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<h1><strong><span class="field field--name-title field--type-string field--label-hidden">Using ASSIST to Prepare Your Application</span>
</strong></h1>
</div>
<div id="block-nihod5-subtheme-content" class="block block-system block-system-main-block">
<article class="node node--type-page node--view-mode-full">
<div class="node__content">
<div class="layout layout--onecol">
<div class="layout__region layout__region--content">
<div class="block block-layout-builder block-field-block-node-page-field-scope-note">
<div class="clearfix text-formatted field field--name-field-scope-note field--type-text-long field--label-visually_hidden">
<div class="field__label visually-hidden">Scope Note</div>
<div class="field__item"><p><span style="-webkit-text-stroke-width:0px;background-color:rgb(255, 255, 255);color:rgb(33, 37, 41);display:inline !important;float:none;font-family:&quot;Open Sans&quot;, sans-serif;font-size:16px;font-style:normal;font-variant-caps:normal;font-variant-ligatures:normal;font-weight:400;letter-spacing:normal;orphans:2;text-align:start;text-decoration-color:initial;text-decoration-style:initial;text-decoration-thickness:initial;text-indent:0px;text-transform:none;white-space:normal;widows:2;word-spacing:0px;">The Application Submission System &amp; Interface for Submission Tracking (ASSIST) system is used to prepare and submit grant applications electronically to NIH and other Public Health Service agencies. Check out this step-by-step guide for using ASSIST.</span></p></div>
</div>
</div>
<div class="block block-layout-builder block-field-block-node-page-body">
<div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><div data-ds-id="m0s85xhv" class="card video-card mx-auto w-75 mb-3">
<div class="card-body">
<figure class="widescreen">
<iframe src="https://www.youtube.com/embed/tspsdBgFofg?si=s1GY7bXScaqBRr_o"
title="Getting Started: Video"></iframe>
</figure>
<h5 class="card-title">Getting Started | 10:27</h5>
<p class="card-text">Learn about the 8 steps to submitting a NIH Grant Application using ASSIST, from finding an
opportunity of interest to
tracking your application through to eRA Commons.</p>
</div>
</div>
<h2>
Single-Project Application
</h2>
<table data-ds-id="jyy8ojkr" class="h-100">
<!--Row 1-->
<tr>
<td>
<i class="bi bi-1-circle h2"></i>
</td>
<td class="ps-4">
<strong class="h4">Find a Funding Opportunity</strong>
</td>
</tr>
<tr class="h-100">
<td class="h-100 py-1">
<div class="bg-opacity-25 bg-primary h-100 mx-auto w-25">&nbsp;</div>
</td>
<td class="ps-4">
<ul>
<li>
<a href="/funding/nih-guide-for-grants-and-contracts">Find a Funding Opportunity</a> in the NIH
Guide for Grants
&
Contracts and record the Notice Number (e.g., PA-16-160)
</li>
</ul>
</td>
</tr>
<!--Row 2-->
<tr>
<td>
<i class="bi bi-2-circle h2"></i>
</td>
<td class="ps-4">
<strong class="h4">Make a submission plan</strong>
</td>
</tr>
<tr class="h-100">
<td class="h-100 py-1">
<div class="bg-opacity-25 bg-primary h-100 mx-auto w-25">&nbsp;</div>
</td>
<td>
<p>Decide who will be responsible for data entry in ASSIST and gather their eRA Commons usernames</p>
</td>
</tr>
<!--Row 3-->
<tr>
<td>
<i class="bi bi-3-circle h2"></i>
</td>
<td class="ps-4">
<strong class="h4">Login to ASSIST & Initiate Your Application</strong>
</td>
</tr>
<tr class="h-100">
<td class="h-100 py-1">
<div class="bg-opacity-25 bg-primary h-100 mx-auto w-25">&nbsp;</div>
</td>
<td>
<ul>
<li>
<a href="https://public.era.nih.gov/assist" target="_blank">Login to ASSIST</a> using your eRA
Commons username and password
</li>
<li>
Use the <a
href="https://www.youtube.com/watch?v=502uufr-XP0&list=PLOEUwSnjvqBJPeKUthNle56p5kBg3jvhI"
target="_blank">Initiate Application</a> feature and your Notice
Number to get started on your application
