CRM Use Case NILs Interaction

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Revision as of 11:20, 21 March 2012 by Iblanque (talk | contribs) (Recording a new institute endpoint and associated contacts)
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NGI International Liaison contacts should be pro-actively interacting with contacts from ESFRI and other research entities to foster the usage of EGI infrastructure. This is an activity that benefits both at the national (NGI) and international level (EGI) and by reporting this activity through the EGI CRM other NGIs can benefit from this experience at their national level.

The steps / actions of the process of recording NGI Interactions can be summarised into the following five points:

1. Recording a new institute endpoint. 2. Recording a contact under the institute endpoint. 3. List ESFRI projects with a member institute from my country. 4. List ESFRI endpoints assigned to my NGI. 5. List other projects with a member institute from my country. 6. List all projects with a member institute from my country but with no contacts associated. 7. List all projects where there is a member institute from my country with valid contacts still not contacted. 8. Record the discussions between me and a project member (ESFRI or not). 9. See the discussions or summaries that other NGIs had with their projects.

Recording a new institute endpoint and associated contacts

For recording a new institute endpoint, a user should go to the Data Management / Accounts" option and click in the '+' image to create a new account. Then the main information should be filled-in, with special attention to:

  • Project Membership, choosing between ESFRI and Others.
  • Project List, choosing the institution's projects (one or more).
  • Assigned to, selecting your "NGI Country" group.

Once the account is created, contacts can be created through the Data Management / Contacts option. User should click on the '+' sign to add a new contact, filling-in all the necessary information, with special attention to:

  • Account, choosing the account for the contact.
  • Project List, choosing the contact's projects (one or more).
  • Assigned to, selecting your "NGI Country" group.

File:EGI CRM Use Case I institute creation.jpg File:EGI CRM Use Case I account creation.jpg.

List ESFRI or other projects with a member institute from my country

List ESFRI endpoints assigned to my NGI

List all projects with a member institute from my country

Record and see the discussions between NILs and project members