHBOARD - Updates the Proposal Workload Assignments card to include all enroute proposals; previously it would only appear in this card if it was at the configured workflow priority stop set in the dashboard configuration. More information in the full announcement here (RESKC-3336/2003.0020)
PROTOCOLS - Adds new External Reliance Protocol Review Type if protocol is part of a Single IRB Protocol being managed by another institution; currently behind a feature flag so if you would like this enabled please submit support ticket (RESPRO-308)
COI - Adds sponsor hierarchy summaries endpoint to research-lite (RESCOI-3195)
COI - Fixes issue where two 700U projects were not auto-created when one project had prime and main sponsor that should trigger (RESCOI-3284/20.03.020)
COI - Resolves issue where when typing in the middle of a text field the cursor would eventually jump to the end of the text while typing (RESCOI-3192/20.03.019)
PROTOCOLS - Fixes issue where attachments in a list would continue to show 'uploading...' upon adding an attachment and never finish; user had to click done to see added attachment (RESPRO-3059/20.03.014)
COI - Fixes issue where 700-U supplemental questions didn't have commenting (RESCOI-3261/20.03.018)
COI - Fixes issue where missing data in a list item was not highlighting properly during validation (RESCOI-3163/20.03.015)
COI - Fixes issue where selections were not saving and resetting inappropriately on disclosures sent back for Revision (RESCOI-3265/20.03.011)
COI - Moves webpack assets to use hash based fingerprint instead of version number (RESCOI-3197/20.03.010)
COI - Adds lite-sponsors endpoint to research-lite customers in apis that allow less information to pass in passing sponsor information to COI (RESCOI-3196)
COI - Fixes issue for research lite customers when awards are cancelled; the latest active award should be sent to COI disclosures (RESCOI-3248)
COI - Adds 'Date Project Created' to database for Manual Projects and reporting (RESCOI-3241/20.03.009)
PROTOCOLS - Fixes issue where the Jump To panel was getting cutoff at the top of in progress protocols if there are pages in the template (RESPRO-3074)
COI - Fixes problem where COI Admins could not edit comments and comments were duplicating (RESCOI-3256/20.03.007)
COI - Fixes issue where review assignments would remain on a disclosures after submission inappropriately (RESCOI-3212/20.03.003)
GENERAL - Additional updates needed for Country and State Tables for Forms F; cleanup names (RESKC-4332/2003.0016)
GENERAL - Updates JavaScript dependency in Kuali Research (RESKC-3997/2003.0017)
PROPOSAL - S2S - Fixes issue where printing S2S forms after submit was going to stack trace error (RESKC-4365/2003.0014)
GENERAL - Makes flyway migrator not run as part of coeus-task startup; related to RESKC-4323 (RESKC-4363/2003.0010)
GENERAL - Fixes issue where you couldn't navigate to Address Book and State lookup because it was throwing a stack trace error (RESKC-4362)
DASHBOARD - Adding separate module cards for Work In Progress cards of the dashboard; for Institutional Proposal, Award, and Subaward. Full announcement here. (RESKC-4004)
GENERAL - Adds Elasticsearch index mapping settings to base projects and document how to use them in api docs (RESKC-4349/2003.0008)
SUBAWARD - Adds a Docker image for research-pdf and documentation on how to run it in README for on premise implementations of FDP forms (RESKC-4348/2003.0005)
GENERAL - Updates Kuali Research to MySQL 5.7 (RESKC-4307)
GENERAL - Updates the NSF Science codes for the 2016 row which were incorrect for J mappings (RESKC-4333/2003.0006)
GENERAL - Removes unused KRAD features from kc-rice code (RESKC-4346)
GENERAL - Adds the support of disabling RabbitMQ in the monolith for on premise implementations (RESKC-4180/2003.0002)

FEBRUARY 2020

COI - Fixes issue where the submit button was not available (greyed out) if the user clicks thru the disclosure too fast (RESCOI-3198/20.02.030)
