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Difference between revisions of "CRM Use Case Record ESFRI Data"

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= Introduction =
= 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''.


First use case deals with the recording of information from ESFRI projects.
<br />


= Account Information =
[[File:EGI_CRM_UCI_Account.png]]


Accounts should have a structure that can deal with all the information relevant for identifying topics, endpoints and contact status. along with the basic CRM account information, other fields are added. The list of fields is the following one:
= How to fill the web form =
* '''Account Name''', <span style="color:#009000"> with a reasonable name for identifying the institution or project </span>
 
* '''Account Number''', an automatically generated number.
* '''Account Name''', a reasonable name for identifying the institution or project. Note: '''Mandatory'''
* '''Institution''', of each ESFRI contact point.
* '''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'''; '''Other Email''', e-mails from contact points.
* '''Email''' if applicable
* '''Created Time''', '''Modified Time''', automatic fields with the date of the creation / modification for the account.
* '''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''
* '''Type''', choosing among entity types, such as Company, International Project, National Project, Non-profit Organization, Other, Research Institute, University.
* '''Scientific Discipline''', choose the main scientific domain for the account.  
* '''Scientific Discipline''', choosing from Biological and Medical Sciences, Education, Energy, Environment and Earth Sciences, Environmental Sciences, Materials and Analytical Facilities, Other, Physical Sciences and Engineering, Research Industries, Social Sciences and Humanities.
* '''Assigned to''', which can be either an individual user or a group (e.g. specific NGI).
* '''Project Membership''', choosing between ESFRI and Others.
* '''Start Date''', which can be either an individual user or a group (e.g. specific NGI).  
* '''Project List''', choosing the acronym from an already pre-filled list.
* ''' End Date''', which can be either an individual user or a group (e.g. specific NGI).  
* '''Assigned to''', which can be either an individual user or a group (e.g. specific NGI).  
* '''Status''', which can be either Active or non-Active.
 
Along with the information from the account, a description should be included covering three items:
* '''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.


[[File:EGI_CRM_UCI_Account.jpg]]
<!--
 
Values of the list categories will be updated in the tool.
 
= Contact Information =  
= Contact Information =  


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Additionally, a field with a textual description should be completed.
Additionally, a field with a textual description should be completed.
 
-->
= Groups Information =
 
<span style="color:#009000">XXX SHOULD WE INCLUDE SOMETHING HEREXXX</span>

Latest revision as of 08:50, 3 September 2015

Alert.png 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:

  1. Log-in in EGI CRM
  2. From the top navigation blue menu, select Data Management and then Accounts
  3. From the shortcut toolbar, select the green plus sign. This will redirect you to the Account creation web form.


EGI CRM UCI Account.png

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.