Difference between revisions of "CRM Use Case Record Project Data"
Jump to navigation
Jump to search
Line 11: | Line 11: | ||
[[File:EGI_CRM_UCI_Account.png]] | [[File:EGI_CRM_UCI_Account.png]] | ||
= How to fill the web form for a Project | = 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">''' | * <span style="color:red">'''Organization Number'''</span>, an automatically generated number. Do not change it the contents 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'', ''National 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, National Project or Other International Projects). '''Mandatory''' | ||
* <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 | * <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. | ||
* <span style="color:red">'''Country'''</span>, if applicable | * <span style="color:red">'''Country'''</span>, if applicable | ||
* <span style="color:red">'''Website'''</span>, for the institution or specific group represented. | * <span style="color:red">'''Website'''</span>, for the institution or specific group represented. | ||
* <span style="color:red">'''Email'''</span> if applicable | * <span style="color:red">'''Email'''</span> if applicable | ||
* <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">'''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 | * <span style="color:red">'''Scientific Discipline'''</span>, choose the main scientific domain for the Organization. | ||
* <span style="color:red">'''Assigned to'''</span>, 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). | ||
* <span style="color:red">'''Start Date'''</span>, 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). |
Revision as of 12:54, 23 October 2012
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 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 Organization for the present record (ESFRI projects, National Project or Other International Projects). 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 Organization.
- 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.
Video
Check the CRM Videos section to see the tutorial on how to add an Account