COI - Resolves display issue on the monolith where the annual status of a disclosure was showing as Archived inappropriately (RESCOI-3232/20.02.030)
COI - Fixes issue where when the Financial Entity name was changed it did not display on the Declarations page (RESCOI-3202/20.02.027)
COI - Fixes issue where cancelled Awards still displayed in COI Projects (RESCOI-3203/2002.0043)
GENERAL - With updates to the Country/State table we also exposed the new columns in the frontend maintenance table edit (RESKC-4308/2002.0009)
DASHBOARD - Fixes issue where canceled versions were remaining in 'Post award in progress & negotiations' card (RESKC-4329/2002.0050)
PROTOCOLS - Adds additional checks on file errors upon upload so it is triggered in all instances (RESPRO-2949/20.02.058)
PROTOCOLS - Fixes issue where Agenda Summary and Minutes Summary buttons did not respond (RESPRO-3043/20.02.047)
AWARD - Adds functionality to prevent the linking of an Institutional Proposal from overwriting the following fields in child awards that were already filled out: Sponsor, Prime Sponsor, Title -
the exception being that a Proposal Merge Type of "Replace" will still replace any existing data (RESKC-4265/2002.0044)
PROTOCOLS - Fixes issue where notification emails with {{PROTOCOL_LINK}} would send user to wrong version of Protocol; now sends to the last active version (RESPRO-3016/20.02.049)
PROTOCOLS - Fixes issue where text formatting caused line breaks on protocol print (RESPRO-2783/20.02.060)
GENERAL - Moves tools for automatically running SQL script and XML ingestion updates on server startup into the main KC project, including documentation on how to configure them (RESKC-4323/2002.0039)
PROPOSAL - S2S - Remaining date changes to all printed forms not needing version updates to 12/31/2022 (RESKC-4314/2002.0041)
GENERAL - Makes some major KR dependency updates mainly in Spring, Fop, and S3 (RESKC-4321/2002.0034)
PROPOSAL - Fixes issue in proposal budget where changing budget period dates when line items exist would cause it to get stuck throwing an invalid validation error about line item dates (RESKC-3357/2002.0044)
GENERAL - S2S - Increases Grants.gov polling time and refactors S2S polling job to use fewer calls to the application to reduce hits on Grants.gov server (RESKC-4285/2002.0032)
AWARD - Fixes issue where the Notes in Comments, Notes & Attachments weren't displaying correctly after the legacy removal of IRB/IACUC (RESKC-4317/2002.0029)
COI - Adds the ability to use Delegates in COI disclosures so you can assign other users to your disclosure for completion; the reporter must still review and submit. More information in the COI - Delegates article. (RESCOI-1188)
COI - Fixes issue where 'is among' filter was not saving values (RESCOI-3208/20.02.022)
PROTOCOLS - Adds the ability to configure watermark for protocol attachments by attachment types in Attachments List in IRB Confirmation and IACUC Configuration (RESPRO-2663)
COI - Adds the option in General Configuration to Hide Batch Disposition which allows you to remove the option to set all Project Dispositions in one action (RESCOI-3150/20.02.020)
COI - Fixes issue where Sponsor Typeahead returned inactive sponsors (RESCOI-2932/2002.0013)
PROTOCOLS - Adds a warning for Export and Import actions in FormDesigner Templates (RESPRO-2931/20.02.035)
COI - Adds a warning for Export and Import actions in FormDesigner Templates (RESCOI-3167/20.02.017)
COI - Sets default landing page for Reviewers and Admins to be Review Disclosures instead of My Disclosures (RESCOI-1425/20.02.012)
COI - Adds the ability to export templates on read-only archived or active template versions (RESCOI-3169/20.02.008)
PROTOCOLS - Fixes issue where the Control Type was not displaying properly in External Data gadget (RESPRO-2872/20.02.020)
PROTOCOLS - Adds flag to activity log that will prevent attempting to load additional data on notifications that aren't needed (RESPRO-2966/20.02.007)