<ul>
<li>
Or, access applications already in progress using the <strong>Search</strong> feature
</li>
</ul>
</li>
</ul>
</td>
</tr>
<!--Row 4-->
<tr>
<td>
<i class="bi bi-4-circle h2"></i>
</td>
<td class="ps-4">
<strong class="h4">Provide application access to your team</strong>
</td>
</tr>
<tr class="h-100">
<td class="h-100 py-1">
<div class="bg-opacity-25 bg-primary h-100 mx-auto w-25">&nbsp;</div>
</td>
<td class="ps-4">
<p>Automatic Edit access is given to:</p>
<ul>
<li>All SOs (Signing Official) and AOs (Administrative Officials) at the applicant organization</li>
<li>The PD/PIs designated on the application (once eRA Commons username is entered in Credential field)
</li>
<li>The user that initiated the application</li>
</ul>
<p>
Access can be given (or revoked) to additional users using the <strong><em>Manage Access</em></strong>
action
</p>
</td>
</tr>
<!--Row 5-->
<tr>
<td>
<i class="bi bi-5-circle h2"></i>
</td>
<td class="ps-4">
<strong class="h4">Enter Application Data</strong>
</td>
</tr>
<tr class="h-100">
<td class="h-100 py-1">
<div class="bg-opacity-25 bg-primary h-100 mx-auto w-25">&nbsp;</div>
</td>
<td class="ps-4">
<ul>
<li>Use the tabs across the top of the screen to move between forms</li>
<li>Complete the R&R Cover tab first</li>
<li>Add <a
href="https://www.youtube.com/watch?v=kQQMMzwzu0g&list=PLOEUwSnjvqBJPeKUthNle56p5kBg3jvhI&index=2"
target="_blank">Optional Forms</a> as needed.</li>
<li>
Multiple users can simultaneously work on your application, but only one user at a time can Edit an
individual form
</li>
<li>
<a href="https://www.youtube.com/watch?v=upikfz3rXds&index=4&list=PLOEUwSnjvqBJPeKUthNle56p5kBg3jvhI"
target="_blank">Preview Application</a>
</li>
<li>
Use the <a
href="https://www.youtube.com/watch?v=TwusdPjrYKM&list=PLOEUwSnjvqBJPeKUthNle56p5kBg3jvhI&index=3"
target="_blank">Validate Application</a> action to check your
entered data against NIH business rules
</li>
</ul>
</td>
</tr>
<!--Row 6-->
<tr>
<td>
<i class="bi bi-6-circle h2"></i>
</td>
<td class="ps-4">
<strong class="h4">Finalize your application and prepare for submission</strong>
</td>
</tr>
<tr class="h-100">
<td class="h-100 py-1">
<div class="bg-opacity-25 bg-primary h-100 mx-auto w-25">&nbsp;</div>
</td>
<td class="ps-4">
<ul>
<li>
Use the <a
href="https://www.youtube.com/watch?v=TwusdPjrYKM&index=3&list=PLOEUwSnjvqBJPeKUthNle56p5kBg3jvhI"
target="_blank">Preview Application</a> action to generate a draft
application image in the agency format
</li>
<li>
Check the application image for any assembly issues
</li>
<li>
Use the <a
href="https://www.youtube.com/watch?v=6zL7Fp29mz4&index=5&list=PLOEUwSnjvqBJPeKUthNle56p5kBg3jvhI"
target="_blank">Update Submission Status</a> action to change your
application from
<strong><em>Work In Progress</em></strong> status to <strong><em>Ready for Submission</em></strong>
status
<ul>
<li>
If additional edits are needed, the application must be returned to <strong><em>Work In
Progress</em></strong> status
</li>
</ul>
</li>
</ul>
</td>
</tr>
<!--Row 7-->
<tr>
<td>
<i class="bi bi-7-circle h2"></i>
</td>
<td class="ps-4">
<strong class="h4">Submit your application</strong>
</td>
</tr>
<tr class="h-100">
<td class="h-100 py-1">
<div class="bg-opacity-25 bg-primary h-100 mx-auto w-25">&nbsp;</div>
</td>
<td class="ps-4">
<ul>
<li>
Use the <a
href="https://www.youtube.com/watch?v=IhEsy8306z0&index=6&list=PLOEUwSnjvqBJPeKUthNle56p5kBg3jvhI"
target="_blank">Submit</a> button on the Summary tab to submit to
the agency through Grants.gov
<ul>
<li>
Only active for users logged into ASSIST with an eRA Commons account with the SO role
</li>
</ul>
</li>
<li>
Provide your valid <strong>Grants.gov Authorized Organizational Representative</strong> username and
password when prompted
</li>
</ul>
</td>
</tr>
