Difference between revisions of "CRM Use Case Record Project Data"
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* <span style="color:red">'''Account Acronym'''</span>, 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''. | * <span style="color:red">'''Account Acronym'''</span>, 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''. | ||
* <span style="color:red">'''Account Type'''</span>, choose the type of account for the present record (ESFRI projects, National Project, Other International Projects or Research institution). '''Mandatory''' | * <span style="color:red">'''Account Type'''</span>, 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. | * <span style="color:red">'''Status'''</span>, 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 | * '''Country''', if applicable | ||
* '''Website''', for the institution or specific group represented. | * '''Website''', for the institution or specific group represented. | ||
* '''Email''' if applicable | * '''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'' | * <span style="color:red">'''Project List'''</span>, 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'' | ||
* <span style="color:red">'''Scientific Discipline'''</span>, choose the main scientific domain for the account. | * <span style="color:red">'''Scientific Discipline'''</span>, choose the main scientific domain for the account. | ||
* '''Assigned to''', which can be either an individual user or a group (e.g. specific NGI). | * <span style="color:red">'''Assigned to'''</span>, 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). | * <span style="color:red">'''Start Date'''</span>, 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). | * <span style="color:red">''' End Date'''</span>, 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 | * <span style="color:red">'''Description'''</span>, with a brief statement on the objectives and scope of the project. | ||
* '''Potential for EGI use''', with a subjective appraisal of the potential impact of its integration in EGI. | * <span style="color:red">'''Potential for EGI use'''</span>, 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. | * <span style="color:red">'''Interest in e-Infrastructure'''</span>, describing the interest shown on using e-Infrastructures for their research activities. |
Revision as of 19:12, 23 March 2012
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 for a Project Account
- 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 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.