COI - Fixes issue where if there is a failure when saving configurations it will give an error message to the user (RESCOI-2458/20.02.004)
COI - Fixes issue in Manage Projects that is should not include Kuali Projects in Project Type dropdown (RESCOI-2950/20.01.072)
COI - Updates COI to Node v12 (RESCOI-3154/20.01.071)
COI - Improves how projects populate on disclosure and content during fetch (both GET disclosure and GET disclosure/:id) (RESCOI-3166/20.01.069)
COI - Fixes issue where reporter couldn't view project dispositions when disclosure was in Update Required status (RESCOI-3149/20.01.068)
AWARD/SUBAWARD - Fixes issue where Comments, Notes & Attachments tab wasn't loading if Notes existed; related to removal of legacy IRB/IACUC (RESKC-4316/2002.0028)
GENERAL - Fixes issue with Medusa view not working after the legacy IRB/IACUC removal (RESKC-4315/2002.0024)
GENERAL - Fixes issue with HR feed API where it wasn't updating Salary Effective Date (RESKC-4302/2002.0011)
PROPOSAL - S2S - Updates the dates on all S2S form not needing version updates to 12/31/2022 (RESKC-4291/2002.0012)
IRB/IACUC - Removes legacy IRB and IACUC modules from Kuali Research; full announcement here (RESKC-4198/2002.0010)
PROPOSAL - In new modular budget fixes issue where the F&A calculation displayed in Modular Budget wasn't correct when F&A rate changes in a project period (RESKC-4242)
PROPOSAL - Fixes an an issue where adding Non-Employee Co-I would go to stack trace error when Unit Auto Population is set to All Affiliations & Appointments (RESKC-3991/2002.0001)
SUBAWARD - Adds the 2019 FDP Forms to the subaward module that utilizes the new form generation functionality. The FDP forms will now generate in editable PDFs so that information mapped from Kuali Research can be changed as desired before sending to your subrecipient. Institutions can also generate the fillable FDP forms from the Print panel without completing any information in the Subaward if you want to manually complete. We also made several changes in the Template Information questions/drop-downs to streamline the overall experience of using the forms in Subaward. Also, along with these FDP forms we have made changes to how attachments work in the Subaward module. The attachments panel in the Template Information tab will be attachments specifically related to the FDP forms and will print behind the FDP agreement. We are also adding a new Comments, Notes & Attachments tab in the Subaward module for all other general attachments; it will behave similarly as other Attachments tabs in other Kuali Research modules with a Comments, Notes & Attachments panel. With the new Comments, Notes & Attachments tab it will use the Subaward Attachment Type table and have default types of Audits, Closeouts, Finalized Agreements, Drafts. The Attachments panel in the Template Information tab will use the new Subaward Template Attachment Type table. More information on this change and migration can be found here (RESKC-4081, RESKC-4228/2001.0038,2002.0006)
DASHBOARD - Fixes issue where the Steps Away indicator showed incorrect information when the routing had multiple stops at the same priority (RESKC-4239)

JANUARY 2020

PROPOSAL - S2S - With the new forthcoming updated Federal Grants.gov forms (forms F) there are specific changes to the official country and state list options in drop downs throughout forms. To accommodate these updates we added additional columns in country tables and how those are used in the drop-downs. Full announcement on these changes can be found here (RESKC-4209)
PROTOCOLS - Fixes issue where general action item badge count was affected by other action items buttons (RESPRO-2988/20.01.072)
PROTOCOLS - Adds the ability to select text in popup windows (like Preview Comments) so you can copy/paste if needed (RESPRO-2786/20.01.062)
PROTOCOLS - Fixes issue where attachments failed to upload in meetings (RESPRO-2785/20.01.060)