<!--Row 8-->
<tr>
<td>
<i class="bi bi-8-circle h2"></i>
</td>
<td class="ps-4">
<strong class="h4">Track your application status and view your assembled application image</strong>
</td>
</tr>
<tr class="h-100">
<td>
</td>
<td class="ps-4">
<p>Use the <a
href="https://www.youtube.com/watch?v=LXLjOyHn_AU&list=PLOEUwSnjvqBJPeKUthNle56p5kBg3jvhI&index=7"
target="_blank">View Submission Status Details</a> link to track
your application status</p>
<ul>
<li>
If your application successfully processed through to eRA Commons, the 7-digit Agency Tracking #
will be hyperlinked to
the eRA Commons detailed status screen
</li>
<li>
Carefully check your assembled application image (e-Application) and associated documents in the
Other Relevant
Documents div of the screen
</li>
</ul>
</td>
</tr>
</table>
<h2>
Multi-Project Application
</h2>
<table data-ds-id="jyy8ojkr" class="h-100">
<!--Row 1-->
<tr>
<td>
<i class="bi bi-1-circle h2"></i>
</td>
<td class="ps-4">
<strong class="h4">Find a Funding Opportunity</strong>
</td>
</tr>
<tr class="h-100">
<td class="h-100 py-1">
<div class="bg-opacity-25 bg-primary h-100 mx-auto w-25">&nbsp;</div>
</td>
<td class="ps-4">
<ul>
<li>
<a href="/funding/nih-guide-for-grants-and-contracts">Find a Funding Opportunity</a> in the NIH
Guide for Grants
& Contracts and
record the Notice Number (e.g., PA-16-123)
</li>
</ul>
</td>
</tr>
<!--Row 2-->
<tr>
<td>
<i class="bi bi-2-circle h2"></i>
</td>
<td class="ps-4">
<strong class="h4">Make a submission plan</strong>
</td>
</tr>
<tr class="h-100">
<td class="h-100 py-1">
<div class="bg-opacity-25 bg-primary h-100 mx-auto w-25">&nbsp;</div>
</td>
<td>
<ul>
<li>
Carefully read the Funding Opportunity, noting allowable types of required/optional components and
any special
instructions
</li>
<li>
Understand the <a href="https://youtu.be/24Y3_ZRTwmA" target="_blank">structure of NIH multi-project
applications</a> and how <a
href="/grants/ElectronicReceipt/files/Electronic_Multi-project_Application_Image_Assembly.pdf">Multi-project
Application Images</a> (PDF) (annotated sample) are
assembled.
</li>
<li>
Define the layout of your application (e.g., define components and who will lead each)
</li>
<li>
Decide who will be responsible for data entry in ASSIST and gather their eRA Commons IDs
</li>
</ul>
</td>
</tr>
<!--Row 3-->
<tr>
<td>
<i class="bi bi-3-circle h2"></i>
</td>
<td class="ps-4">
<strong class="h4">Login to ASSIST & Initiate Your Application</strong>
</td>
</tr>
<tr class="h-100">
<td class="h-100 py-1">
<div class="bg-opacity-25 bg-primary h-100 mx-auto w-25">&nbsp;</div>
</td>
<td>
<ul>
<li>
<a href="https://public.era.nih.gov/assist" target="_blank">Login to ASSIST</a> using your eRA
Commons username and password
</li>
<li>
Use the <a
href="https://www.youtube.com/watch?v=502uufr-XP0&list=PLOEUwSnjvqBJPeKUthNle56p5kBg3jvhI"
target="_blank">Initiate Application</a> feature and your Notice
Number to get started on your application
<ul>
<li>
Or, access applications already in progress using the <strong>Search</strong> feature
</li>
</ul>
</li>
<li>
Use the <strong>Add New Component</strong> action to build out your application
</li>
</ul>
</td>
</tr>
<!--Row 4-->
<tr>
<td>
<i class="bi bi-4-circle h2"></i>
</td>
<td class="ps-4">
<strong class="h4">Provide application access to your team</strong>
</td>
</tr>
<tr class="h-100">
<td class="h-100 py-1">
<div class="bg-opacity-25 bg-primary h-100 mx-auto w-25">&nbsp;</div>
</td>
<td class="ps-4">
<p>
Automatic Edit access is given to: SOs (Signing Official) and AOs (Administrative Officials ) at the
applicant
organization; the PD/PIs designated on the application; and the application initiator
</p>
<ul>
<li>
Similar automatic access provided at the component level
</li>
</ul>
<p>
Access can be given (or revoked) to additional users using the <strong><em>Manage Access</em></strong>
