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

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{{Deprecated}}
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= How to record a new project =
= How to record a new project =
Projects should be recorded in EGI CRM as an '''Account'''. To create an '''Account''' in EGI CRM:
Projects should be recorded in EGI CRM as an '''Organization'''. To create an '''Organization''' in EGI CRM:
# Log-in in [https://crm.egi.eu 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 ''top navigation blue menu'', select '''Organizations'''
# From the ''shortcut toolbar'', select the '''green plus sign'''. This will redirect you to the ''Account creation web form''.
# From the ''shortcut toolbar'', select the '''green plus sign'''. This will redirect you to the ''Organization creation web form''.


<br />
<br />
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[[File:EGI_CRM_UCI_Account.png]]
[[File:EGI_CRM_UCI_Account.png]]


= How to fill the web form =  
= How to fill the web form for a Project Organization =  


* <span style="color:red">''''''Account Name'''</span>, a reasonable name for identifying the institution or project. Note: '''Mandatory'''
* <span style="color:red">'''Organization Name'''</span>, 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.
* <span style="color:red">'''Organization Number'''</span>, an automatically generated number. Do not change the content of this field.
* <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'', ''ESFRI-Cluster projects'', ''National projects'', ''INFRA 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 Organization for the present record (ESFRI projects, ESFRI-Cluster projects, INFRA projects, National Project or Other International Projects). Note: '''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
* <span style="color:red">'''Country'''</span>, if applicable.
* '''Website''', for the institution or specific group represented.
* <span style="color:red">'''Website'''</span>, for the institution or specific group represented.
* '''Email''' if applicable
* <span style="color:red">'''Email'''</span>, 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">'''Scientific Discipline'''</span>, choose the main scientific domain for the Project.  
* <span style="color:red">''''''Scientific Discipline''', choose the main scientific domain for the account.  
* <span style="color:red">'''Assigned to'''</span>, which can be either an individual user or a group (e.g. specific NGI or EGI group). Note: '''Mandatory. If it is assigned to an User, the user's NGI members will not be able to edit it. Therefore, unless it is private, it is recommended to assign it to your NGI group'''.
* '''Assigned to''', which can be either an individual user or a group (e.g. specific NGI).
* <span style="color:red">'''Start Date'''</span>, start date of the project.  
* '''Start Date''', which can be either an individual user or a group (e.g. specific NGI).  
* <span style="color:red">''' End Date'''</span>, end date of the project.  
* ''' End Date''', which can be either an individual user or a group (e.g. specific NGI).  
* <span style="color:red">'''Potential for EGI use'''</span>, with a subjective appraisal of the potential impact of its integration in EGI. Note: '''Mandatory'''.
* '''Description''', with a brief statement on the objectives and scope of the ESFRI project.
* <span style="color:red">'''Interest in e-Infrastructure'''</span>, describing the interest shown on using e-Infrastructures for their research activities. Note: '''Mandatory'''.
* '''Potential for EGI use''', with a subjective appraisal of the potential impact of its integration in EGI.
* <span style="color:red">'''Description'''</span>, with a brief statement on the objectives and scope of the project.
* '''Interest in e-Infrastructure''', describing the interest shown on using e-Infrastructures for their research activities.


<!--
<br />
= Contact Information =
 
Contact define individual persons that are associated to the institution accounts created. As in the case of the accounts, part of the information is general and part is related to the specific case of EGI-CRM. The fields required are the following:
* '''First Name''', '''Last Name''', with the name and surname of the contact.
* '''Mobile''', cellular phone for the contact.
* '''Title''', title or position of the contact in the organization.
* '''Email''', '''Other email''', main and alternate e-mail contacts.
* '''Personal Web Page''', URL of personal page, if any.
* '''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.
* '''Created Time''', '''Modified Time''', automatic fields with the first and last changes done in the contact.
* '''Lead Source''', indicating how this contact was obtained (e.g. An Event, EGI.eu, from colleague, Directly contacted contact creator, Internet, Project, Other).
* '''Degree of Contact''', indicating the frequency of contact (e.g. No contact, Once, Occasional, Regular).
* '''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).
* '''Status''', which can be either Active or non-Active.


Additionally, a field with a textual description should be completed.
= Video =
-->
Check the [[CRM#Videos|CRM Videos section]] to see the tutorial on how to add an Organization

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 Organization. To create an Organization in EGI CRM:

  1. Log-in in EGI CRM
  2. From the top navigation blue menu, select Organizations
  3. From the shortcut toolbar, select the green plus sign. This will redirect you to the Organization creation web form.


EGI CRM UCI Account.png

How to fill the web form for a Project Organization

  • Organization Name, a reasonable name for identifying the institution or project. Note: Mandatory.
  • Organization Number, an automatically generated number. Do not change the content 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, ESFRI-Cluster projects, National projects, INFRA projects or Other international projects.
  • Account Type, choose the type of Organization for the present record (ESFRI projects, ESFRI-Cluster projects, INFRA projects, National Project or Other International Projects). Note: 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.
  • Scientific Discipline, choose the main scientific domain for the Project.
  • Assigned to, which can be either an individual user or a group (e.g. specific NGI or EGI group). Note: Mandatory. If it is assigned to an User, the user's NGI members will not be able to edit it. Therefore, unless it is private, it is recommended to assign it to your NGI group.
  • Start Date, start date of the project.
  • End Date, end date of the project.
  • Potential for EGI use, with a subjective appraisal of the potential impact of its integration in EGI. Note: Mandatory.
  • Interest in e-Infrastructure, describing the interest shown on using e-Infrastructures for their research activities. Note: Mandatory.
  • Description, with a brief statement on the objectives and scope of the project.


Video

Check the CRM Videos section to see the tutorial on how to add an Organization