Difference between revisions of "CRM Use Case Record Project Data"
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{{Deprecated}} | |||
__TOC__ | __TOC__ | ||
= How to record a new project = | = How to record a new project = | ||
Projects should be recorded in EGI CRM as an ''' | 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 ''' | # From the ''top navigation blue menu'', select '''Organizations''' | ||
# From the ''shortcut toolbar'', select the '''green plus sign'''. This will redirect you to the '' | # 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">''' | * <span style="color:red">'''Organization Name'''</span>, a reasonable name for identifying the institution or project. Note: '''Mandatory'''. | ||
* ''' | * <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 | * <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 | * <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. | ||
* <span style="color:red">'''Scientific Discipline'''</span>, choose the main scientific domain for the Project. | |||
* <span style="color:red">'''Scientific Discipline'''</span>, choose the main scientific domain for the | * <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. | ||
* <span style="color:red">''' End Date'''</span>, end date of the project. | |||
* ''' | * <span style="color:red">'''Potential for EGI use'''</span>, with a subjective appraisal of the potential impact of its integration in EGI. Note: '''Mandatory'''. | ||
* ''' | * <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 /> | |||
= Video = | |||
Check the [[CRM#Videos|CRM Videos section]] to see the tutorial on how to add an Organization |
Latest revision as of 09:50, 3 September 2015
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:
- Log-in in EGI CRM
- From the top navigation blue menu, select Organizations
- From the shortcut toolbar, select the green plus sign. This will redirect you to the Organization creation web form.
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