Difference between revisions of "CRM Use Case Record ESFRI Data"
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{{Deprecated}} | |||
__TOC__ | |||
= How to record a new project = | |||
Projects should be recorded in EGI CRM as an '''Account'''. To create an '''Account''' in EGI CRM: | |||
# Log-in in [https://crm.egi.eu EGI CRM] | |||
# From the ''top navigation blue menu'', select '''Data Management''' and then '''Accounts''' | |||
# From the ''shortcut toolbar'', select the '''green plus sign'''. This will redirect you to the ''Account creation web form''. | |||
<br /> | |||
[[File:EGI_CRM_UCI_Account.png]] | |||
* '''Account Name''', | |||
* '''Account Number''', an automatically generated number. | = How to fill the web form = | ||
* ''' | |||
* '''Account Name''', a reasonable name for identifying the institution or project. Note: '''Mandatory''' | |||
* '''Account Number''', an automatically generated number. Do not change it the contents of this field. | |||
* '''Account Acronym''', a shorter name for identifying the institution or project. Note: '''Mandatory''' if the '''Account Type''' is set to ''ESFRI projects'', ''National projects'' or ''Other international projects''. | |||
* '''Account Type''', choose the type of account for the present record (ESFRI projects, National Project, Other International Projects or Research institution). '''Mandatory''' | |||
* '''Status''', which can be either Active or non-Active depending if the contact is valid, or if at a given point, became invalid. | |||
* '''Country''', if applicable | |||
* '''Website''', for the institution or specific group represented. | * '''Website''', for the institution or specific group represented. | ||
* '''Email''' | * '''Email''' if applicable | ||
* '''Project List''', only relevant if '''Account Type''' is equal to ''Research Institution''. A background process will set this attribute to ''Account Type:Account Acronym'' if '''Account Type''' is set to ''ESFRI projects'', ''National project'' or ''Other international projects'' | |||
* '''Scientific Discipline''', choose the main scientific domain for the account. | |||
* '''Assigned to''', which can be either an individual user or a group (e.g. specific NGI). | |||
* ''' | * '''Start Date''', which can be either an individual user or a group (e.g. specific NGI). | ||
* ''' | * ''' End Date''', which can be either an individual user or a group (e.g. specific NGI). | ||
* ''' | |||
* ''' | |||
* '''Description''', with a brief statement on the objectives and scope of the ESFRI project. | * '''Description''', with a brief statement on the objectives and scope of the ESFRI project. | ||
* '''Potential for EGI use''', with a subjective appraisal of the potential impact of its integration in EGI. | * '''Potential for EGI use''', with a subjective appraisal of the potential impact of its integration in EGI. | ||
* '''Interest in e-Infrastructure''', describing the interest shown on using e-Infrastructures for their research activities. | * '''Interest in e-Infrastructure''', describing the interest shown on using e-Infrastructures for their research activities. | ||
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= Contact Information = | = Contact Information = | ||
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* '''Email''', '''Other email''', main and alternate e-mail contacts. | * '''Email''', '''Other email''', main and alternate e-mail contacts. | ||
* '''Personal Web Page''', URL of personal page, if any. | * '''Personal Web Page''', URL of personal page, if any. | ||
* '''Contact ID''', | * '''Contact ID''', <span style="color:#009000"> with a reasonable name for identifying the institution or project </span> | ||
* '''Account''', account of the institution to which this contact is associated to. | * '''Account''', account of the institution to which this contact is associated to. | ||
* '''Created Time''', '''Modified Time''', automatic fields with the first and last changes done in the contact. | * '''Created Time''', '''Modified Time''', automatic fields with the first and last changes done in the contact. | ||
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Additionally, a field with a textual description should be completed. | Additionally, a field with a textual description should be completed. | ||
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Latest revision as of 09:50, 3 September 2015
This article is Deprecated and should no longer be used, but is still available for reasons of reference. |
How to record a new project
Projects should be recorded in EGI CRM as an Account. To create an Account in EGI CRM:
- Log-in in EGI CRM
- From the top navigation blue menu, select Data Management and then Accounts
- From the shortcut toolbar, select the green plus sign. This will redirect you to the Account creation web form.
How to fill the web form
- Account Name, a reasonable name for identifying the institution or project. Note: Mandatory
- Account Number, an automatically generated number. Do not change it the contents of this field.
- Account Acronym, a shorter name for identifying the institution or project. Note: Mandatory if the Account Type is set to ESFRI projects, National projects or Other international projects.
- Account Type, choose the type of account for the present record (ESFRI projects, National Project, Other International Projects or Research institution). Mandatory
- Status, which can be either Active or non-Active depending if the contact is valid, or if at a given point, became invalid.
- Country, if applicable
- Website, for the institution or specific group represented.
- Email if applicable
- Project List, only relevant if Account Type is equal to Research Institution. A background process will set this attribute to Account Type:Account Acronym if Account Type is set to ESFRI projects, National project or Other international projects
- Scientific Discipline, choose the main scientific domain for the account.
- Assigned to, which can be either an individual user or a group (e.g. specific NGI).
- Start Date, which can be either an individual user or a group (e.g. specific NGI).
- End Date, which can be either an individual user or a group (e.g. specific NGI).
- Description, with a brief statement on the objectives and scope of the ESFRI project.
- Potential for EGI use, with a subjective appraisal of the potential impact of its integration in EGI.
- Interest in e-Infrastructure, describing the interest shown on using e-Infrastructures for their research activities.