action
</p>
</td>
</tr>
<!--Row 5-->
<tr>
<td>
<i class="bi bi-5-circle h2"></i>
</td>
<td class="ps-4">
<strong class="h4">Enter Application Data</strong>
</td>
</tr>
<tr class="h-100">
<td class="h-100 py-1">
<div class="bg-opacity-25 bg-primary h-100 mx-auto w-25">&nbsp;</div>
</td>
<td class="ps-4">
<ul>
<li>
Use the left-hand component navigation and the top form tabs to move between components and forms
</li>
<li>
Complete the R&R Cover tab first
</li>
<li>
Add <a
href="https://www.youtube.com/watch?v=kQQMMzwzu0g&list=PLOEUwSnjvqBJPeKUthNle56p5kBg3jvhI&index=2"
target="_blank">Optional Forms</a> as needed
</li>
<li>
Multiple users can simultaneously work on your application; only one user at a time can Edit an
individual form
</li>
<li>
Use the <strong>Validate
Component</strong> and <a
href="https://www.youtube.com/watch?v=TwusdPjrYKM&list=PLOEUwSnjvqBJPeKUthNle56p5kBg3jvhI&index=3"
target="_blank">Validate Application</a> actions to check your
entered data against NIH business rules
</li>
</ul>
</td>
</tr>
<!--Row 6-->
<tr>
<td>
<i class="bi bi-6-circle h2"></i>
</td>
<td class="ps-4">
<strong class="h4">Finalize your application and prepare for submission</strong>
</td>
</tr>
<tr class="h-100">
<td class="h-100 py-1">
<div class="bg-opacity-25 bg-primary h-100 mx-auto w-25">&nbsp;</div>
</td>
<td class="ps-4">
<ul>
<li>
Use the <strong><em>Preview Application</em></strong> action to generate a draft application image
in the agency format
</li>
<li>
Check the application image for any assembly issues
</li>
<li>
Use the <strong><em>Update Component Status</em></strong> and <strong><em>Update Submission
Status</em></strong> actions to lock down editing and prepare your application
for submission
<ul>
<li>
If additional edits are needed, the application must be returned to <strong><em>Work In
Progress</em></strong> status
</li>
</ul>
</li>
</ul>
</td>
</tr>
<!--Row 7-->
<tr>
<td>
<i class="bi bi-7-circle h2"></i>
</td>
<td class="ps-4">
<strong class="h4">Submit your application</strong>
</td>
</tr>
<tr class="h-100">
<td class="h-100 py-1">
<div class="bg-opacity-25 bg-primary h-100 mx-auto w-25">&nbsp;</div>
</td>
<td class="ps-4">
<ul>
<li>
Use the <a
href="https://www.youtube.com/watch?v=IhEsy8306z0&index=6&list=PLOEUwSnjvqBJPeKUthNle56p5kBg3jvhI"
target="_blank">Submit</a> button on the Summary tab to submit to
the agency
through Grants.gov
<ul>
<li>
Only active for users logged into ASSIST with an eRA Commons account with the SO role
</li>
</ul>
</li>
<li>
Provide your valid <strong>Grants.gov Authorized Organizational Representative</strong> username and
password when prompted
</li>
</ul>
</td>
</tr>
<!--Row 8-->
<tr>
<td>
<i class="bi bi-8-circle h2"></i>
</td>
<td class="ps-4">
<strong class="h4">Track your application status and view your assembled application image</strong>
</td>
</tr>
<tr class="h-100">
<td>
</td>
<td class="ps-4">
<p>
Use the <a
href="https://www.youtube.com/watch?v=LXLjOyHn_AU&list=PLOEUwSnjvqBJPeKUthNle56p5kBg3jvhI&index=7"
target="_blank">View Submission Status Details</a> link to track your
application status
</p>
<ul>
<li>
If your application successfully processed through to eRA Commons, the 7-digit Agency Tracking #
will be hyperlinked to
the eRA Commons detailed status screen
</li>
<li>
Carefully check your assembled application image (e-Application) and associated documents in the
Other Relevant
Documents div of the screen
</li>
</ul>
</td>
</tr>
</table>
<h2>
Navigating ASSIST
</h2>
<img alt="Screen Callouts Descriptions" src="/grants/images/assist/assist_screen_1.gif" style="width: 100%;" /></div>
</div>
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</div>
</div>
</div>
</div>
</article>
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