PROTOCOLS - Fixes issue where requiredness validations were not working for Attachments in in-line lists (RESPRO-2744/20.01.058)
PROTOCOLS - Adds the 'Export Template' option to all non-active templates for use in another template (RESPRO-2932/20.01.044)
PROTOCOLS - Updates the protocol layout in protocol list to have better padding and overall look (RESPRO-2930)
COI - Adds multiple selector for Status in filters so you can now have multiple options in the same filter (RESCOI-3088/20.01.065)
COI - Fixes issue where Principal Investigator was sometimes Listing Principal ID instead of PI Name in Project in disclosure (RESCOI-3162/20.01.063)
COI - Resolve an issue where disclosures lost data based on progressive display on projects (RESCOI-3161/20.01.060)
COI - Fixes issue where if a user assigns themselves as a recommended reviewer the review options would not immediately appear (RESCOI-3119/20.01.060)
COI - Updates API to allow only admins the action of setDisposition and unsetDisposition actions (RESCOI-2942/20.01.057)
COI - Fixes issue where the size option was not available on all project gadgets (RESCOI-2609/20.01.055)
COI - Fixes issue where auto dispositioning was not respecting the highest disposition on a disclosure (RESCOI-3142/20.01.052)
COI - Adds functionality where it will default the lowest disposition when approving a disclosure with no project dispositions set (RESCOI-2897/20.01.052)
COI - Fixes issue where the hide label function didn't work on project questionnaire (RESCOI-3070/20.01.049)
COI - Fixes issue where Formbot template would not update if a user clicked on the link of an "in progress" disclosure instead of the "update disclosure" button (RESCOI-3148/20.01.049)
PROTOCOLS - Fixes issue where the date picker on Protocols in revision status was not visible (RESPRO-2875/20.01.023)
COI - Fixes issue where some comments were not appearing in Preview Comments (RESCO-3108/20.01.045)
COI - Updates banner color to be the same for question change alert and all banner colors to be consistent (RESCOI-2832,RESCOI-3184/20.01.038)
COI - Fixes issue where Formbot template updates that were published would not update for all "in progress" states (RESCOI-3138/20.01.038)
COI - Fixes issue where submitted disclosures were not appearing in review disclosures for COI admin (RESCOI-3146/20.01.037)
PROTOCOLS - Fixes issue where you were unable to add Admin Attachments; it would go to white page upon add and then refreshed back to protocol (RESPRO-2870/20.01.019)
PROTOCOLS - Fixes reportable events so it should only be available for protocols that have a version with the status of approved or exempt (RESPRO-2834/20.01.019)
COI - Allows the user to press Next button without having to scroll back up to the top of the screen by having it fixed in right column (RESCOI-3057/20.01.031)
COI - Removes the Expand and Collapse All buttons from display when there is only one card in the list (RESCOI-3125/20.01.032)
COI - Fixes intermittent issue where disclosure would come up as a blank grey screen when it was first generated (RESCOI-3133/20.01.041)
COI - Fixes some occasionally odd display on cards with expand and collapse (RESCOI-3105/20.01.041)
COI - Fixes issue where the Annual Disclosure Status displayed in Sponsored Projects module did not match that in COI for some statuses (RESCOI-3071/20.01.041)
PROPOSAL - S2S - Fixes exception error received if the NIH SADS (and other) service calls fail for any reason, now it will ensure opportunity page still loads when SADS not available (RESKC-4259/2001.0030)
PROPOSAL - Update NIH SIL integration to work with submitted applications and S2S overrides which adds the 'NIH e-Application' button on the S2S Forms panel that will go out to the NIH image service and generates the forms as they will be compiled at eCommons. This new button is available pre and post submission and the generated pdf is saved to the database as it was submitted to NIH. This functionality is enabled along with the NIH validation service with the Enable_NIH_Service parameter (RESKC-4233/2001.0020)
