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CRM Use Case Record ESFRI Data
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How to record a new ESFRI project
First use case deals with the recording of information from ESFRI projects. ESFRI 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 information
- Account Name, a reasonable name for identifying the institution or project. Mandatory
- Account Number, an automatically generated number. Do not change it.
- Account Acronym, a shorter name for identifying the institution or project. Mandatory if the Account Type is set to ESFRI projects, National projects or Other international projects.
- Status, which can be either Active or non-Active depending if the contact is valid, or if at a given point, became invalid.
- Country, is applicable
- Website, for the institution or specific group represented.
- Email; Other Email, e-mails from contact points.
- Account Type, the type of account ( ESFRI projects, National Project, Other International Projects or Research institution)
- Created Time, Modified Time, automatic fields with the date of the creation / modification for the account.
- Type, choosing among entity types, such as Company, International Project, National Project, Non-profit Organization, Other, Research Institute, University.
- 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.
- Project Membership, choosing between ESFRI and Others.
- Project List, choosing the acronym from an already pre-filled list.
- Assigned to, which can be either an individual user or a group (e.g. specific NGI).
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.
- 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.