GENERAL - Adds additional performance improvements when adding Persons to Proposal Development in large instances would sometimes have a stack trace errors related to large agendas (RESKC-4231)
DASHBOARD - Fixes issue with the card sort of Proposal number and other numeric parameters (RESKC-3999/20.1.3)
GENERAL - Update to Node v12 on all projects that use Node (RESKC-3949)
PROPOSALS - Fixes issue when receiving stack trace error upon submit of PD document for embedded rice customers and removes DefaultNotificationService_Async_Email parameters added for notification debugging previously (RESKC-4230,RESKC-4254/2001.0009)
PROTOCOLS - Fixes issue where list value drop downs were displaying incorrectly on track changes (RESPRO-2771/20.01.009)
COI - Fixes issue where the Submitted for Review Notification being submitted for auto approved disclosures (RESCOI-3085/20.01.009)
COI - Adds triggers for validations on the page load on projects and project declaration pages so the reporter or delegate can quickly see what is new and what they need to complete (RESCOI-3115/20.01.010)
COI - Updates Form Designer COI to leverage new sponsor endpoint from monolith (RESCOI-3024/20.01.008)
COI - Expand and Collapse All buttons should not display when there are no cards in the list on projects in Form Designer COI (RESCOI-3072/20.01.008)
COI - Adds Sponsor Hierarchy and isProjectRequired so information can be pulled from sponsor hierarchy in monolith and generate deltas to determine what sponsors changed and what projects require updates in disclosures (RESCOI-3107, RESCOI-3114/20.01.049)
COI - Adds California 700u functionality to disclosures (RESCOI-536, RESCOI-2739, RESCOI-2874, RESCOI-3116)
PROTOCOLS - Fixes issue where popups in protocols were not displaying properly in 'Actual Size' or larger for Safari/Chrome/Firefox (RESPRO-2807/20.01.004)
PROTOCOLS - Replaces buttons that navigate with click handlers with react-router anchor tags on left menu (RESPRO-2806/20.01.003)
PROPOSAL - Fixes the Sponsor lookup on reactive search to no longer return inactive sponsors so they can't be selected (RESKC-4162/2001.0004)
DASHBOARD - Fixes issues on card sorting by PI - last name sort and general alphabetical logic on name sorts (RESKC-3915/20.1.0)
DASHBOARD - Fixes issue where a webpage could be inserted into the dashboard via the URL (RESKC-4133/20.1.2)
DASHBOARD - Fixes issue where capitalized text didn't bring back correct (or any) results when using filters (RESKC-3967/20.1.1)
NEGOTIATION - Adds a ‘Links to Module’ field to the Negotiation Association Type table/business object/maintenance document to allow users to map new Association Types to one of the out-of-the-box module types (Award, Subaward, IP, Proposal Log). When the new type is selected, the behavior will mimic that of the mapped module. For example, if you added an Association Type of Funded Agreement linked to Institutional Proposal then when Funded Agreement is selected, the Institutional Proposal lookup is rendered. If no linked module is selected, the behavior will mimic that of ‘None’ (RESKC-3796)

Comments

1 comment

Jessica Peck

May 15, 2026 17:24
Release notes updated as of 5/15/26 with the following:
- PROTOCOLS - Fixes issue where the Protocol Amendment would allow resubmit when required questions were blank (RESPRO-4463)
- PROTOCOLS - Fixes issue where the Triage role couldn't select the Admin Reviewer field properly in the Review Assignments pop-up window (RESPRO-5607)
- PROTOCOLS - Fixes issue where the REVIEWER_TYPE notification token would repeat names inappropriately if multiple Reviewers were assigned (RESPRO-5610)
- PROTOCOLS - Resolves issue where the PROTOCOL_LINK notification token didn't point to the correct Amendment version after approval (RESPRO-5605)
- COI - Resolves issue where the COI Status wasn't displaying in an Award with numerous personnel (RESCOI-4687)
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